<p>中国监管机构通过告知国内最大的科技公司可以开始准备 <strong>Nvidia Corp</strong> 的 H200 人工智能芯片，标志着贸易政策的重大转变。</p>
<p>监管机构最近原则上批准了包括 <strong>Alibaba Group Holding Limited</strong> (NYSE: BABA)、<strong>Tencent Holding Ltd</strong> (OTC: TCEHY) 和 <strong>ByteDance</strong> 在内的中国科技巨头进入下一阶段的采购准备。</p>
<p>这些公司现在获得了讨论具体需求的许可，例如它们在运营中所需的芯片确切数量。</p>
<p>知情人士周五告诉彭博社，北京可能会鼓励这些公司在最终批准的条件下购买一定数量的国产芯片。</p>
<h2>Nvidia 的战略胜利</h2>
<p>正式批准将代表 Nvidia 在全球最大的半导体市场恢复业务的重要胜利。</p>
<p>根据报告，首席执行官 <strong>Jensen Huang</strong> 估计，人工智能芯片领域单独可能在未来几年内产生 500 亿美元的收入。</p>
<p>在 Nvidia 缺席市场期间，像 <strong>Huawei Technologies</strong> 和 <strong>Cambricon Technologies</strong> 的本地竞争对手蓬勃发展，并计划提高自己的生产水平。</p>
<h2>尽管国内推动需求依然强劲</h2>
<p>阿里巴巴和字节跳动之前曾私下表示有兴趣各自订购超过 20 万台 H200 以升级其型号，并与 <strong>OpenAI</strong> 等美国竞争对手竞争。</p>
<p>北京计划在本季度尽快批准这些进口，尽管这些芯片可能仍然被禁止进入敏感机构和关键基础设施。</p>
<p>据报道，美国对 Nvidia 最先进芯片的出口限制迫使中国公司 承担更高成本。</p>
<p>监管延误使许多货物在边境滞留，即使华盛顿已批准出口。</p>
<p>这种不确定性迫使中国人工智能公司转向昂贵的黑市供应或性能较低的国产芯片，如华为的 Ascend 系列。</p>
<p>中国的转售商报告称，包含 8 个 H200 GPU 的黑市服务器目前的价格约为 230 万元（33 万美元），溢价达到 50%。</p>
<p><strong>NVDA 价格动态：</strong> 根据 Benzinga Pro 的数据，周五 Nvidia 的股票在盘前交易中上涨了 1.24%，报 187.14 美元。</p>
<p><em>照片由 Saulo Ferreira Angelo 通过 Shutterstock 提供</em></p>

<p>中国监管机构已批准包括阿里巴巴和腾讯在内的主要科技公司准备订购英伟达的 H200 人工智能芯片，这标志着贸易政策的重大转变。这一举措被视为英伟达的战略胜利，可能在人工智能芯片市场产生 500 亿美元的收入。尽管面临美国出口限制带来的更高成本，预计各公司将各自订购超过 200,000 个单位。英伟达的股票在盘前交易中上涨了 1.24%，至 187.14 美元</p>

<p>Chinese regulators have signaled a major shift in trade policy by telling the country’s largest technology firms that they can begin preparing orders for <strong>Nvidia Corp</strong>. (NASDAQ: NVDA) H200 artificial intelligence chips.</p>
<div class="lb-trans"><p>中国监管机构通过告知国内最大的科技公司可以开始准备 <strong>Nvidia Corp</strong> 的 H200 人工智能芯片，标志着贸易政策的重大转变。</p>
</div><p>Regulators recently granted in-principle approval for Chinese tech giants, including <strong>Alibaba Group Holding Limited</strong> (NYSE: BABA), <strong>Tencent Holding Ltd</strong> (OTC: TCEHY), and <strong>ByteDance</strong>, for the next stage of purchasing preparations.</p>
<div class="lb-trans"><p>监管机构最近原则上批准了包括 <strong>Alibaba Group Holding Limited</strong> (NYSE: BABA)、<strong>Tencent Holding Ltd</strong> (OTC: TCEHY) 和 <strong>ByteDance</strong> 在内的中国科技巨头进入下一阶段的采购准备。</p>
</div><p>These companies now have clearance to discuss specific requirements, such as the exact volume of chips they will need for their operations.</p>
<div class="lb-trans"><p>这些公司现在获得了讨论具体需求的许可，例如它们在运营中所需的芯片确切数量。</p>
</div><p>People familiar with the matter told Bloomberg on Friday that Beijing will likely encourage these firms to purchase a certain amount of domestic chips as a condition for final approval.</p>
<div class="lb-trans"><p>知情人士周五告诉彭博社，北京可能会鼓励这些公司在最终批准的条件下购买一定数量的国产芯片。</p>
</div><h2>Strategic Victory for Nvidia</h2>
<div class="lb-trans"><h2>Nvidia 的战略胜利</h2>
</div><p>Formal approval would represent a significant win for Nvidia as it attempts to resume business within the world’s largest semiconductor arena.</p>
<div class="lb-trans"><p>正式批准将代表 Nvidia 在全球最大的半导体市场恢复业务的重要胜利。</p>
</div><p>CEO <strong>Jensen Huang</strong> has estimated that the AI chip segment alone could generate $50 billion in the coming years, according to the report.</p>
<div class="lb-trans"><p>根据报告，首席执行官 <strong>Jensen Huang</strong> 估计，人工智能芯片领域单独可能在未来几年内产生 500 亿美元的收入。</p>
</div><p>While Nvidia was absent from the market, local rivals like <strong>Huawei Technologies</strong> and <strong>Cambricon Technologies</strong> thrived and planned to increase their own production levels.</p>
<div class="lb-trans"><p>在 Nvidia 缺席市场期间，像 <strong>Huawei Technologies</strong> 和 <strong>Cambricon Technologies</strong> 的本地竞争对手蓬勃发展，并计划提高自己的生产水平。</p>
</div><h2>High Demand Despite Domestic Push</h2>
<div class="lb-trans"><h2>尽管国内推动需求依然强劲</h2>
</div><p>Alibaba and ByteDance previously expressed private interest in ordering more than 200,000 H200 units each to upgrade their models and compete with U.S. rivals like <strong>OpenAI</strong>.</p>
<div class="lb-trans"><p>阿里巴巴和字节跳动之前曾私下表示有兴趣各自订购超过 20 万台 H200 以升级其型号，并与 <strong>OpenAI</strong> 等美国竞争对手竞争。</p>
</div><p>Beijing plans to approve these imports as soon as this quarter, though the chips will likely remain barred from sensitive agencies and critical infrastructure.</p>
<div class="lb-trans"><p>北京计划在本季度尽快批准这些进口，尽管这些芯片可能仍然被禁止进入敏感机构和关键基础设施。</p>
</div><p>Reportedly, U.S. export limits on Nvidia’s most advanced chips have forced Chinese companies to absorb higher costs.</p>
<div class="lb-trans"><p>据报道，美国对 Nvidia 最先进芯片的出口限制迫使中国公司 承担更高成本。</p>
</div><p>Regulatory delays have kept many shipments stuck at the border even after Washington approved exports.</p>
<div class="lb-trans"><p>监管延误使许多货物在边境滞留，即使华盛顿已批准出口。</p>
</div><p>That uncertainty has pushed Chinese AI firms to turn to costly black-market supplies or lower-performance domestic chips such as Huawei’s Ascend line.</p>
<div class="lb-trans"><p>这种不确定性迫使中国人工智能公司转向昂贵的黑市供应或性能较低的国产芯片，如华为的 Ascend 系列。</p>
</div><p>Resellers in China reported that black-market servers containing 8 H200 GPUs are currently commanding a 50% premium at roughly 2.3 million yuan ($330,403).</p>
<div class="lb-trans"><p>中国的转售商报告称，包含 8 个 H200 GPU 的黑市服务器目前的价格约为 230 万元（33 万美元），溢价达到 50%。</p>
</div><p><strong>NVDA Price Action:</strong> Nvidia shares were up 1.24% at $187.14 during premarket trading on Friday, according to Benzinga Pro data.</p>
<div class="lb-trans"><p><strong>NVDA 价格动态：</strong> 根据 Benzinga Pro 的数据，周五 Nvidia 的股票在盘前交易中上涨了 1.24%，报 187.14 美元。</p>
</div><p><em>Photo by Saulo Ferreira Angelo via Shutterstock</em></p>
<div class="lb-trans"><p><em>照片由 Saulo Ferreira Angelo 通过 Shutterstock 提供</em></p>
</div>

Beijing Blinks: China Tells Tech Giants To Prepare Orders For Nvidia Chips

- 中国监管机构对贸易政策作出重大调整，允许主要科技公司采购 Nvidia H200 芯片。  
- 监管机构已初步批准阿里巴巴、腾讯和字节跳动等公司进行采购准备。  
- 北京可能会要求这些企业购买一定数量的国内芯片作为最终批准条件。

北京让步：中国要求科技巨头准备订购英伟达芯片