黄仁勋，持续套现！ 最新披露的文件显示，7月18日，英伟达首席执行官黄仁勋出售了7.5万股英伟达股票，价值约1294万美元。此 前4个交易日，黄仁勋合计减持30万股，套现约5092万美元。 在美股市场上，英伟达股价近期持续上涨，市值突破4万亿美元，成为全球市值最高的公司。有研究机构表 示，英伟达市值的攀升，彰显市场对AI算力的热情持续高涨。 黄仁勋高位套现 根据一份提交给美国证券交易委员会的文件，黄仁勋于7月18日再次出售7.5万股英伟达股票，交易总额约为 1294万美元。当天盘中，英伟达股价再度刷新历史新高。 对人工智能和驱动大型语言模型的图形处理器（GPU）的强劲需求，推动英伟达的股价持续攀升。近日，英伟 达的市值突破4万亿美元，成为全球市值最高的公司。截至7月18日收盘时，英伟达股价报172.41美元/股，市 值超过4.2万亿美元。 英伟达市值的飙升，也显著提升了黄仁勋的净资产。在彭博亿万富翁指数榜上，黄仁勋的身家高达1500亿美 元，排名全球第9，超过了伯克希尔·哈撒韦公司的沃伦·巴菲特。 据央视新闻报道，7月15日，黄仁勋透露，美国已批准H20芯片销往中国，该公司还将推出一款面向中国市场 的RTX ...

Core Viewpoint - Multiple foreign institutions have raised their GDP growth forecasts for China in 2025 following better-than-expected economic data, indicating a positive outlook for the Chinese economy and trade relations with the U.S. [1][2][4] Economic Forecasts - Morgan Stanley has increased its 2025 GDP growth forecast for China from 4.5% to 4.8% due to strong global demand for Chinese products, proactive trade policies, and rising corporate profits [2][3] - Goldman Sachs has adjusted its 2025 and 2026 GDP growth forecasts for China to 4.7% and 3.9%, respectively, up from 4.6% and 3.8% [4] - ANZ Bank has raised its 2025 GDP growth forecast to 5.1%, significantly higher than the previous estimate of 4.2%, citing strong export and domestic consumption performance [5] Economic Performance Indicators - China's GDP grew by 5.3% year-on-year in the first half of 2025, with industrial output increasing by 6.4%, and high-tech manufacturing growing by 8.7% [3] - Retail sales increased by 5.0% year-on-year, reflecting a recovery in consumer spending [3] Trade Relations and Chip Exports - AMD plans to resume exports of its MI308 chip to China, following U.S. government approval, marking a significant shift in U.S. export policy towards China [7][8] - The approval of H20 chip exports to China is expected to enhance Nvidia's profitability and indicates progress in U.S.-China trade negotiations [10]

Economic Growth Predictions - Multiple foreign institutions have raised their GDP growth forecasts for China in 2025, with Morgan Stanley increasing its prediction from 4.5% to 4.8%, Goldman Sachs from 4.6% to 4.7%, and UBS from 4% to 4.7% [1][4] - At least nine U.S. and international banks have adjusted their forecasts for China's economic growth, with Barclays and Morgan Stanley predicting nearly 5% growth for this year [2] Economic Indicators - China's GDP grew by 5.3% year-on-year in the first half of 2025, with industrial output increasing by 6.4%, and high-tech manufacturing growing by 8.7% [3] - Retail sales increased by 5.0% year-on-year, reflecting a 0.4 percentage point acceleration from the first quarter [3] Chip Export Developments - AMD plans to resume exports of its MI308 chip to China following U.S. government approval, marking a significant shift in U.S. policy regarding AI chip exports to China [7] - The approval of H20 chip exports to China is expected to enhance Nvidia's profitability and indicates progress in U.S.-China trade negotiations [8] Market Sentiment - Optimism regarding China's economic growth is improving investment expectations in the Chinese stock market, with Citigroup upgrading its rating on the consumer sector from "neutral" to "overweight" [5] - Bridgewater's onshore China fund achieved a 14% return in the first half of the year, reflecting a positive outlook on Chinese equities due to policy support and relatively low valuations [5]

来源：参考消息 据新加坡《联合早报》网站7月16日报道，美国芯片公司超微半导体（AMD）称，在美国 宣布将批准销售后，该公司计划重启向中国出口其MI308芯片。此前，美国对英伟达一款 芯片作出了类似决定。 据报道，AMD发言人7月15日说，美国商务部告知该公司，MI308产品的许可申请将进入 审查程序。MI308芯片是AMD专为中国市场设计的AI加速器。 报道称，允许这些产品重返中国，对特朗普政府来说是一个逆转。此前数周，特朗普政府 一直坚称，限制对华芯片销售的政策不在讨论范围之内。不过，两国关系已缓和数周，而 英伟达首席执行官黄仁勋在访华前与特朗普会面。 AMD今年4月说，MI308芯片的出口限制将使该公司损失约8亿美元。 黄仁勋15日在接受中国媒体采访时宣布，美国已批准H20芯片销往中国，英伟达还将推出 一款面向中国市场的RTX PRO全新图形处理器（GPU）。 报道称，消息公布后，知情人士称，中国多家企业正加紧提交订单抢购H20芯片，同时英 伟达已建立一个"白名单"系统，让有意购买的中国企业登记，并向美国政府提交申请。 英伟达，突发！双双涨停！ ...