中信证券：预计英伟达未来可能会推出满足出口限制要求的B30等系列芯片

Group 1 - The core viewpoint of the article is that Nvidia plans to resume sales of its H20 chip in China on July 15, 2025, after a previous ban imposed by the U.S. government on April 16, 2025 [1] - The H20 chip was designed in response to the U.S. BIS chip control policy in October 2023, featuring significant reductions in peak computing power while maintaining advantages in software ecosystem and cluster interconnect [1] - Citic Securities anticipates that Nvidia may introduce additional chip series, such as the B30, that comply with export restrictions [1] Group 2 - Downstream customers are expected to continue purchasing Nvidia-related chips to meet the demands of artificial intelligence development [1]