位置：中游情绪：利好参考度：2/10
英伟达股价周四延续过去七个交易日涨势，期间累计上涨20%，投资者持续涌入AI资本开支受益的芯片股。当日股价一度上涨4.7%至236.54美元，最终收涨4.39%，收报235.74美元。
此轮上涨使英伟达市值增加逾9000亿美元，并向6万亿美元关口逼近，这一估值高度为迄今所有公司未达水平。
据报道，美国商务部已批准阿里巴巴、腾讯、字节跳动、京东等约10家中国企业采购英伟达H200人工智能芯片，联想集团与富士康作为分销商及服务器相关企业亦被纳入获批名单。
尽管如此，H200芯片在中国市场的实际销售前景不明朗，目前尚未完成任何交付。与此同时，华为昇腾910P芯片价格逆势上涨20%，订单排至数十万颗，产能处于满载状态。
技术生态层面，DeepSeek V4等全球顶级AI模型已将早期测试权限独家授予华为CANN架构...标志着AI芯片从CUDA单一生态向多元化格局的实质性迁移。
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