高盛：中国顶级人工智能应用追踪- 聚焦芯片供应与人工智能应用采纳；6 月应用参与度稳健

Navigating China Internet: Top AI/apps tracker: Focus around chip supply and AI application adoption; solid June app engagement China's top AI applications maintained healthy user engagement trends in June with key investor focuses around 1) a potential resumption of Nvidia H20 chip supply: where the company announced on July 15 that it expects the US regulator to grant licenses to restart shipments, alongside a new & fully compliant NVIDIA RTX PRO GPU. We believe resumption of foreign chip supply could bod ...