Description
11 月 6 日 A 股港股芯片股集体爆发，海光信息一度大涨 10%、寒武纪涨超 7%，科创 50 指数飙涨 3%，核心推手来自两大消息：AMD CEO 苏姿丰透露其 AI 芯片 MI308 已获中国出口许可证，作为 AMD 重要合作方的海光信息直接受益，该芯片还被视作英伟达 H20 的强力竞争者；更重磅的是，英伟达 CEO 黄仁勋公开表态 “中国将赢得人工智能竞赛”，印证国产 AI 替代的强劲势头。AMD 芯片入华会冲击国产替代节奏吗？黄仁勋看好的中国 AI 竞争力，能持续转化为国产芯片的业绩红利吗？欢迎你留言、评论，与我们交流。更多全球财经动态、股市核心事件、行业趋势资讯，尽在财经早咖啡。
Audio
Featured in this Episode
No persons identified in this episode.
Transcription
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
0
upvotes
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
Trump $82 Million Bond Spree, Brazil Tariffs 'Too High,' More
16 Nov 2025
Bloomberg News Now
Ex-Fed Gov Resigned After Rules Violations, Trump Buys $82 Mil of Bonds, More
16 Nov 2025
Bloomberg News Now
THIS TRUMP INTERVIEW WAS INSANE!
16 Nov 2025
HasanAbi
Epstein Emails and Trump's Alleged Involvement
15 Nov 2025
Conspiracy Theories Exploring The Unseen
New Epstein Emails Directly Implicate Trump - H3 Show #211
15 Nov 2025
H3 Podcast
Trump Humiliates Himself on FOX as They Call Him Out
15 Nov 2025
IHIP News