消息面上，美国头部AI算力公司英伟达CEO黄仁勋宣布两个重要进展：美国已批准H20芯片销往中国，以及英伟达将推出专为计算机图形、数字孪生和人工智能设计的RTXpro GPU。英伟达CEO周三在北京链博会会见媒体，英伟达最快9月推出新版中国定制芯片。

华尔街知名投资机构Loop Capital近日发布研报称，英伟达的市值可能在不久后将达到 6 万亿美元，受益于长期持续的全球AI基建军备竞赛。该机构将英伟达的目标股价从175美元大幅上调至 250 美元，意味着在Loop Capital看来英伟达市值将升破5万亿美元市值，达到约6万亿美元市值的历史最高点位。

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