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The important of the United States's economic power conference of the United Nations,USG has need the English Weidaughter to the Chinese companies

2025-04-16 未知机构 yuannauy

重点关注国产算力机会事件：美国USG要求英伟达对出口到中国（包括香港和澳门）及D：5国的H20集成电路和任何其他实现H20的内存带宽、互联带宽的电路申请许可证，许可要求将在未来无限期生效。英伟达披露预计2026财年第一季度因H20产品将产生55亿美元费用。英伟达盘后下跌超5%。我们认为在贸易摩擦持续升级的情况下进口海外先进制程芯片存在较大不确定性重点关注国产算力机会事件：美国USG要求英伟达对出口到中国（包括香港和澳门）及D：5国的H20集成电路和任何其他实现H20的内存带宽、互联带宽的电路申请许可证，许可要求将在未来无限期生效。英伟达披露预计2026财年第一季度因H20产品将产生55亿美元费用。英伟达盘后下跌超5%。我们认为在贸易摩擦持续升级的情况下进口海外先进制程芯片存在较大不确定性，国内CSP厂商资本开支将部分转向国产算力。重点关注海光信息、寒武纪，Asic芯片关注翱捷科技、芯原股份。

The important of the United States's economic power conference of the United Nations,USG has need the English Weidaughter to the Chinese companies

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The important of the United States's economic power conference of the United Nations,USG has need the English Weidaughter to the Chinese companies

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