英伟达：计划恢复H20在中国的销售 金十数据7月15日讯，英伟达(NVDA.O)在博客文章中表示，在得到美国政府的许可保证后，计划恢复 H20在中国的销售。公司首席执行官黄仁勋上周会见了美国总统特朗普，本周将在北京出席第三届中国 国际供应链促进博览会。黄仁勋告诉英伟达客户，公司正在申请新的H20在华销售许可，预计这些许可 将获得批准，并希望尽快恢复交付。H20是英伟达专为中国设计的人工智能芯片低功耗版本。它的诞生 是为了遵守美国早先对人工智能硬件销售的限制。但特朗普政府在4月扩大了控制措施，将H20级别芯 片也纳入其中。黄仁勋此前曾表示，由于H20库存未售出，英伟达将损失数十亿美元。 ...

近期，英伟达市值突破4万亿美元大关。根据KeyBanc Capital Markets的最新分析，英伟达继续占据AI硬 件市场的领导地位，其最新的Blackwell AI平台和即将推出的Blackwell Ultra芯片预计将推动公司业绩大 幅增长。 英伟达链业绩预告大超预期，通信ETF（515880）应声大涨超5%，成交额超1.8亿。 今日CPO概念股领涨。新易盛涨逾18%创历史新高，中际旭创涨逾8%，天孚通信涨逾6%。消息面上， 英伟达链业绩预告大超预期，多家公司业绩预告发布，国内外算力产业链中服务器代工、交换机、光模 块、连接器等环节呈现较高的景气度。新易盛预计上半年归母净利37亿元至42亿元，同比预增 328%-385%。 通信ETF（515880）紧跟中证全指通信设备指数，光模块占比近30%，有望充分把握人工智能背景下算 力端的投资机遇。 注：如提及个股仅供分析参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选 ...

英伟达夜盘直线拉升涨超2%。 ...

英伟达(NVDA.O)：本月，首席执行官黄仁勋会见了美国总统特朗普和美国政策制定者，重申了英伟达 对政府创造就业机会的支持。 ...

【环球时报报道 记者 闫珮云 吴鸣】据美国消费者新闻与商业频道（CNBC）、《日本时报》等媒体报 道，英伟达首席执行官黄仁勋在13日播出的美国有线电视新闻网（CNN）采访中表示，美国政府不必 担心中国军方会使用英伟达的芯片提高其能力，由于存在相关风险，中国军方会避免使用美国技 术，"更不用说，中国已经具备足够的计算能力"。 PA 145 Y and and the see 据美媒报道，黄仁勋此番言论是在针对美国两党多年来禁止半导体公司向中国客户出售其最先进的人工 智能（AI）芯片的限制政策。就在他访华之际，美国两党议员上周五还向他施压，敦促他不要与那些 和中国军方或情报部门有业务往来的公司代表会面。 CNBC提到，华盛顿对英伟达在华芯片销售的最新限制于4月份开始实施，预计将给该公司造成数十亿 美元的损失。黄仁勋5月曾表示，芯片限制措施已导致英伟达在中国的市场份额几乎减半。美国彭博社 在报道此事时则提到，黄仁勋曾表示，美方限制对华芯片出口的战略将会失败，因为它将刺激中国国内 芯片制造能力的增长，最终中方将具备与美国科技产业同等的芯片制造能力。英伟达等美国科技企业认 为，应允许美国公司向中国这一世界最大半导体市场 ...

Nvidia (NVDA -0.46%) has made headlines over the past few years as it's reinforced its position as an artificial intelligence (AI) chip leader. The company has spoken of "insane" demand for its latest architecture and chip, has delivered record levels of revenue and high profitability, and has shown that it can be part of every stage of AI growth. All of this has helped the shares to skyrocket, advancing more than 980% over the past three years.But Nvidia has encountered one major hurdle along this path, an ...

Investors shouldn't sleep on one of the leading neocloud operators.It's no secret that artificial intelligence (AI) has come into its own over the past few years, and some of the biggest names in technology have benefited greatly from advances in generative AI. Palantir and Nvidia are among the biggest winners, soaring 2,180% and 1,030%, respectively, since early 2023. With gains of that magnitude, it isn't surprising that investors are turning over every stone looking for the next big AI winner.One area th ...

Nvidia Corp (NASDAQ:NVDA) stock made history last Thursday, after the chipmaker became the first company in history to cross the $4 trillion market capitalization level. With the shares currently pacing for a five-day win streak and near their July 11, all-time high of $167.89, options traders are focused on calls.NVDA consistently tops Senior Quantitative Analyst Rocky White's list of equities with the highest options volume over the past two weeks. Over the last 10 sessions, security saw 19,582,022 calls ...

WASHINGTON, DC - APRIL 30: President and CEO of Nvidia Jensen Huang speaks on AI at the return of ... More American manufacturing at the Hill and Valley Forum at the U.S. Capitol on April 30, 2025 in Washington, DC. The Hill and Valley Forum brings together lawmakers, tech CEOs, and venture capitalists to discuss technology and national security. (Photo by Kevin Dietsch/Getty Images)Getty ImagesNvidia co-founder Jensen Huang should be praised for traveling to China this week in pursuit of expansion in what ...

this deal, and it comes ahead of the August 12th end date of a US-China trade truce. Eunice Yoon is in Beijing with more on. Eunice.Why is this being so closely watched. And what does this approval signal. Well, it's being.>> Closely watched because the U.S. And the Europeans had already approved this deal, and China was really the holdout on this approval. So in a statement today, the Chinese antitrust regulator had approved the $35 billion acquisition, but with conditions. So what the conditions are, they ...