不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单_老虎社区_美港股上老虎

不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单

华尔街见闻2025-07-29

H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。周二，媒体援引知情人士报道称，英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为...

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·2025-07-29
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·2025-07-29
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It is reported that Nvidia ordered a new H20 order of 300,000 yuan from TSMC","themeId":"149f8c9a1267dbfe478b0d8e29dd218a","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f640382603397eee65ee51bfb7e509a6","symbols_score_info":{"TSM":1.1,"NVDA":1.1},"content_text":"H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。周二，媒体援引知情人士报道称，英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为市场定制AI芯片的生产线。这一决定驳斥了此前的报道。见闻此前文章提到，有媒体报道，英伟达已告知客户，H20人工智能芯片库存有限，并且目前没有计划重启生产。因此，当时有人推测，英伟达只会履行现有库存所能支持的订单。分析师认为，此次增加订单表明英伟达看好未来GPU市场前景，对该公司长期业绩增长构成积极支撑。根据美国研究公司SemiAnalysis的数据，英伟达2024年已售出约100万块H20芯片，新增订单将进一步巩固其市场地位。H20芯片需求强劲，英伟达重启生产据央视新闻，黄仁勋本月稍早前表示，美国政府已批准出口许可，将开始向中国市场销售H20芯片。对于如何满足市场需求，黄仁勋强调，H20订单的水平将决定是否重启生产，并补充说重启供应链需要九个月的时间。此次新增订单显然表明市场需求已达到足以支持重启生产的水平。媒体援引的其中一位消息人士特别指出，强劲的市场需求导致这家美国公司改变了仅依赖现有库存的想法。此外，多位消息人士透露，英伟达已要求H20芯片的意向客户提交新的文件，包括客户的订单量预测。这表明英伟达正在为潜在的大规模生产做准备。尽管英伟达已增加订单，但该公司仍需从美国政府获得出口许可证才能发货。据路透社报道的消息人士表示，美国商务部尚未批准这些许可证。而英伟达在7月中旬曾表示，已获美国当局保证将很快获得这些许可证。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":461886784053712,"gmtCreate":1753784237545,"gmtModify":1753784804917,"author":{"id":"3544573955836308","authorId":"3544573955836308","name":"lxtyzedu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3544573955836308","idStr":"3544573955836308"},"htmlText":"<a 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14:07","market":"sh","language":"zh","title":"不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2555608215","media":"华尔街见闻","summary":"H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。","content":"<html><head></head><body><blockquote><p>H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。</p></blockquote><p style=\"text-align: justify;\">H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。</p><p style=\"text-align: left;\">周二，媒体援引知情人士报道称，<strong>英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。</strong>这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为市场定制AI芯片的生产线。</p><p style=\"text-align: justify;\">这一决定驳斥了此前的报道。见闻此前文章提到，有媒体报道，<strong>英伟达已告知客户，H20人工智能芯片库存有限，并且目前没有计划重启生产。</strong>因此，当时有人推测，英伟达只会履行现有库存所能支持的订单。</p><p style=\"text-align: left;\">分析师认为，此次增加订单表明英伟达看好未来GPU市场前景，对该公司长期业绩增长构成积极支撑。根据美国研究公司SemiAnalysis的数据，英伟达2024年已售出约100万块H20芯片，新增订单将进一步巩固其市场地位。</p><h2 id=\"id_1259098078\" style=\"text-align: left;\">H20芯片需求强劲，英伟达重启生产</h2><p style=\"text-align: justify;\">据央视新闻，黄仁勋本月稍早前表示，美国政府已批准出口许可，将开始向中国市场销售H20芯片。</p><p style=\"text-align: left;\">对于如何满足市场需求，黄仁勋强调，H20订单的水平将决定是否重启生产，并补充说重启供应链需要九个月的时间。此次新增订单显然表明市场需求已达到足以支持重启生产的水平。</p><p style=\"text-align: left;\">媒体援引的其中一位消息人士特别指出，强劲的市场需求导致这家美国公司改变了仅依赖现有库存的想法。</p><p style=\"text-align: left;\">此外，多位消息人士透露，<strong>英伟达已要求H20芯片的意向客户提交新的文件，包括客户的订单量预测。这表明英伟达正在为潜在的大规模生产做准备。</strong></p><p style=\"text-align: left;\">尽管英伟达已增加订单，但该公司仍需从美国政府获得出口许可证才能发货。据路透社报道的消息人士表示，美国商务部尚未批准这些许可证。而英伟达在7月中旬曾表示，已获美国当局保证将很快获得这些许可证。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-29 14:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3752114><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。周二，媒体援引知情人士报道称，英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3752114\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2236285917.USD":"ALLIANZ 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SGD-H"},"source_url":"https://wallstreetcn.com/articles/3752114","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2555608215","content_text":"H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。周二，媒体援引知情人士报道称，英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为市场定制AI芯片的生产线。这一决定驳斥了此前的报道。见闻此前文章提到，有媒体报道，英伟达已告知客户，H20人工智能芯片库存有限，并且目前没有计划重启生产。因此，当时有人推测，英伟达只会履行现有库存所能支持的订单。分析师认为，此次增加订单表明英伟达看好未来GPU市场前景，对该公司长期业绩增长构成积极支撑。根据美国研究公司SemiAnalysis的数据，英伟达2024年已售出约100万块H20芯片，新增订单将进一步巩固其市场地位。H20芯片需求强劲，英伟达重启生产据央视新闻，黄仁勋本月稍早前表示，美国政府已批准出口许可，将开始向中国市场销售H20芯片。对于如何满足市场需求，黄仁勋强调，H20订单的水平将决定是否重启生产，并补充说重启供应链需要九个月的时间。此次新增订单显然表明市场需求已达到足以支持重启生产的水平。媒体援引的其中一位消息人士特别指出，强劲的市场需求导致这家美国公司改变了仅依赖现有库存的想法。此外，多位消息人士透露，英伟达已要求H20芯片的意向客户提交新的文件，包括客户的订单量预测。这表明英伟达正在为潜在的大规模生产做准备。尽管英伟达已增加订单，但该公司仍需从美国政府获得出口许可证才能发货。据路透社报道的消息人士表示，美国商务部尚未批准这些许可证。而英伟达在7月中旬曾表示，已获美国当局保证将很快获得这些许可证。","news_type":1,"symbols_score_info":{"TSM":1.1,"NVDA":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":461888212381952,"gmtCreate":1753784229417,"gmtModify":1753784804872,"author":{"id":"3544573955836308","authorId":"3544573955836308","name":"lxtyzedu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3544573955836308","idStr":"3544573955836308"},"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;&nbsp;","text":"$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461888212381952","repostId":2555608215,"repostType":4,"repost":{"id":"2555608215","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1753769262,"share":"https://www.laohu8.com/m/news/2555608215?lang=zh_CN&edition=full","pubTime":"2025-07-29 14:07","market":"sh","language":"zh","title":"不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2555608215","media":"华尔街见闻","summary":"H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。","content":"<html><head></head><body><blockquote><p>H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。</p></blockquote><p style=\"text-align: justify;\">H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。</p><p style=\"text-align: left;\">周二，媒体援引知情人士报道称，<strong>英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。</strong>这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为市场定制AI芯片的生产线。</p><p style=\"text-align: justify;\">这一决定驳斥了此前的报道。见闻此前文章提到，有媒体报道，<strong>英伟达已告知客户，H20人工智能芯片库存有限，并且目前没有计划重启生产。</strong>因此，当时有人推测，英伟达只会履行现有库存所能支持的订单。</p><p style=\"text-align: left;\">分析师认为，此次增加订单表明英伟达看好未来GPU市场前景，对该公司长期业绩增长构成积极支撑。根据美国研究公司SemiAnalysis的数据，英伟达2024年已售出约100万块H20芯片，新增订单将进一步巩固其市场地位。</p><h2 id=\"id_1259098078\" style=\"text-align: left;\">H20芯片需求强劲，英伟达重启生产</h2><p style=\"text-align: justify;\">据央视新闻，黄仁勋本月稍早前表示，美国政府已批准出口许可，将开始向中国市场销售H20芯片。</p><p style=\"text-align: left;\">对于如何满足市场需求，黄仁勋强调，H20订单的水平将决定是否重启生产，并补充说重启供应链需要九个月的时间。此次新增订单显然表明市场需求已达到足以支持重启生产的水平。</p><p style=\"text-align: left;\">媒体援引的其中一位消息人士特别指出，强劲的市场需求导致这家美国公司改变了仅依赖现有库存的想法。</p><p style=\"text-align: left;\">此外，多位消息人士透露，<strong>英伟达已要求H20芯片的意向客户提交新的文件，包括客户的订单量预测。这表明英伟达正在为潜在的大规模生产做准备。</strong></p><p style=\"text-align: left;\">尽管英伟达已增加订单，但该公司仍需从美国政府获得出口许可证才能发货。据路透社报道的消息人士表示，美国商务部尚未批准这些许可证。而英伟达在7月中旬曾表示，已获美国当局保证将很快获得这些许可证。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-29 14:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3752114><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。周二，媒体援引知情人士报道称，英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3752114\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","TSM":"台积电","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","BK4549":"软银资本持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","NVDA":"英伟达","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4551":"寇图资本持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H"},"source_url":"https://wallstreetcn.com/articles/3752114","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2555608215","content_text":"H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。周二，媒体援引知情人士报道称，英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为市场定制AI芯片的生产线。这一决定驳斥了此前的报道。见闻此前文章提到，有媒体报道，英伟达已告知客户，H20人工智能芯片库存有限，并且目前没有计划重启生产。因此，当时有人推测，英伟达只会履行现有库存所能支持的订单。分析师认为，此次增加订单表明英伟达看好未来GPU市场前景，对该公司长期业绩增长构成积极支撑。根据美国研究公司SemiAnalysis的数据，英伟达2024年已售出约100万块H20芯片，新增订单将进一步巩固其市场地位。H20芯片需求强劲，英伟达重启生产据央视新闻，黄仁勋本月稍早前表示，美国政府已批准出口许可，将开始向中国市场销售H20芯片。对于如何满足市场需求，黄仁勋强调，H20订单的水平将决定是否重启生产，并补充说重启供应链需要九个月的时间。此次新增订单显然表明市场需求已达到足以支持重启生产的水平。媒体援引的其中一位消息人士特别指出，强劲的市场需求导致这家美国公司改变了仅依赖现有库存的想法。此外，多位消息人士透露，英伟达已要求H20芯片的意向客户提交新的文件，包括客户的订单量预测。这表明英伟达正在为潜在的大规模生产做准备。尽管英伟达已增加订单，但该公司仍需从美国政府获得出口许可证才能发货。据路透社报道的消息人士表示，美国商务部尚未批准这些许可证。而英伟达在7月中旬曾表示，已获美国当局保证将很快获得这些许可证。","news_type":1,"symbols_score_info":{"TSM":1.1,"NVDA":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":461889710424080,"gmtCreate":1753784222440,"gmtModify":1753784805238,"author":{"id":"3544573955836308","authorId":"3544573955836308","name":"lxtyzedu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3544573955836308","idStr":"3544573955836308"},"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; mn 。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; mn 。","text":"$英伟达(NVDA)$ mn 。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461889710424080","repostId":2555608215,"repostType":4,"repost":{"id":"2555608215","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1753769262,"share":"https://www.laohu8.com/m/news/2555608215?lang=zh_CN&edition=full","pubTime":"2025-07-29 14:07","market":"sh","language":"zh","title":"不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2555608215","media":"华尔街见闻","summary":"H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。","content":"<html><head></head><body><blockquote><p>H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。</p></blockquote><p style=\"text-align: justify;\">H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。</p><p style=\"text-align: left;\">周二，媒体援引知情人士报道称，<strong>英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。</strong>这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为市场定制AI芯片的生产线。</p><p style=\"text-align: justify;\">这一决定驳斥了此前的报道。见闻此前文章提到，有媒体报道，<strong>英伟达已告知客户，H20人工智能芯片库存有限，并且目前没有计划重启生产。</strong>因此，当时有人推测，英伟达只会履行现有库存所能支持的订单。</p><p style=\"text-align: left;\">分析师认为，此次增加订单表明英伟达看好未来GPU市场前景，对该公司长期业绩增长构成积极支撑。根据美国研究公司SemiAnalysis的数据，英伟达2024年已售出约100万块H20芯片，新增订单将进一步巩固其市场地位。</p><h2 id=\"id_1259098078\" style=\"text-align: left;\">H20芯片需求强劲，英伟达重启生产</h2><p style=\"text-align: justify;\">据央视新闻，黄仁勋本月稍早前表示，美国政府已批准出口许可，将开始向中国市场销售H20芯片。</p><p style=\"text-align: left;\">对于如何满足市场需求，黄仁勋强调，H20订单的水平将决定是否重启生产，并补充说重启供应链需要九个月的时间。此次新增订单显然表明市场需求已达到足以支持重启生产的水平。</p><p style=\"text-align: left;\">媒体援引的其中一位消息人士特别指出，强劲的市场需求导致这家美国公司改变了仅依赖现有库存的想法。</p><p style=\"text-align: left;\">此外，多位消息人士透露，<strong>英伟达已要求H20芯片的意向客户提交新的文件，包括客户的订单量预测。这表明英伟达正在为潜在的大规模生产做准备。</strong></p><p style=\"text-align: left;\">尽管英伟达已增加订单，但该公司仍需从美国政府获得出口许可证才能发货。据路透社报道的消息人士表示，美国商务部尚未批准这些许可证。而英伟达在7月中旬曾表示，已获美国当局保证将很快获得这些许可证。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单</title>\n<style 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href=\"https://wallstreetcn.com/articles/3752114\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2236285917.USD":"ALLIANZ 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SGD-H"},"source_url":"https://wallstreetcn.com/articles/3752114","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2555608215","content_text":"H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。周二，媒体援引知情人士报道称，英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为市场定制AI芯片的生产线。这一决定驳斥了此前的报道。见闻此前文章提到，有媒体报道，英伟达已告知客户，H20人工智能芯片库存有限，并且目前没有计划重启生产。因此，当时有人推测，英伟达只会履行现有库存所能支持的订单。分析师认为，此次增加订单表明英伟达看好未来GPU市场前景，对该公司长期业绩增长构成积极支撑。根据美国研究公司SemiAnalysis的数据，英伟达2024年已售出约100万块H20芯片，新增订单将进一步巩固其市场地位。H20芯片需求强劲，英伟达重启生产据央视新闻，黄仁勋本月稍早前表示，美国政府已批准出口许可，将开始向中国市场销售H20芯片。对于如何满足市场需求，黄仁勋强调，H20订单的水平将决定是否重启生产，并补充说重启供应链需要九个月的时间。此次新增订单显然表明市场需求已达到足以支持重启生产的水平。媒体援引的其中一位消息人士特别指出，强劲的市场需求导致这家美国公司改变了仅依赖现有库存的想法。此外，多位消息人士透露，英伟达已要求H20芯片的意向客户提交新的文件，包括客户的订单量预测。这表明英伟达正在为潜在的大规模生产做准备。尽管英伟达已增加订单，但该公司仍需从美国政府获得出口许可证才能发货。据路透社报道的消息人士表示，美国商务部尚未批准这些许可证。而英伟达在7月中旬曾表示，已获美国当局保证将很快获得这些许可证。","news_type":1,"symbols_score_info":{"TSM":1.1,"NVDA":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":7,"commentSize":3,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}