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@价值投资为王：英伟达的H20无法卖到中国之后，国内的科技公司肯定会拥抱华为的升腾芯片，毕竟H20性能的先进程度不是我们望而项背的，还是有机会追上的。如今，科技公司被迫转向国内厂家，只会加速在低端GPU上实现国产替代，利好中芯国际！ $英伟达(NVDA)$ $中芯国际(00981)$

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