该行称，是否批准所有云服务商的H200芯片采购仍存在不确定性，因可能影响国产芯片普及，但预计 云服务提供商将结合H200与本地芯片使用，尤其在推理需求上。 摩根士丹利发布研报称，看好中芯国际(00981)，因其是"中国人工智能本地化的关键支持者"，且因先 进逻辑芯片需求将保持强劲，并对中国芯片设备企业持积极看法。 大摩预计H200有助于满足中国训练需求，并可能带来更多对推理芯片的需求，从而扩大市场需求。因 此，该行预计AI资本支出将有所增长，亦料中国芯片自给率预计将由2024年的24%提升至2027年的 30%。 ...

Group 1 - The core viewpoint of the article highlights the impressive self-sufficiency of China's semiconductor industry, particularly in the context of domestic smartphone production, as noted by industry expert Hiroshi Shimizu [1] - Shimizu expressed surprise at the high chip self-sufficiency rate in China, suggesting that Japan would struggle to produce smartphones using only domestically developed chips for at least three years [1] - Japanese netizens commented on the need for Japan to acknowledge China's advancements and to avoid blind arrogance [1]