H200入华的影响判_老虎社区_美港股上老虎

石幽
01-16 11:36

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 $天数智芯(09903)$ $海光信息(688041)$ $中芯国际(00981)$

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