H200 放开

Group 1 - Nvidia has received approval from Trump to export H200 chips to China, with a 25% additional fee imposed; the chips will only be supplied to "approved customers" [1] - The H200 chip, set to be mass-produced in the first half of 2024, utilizes advanced 4nm technology and offers significant performance improvements over its predecessor, H20, with a compute power ratio of 13:1 [1] - The H200 features HBM3E memory (141GB), surpassing the HBM3 (96GB) used in H20, although it is still inferior to the upcoming B200 series [1] Group 2 - The market reaction has been lackluster, with only optical modules showing interest; other sectors are experiencing a significant downturn [2] - There is a general sentiment in the market that is overly cautious, leading to minimal attention on stocks outside of optical modules [2]