异动解读 | 英伟达H200芯片采购前景不明，2倍做多NVDA ETF盘前大跌5.14%

异动解读05-15 16:57

2倍做多英伟达（NVDA）的ETF——GraniteShares NVDL今日盘前出现大跌，跌幅达5.14%。

消息面上，美国贸易官员近期就英伟达最新H200芯片的采购问题发表评论，指出中国是否购买这些先进芯片将完全由其自主决定。市场分析认为，这一表态引发了投资者对英伟达未来在中国市场销售前景的担忧，进而影响了其股价及相关的杠杆ETF。

美国贸易代表凯瑟琳·戴与副代表莎拉·比安奇均对此事发表了看法，强调采购决定权在中国手中。这一表态凸显了在全球科技竞争与贸易政策交织的复杂背景下，关键半导体产品的交易已成为涉及国家主权的战略考量，并直接引发了市场对英伟达核心业务潜在风险的重新评估。

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