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总结
美国政府通过新规并在商务部逐案审批与安全审查等条件下，允许英伟达向中国销售其先进H200加速芯片。多家媒体称相关交易需符合许可证与合规要求，并可能收取审查费用，显示对AI算力芯片对华出口管制出现边际放宽。此举或缓解英伟达在华业务压力，影响中国AI推理算力供给、上下游采购节奏及美中科技竞争与资本市场预期。
正文
US approves sale of Nvidia's advanced H200 chips to China BBC US approves Nvidia H200 chip exports to China with some conditions Reuters Worried About Nvidia's China Business? CEO Jensen Huang Says This Is the Top Indicator to Watch. Yahoo Finance US Clears Path for Nvidia to Sell H200s to China Via New Rule Bloomberg.com Nvidia Stock Meanders Ahead Of Taiwan Semiconductor's Results; Is Nvidia A Buy Or Sell Now? Investor's Business Daily
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