金色财经|11月 13, 2026 10:59
[Reuters: Approximately 600,000 Nvidia H200 Chips Stuck in Hong Kong] According to Jinse Finance, two sources familiar with the matter stated that approximately 600,000 Nvidia H200 AI chips are currently stored in Hong Kong, awaiting shipment to mainland China. China has not yet approved large-scale imports of these chips. In recent months, China has allowed some H200 chips to enter the country, with several large Chinese internet companies each receiving approximately 10,000 chips. A small number of chips were delivered through intermediaries and indirect channels, the exact quantity of which has not been disclosed.
One source stated that as of the end of October, a server equipped with eight H200 chips in mainland China was priced at over 6 million yuan, approximately three times the price a year ago; a single server using Nvidia Blackwell chips was priced at over 20 million yuan. The United States previously banned H200 exports to China, but the Trump administration allowed Nvidia to sell the chip to approved Chinese customers last year.
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