* 向Nvidia(辉达/英伟达)NVDA.O采购H20芯片的中国互联网巨头--腾讯控股0700.HK周三早盘低开1.2%，随后跌幅扩大至2.9%。
* 英伟达周二表示，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。
H20是Nvidia目前在中国销售的最先进的芯片，也是其与中国蓬勃发展的人工智能产业保持联系的核心。据路透2月报导，消息人士表示，由于对DeepSeek低成本人工智能$(AI)$模型的需求激增，腾讯、阿里巴巴9988.HK和字节跳动等中国企业已大幅增加了H20芯片的订单。
* 腾讯控股今年迄今涨6.3%，同期恒生指数.HSI上扬5.1%。
* 恒生科技指数.HSTECH盘中跌3.4%。（完）
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(发稿 徐凯文；审校 杨淑祯)
((kaiwen.xu@thomsonreuters.com))
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