Shares of U.S. chipmakers popped late Monday afternoon after President Donald Trump confirmed on social media that NVIDIA Corp. (NASDAQ:NVDA) will be allowed to ship its H200 chips to approved customers in China and other countries. NVDA stock is moving after-hours. See the price action here. Rumors swirled earlier Monday that such a move could be coming, and Trump took to Truth Social late Monday afternoon to confirm the policy change. Read Next: Forget Meta And Microsoft — ‘Pick And Shovel’ Stocks Are The ...

每经AI快讯，12月9日，美国部分芯片股盘后走强，英伟达涨1.2%，AMD涨近1%，英特尔涨0.4%。 ...

I find it kind of interesting that uh you go from super excitement about a technology to oh wow you know big concern. Um look being a engineer and technologist for a long time you know you see technologies and you see those that are kind of fads and then you see those that have extreme potential and you know AI is in the realm of extreme potential. uh you know the last two years we've been talking about it you know we've seen you know sort of the advent of chat GPT now turn into you know is there a a AI bub ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the fastest-growing semiconductor stocks to buy. On December 3, Bank of America Securities analyst Vivek Arya reaffirmed a Buy rating on the stock, keeping his price target unchanged at $300. As of December 5, Advanced Micro Devices, Inc. (NASDAQ:AMD) enjoys highly positive analyst opinions with more than 80% analysts assigning it a Buy or equivalent rating. With a consensus 1-year median price target of $290, the stock still shows an upside potential of ...

来源：大观国研 12月5日，在中国外交部例行记者会上，发言人林剑对一则技术出口问题作出了明确回应。英媒记者提 问中提到，AMD首席执行官苏姿丰称其公司获得了部分MI308芯片对华出口许可，并愿意将对华销售 收入的15%上缴美国政府。表面看是一项"有诚意"的商业交易，但林剑仅用一句"请美方以实际行动维 护全球供应链稳定"，就点破了其中的政治本质。 这番回应看似平淡，实则传递了明确信号：中国不会接受打了折扣的技术产品，更不会为美方的规则设 限背书。林剑没有就"是否购买"展开论述，而是直接回到了本源问题——谁在设限、谁在控制、谁在制 造不平等的技术规则。 从回应中可以读出，中方已不再容忍美方一边用行政手段限制中国发展高端技术，一边又想继续向中国 市场倾销经过性能阉割的"次级芯片"。这是一场在对等尚未建立的前提下，拒绝继续妥协的外交表达， 也是对当前出口机制的系统性反制。 "阉割版芯片"背后的双重陷阱 MI308并非AMD旗下的高端产品，而是在MI300X基础上为中国市场"量身定制"的降级版，其定位与此 前英伟达的H20芯片如出一辙：牺牲算力、压缩带宽、降低互联能力，只为拿到美国政府的出口许可标 签。 这种"特供化" ...

智通财经APP注意到，人工智能正在彻底改变各个行业的支出方式，使英伟达(NVDA.US)、 AMD(AMD.US)等公司受益。但在一部分公司成为赢家的同时，投行 Wedbush Securities 也列出了一份 可能受到人工智能负面冲击的公司名单。 "就像过去的企业软件演进周期一样，颠覆者通常首先通过与较小的公司合作或在利基应用中取得成 功，然后才会威胁到大型企业核心职能中根深蒂固的竞争对手。面临最大威胁的包括 Adobe、Docusign 和 Workday。" 与此同时，Wedbush 将 Nice Systems(NICE.US)的评级从"跑赢大盘"下调至"中性"，并将目标价从 170 美 元下调至 120 美元。 最后，Wedbush 认为代理式 AI 对零售业的影响正在颠覆许多领域，包括 Instacart(CART.US)等中介机 构。 分析师解释道："自动驾驶车队无需人工劳动力即可运送人员和货物，这标志着交通运输经济学领域自 十年前网约车推出以来最具影响力的转变。我们预计这将带来巨大的颠覆，特别是在运输网络领域。随 着自动驾驶(AV)网络规模化，价值将流向拥有 (1) 车队、(2) 数据沉淀和 ...

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The artificial intelligence sector is continuing its sharp surge despite fears of a potential 'bubble', and Nvidia is leading the space with over $4.5 trillion market cap. But, heading into 2026, one ... ...

Market Overview - The main board saw significant gains with stocks like Dahua Intelligent (+10.03%), Junya Technology (+10.03%), and Huamai Technology (+10.02%) leading the rise [1] - The ChiNext board also performed well, with Zhishang Technology (+20.00%), Dongtian Micro (+20.00%), and Rongke Technology (+20.00%) showing strong increases [1] - The Sci-Tech Innovation board was led by Ruikeda (+20.00%), Saiwei Microelectronics (+18.82%), and Changguang Huaxin (+15.26%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+6.84%) and SW Other Electronics III (+4.77%) [1] Domestic News - New Sound Semiconductor Co., Ltd. completed a C-round financing of 269 million yuan, planning to invest over 150 million yuan in capacity expansion at its Jiaxing production base, aiming to increase BAW filter annual production capacity to 1 billion units [1] - Hengxuan Technology reported smooth progress in the development of its next-generation low-power high-performance wearable chip, the BES6000 series, expected to enter the sample delivery stage in the first half of next year [1] - Visionox announced at Tsinghua University's forum that its fourth-generation pTSF technology has achieved mass production, marking a significant advancement in OLED key materials in China [1] - China's integrated circuit exports reached 1.29 trillion yuan in the first 11 months of this year, a year-on-year increase of 25.6%, significantly outpacing the overall export growth rate [1] Company Announcements - Jieshun Technology announced it won the operation project for the underground parking lot of Zhengzhou Longhu Financial Center, expecting operational revenue exceeding 70 million yuan over a six-year contract period [2] - GoerTek reported progress in the equity transaction of GoerTek Optical Technology Co., Ltd., with all preconditions for the share exchange transaction being met by December 9, 2025 [2] - Naxin Micro announced its first share buyback through centralized bidding, repurchasing 344,547 shares, accounting for 0.21% of the total share capital, with a total buyback amount of 53.74 million yuan [2] - Chuangyi Huikang reported the completion of the transfer of 117,698,823 shares held by Philips Investment, representing 7.60% of the total share capital [2] International News - LaserApps successfully fabricated a 30μm TGV on semiconductor glass substrates, achieving high aspect ratios [2] - Samsung Electronics received an order from AI chip startup Tsavorite, with an order value exceeding 100 million USD for AI chip foundry services using its 4nm process technology [2] - U.S. Senate members proposed legislation to formalize current export controls on advanced semiconductors, potentially affecting companies like NVIDIA and AMD [2] - Dell is considering a price increase of at least 15%-20% for PC and server products due to rising memory prices, with other manufacturers like HP also warning of potential price hikes [2]

12月8日消息，近日由美国共和党参议员皮特与民主党参议员克里斯领衔、跨党派议员联合提出的该法 案， 要求美国商务部在未来30个月内禁止向中国、俄罗斯等国家出口任何性能优于当前许可标准的先 进AI芯片！ 例如，英伟达等曾依赖中国市场出口的美国芯片厂商直言这次管制失败。由于无法向中国销售高端 GPU，他们损失了大量订单。随着美国高端芯片封锁，中国市场需求转向国内，促使本土芯片厂商加快 研发步伐。预计到2026年，中国本土AI芯片在国内市场的占有率将升至约40%。 转自：国芯网 声明：本文仅为信息交流之用，不构成任何投资建议，股市有风险，投资需谨慎。 加入"中国IC独角兽联盟"，请点击进入 是说芯语转载，欢迎关注分享 这意味着，即便英伟达、AMD等企业已获部分特供芯片（如H20、MI308）的出口许可，其下一代产品 （如H200）也将被彻底挡在门外。此举被视为国会"对华鹰派"对特朗普政府潜在政策松动的一次强力 制衡。 据路透社报道，就在法案提出前夕，美国白宫正内部评估是否允许英伟达向中国出口更强大的H200 AI 芯片——此举虽可缓解美企营收压力，却被批评者视为"严重偏离2022年以来确立的对华技术封锁方 针"。 ...