盘中,直线拉升!重磅消息,突然来袭!
NvidiaNvidia(US:NVDA) 券商中国·2025-07-15 06:07

Core Viewpoint - The approval of H20 chip sales to China by the U.S. government and the launch of the RTX Pro GPU by NVIDIA are significant developments for the chip industry, indicating a positive outlook for AI-related investments and market dynamics [1][3][4]. Group 1: NVIDIA's Developments - NVIDIA's CEO Jensen Huang announced that the U.S. has approved the export of the H20 chip to China, which is designed specifically for the Chinese market and adheres to U.S. export restrictions [3][4]. - The H20 chip is based on NVIDIA's Hopper architecture and is positioned as an AI accelerator, although it does not meet the requirements for training trillion-parameter models [4]. - NVIDIA plans to launch the RTX Pro GPU, which is tailored for computer graphics, digital twins, and artificial intelligence applications [1][3]. Group 2: Market Reactions - Following the announcement, NVIDIA-related stocks in the A-share market experienced significant movements, with companies like Litong Electronics hitting the daily limit up [2][3]. - The computing power sector also showed strength, with stocks like Xinyisheng and Zhongji Xuchuang rising over 10% [3]. Group 3: Market Sentiment and Trends - NVIDIA's stock price has risen over 22% this year, and its market capitalization recently surpassed $4 trillion, making it the first company to reach this milestone [7][8]. - Analysts believe that the ongoing enthusiasm for AI computing power is driving market dynamics, with a focus on the demand for high-performance chips and related equipment [8][9]. - The demand for GPUs and other high-performance chips is expected to surge, benefiting leading domestic manufacturers due to their competitive advantages [8][9].

盘中,直线拉升!重磅消息,突然来袭! - Reportify