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Damon彦

亦正亦邪

IP属地：江苏

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- Damon彦Damon彦
  ·06-17 12:07
  $特朗普媒体科技集团(DJT)$
  8 评论
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- Damon彦Damon彦
  ·05-18
  可以做空了
  英伟达：下季度，给中国最新特供版
  此前，在拜登政府收紧对华AI芯片出口限制后，英伟达2023年推出了基于Hopper架构的中国特供版H20芯片。其中两人称，英伟达已通知中国主要客户，计划在7月发布降级版H20。报道称，英伟达对“对华特供版”芯片制定了新的技术门槛。路透社称，面对华盛顿不断收紧对华芯片出口限制，这一最新消息，代表了英伟达为维持其在最关键市场之一——中国的地位而做出的最新尝试。
  英伟达：下季度，给中国最新特供版
  214 评论
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- Damon彦Damon彦
  ·01-28
  $英伟达(NVDA)$ 短期看空，长期还是看好的
  938 评论
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- Damon彦Damon彦
  ·01-18
  $特朗普媒体科技集团(DJT)$ 50
  1,226 评论
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- Damon彦Damon彦
  ·2024-11-12
  $特朗普媒体科技集团(DJT)$
  1,164 评论
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- Damon彦Damon彦
  ·2024-11-09
  这篇文章不错，转发给大家看看
  非常抱歉，此主贴已删除
  1,034 评论
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- Damon彦Damon彦
  ·2024-11-06
  $特朗普媒体科技集团(DJT)$ 拉爆空头
  2,632 1
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- Damon彦Damon彦
  ·2024-11-06
  $特朗普媒体科技集团(DJT)$ 已经拿下滨州了，小三哈哈哈拿什么赢
  1,719 评论
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- Damon彦Damon彦
  ·2024-11-06
  $特朗普媒体科技集团(DJT)$ 睡王哈哈哈姐拿什么去赢川宝
  2,657 1
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- Damon彦Damon彦
  ·2024-11-06
  $特朗普媒体科技集团(DJT)$ 今天冲60
  1,455 评论
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14:18","market":"hk","language":"zh","title":"英伟达：下季度，给中国最新特供版","url":"https://stock-news.laohu8.com/highlight/detail?id=2536530317","media":"观察者网","summary":"此前，在拜登政府收紧对华AI芯片出口限制后，英伟达2023年推出了基于Hopper架构的中国特供版H20芯片。其中两人称，英伟达已通知中国主要客户，计划在7月发布降级版H20。报道称，英伟达对“对华特供版”芯片制定了新的技术门槛。路透社称，面对华盛顿不断收紧对华芯片出口限制，这一最新消息，代表了英伟达为维持其在最关键市场之一——中国的地位而做出的最新尝试。","content":"<html><body><div>\n<p cms-style=\"font-L\">【文/观察者网 刘程辉】“日经新闻”5月17日报道称，为应对美国政府日益收紧的出口管制以及中国本土芯片的竞争，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>计划在下季度向中国市场推出基于Hopper架构的降级版H20人工智能芯片，该芯片将移除高带宽内存（HBM），转而采用GDDR7内存以符合美国出口限制。同时，英伟达还在开发专为中国市场设计的Blackwell芯片，同样使用GDDR7内存，预计今年晚些时候发布。 </p><p cms-style=\"font-L\">此前，在拜登政府收紧对华AI芯片出口限制后，英伟达2023年推出了基于Hopper架构的中国特供版H20芯片。然而美政府今年4月将限制令扩大到这款芯片，导致英伟达预计第一季度营收损失55亿美元。 </p><p cms-style=\"font-L\">据三位知情人士透露，这款进一步降级版的芯片将不配备专为AI和超算优化的高带宽存储器（HBM）。其中一位消息人士表示，为符合美国出口限制，该芯片将改用GDDR7显存。 </p><p cms-style=\"font-L\">知情人士同时透露，英伟达正在准备专为中国市场设计的Blackwell架构芯片，计划于今年晚些时候发布。一位熟悉内情的人士称，这款中国特供芯片也将采用GDDR7而非HBM以满足监管要求。 </p><p cms-style=\"font-L\">“尽管我们的H20产品无法像传闻中那样进行返工或改造，但我们仍在评估针对中国市场的有限选择方案。”英伟达发言人说。 </p><div><img src=\"http://n.sinaimg.cn/sinakd20250517s/200/w600h400/20250517/dbe3-90c43f14ee913b030edb0bb48b25a9e1.jpg\"/><span></span></div><p cms-style=\"font-L\">3月18日，黄仁勋在SAP中心的主题演讲中介绍新产品。 <span><a href=\"https://laohu8.com/S/000681\">视觉中国</a></span><span></span> </p><p cms-style=\"font-L\">一位知情人士称，尽管进行了修改且缺少HBM，但这些中国特供的新芯片仍将在市场上保持竞争力。 </p><p cms-style=\"font-L\">英伟达CEO黄仁勋一直反对限制对华出口。3月份，黄仁勋被问及对华出口管制时指出，全球约有一半的AI研究人员来自中国，其中许多人在美国实验室工作。本月早些时候在洛杉矶举行的米尔肯会议上，黄仁勋预测，中国AI芯片市场规模将在几年内达到500亿美元。 </p><p cms-style=\"font-L\">路透社5月9日报道同样提到了这件事。当时有三名知情人士向路透社透露，由于美国威胁叫停出口，英伟达计划在未来两个月内进一步降级向中国市场推出的H20芯片配置。其中两人称，英伟达已通知中国主要客户，计划在7月发布降级版H20。 </p><p cms-style=\"font-L\">报道称，英伟达对“对华特供版”芯片制定了新的技术门槛。 </p><p cms-style=\"font-L\">一名消息人士表示，这将导致其性能较原版H20大幅下降，包括内存容量大幅降低。另一名消息人士称，下游客户可能会修改模块配置以调整芯片的性能水平。 </p><p cms-style=\"font-L\">路透社称，面对华盛顿不断收紧对华芯片出口限制，这一最新消息，代表了英伟达为维持其在最关键市场之一——中国的地位而做出的最新尝试。 </p><p cms-style=\"font-L\">自今年1月上任以来，特朗普政府一直承诺将继续打击美企对华AI芯片出口。 </p><p cms-style=\"font-L\">外交部发言人此前回应指出，中方已多次就美国恶意封锁打压中国半导体产业表明严正立场。美方将经贸科技问题政治化、泛安全化、工具化，不断加码对华芯片出口管制，胁迫别国打压中国半导体产业。这种行径阻碍全球半导体产业发展，最终将反噬自身，损人害己。 </p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">本文系观察者网独家稿件，未经授权，不得转载。</font></p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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：下季度，给中国最新特供版</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：下季度，给中国最新特供版\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-17 14:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-05-17/doc-inewwauc0072416.shtml><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【文/观察者网 刘程辉】“日经新闻”5月17日报道称，为应对美国政府日益收紧的出口管制以及中国本土芯片的竞争，英伟达计划在下季度向中国市场推出基于Hopper架构的降级版H20人工智能芯片，该芯片将移除高带宽内存（HBM），转而采用GDDR7内存以符合美国出口限制。同时，英伟达还在开发专为中国市场设计的Blackwell芯片，同样使用GDDR7内存，预计今年晚些时候发布。 此前，在拜登政府收紧对华...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-05-17/doc-inewwauc0072416.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) 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路透社5月9日报道同样提到了这件事。当时有三名知情人士向路透社透露，由于美国威胁叫停出口，英伟达计划在未来两个月内进一步降级向中国市场推出的H20芯片配置。其中两人称，英伟达已通知中国主要客户，计划在7月发布降级版H20。 报道称，英伟达对“对华特供版”芯片制定了新的技术门槛。 一名消息人士表示，这将导致其性能较原版H20大幅下降，包括内存容量大幅降低。另一名消息人士称，下游客户可能会修改模块配置以调整芯片的性能水平。 路透社称，面对华盛顿不断收紧对华芯片出口限制，这一最新消息，代表了英伟达为维持其在最关键市场之一——中国的地位而做出的最新尝试。 自今年1月上任以来，特朗普政府一直承诺将继续打击美企对华AI芯片出口。 外交部发言人此前回应指出，中方已多次就美国恶意封锁打压中国半导体产业表明严正立场。美方将经贸科技问题政治化、泛安全化、工具化，不断加码对华芯片出口管制，胁迫别国打压中国半导体产业。这种行径阻碍全球半导体产业发展，最终将反噬自身，损人害己。 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