券商中国·2025-07-16 05:43Group 1 - AMD plans to resume exports of its MI308 chip to China following approval from the U.S. government, marking a significant policy shift [1] - The MI308 chip is specifically designed by AMD as an AI accelerator for the Chinese market [1] - The U.S. Treasury Secretary indicated that NVIDIA's approval to export the H20 chip was based on China's development of comparable technology, suggesting a more lenient stance on chip exports to China [1] Group 2 - The recent approval for chip exports represents a reversal from the previous hardline stance of the Trump administration, which had been focused on restricting sales to China [1] - The easing of restrictions comes amid a period of improved U.S.-China relations, highlighted by NVIDIA's CEO meeting with Trump prior to the announcement [1]