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lxtyzedu
2025-07-29

$英伟达(NVDA)$

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

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。

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

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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":{"LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4551":"寇图资本持仓","BK4585":"ETF&股票定投概念","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) 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ACC"},"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,"tweetType":1,"viewCount":895,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}