Dan Ives: H200解禁意义非凡！英伟达，能否重回$200？

小虎AV

12-09

悬赏1000虎币

Dan Ives：这是一个具有里程碑意义的时刻。

CNBC主持人：真的吗？股价涨幅1%？

Dan Ives：现在只是一段关系建立的开端，接下来的几周，更多地区开放销售、特朗普4月访华……[看涨]

特朗普批准向中国出售英伟达H200人工智能芯片，中方表示一贯主张中美通过合作实现互利共赢。Wedbush分析师Dan Ives表示评估后续发展前景，H200解禁会是英伟达的里程碑时刻。

盘前英伟达涨幅近2%，大家看好 $英伟达(NVDA)$ 股价起飞吗？芯片板块涨势能否维持？

评论区分享你的观点或操作，一起赢取虎币奖励！ $美国超微公司(AMD)$ $英特尔(INTC)$

英伟达H200解禁！上车时机到了？

美国时间12月8日下午，美国总统特朗普在自己打造的社媒平台Truth Social上发帖，称在确保美国国家安全的前提下，将“允许 $英伟达 (NVDA.US)$ 向中国及其他国家的合格客户交付其H200芯片产品”。不过，被允许出口的芯片不会包含英伟达更领先的Blackwell和即将面世的Rubin芯片，此外英伟达需将销售所得收益的25%支付给美国政府。【H200解禁，长期来看是利好吗？大家觉得现在是上车时机吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

悬赏1000虎币截止至12/30 13:35

发起者将在悬赏结束前选出最佳恢复并分配虎币

精彩评论

一路走来cd
12-09
一路走来cd
如果解禁有意义，市场有需求。那之前的新闻是假，半导体的突破更是遥遥无期。
英伟达可见的期限内，很值钱
大妮儿
12-10
大妮儿
同样的坑，傻子才会跌倒两次，即使有采购量，也会有限而且不可持续，中国政府要求的是自主可控，美国想把中国竞争对手消灭在商业化的早期阶段，套路太老了，
冬天的月亮
12-10
冬天的月亮
接近对英伟达利好有限因为第一说不定什么，什么时候就又被禁止了，第二中国也在寻找国产替代，努力克服卡脖子问题
明日阳光888
12-10
明日阳光888
解禁，是个好事情，说明美国政府的态度有所好转，对于英伟达来说也是个绝对利好，但要看中国市的认购量，英伟达芯片还有个“后门”，这要看我们科技部门的认可程度了，对于进口芯片，国家也是有规定的。
躺平躺到地狱了
12-10
躺平躺到地狱了
英伟达在目前人工智能应用大爆发的现阶段，对中国市场的解禁是极大的利好！后续应有一段不错的行情[强]
盲人摸大象
12-10
盲人摸大象
英伟达在目前人工智能应用大爆发的现阶段，对中国市场的解禁是极大的利好！后续应有一段不错的行情[强]

发表看法

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