英伟达盘前跌超3% 美国限制H20芯片出口中国

金吾资讯2025-04-21

金吾财讯 | 英伟达(NVDA)盘前跌超3%，截至发稿，报98.44美元。消息面上，美国商务部于当地时间4月15日宣布，英伟达的H20芯片、AMD的MI308芯片以及同类型人工智能(AI)芯片，出口到中国需要许可证。美银证券的研究报告指，预期美国限制英伟达H20芯片出口中国将对公司销售造成影响，但风险可控。该行预期两个情景，即在忽略任何积极的抵销因素的情况下，假设H20芯片占2026财年的销售6%...

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