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Vinsa8
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Vinsa8
Vinsa8
·
01-27 07:10
$黄金/美元(XAUUSD.FOREX)$
特老头要跟韩国加税
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Vinsa8
Vinsa8
·
01-26 19:04
买黄金吧，美金不保险
市场押注美国政府1月底停摆概率近八成
1月26日，市场消息：预测市场显示，美国政府发生新一轮停摆的可能性接近80%。
市场押注美国政府1月底停摆概率近八成
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Vinsa8
Vinsa8
·
01-19
$NQ100指数主连 2603(NQmain)$
群总带动大盘反攻
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1
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Vinsa8
Vinsa8
·
01-19
$NQ100指数主连 2603(NQmain)$
天天做T
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Vinsa8
Vinsa8
·
2025-12-23
$NQ100指数主连 2603(NQmain)$
merry Christmas
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Vinsa8
Vinsa8
·
2025-12-18
$英伟达(NVDA)$
甲骨文是个屎壳郎，把别人带崩了，自己拉上去了，哈哈哈
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Vinsa8
Vinsa8
·
2025-12-17
$英伟达(NVDA)$
这个位置，价值出来了没？
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Vinsa8
Vinsa8
·
2025-12-09
胜宏？
英伟达获准对华出售H200芯片，需向美政府缴纳25%分成
12月9日，特朗普在真实社交平台发文表示美国将允许$英伟达(NVDA)$在“确保国家安全持续稳固”的前提下，向中国和其他国家的指定客户交付H200产品。受此消息提振，英伟达美股盘后涨近3%、AMD涨超2%，英特尔涨近1%。特朗普表示“25%的收益将支付给美国”，并将此政策描述为支持美国就业、制造业和纳税人。他批评前任政府要求使用“降级”芯片，并表示新政也将适用于$AMD(AMD)$、$英特尔(INTC)$和其他公司。他指出，英伟达的美国客户将继续推进Blackwell和Rubin芯片的研发，这些芯片不在此次交易范围内。
英伟达获准对华出售H200芯片，需向美政府缴纳25%分成
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Vinsa8
Vinsa8
·
2025-11-25
$英伟达(NVDA)$
过两天又变成谷歌在讲故事
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Vinsa8
Vinsa8
·
2025-11-25
$谷歌(GOOG)$
你把大盘带起来啊
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href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$ </a> 特老头要跟韩国加税","listText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$ </a> 特老头要跟韩国加税","text":"$黄金/美元(XAUUSD.FOREX)$ 特老头要跟韩国加税","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526107152769376","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525928850260088,"gmtCreate":1769425462950,"gmtModify":1769431318154,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"买黄金吧，美金不保险","listText":"买黄金吧，美金不保险","text":"买黄金吧，美金不保险","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525928850260088","repostId":"1129150506","repostType":2,"repost":{"id":"1129150506","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769424718,"share":"https://www.laohu8.com/m/news/1129150506?lang=zh_CN&edition=full","pubTime":"2026-01-26 18:51","market":"us","language":"zh","title":"市场押注美国政府1月底停摆概率近八成","url":"https://stock-news.laohu8.com/highlight/detail?id=1129150506","media":"老虎资讯综合","summary":"1月26日，市场消息：预测市场显示，美国政府发生新一轮停摆的可能性接近80%。","content":"<html><head></head><body><p>1月26日，在周末明尼阿波利斯发生致命枪击事件后，美国参议院民主党人要求对一项重大支出法案进行修改，预测市场交易员加大了对美国政府再次停摆的押注。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f8e599c2980ae2e86df32c8890f7d08\" title=\"\" tg-width=\"959\" tg-height=\"762\"/></p><p>当地时间周一早间，Polymarket平台显示1月底前政府停摆的概率为78%，较上周五的不到10%大幅上升。数据显示，相关合约已吸引约750万美元的总交易量。Kalshi平台上的类似合约也显示，1月31日政府停摆的可能性急剧上升。此前多位参议院民主党人周六发表激烈声明，他们表示将不会支持为国土安全部（其下属机构包括负责边境安全和移民执法的部门）提供任何资金。在此次枪击事件前，许多民主党人原本预计会支持该支出法案。</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\" 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18:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月26日，在周末明尼阿波利斯发生致命枪击事件后，美国参议院民主党人要求对一项重大支出法案进行修改，预测市场交易员加大了对美国政府再次停摆的押注。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f8e599c2980ae2e86df32c8890f7d08\" title=\"\" tg-width=\"959\" tg-height=\"762\"/></p><p>当地时间周一早间，Polymarket平台显示1月底前政府停摆的概率为78%，较上周五的不到10%大幅上升。数据显示，相关合约已吸引约750万美元的总交易量。Kalshi平台上的类似合约也显示，1月31日政府停摆的可能性急剧上升。此前多位参议院民主党人周六发表激烈声明，他们表示将不会支持为国土安全部（其下属机构包括负责边境安全和移民执法的部门）提供任何资金。在此次枪击事件前，许多民主党人原本预计会支持该支出法案。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","NDX":"纳斯达克100指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129150506","content_text":"1月26日，在周末明尼阿波利斯发生致命枪击事件后，美国参议院民主党人要求对一项重大支出法案进行修改，预测市场交易员加大了对美国政府再次停摆的押注。当地时间周一早间，Polymarket平台显示1月底前政府停摆的概率为78%，较上周五的不到10%大幅上升。数据显示，相关合约已吸引约750万美元的总交易量。Kalshi平台上的类似合约也显示，1月31日政府停摆的可能性急剧上升。此前多位参议院民主党人周六发表激烈声明，他们表示将不会支持为国土安全部（其下属机构包括负责边境安全和移民执法的部门）提供任何资金。在此次枪击事件前，许多民主党人原本预计会支持该支出法案。","news_type":1,"symbols_score_info":{".DJI":1,".SPX":2,".IXIC":2,"NDX":2}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523460503840056,"gmtCreate":1768821454103,"gmtModify":1768827634928,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$ </a> 群总带动大盘反攻","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$ </a> 群总带动大盘反攻","text":"$NQ100指数主连 2603(NQmain)$ 群总带动大盘反攻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523460503840056","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523602121511160,"gmtCreate":1768808270807,"gmtModify":1768808466629,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$ </a> 天天做T","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$ </a> 天天做T","text":"$NQ100指数主连 2603(NQmain)$ 天天做T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523602121511160","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513753864471288,"gmtCreate":1766473794527,"gmtModify":1766473820783,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$ </a><v-v data-views=\"1\"></v-v> merry Christmas","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$ </a><v-v data-views=\"1\"></v-v> merry Christmas","text":"$NQ100指数主连 2603(NQmain)$ merry Christmas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513753864471288","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511849701577168,"gmtCreate":1765990353007,"gmtModify":1765991048388,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 甲骨文是个屎壳郎，把别人带崩了，自己拉上去了，哈哈哈","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 甲骨文是个屎壳郎，把别人带崩了，自己拉上去了，哈哈哈","text":"$英伟达(NVDA)$ 甲骨文是个屎壳郎，把别人带崩了，自己拉上去了，哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511849701577168","isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511829483667768,"gmtCreate":1765985330673,"gmtModify":1765986193567,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这个位置，价值出来了没？","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这个位置，价值出来了没？","text":"$英伟达(NVDA)$ 这个位置，价值出来了没？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/511829483667768","isVote":1,"tweetType":1,"viewCount":3164,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"五福临门666","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4093185301808780","idStr":"4093185301808780"},"content":"肯定出来了！43的市盈率，英伟达利润每年还增长40%，就算长期市盈率看到35，拿2-3年也几乎稳赚啊。","text":"肯定出来了！43的市盈率，英伟达利润每年还增长40%，就算长期市盈率看到35，拿2-3年也几乎稳赚啊。","html":"肯定出来了！43的市盈率，英伟达利润每年还增长40%，就算长期市盈率看到35，拿2-3年也几乎稳赚啊。"},{"author":{"id":"3551582423321711","authorId":"3551582423321711","name":"杜王","avatar":"https://static.tigerbbs.com/d5bbc4cbb88817f4bcc48bf85d62088f","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3551582423321711","idStr":"3551582423321711"},"content":"有彭博的话可以上去看一下数据，forward PE老虎上算的是错的","text":"有彭博的话可以上去看一下数据，forward PE老虎上算的是错的","html":"有彭博的话可以上去看一下数据，forward PE老虎上算的是错的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508944208380016,"gmtCreate":1765240876640,"gmtModify":1765244607916,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"胜宏？","listText":"胜宏？","text":"胜宏？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508944208380016","repostId":"1154953185","repostType":2,"repost":{"id":"1154953185","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1765232358,"share":"https://www.laohu8.com/m/news/1154953185?lang=zh_CN&edition=full","pubTime":"2025-12-09 06:19","market":"us","language":"zh","title":"英伟达获准对华出售H200芯片，需向美政府缴纳25%分成","url":"https://stock-news.laohu8.com/highlight/detail?id=1154953185","media":"老虎资讯综合","summary":"12月9日，特朗普在真实社交平台发文表示美国将允许$英伟达(NVDA)$在“确保国家安全持续稳固”的前提下，向中国和其他国家的指定客户交付H200产品。受此消息提振，英伟达美股盘后涨近3%、AMD涨超2%，英特尔涨近1%。特朗普表示“25%的收益将支付给美国”，并将此政策描述为支持美国就业、制造业和纳税人。他批评前任政府要求使用“降级”芯片，并表示新政也将适用于$AMD(AMD)$、$英特尔(INTC)$和其他公司。他指出，英伟达的美国客户将继续推进Blackwell和Rubin芯片的研发，这些芯片不在此次交易范围内。","content":"<html><head></head><body><p>12月9日，据彭博社报道，美国总统特朗普已批准英伟达向中国出口其H200 AI芯片，条件是美国政府可从销售额中抽取25%的分成。此举将标志着英伟达的重大游说胜利，并可能使其重新夺回在中国这一关键全球市场中损失的数十亿美元业务。</p><p style=\"text-align: justify;\">特朗普在其真相社交上宣布了这一决定，从而结束了他与顾问们就是否批准向中国出口H200芯片而进行的数周讨论。他补充说，销售将仅限于“获批准的客户”，而且美国政府将获得25%分成。包括英特尔、AMD在内的其他芯片制造商也将有资格获得许可对华出售芯片。</p><p>受此消息提振，英伟达美股盘后涨近3%、AMD涨超2%，英特尔涨近1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0378ce6ab261e8665d4d958f1a74530a\" title=\"\" tg-width=\"855\" tg-height=\"726\"/></p><p style=\"text-align: justify;\">“我们将保护国家安全，创造美国就业，并保持美国在AI领域的领先地位，”特朗普在其帖子中表示。“英伟达的美国客户已经在部署其卓越、极其先进的Blackwell芯片，很快还会部署Rubin芯片，这两者都不包含在此次协议中。”Rubin是英伟达更先进的芯片系列。</p><p style=\"text-align: justify;\">在特朗普宣布这一决定之前，一位知情人士表示，批准英伟达对华出口H200是一种折中方案，它基于前一代Hopper架构。此前，英伟达曾游说特朗普政府向中国客户出售其更先进的Blackwell芯片。</p><p style=\"text-align: justify;\">对于英伟达来说，获准向中国销售H200芯片是其在推动特朗普和国会放宽出口管制方面取得的一场胜利。这些管制措施一直在阻止英伟达向中国这个世界第二大经济体销售其AI芯片。自2024年11月美国大选以来，黄仁勋与特朗普建立了密切的关系，并利用这种关系来阐述他的观点：出口管制只会帮助中国本土龙头企业。</p><p style=\"text-align: justify;\">截至发稿，美国商务部和英伟达尚未就此置评。</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>英伟达获准对华出售H200芯片，需向美政府缴纳25%分成</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英伟达获准对华出售H200芯片，需向美政府缴纳25%分成\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-09 06:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月9日，据彭博社报道，美国总统特朗普已批准英伟达向中国出口其H200 AI芯片，条件是美国政府可从销售额中抽取25%的分成。此举将标志着英伟达的重大游说胜利，并可能使其重新夺回在中国这一关键全球市场中损失的数十亿美元业务。</p><p style=\"text-align: justify;\">特朗普在其真相社交上宣布了这一决定，从而结束了他与顾问们就是否批准向中国出口H200芯片而进行的数周讨论。他补充说，销售将仅限于“获批准的客户”，而且美国政府将获得25%分成。包括英特尔、AMD在内的其他芯片制造商也将有资格获得许可对华出售芯片。</p><p>受此消息提振，英伟达美股盘后涨近3%、AMD涨超2%，英特尔涨近1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0378ce6ab261e8665d4d958f1a74530a\" title=\"\" tg-width=\"855\" tg-height=\"726\"/></p><p style=\"text-align: justify;\">“我们将保护国家安全，创造美国就业，并保持美国在AI领域的领先地位，”特朗普在其帖子中表示。“英伟达的美国客户已经在部署其卓越、极其先进的Blackwell芯片，很快还会部署Rubin芯片，这两者都不包含在此次协议中。”Rubin是英伟达更先进的芯片系列。</p><p style=\"text-align: justify;\">在特朗普宣布这一决定之前，一位知情人士表示，批准英伟达对华出口H200是一种折中方案，它基于前一代Hopper架构。此前，英伟达曾游说特朗普政府向中国客户出售其更先进的Blackwell芯片。</p><p style=\"text-align: justify;\">对于英伟达来说，获准向中国销售H200芯片是其在推动特朗普和国会放宽出口管制方面取得的一场胜利。这些管制措施一直在阻止英伟达向中国这个世界第二大经济体销售其AI芯片。自2024年11月美国大选以来，黄仁勋与特朗普建立了密切的关系，并利用这种关系来阐述他的观点：出口管制只会帮助中国本土龙头企业。</p><p style=\"text-align: justify;\">截至发稿，美国商务部和英伟达尚未就此置评。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达","INTC":"英特尔","AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154953185","content_text":"12月9日，据彭博社报道，美国总统特朗普已批准英伟达向中国出口其H200 AI芯片，条件是美国政府可从销售额中抽取25%的分成。此举将标志着英伟达的重大游说胜利，并可能使其重新夺回在中国这一关键全球市场中损失的数十亿美元业务。特朗普在其真相社交上宣布了这一决定，从而结束了他与顾问们就是否批准向中国出口H200芯片而进行的数周讨论。他补充说，销售将仅限于“获批准的客户”，而且美国政府将获得25%分成。包括英特尔、AMD在内的其他芯片制造商也将有资格获得许可对华出售芯片。受此消息提振，英伟达美股盘后涨近3%、AMD涨超2%，英特尔涨近1%。“我们将保护国家安全，创造美国就业，并保持美国在AI领域的领先地位，”特朗普在其帖子中表示。“英伟达的美国客户已经在部署其卓越、极其先进的Blackwell芯片，很快还会部署Rubin芯片，这两者都不包含在此次协议中。”Rubin是英伟达更先进的芯片系列。在特朗普宣布这一决定之前，一位知情人士表示，批准英伟达对华出口H200是一种折中方案，它基于前一代Hopper架构。此前，英伟达曾游说特朗普政府向中国客户出售其更先进的Blackwell芯片。对于英伟达来说，获准向中国销售H200芯片是其在推动特朗普和国会放宽出口管制方面取得的一场胜利。这些管制措施一直在阻止英伟达向中国这个世界第二大经济体销售其AI芯片。自2024年11月美国大选以来，黄仁勋与特朗普建立了密切的关系，并利用这种关系来阐述他的观点：出口管制只会帮助中国本土龙头企业。截至发稿，美国商务部和英伟达尚未就此置评。","news_type":1,"symbols_score_info":{"INTC":2,"AMD":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504007709573888,"gmtCreate":1764083159472,"gmtModify":1764083764357,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a 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你把大盘带起来啊","text":"$谷歌(GOOG)$ 你把大盘带起来啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504003099329336","isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}