黄仁勋“链上”中国行：点赞10余家中国企业，一夜市值暴涨万亿元

Core Insights - Huang Renxun, CEO of NVIDIA, emphasized the importance of the Chinese market during his recent visit, highlighting the unique value it offers due to advancements in technology [3][4] - NVIDIA is set to begin selling the H20 chip in China, with a new RTX Pro series graphics card tailored for the Chinese market, following the approval of export licenses by the U.S. government [2][4] - NVIDIA's market capitalization reached $4.18 trillion, marking it as the first company in history to surpass the $4 trillion mark [4][5] Group 1 - Huang Renxun's appearance in traditional Chinese attire at the China Supply Chain Expo and his praise for over 10 Chinese companies indicate a strategic focus on collaboration with local firms [2][4] - The CEO's recent visits to China, including meetings with government officials and major clients, reflect NVIDIA's commitment to strengthening its presence in the Chinese market [4][6] - Huang highlighted the transformative impact of AI, likening its significance to that of electricity and the internet, and praised China's open-source AI as a catalyst for global progress [4][5] Group 2 - Despite NVIDIA's leading position in the GPU market with a 70% share, competition is intensifying, particularly from Huawei, which has captured 23% of the market [6][7] - Huang acknowledged the rapid improvement of China's self-sufficiency in GPU production, projecting that by 2027, China's self-sufficiency could rise to 82% [6][7] - The collaboration between NVIDIA and Chinese companies is seen as mutually beneficial, allowing NVIDIA to access a larger market while enhancing China's technological ecosystem [7][8]