特朗普：已告知习近平，美国将允许英伟达向中国及其他国家的合格客户出售H200芯片（Hopper架构），公司需将这些芯片销售收入的25%上缴美国政府。Blackwell与Rubin芯片除外。规则同样适用于AMD与英特尔等美国企业。#行情 英伟达美股盘后涨1.4%。英特尔涨0.37%，AMD涨0.67%。 https://t.co/rE3NUcJR4i外汇交易员 (@myfxtrader):特朗普团队内部探讨过向中国出售 NVIDIA H200 芯片的想法。 ...

董事会认为，计算机芯片销售协议项下拟进行的交易乃于集团日常及一般业务过程中进行。计算机芯片 销售协议扩展集团计算机设备业务的产品组合，以把握IC芯片市场的增长机遇。公司持续致力寻求能提 升长期股东价值的业务发展。 格隆汇12月5日丨国际商业结算(00147.HK)宣布，与2025年12月5日，集团与深圳市南极光电子科技股份 有限公司(股份代号：300940.SZ)的全资附属公司香港南极光科技有限公司(「香港南极光」)订立计算机 芯片销售协议。 根据计算机芯片销售协议，集团同意供应，而香港南极光同意采购集成电路(IC)芯片合共1,610,000件。 合约总值为约1995万美元(相当于约1.56亿港元)。 ...

Core Viewpoint - Aojie Technology announced a share reduction by Alibaba, decreasing its stake from 13.99% to 12.69% through a sale of 5,439,008 shares between November 24 and December 1, 2025 [1][7]. Group 1: Company Overview - Aojie Technology, established in 2015 in Zhangjiang, Shanghai, specializes in chip product sales, custom chip services, and semiconductor IP licensing, with key products including cellular baseband chips and non-cellular IoT chips [3][9]. - Alibaba has been a significant shareholder since 2017, participating in multiple funding rounds [4][10]. Group 2: Financial Performance - For the first three quarters of 2025, Aojie Technology reported total revenue of 2.88 billion yuan, a year-on-year increase of 13.42% [3][9]. - The company recorded a net loss attributable to shareholders of 327 million yuan, an improvement from a loss of 412 million yuan in the same period last year [3][9]. - The total gross profit improved by 68 million yuan year-on-year, attributed to increased chip sales and improved gross margins [3][9]. Group 3: Shareholder Actions - The reduction in Alibaba's stake is primarily due to its own business arrangements, and Alibaba remains a key shareholder with a positive outlook on Aojie Technology and its industry [4][10]. - Aojie Technology has not been informed of any further reduction plans by Alibaba [4][10].

Core Viewpoint - The company has received a procurement order for high-power laser chip products from Client A, amounting to 63.0206 million RMB (including tax), which is expected to positively impact the company's operating performance [1] Group 1: Order Details - The order consists of a batch of high-power laser chip products [1] - The delivery location is specified by the buyer, and the order becomes effective upon receipt and confirmation of the client's procurement order [1] - The performance period for the order is from the effective date until the completion of procurement obligations [1] Group 2: Financial Impact - If successfully implemented, the order is anticipated to have a positive effect on the company's operating results [1] - Revenue will be recognized in accordance with relevant regulations and income recognition principles during the appropriate accounting period [1]

英伟达回应称，英伟达遵守美国政府制定的参与全球市场的规则。加速计算的需求是全球性的，英伟达将继续在规则范围内为尽可能多的客户提供服务。截至目前，AMD暂未回应。外汇交易员 (@myfxtrader):FT：作为获得新出口许可证的条件，英伟达和AMD将把它们在中国芯片销售收入的15%上交给美国政府，此前从未有美国公司同意类似条件条件。美国官员透露，美国政府尚未决定如何使用这笔钱。英伟达的一位发言人既未证实也未否认该报道。 https://t.co/YgG0hgu4Xb ...

Group 1 - The company, Yuanjie Technology (688498.SH), announced that it has received a procurement order from Client A and its subsidiary for a batch of high-power laser chip products, with a total order value of 141 million yuan (including tax) [1] - This order is classified as a routine operational order for the company and does not require submission for approval by the board of directors or shareholders [1]

美股盘前，英伟达涨超3%，热门中概股集体走强，阿里巴巴涨超6%，金山云盘前涨超15%、万国数据 涨超12%。黄仁勋宣布，将开始向中国市场销售H20芯片。 ...