原文标题： Exclusive: China gives green light to importing first batch of Nvidia's H200 AI chips, sources say 原文连结：https://tinyurl.com/25mewn6c 发布时间：January 28, 2026 12:33 PM GMT+8Updated 3 mins ago 记者署名：Reporting by Reuters staff; Editing by Sonali Paul 原文内容： Jan 28 (Reuters) - China has approved its first batch of Nvidia's H200 artificial intelligence chips for import, two people familiar with the matter told Reuters, marking a shift in position as China seeks to balance its AI needs against spurring domestic development. 1 月 28 日（路透）— 两位知情人士向路透表示，中国已批准进口首批辉达（Nvidia） 的 H200 人工智慧晶片，这显示北京在政策立场上出现转变，试图在满足 AI 需求与推动 本土产业发展之间取得平衡。 The approval covers several hundred thousand H200 chips and was granted during Nvidia Chief Executive Jensen Huang's visit to China this week, the sources said, requesting anonymity due to the sensitivity of the matter. 消息人士指出，此次批准涵盖数十万颗 H200 晶片，并且是在辉达执行长黄仁勳本周访问 中国期间核准的。由於事件敏感，消息人士要求匿名。 The first batch of approvals has been allocated primarily to three major Chinese internet companies, with other enterprises now joining a queue for subsequent approvals, one of the sources said. 其中一名消息人士表示，首批核准主要分配给三家中国大型网路公司，其他企业目前正排 队等待後续批次的批准。 They declined to name the companies that received the initial clearances. 消息人士拒绝透露获得首批批准的公司名称。 China's industry and commerce ministries as well as Nvidia had not yet responded to requests for comment at the time of publication. 截至发稿时，中国工业与商务相关部门以及辉达尚未回应置评请求。 The H200, Nvidia's second most powerful AI chip, has emerged as a major flashpoint in U.S.-China relations. Despite strong demand from Chinese firms and U.S. approval for exports, Beijing's hesitation to allow imports has been the main barrier to shipments. H200 是辉达第二强大的 AI 晶片，已成为中美关系中的一个重要争议焦点。尽管中国企 业需求强劲，且美国已批准出口，但北京迟疑是否允许进口，成为实际出货的主要障碍。 The U.S. earlier this month formally cleared the way for Nvidia to sell the H200 to China, where the company is seeing strong appetite. However, Chinese authorities have the final say on whether they would allow it to be shipped in . 美国本月稍早正式为辉达向中国销售 H200 铺平道路，中国市场对该产品需求强烈；然而 ，是否能实际进口仍取决於中国主管机关的最终决定。 It was unclear in recent weeks whether Beijing would grant approval as the government wants to balance meeting surging domestic demand for advanced AI chips and nurturing its domestic semiconductor industry. 过去几周内，北京是否会批准进口仍不明朗，因为政府一方面要满足对先进 AI 晶片暴增 的需求，另一方面也要扶植本土半导体产业。 Chinese customs authorities told agents that the H200 chips were not permitted to enter China, Reuters reported earlier this month. 路透本月稍早报导，中国海关曾告知相关代理商，H200 晶片并不允许进口中国。 But Chinese technology firms have placed orders for more than two million H200 chips, far exceeding Nvidia's available inventory, Reuters reported last month. 但路透上月报导，中国科技公司已下订超过 200 万颗 H200 晶片，远远超过辉达目前可 供应的库存。 It remains uncertain how many additional companies will receive approval in subsequent batches or what criteria Beijing is using to determine eligibility. 目前仍不清楚後续批次会有多少公司获准进口，也不清楚北京采用何种标准来决定资格。 Huang arrived in Shanghai last Friday for routine annual celebrations with Nvidia's China employees and has since travelled to Beijing and other cities, Reuters reported last week. 路透上周报导，黄仁勳上周五抵达上海，参加辉达中国员工的年度例行庆祝活动，随後前 往北京及其他城市。 BALANCING ACT 平衡之道 The approvals of H200 suggest Beijing is prioritising the needs of major Chinese internet companies, which are spending billions of dollars to build data centres needed to develop AI services and compete with U.S. rivals, including OpenAI. H200 的批准显示，北京正在优先考虑中国大型网路公司的需求。这些公司正投入数十亿 美元建设资料中心，以发展 AI 服务并与包括 OpenAI 在内的美国对手竞争。 While Chinese companies such as Huawei now have products that rival the performance of Nvidia's H20 chip, previously the most advanced AI chip it was allowed to sell to China, they still lag far behind the H200. 尽管华为等中国企业的产品在效能上已可与辉达 H20 晶片（此前被允许销往中国的最先 进产品）相当，但仍远远落後於 H200。 The H200 delivers roughly six times the performance of Nvidia's H20 chip. H200 的效能约为辉达 H20 晶片的六倍。 Still Beijing has discussed requiring companies to buy a certain quota of domestic chips as a condition for receiving approval to import foreign semiconductors, Reuters previously reported. 不过，路透先前报导，北京曾讨论要求企业必须购买一定比例的国产晶片，才能作为获准 进口外国半导体产品的条件。 心得/评论： 批准时间刚好落在黄仁勳访中期间 代表这不只是商业决策而是高层政治层级协调结果 具有外交讯号与产业妥协双重意涵 --

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