A股英伟达概念今日回升，奕东电子涨超10%，福蓉科技涨超9%，工业富联、新亚电子、传音控股等个股跟涨；中银国际称，即将公布的2025年第二季度业绩可能因实际关税影响有限和美国客户提前备货而超预期。

Group 1 - The A-share market for Nvidia-related stocks has rebounded, with Yidong Electronics rising over 10% and Furong Technology increasing by more than 9% [1] - Other stocks such as Industrial Fulian, New Asia Electronics, and Transsion Holdings also experienced gains [1] - According to Zhongyin International, the upcoming Q2 2025 earnings report may exceed expectations due to limited actual tariff impacts and advance inventory purchases by American clients [1]