《股市簡訊》中國晶圓代工雙雄港股齊漲，英偉達芯片限令利好本土芯片商

路透中文

2025/04/17

《股市簡訊》中國晶圓代工雙雄港股齊漲，<a href="https://laohu8.com/S/NVDA">英偉達</a>芯片限令利好本土芯片商

* 中國晶圓代工龍頭--中芯國際0981.HK和華虹半導體1347.HK港股齊升，分別一度漲4.5%和6.6%，分析人士稱英偉達H20芯片限制令利好本土芯片商。

* 恒生科技指數.HSTECH漲1.8%。

* Nvidia周二表示，在美國政府表示該公司需要獲得許可才能向中國出口H20人工智能芯片後，公司將計提55億美元費用，該芯片一直是Nvidia最受歡迎的芯片之一。

* 投行花旗稱，儘管新規並非徹底禁售，但許可證要求加劇了H20供應不確定性，同時對中國本土AI芯片及供應鏈構成溫和利好。（完）

更多股市簡訊請點選CN-CMN-HOT

(發稿宿泱韞; 審校吳雲凌)

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

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