H200、海力士、迈威尔科技、泰瑞达、Arista、希捷、Alphawave IP、博通等 —— 买方观点汇总-H200s，Hynix，MRVL，TER，ANET，STX，ALAB，AVGOCIEN Buyside Bars

Joshua Meyers - Specialist Sales - US TMT AC (1-617) 310 0767 joshua.meyers@jpmorgan.com J.P. Morgan Securities LLC North America Specialist Sales 09 December 2025 J P M O R G A N H200s, Hynix, MRVL, TER, ANET, STX, ALAB, AVGO/CIEN Buyside Bars Joshua Meyers +1 617 310 0767 joshua.meyers@jpmorgan.com Yesterday Semifor reported that the Trump administration would approve H200 shipments to China, which by the evening it appeared to confirm (with a 25% US Treasury revenue share), with Trump saying Xi "responde ...