《股市简讯》中国晶圆代工双雄港股齐涨，英伟达芯片限令利好本土芯片商

路透中文

2025/04/17

《股市简讯》中国晶圆代工双雄港股齐涨，<a href="https://laohu8.com/S/NVDA">英伟达</a>芯片限令利好本土芯片商

* 中国晶圆代工龙头--中芯国际0981.HK和华虹半导体1347.HK港股齐升，分别一度涨4.5%和6.6%，分析人士称英伟达H20芯片限制令利好本土芯片商。

* 恒生科技指数.HSTECH涨1.8%。

* Nvidia周二表示，在美国政府表示该公司需要获得许可才能向中国出口H20人工智能芯片后，公司将计提55亿美元费用，该芯片一直是Nvidia最受欢迎的芯片之一。

* 投行花旗称，尽管新规并非彻底禁售，但许可证要求加剧了H20供应不确定性，同时对中国本土AI芯片及供应链构成温和利好。（完）

更多股市简讯请点选CN-CMN-HOT

(发稿宿泱韫; 审校吴云凌)

((jenny.su@thomsonreuters.com; 86-10-56692102;))

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