香港 -- 周五，中国股票引领亚洲芯片制造商股价上涨，尽管英伟达首席执行官黄仁勋面临动荡，投资者仍涌入人工智能交易。
HONG KONG -- Chinese shares are leading Asian chipmaker gains on Friday, with investors piling into the AI trade despite Nvidia's Jensen Huang turmoil.
设计GPU、被视为英伟达国内竞争对手的壁仞科技股价在周五香港早盘交易时段一度跳涨6.7%。常被称为“中国英伟达”的摩尔线程在上海科创板上涨5%。上海上市的寒武纪科技股价也跳涨6%。
Shares of Biren Technology, which designs GPUs and is considered a domestic Nvidia competitor, jumped as much as 6.7% during early trading hours on Friday in Hong Kong. Moore Threads, often dubbed "China's Nvidia," rose by 5% on Shanghai's STAR market. Shanghai-listed Cambricon Technologies also jumped 6%.
投资者押注，在英伟达管理层动荡之际，中国芯片制造商可能加速发展。
Investors are betting that Chinese chipmakers could accelerate their advance amid Nvidia's management upheavals.
《日经亚洲》报道，随着北京大力推动扩大先进芯片国内制造产能，已设定年底前实现70%硅片需求国产化的目标。这帮助中芯国际等国内芯片制造商的盈利今年激增数倍。
As it aggressively pushes to expand domestic manufacturing capacity of advanced chips, Beijing has set an end-of-year target to meet 70% of silicon wafer demand domestically, Nikkei Asia has reported. That has helped the earnings of domestic chipmakers like Semiconductor Manufacturing International Corporation to surge severalfold this year.
近几周，香港交易所迎来中国芯片制造商上市潮，投资者寻找美国行业的新兴挑战者。本周早些时候，AI芯片设计商苏州登临科技在香港首发募资约3亿美元。但交易表现参差不齐，该股自IPO以来下跌逾10%。
Hong Kong's exchange in recent weeks has hosted a flurry of listings by Chinese chipmakers as investors look for emerging challengers to the American industry. AI chip designer Suzhou Denglin Technology raised around $300 million during its debut in Hong Kong earlier this week. But trading has been mixed, with the stock falling over 10% since the IPO.
亚洲其他地区芯片制造商股价也在上涨，显示投资者并未因AI投资热潮而退缩。三星电子股价早盘上涨4%。SK海力士和台积电股价也上涨。
Elsewhere in Asia, chipmakers' shares are gaining, a sign that investors are not balking at the AI investment boom. Samsung Electronics shares were up 4% during morning trading. Shares of SK Hynix and Taiwan Semiconductor Manufacturing Co. also advanced.
至于英伟达的Rubin和Feynman人工智能半导体，其方向已定，这些芯片“在供需方面不应受到显著影响”，Gabelli Funds研究分析师牧野龙太对《日经》表示。
As for Nvidia's Rubin and Feynman artificial intelligence semiconductors, their direction has already been set, and these chips "should not be significantly affected in terms of supply and demand," Ryuta Makino, research analyst at Gabelli Funds, told Nikkei.
牧野还指出了进一步的风险，因为黄在有关其与涉嫌间谍关系的调查取得进展之前就辞职了。“有可能，”他说，“在不久的将来，公司会出现更多负面因素。”
Makino also noted further risks as Huang has resigned without waiting for the investigation surrounding his relationship with the alleged spy to progress. "There is a possibility," he said, "that more negative factors for the company will emerge in the near future."