消息面,4月17日,中国贸促会会长任鸿斌在北京与英伟达公司首席执行官黄仁勋举行会谈。关于美国政府对英伟达对华出口的H20实施无限期出口管制,黄仁勋表示,美国政府加强出口管制已对英伟达业务产生重大影响。中国是英伟达非常重要的市场,希望继续与中国合作。将继续不遗余力优化符合监管要求的产品体系,坚定不移地服务中国市场。国盛证券分析认为,关税政策发布后,光模块等光通信企业股价跌幅较大,市场普遍担忧光模块...
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