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據報DeepSeek V4發布後 華為昇騰950 AI晶片需求急增
《路透》引述消息報道，隨著DeepSeek發布基於華為晶片運行的V4 AI模型，市場對華為昇騰950 AI晶片的需求急增，字節跳動、騰訊(00700.HK)及阿里-W(09988.HK)在內的中國頂尖互聯網企業，均已就新晶片訂單與華為接洽，而專門從事雲端計算及GPU租賃服務的公司亦在積極下單。報道指，雖然華為950PR晶片的性能顯著好過英偉達(NVDA.US...
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據報DeepSeek V4發布後 華為昇騰950 AI晶片需求急增
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《路透》引述消息報道，隨著DeepSeek發布基於華為晶片運行的V4 AI模型，市場對華為昇騰950 AI晶片的需求急增，字節跳動、騰訊(00700.HK)  0.000 (0.000%)    Short selling $1.60B; Ratio 8.896%   及阿里-W(09988.HK)  0.000 (0.000%)    Short selling $1.94B; Ratio 17.389%   在內的中國頂尖互聯網企業，均已就新晶片訂單與華為接洽，而專門從事雲端計算及GPU租賃服務的公司亦在積極下單。

報道指，雖然華為950PR晶片的性能顯著好過英偉達(NVDA.US)      早前獲准在華銷售的 H20晶片，但仍落後於英偉達更先進的H200。不過，由於中美就銷售條件仍存在分歧，導致H200尚未能運抵中國，為華為的銷售提供良機。(ss/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-30 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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