智通财经网·2025-08-14 13:50Group 1 - The U.S. government has reached an agreement allowing Nvidia and AMD to sell AI chips in China under the condition of sharing 15% of sales revenue with the U.S. [1] - This policy adjustment is viewed by Wedbush analysts as a key removal of obstacles to the growth of the AI revolution, signaling a positive outlook for AI-related tech stocks in the next 12 to 18 months [1] - Nvidia will contribute 15% of its sales revenue from the H20 AI accelerator in China, while AMD will do the same from its MI308 chip revenue [1] Group 2 - The Wedbush team asserts that the U.S. leads in the tech sector for the first time in 30 years, with the global AI revolution being dominated by American companies such as Nvidia, Microsoft, and Google [2] - Chinese tech giants like Huawei and Alibaba are rapidly catching up, creating a "dual competition" landscape [2] - The analysts highlight that U.S. tech companies must negotiate reasonable terms, such as the 15% revenue share, to maintain their global leadership while accessing major markets like China [2]