随着美国政府放宽英伟达向中国出口H20 AI芯片，AMD公司也确认即将在中国销售MI308 AI芯片。 7月16日消息，AMD（超微半导体）方面于15日晚向笔者展示了一份声明："我们最近收到特朗普政府 的通知，向中国出口MI308产品的许可证申请将被推进至审核流程。我们计划在许可证获批后恢复出 货。" 据悉，MI308芯片是AMD专为中国市场设计的AI加速芯片。 英伟达此前也宣布H20芯片在华销售将获批准。英伟达表示，公司正在重新提交英伟达H20 GPU的销售 申请。美国政府已向英伟达保证将授予许可证，英伟达希望尽快开始交付。同时，英伟达还将推出一款 对华定制"特供"产品RTX PRO GPU，英伟达CEO黄仁勋称该芯片是"智能工厂和物流数字孪生AI的理想 选择"。 上述两家公司确认对华销售AI芯片之后，今天凌晨，美国财政部部长斯科特·贝森特（Scott Bessent）、 霍华德·卢特尼克（Howard Lutnick）分别对外透露了此事的进一步细节。 贝森特表示，他们获得美国的许可背后的原因，与此前在伦敦举行的中美贸易谈判取得进展有关，这项 决定出现在黄仁勋与美国总统特朗普会晤仅几天后。英伟达恢复向中国供 ...

要闻提示 NEWS REMIND 1.吉利汽车与极氪正式宣布合并：极氪股东可选择以现金或置换吉利汽车股份作为对价 2.李想回应理想i8内饰遭泄密：打乱了发布节奏，低估了潜在用户的"求知欲望" 3.传字节跳动开发混合现实眼镜，对标Meta Phoenix 4.英伟达宣布：H20将恢复对中国销售，并推出面向中国市场的新GPU 5. 罗马仕旗舰店恢复营业！官方称：召回服务长期有效 6.小鹏汇天完成2.5亿美元B轮融资，已累计融资约54亿人民币 7.马斯克：Grok平台新增动漫AI伴侣，部分功能免费开放 8.销量至少千万部！首款折叠iPhone预计定价1800至2000美元：苹果利润率超50% 今日头条 HEADLINE NEWS 吉利汽车与极氪正式宣布合并：极氪股东可选择以现金或置换吉利汽车股份作为对价 7月15日，吉利控股集团宣布，旗下吉利汽车与极氪科技正式签署合并协议，吉利汽车将收购除其已持有 股份外的全部极氪股份，极氪股东可选择以现金或置换吉利汽车股份作为对价。根据协议条款，极氪股东 可选择每股获得2.687美元现金或兑换1.23股吉利新发股份；美国存托股票（ADS）持有者则对应获得 26.87美元现金或12 ...

Market Overview - A-shares exhibited a mixed performance, with the Shanghai Composite Index falling approximately 1% to below 3500 points, while the ChiNext Index surged over 2% [1] - As of the afternoon close, the Shanghai Composite Index decreased by 0.42% to 3505 points, the Shenzhen Component Index increased by 0.56% to 10744.56 points, and the ChiNext Index rose by 1.73% to 2235.05 points [1] - Total trading volume in the Shanghai, Shenzhen, and North markets reached 163.53 billion yuan, an increase of over 150 billion yuan compared to the previous day [1] AI Industry Chain - Stocks in the AI industry chain rose against the trend, with New Yi Sheng (300502) hitting a 20% limit up, marking a historical high [1] - Other notable performers included Zhongji Xuchuang (300308) with a nearly 17% increase, and Tianfu Communication (300394) rising about 12% [1] - The Nvidia concept stocks also saw significant gains, with China Electric Port (001287) hitting the limit up, and Huajin Technology (603296) and Inspur Information (000977) rising over 7% [1][2] Nvidia Concept Stocks - Nvidia concept stocks experienced a substantial rise, with Zhongji Xuchuang increasing nearly 17%, Shenghong Technology (300476) and Yipinhong (300723) rising over 13%, and Tianfu Communication up about 12% [2] - The Nvidia concept sector overall rose by 2.02%, ranking fifth among industry concept sectors for the day, with a weekly increase of 2.31% [2] - Nvidia announced the resumption of H20 sales to China and the launch of a new GPU compliant with Chinese regulations, which is expected to alleviate the domestic chip shortage [2][3] AI Intelligent Agent Concept - The AI intelligent agent concept also showed strength, with stocks like Dingjie Zhizhi (300378), Chutianlong (003040), and Fanwei Network (603039) hitting the limit up [4] - The AI intelligent agent sector overall rose by 1.05%, ranking eighteenth among industry concept sectors for the day [4] - A new standard for AI intelligent agent operation safety testing was released, addressing risks associated with language barriers and establishing a comprehensive risk analysis framework [4] Real Estate Sector - The real estate sector saw a notable rally, with stocks like Tianbao Infrastructure (000965) and Chongqing Development (000514) hitting the limit up [6] - The Hong Kong real estate sector also experienced a surge, with Meidi Real Estate rising over 60% at one point [6] - Recent government meetings emphasized the need for comfortable and convenient living cities, indicating a potential shift in real estate development strategies [6]

A股今日（7月15日）延续分化走势，沪指回落走低，一度跌约1%失守3500点；创业板指走势强劲，一 度涨超2%；港股尾盘强势拉升，恒生指数涨1.6%，恒生科技指数大涨近3%。 消息面上，近日，世界数字科学院正式发布AISTR系列新标准《AI智能体运行安全测试标准》，为全球 首个单智能体运行安全测试标准。该标准针对智能体跨越"语言墙"所带来的"行为"风险，首次将输入输 出、大模型、RAG、记忆和工具五个关键链路与运行环境对应起来，构建了全链路风险分析框架；同 时，细分了智能体风险类型，完善并创新提出了模型检测、网络通信分析和工具模糊测试等测试方法， 弥补了智能体安全测试技术标准的空白。 | 代码 | 名称 | � | 涨幅% | 现价 | 涨跌 | 采价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300308 中标旭创 | | | R 16.68 | 174.81 | 24.99 | 174.80 | 174.81 | 924064 | | 300476 胜云 技 | | | R 13.65 | 164.06 | ...

A股今日（7月15日）延续分化走势，沪指回落走低，一度跌约1%失守3500点；创业板指走势强劲，一度涨超2%；港股尾盘强势拉升，恒生指数涨 1.6%，恒生科技指数大涨近3%。 具体来看，沪指盘中下探，早盘一度跌约1%，尾盘跌幅有所收窄，重返3500点上方；创业板指强势上扬，盘中一度涨超2%。截至收盘，沪指跌0.42%报3505点，深 证成指涨0.56%报10744.56点，创业板指涨1.73%报2235.05点，科创50指数涨0.39%，沪深北三市合计成交16353亿元，较此前一日增加逾1500亿元。 场内超4000股飘绿，电力、煤炭等板块下挫，华银电力、拓日新能跌停，大有能源跌超9%；银行板块亦走低，齐鲁银行跌超3%，平安银行、浙商银行等跌约2%； AI产业链股逆势拉升，CPO概念爆发，新易盛20%涨停创历史新高，中际旭创涨近17%，天孚通信涨约12%；英伟达概念股拉升，中电港涨停，华勤技术、浪潮信 息涨超7%；AI智能体概念崛起，鼎捷数智、楚天龙、泛微网络等涨停。 港股方面，金山云大涨近17%，阿里巴巴涨约7%，金蝶国际涨超6%。 英伟达概念爆发 英伟达概念股盘中大幅走高，截至收盘，中际旭创涨近17%，胜 ...