北京时间周一，全球领先的AI芯片设计公司Cambricon股价大幅上涨了20%，引领了科技行业的大规模反弹，背景是市场揣测中国政府正在加大压力，促使国内企业从进口芯片转向本土生产的替代产品。作为AI技术研发基础的核心芯片生产商，Cambricon成为沪深300指数中涨幅最显眼的股票之一。同样位于上海市场的另一家硬件制造公司Surging股价也跃升了近20%，而Gearmaker则上涨了9%。
据报道，在上周五晚些时候，Bloomberg新闻透露称，中国监管机构已经向公司发出指导信息，倾向于避免采购Nvidia用于AI模型研发与运行的H20系列芯片。此举以政策导向而非明令禁止的形式进行，意在平衡支持国产AI初创企业的发展需求，并且不希望因贸易关系而激化与美国的紧张。
中国的AI处理器市场包括Cambricon和Nvidia等公司。然而，值得注意的是，在此消息传出后，Nvidia的股价上周五下跌了2%。今年早些时候，中国政府还向本土电动汽车生产商提出要求，鼓励其在供应链中增加对国产芯片的采购量，以此推动关键科技领域的自给自足进程。
上述政策旨在帮助国内AI芯片企业提升市场份额，并为潜在的美国出口限制做准备，同时加强了对自研技术的支持。在这一背景下，中国正努力提高在人工智能领域的技术自主能力。
新闻来源：www.bloomberg.com
原文地址：China AI Chip Leader Soars 20% Limit as Beijing Warns on Nvidia
新闻日期：2024-09-30
原文摘要：
Chinese AI chipmaker soared its 20% daily limit on Monday, leading a sector rally after Bloomberg News Beijing was stepping up pressure on domestic companies to ditch processors for local alternatives.Cambricon, the biggest publicly traded designer of the chips that underpin AI development, gained the maximum allowed . The company led a clutch of chip firms that ranked among the biggest on the benchmark CSI 300 index. surged almost 20% in Shanghai, while gear maker climbed 9%.Chinese regulators have discouraged companies from purchasing Nvidia’s H20 chips, which are used to develop and run AI models, Bloomberg News reported late Friday. That policy has taken the form of guidance rather than an outright ban, as Beijing wants to avoid hamstringing its own AI startups and worsening tensions with the US.Read More: The move is designed to help domestic AI chipmakers gain market share, while preparing local companies for any potential additional US restrictions. The country’s biggest makers of AI processors include Cambricon and Nvidia shares fell 2% on Friday.Earlier this year, Beijing also told local electric-vehicle makers to procure more of their supplies from local chipmakers, part of its campaign to reach self-sufficiency in critical technologies.
