H200入华的影响判_老虎社区_美港股上老虎

H200入华的影响判断，若H200入华，增加卡总量，直接利好需求，加速国内大模型迭代，倒逼国内大模型算力升级；若H200未入华，不会重演断供导致的需求塌陷，市场对国产的重要性已有充分认知，国家也在扶持国产发展 $天数智芯(09903)$ $海光信息(688041)$ $中芯国际(00981)$

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":522234363552976,"tweetId":"522234363552976","gmtCreate":1768534591820,"gmtModify":1768534593845,"author":{"id":4130491074501500,"idStr":"4130491074501500","authorId":4130491074501500,"authorIdStr":"4130491074501500","name":"石幽","avatar":"https://static.tigerbbs.com/35abfb387b646fb639e8a59226ec46e6","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>H200入华的影响判断，若H200入华，增加卡总量，直接利好需求，加速国内大模型迭代，倒逼国内大模型算力升级；若H200未入华，不会重演断供导致的需求塌陷，市场对国产的重要性已有充分认知，国家也在扶持国产发展 <a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> <a href=\"https://laohu8.com/S/688041\">$海光信息(688041)$</a> <a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a></body></html>","htmlText":"<html><head></head><body>H200入华的影响判断，若H200入华，增加卡总量，直接利好需求，加速国内大模型迭代，倒逼国内大模型算力升级；若H200未入华，不会重演断供导致的需求塌陷，市场对国产的重要性已有充分认知，国家也在扶持国产发展 <a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> <a href=\"https://laohu8.com/S/688041\">$海光信息(688041)$</a> <a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a></body></html>","text":"H200入华的影响判断，若H200入华，增加卡总量，直接利好需求，加速国内大模型迭代，倒逼国内大模型算力升级；若H200未入华，不会重演断供导致的需求塌陷，市场对国产的重要性已有充分认知，国家也在扶持国产发展 $天数智芯(09903)$ $海光信息(688041)$ $中芯国际(00981)$","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/522234363552976","repostId":0,"isVote":1,"tweetType":1,"viewCount":1084,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["00981","688041","09903","688981"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":239,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/522234363552976"}