协创数据：美国解禁英伟达H200限售，对算力租赁业务影响待评估

Core Viewpoint - The U.S. government's decision to lift the sales restrictions on NVIDIA's H200 may have implications for the company's computing power leasing business, but the overall impact on the industry is still under evaluation [1] Group 1: Company Impact - The company is closely monitoring policy developments and market dynamics regarding the procurement of the H200 model by domestic enterprises [1] - Specific operational details regarding the business will be disclosed in future reports and announcements [1] Group 2: Industry Considerations - Domestic regulatory authorities are currently considering whether to allow local companies to purchase the mentioned model and how to set potential procurement restrictions [1] - The overall impact of the lifted sales restrictions on the industry is yet to be fully assessed [1]