英伟达芯片“松绑”，国产GPU却逆势涨停

上观新闻2025-12-12

面对“AI霸主”英伟达突如其来的芯片入华政策松绑，国产AI芯片企业股价并未应声下跌，反而走出了逆势上扬的行情。摩尔线程小幅低开后快速翻红，而海光信息、寒武纪等AI芯片企业也迎来小幅上涨。英伟达芯片入华，为何没能吓跑“国产平替”的投资者们？

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