智通财经APP获悉，芯片股盘中急跌，午前跌幅有所收窄，截至发稿，ASMPT(00522)跌4.66%，报173.8港元；华虹半导体(01347)跌2.62%，报126.4港元；中芯国际(00981)跌1.75%，报72.85港元。
消息面上，据报道，英伟达CEO黄仁勋临时更改行程，将随美国总统特朗普访华。报道指出，黄仁勋作为临时新增成员，5月13日登上美国总统专机“空军一号”，启程赴华。英伟达CEO黄仁勋访华引发市场对H200芯片供应改善的猜测。
东吴证券指出，黄仁勋长期游说美国政府放松对华AI芯片出口管制，去年曾成功推动白宫批准销售H200芯片，因此他是否出席，本身就具有不可忽视的信号意义。但该行也表示，综合来看，国产算力替代趋势不可逆转。
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