--- title: "记忆体供应紧张 或限制英伟达向华出口 H200 数量" description: "美国众议院共和党众议员 John Moolenaar 表示，由于记忆体晶片供应紧张，美国将限制英伟达向中国出口 H200 人工智能处理器的数量。这一限制源于美国商务部的新出口规则，要求出口商证明出口不会导致美国市场供应短缺。英伟达回应称将妥善管理供应链，满足所有获批订单。" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/272735433.md" published_at: "2026-01-15T17:24:52.000Z" --- # 记忆体供应紧张 或限制英伟达向华出口 H200 数量 > 美国众议院共和党众议员 John Moolenaar 表示，由于记忆体晶片供应紧张，美国将限制英伟达向中国出口 H200 人工智能处理器的数量。这一限制源于美国商务部的新出口规则，要求出口商证明出口不会导致美国市场供应短缺。英伟达回应称将妥善管理供应链，满足所有获批订单。 美国众议院共和党众议员、中国问题特别委员会主席 John Moolenaar 周四表示，受制於记忆体晶片供应紧张，美国向英伟达 (NVDA.US) 批出、允许其向中国客户出售 H200 人工智能处理器的出口许可数量将受到限制，相关情况源於美国商务部本周公布的新出口规则。 他在致函商务部长 Howard Lutnick 时指出，动态随机存取记忆体 (DRAM) 供应短缺，是 AI 加速器的关键关键元件，在新的发牌条件下构成挑战。相关规定包括要求出口商证明，获批出口至中国的产品不会导致美国本土市场出现供应短缺。 英伟达发言人回应称，公司一向妥善管理其供应链，并能在不影响其他产品或客户的情况下，满足所有获批的 H200 订单。 ### Related Stocks - [NVDA.US - 英伟达](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [NVDL.US - 2 倍做多英伟达 ETF - GraniteShares](https://longbridge.com/zh-CN/quote/NVDL.US.md) - [07788.HK - 南方两倍做多英伟达](https://longbridge.com/zh-CN/quote/07788.HK.md) - [07388.HK - 南方两倍做空英伟达](https://longbridge.com/zh-CN/quote/07388.HK.md) - [NVDY.US - 英伟达期权收益策略 ETF - YieldMax](https://longbridge.com/zh-CN/quote/NVDY.US.md) - [NVDD.US - 1 倍做空英伟达 ETF - Direxion](https://longbridge.com/zh-CN/quote/NVDD.US.md) - [NVDX.US - 2 倍做多 NVDA ETF - T-Rex](https://longbridge.com/zh-CN/quote/NVDX.US.md) - [NVDQ.US - 2 倍做空 NVDA ETF - T-Rex](https://longbridge.com/zh-CN/quote/NVDQ.US.md) - [SOXL.US - 半导体 3 倍做多 - Direxion](https://longbridge.com/zh-CN/quote/SOXL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Prediction: This AI Stock Will Soar After Feb. 25. Here's Why. | Nvidia (NVDA) shares have faced a 2% decline over the past three months due to geopolitical tensions and concerns about | [Link](https://longbridge.com/zh-CN/news/275701772.md) | | Nvidia Buy Signal: Analysts Unanimous Before Feb 25 2026 Earnings \| AI Stock | Analysts unanimously recommend buying Nvidia stock ahead of its February 25, 2026 earnings report, citing strong AI dema | [Link](https://longbridge.com/zh-CN/news/275891508.md) | | Nvidia Stock Forecast Gets a Boost? Top Analyst Turns More Bullish Ahead of Q4 Earnings | Nvidia (NVDA) stock received a boost from UBS analyst Timothy Arcuri, who raised his price target to $245 from $235 ahea | [Link](https://longbridge.com/zh-CN/news/275702966.md) | | Westfuller Advisors LLC Has $5.96 Million Stake in NVIDIA Corporation $NVDA | Westfuller Advisors LLC increased its stake in NVIDIA Corporation (NASDAQ: NVDA) by 33.8% in Q3, now holding 31,955 shar | [Link](https://longbridge.com/zh-CN/news/275977152.md) | | Nvidia CEO Huang won't attend India AI summit next week, company saus | Nvidia CEO Jensen Huang will not attend the India AI Impact Summit next week due to unforeseen circumstances, as confirm | [Link](https://longbridge.com/zh-CN/news/275975995.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。