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总结
据多家媒体报道，中国相关部门近期要求部分科技企业暂缓下单采购英伟达H200高端AI芯片，令该产品对华销售前景再添不确定性。英伟达CEO黄仁勋称，是否获准进入中国市场将以实际采购订单而非正式声明体现，并表示公司正为潜在需求加快H200产能。外界普遍将此与美国对先进GPU出口限制及审批节奏相关联，相关企业或转向既有库存、替代型号或国产加速器以保障算力建设。若暂停采购持续，可能影响英伟达在华收入预期、供应链排产及国内云计算/AI推理项目的交付节奏。中国半导体行业组织一方面欢迎合作，另一方面提醒需防止对单一海外供应商过度依赖。
正文
China asks tech firms to halt orders for Nvidia's H200 chips: Report The Economic Times Nvidia CEO says purchase orders and not formal declaration will signal Chinese approval of H200 The Hindu Nvidia steps up H200 chip production for Chinese market, Huang says Financial Times Fresh uncertainty clouds Nvidia's H200 outlook as report of export halt surfaces Investing.com India Exclusive: Nvidia accelerates H200 production for potential China sales; semiconductor association welcomes cooperation but warns against overreliance Global Times
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