* 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)
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(发稿 宿泱韫; 审校 吴云凌)
((jenny.su@thomsonreuters.com; 86-10-56692102;))
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