NVIDIA中国特供H20卖爆，产业链公司有望受益_老虎社区_美港股上老虎

NVIDIA中国特供H20卖爆，产业链公司有望受益

中金在线07-08

NVIDIA中国特供H20卖爆，产业链公司有望受益。但NVIDIA为中国特供的H20芯片预估今年销售额仍将超过120亿美元（约合870亿元人民币）。根据芯片行业咨询公司SemiAnalysis预测，英伟达将在未来几个月内向中国客户交付超过100万块新的H20芯片，接近升腾910B的两倍，远超此前大几十万片的市场预期。相关个股：华勤技术 (603296)，弘信电子 (300657)。

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