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  来源:央视财经

  央视财经(《光华一见》)4月17日晚,一场备受瞩目的会见在中国北京人民大会堂举行。中共中央政治局委员、国务院副总理何立峰会见了美国英伟达公司总裁兼首席执行官黄仁勋。细心的网友发现,一向穿着标志性皮衣的黄仁勋,这次西装革履郑重出场,足以看出他对这次会见的重视。他这时来访,确实不寻常。大背景是,美国滥施关税,使全球贸易和经济增长蒙上阴影。具体到英伟达,就在黄仁勋这次来华之前,美国政府将英伟达面向中国市场“特供”的人工智能(AI)加速器H20列入了出口管制,必须有许可证才可出口到中国。在之前股价已经大幅走低的情况下,当地时间4月16日,英伟达股价又暴跌6.9%。

  英伟达的标签意义在于:它是一家科技企业,一家美国企业,一家全球化企业。中国对这样一家企业的意义,也可从两个数字看出来:中国的销售额约占英伟达全球销售额的四分之一,英伟达在北京、上海、深圳拥有近4000名员工。中美经贸关系深刻影响着英伟达,英伟达对中国态度、中国市场的判断,决定着它的去留行止。

  黄仁勋表态了。他表示看好中国经济前景,愿继续深耕中国市场,为推动美中经贸合作发挥积极作用。“坚定不移地服务中国市场”,这是他基于英伟达在中国市场多年发展的切身体会,以及对中国经济未来走势的理性判断。不难想象,一家人工智能计算公司,如果没有中国这个有着14亿人、拥有超大规模的市场,没有这个市场旺盛且越来越大的消费需求,它的未来发展无疑将受到巨大限制甚至蒙上阴影。

  黄仁勋也可以放心了。他可以像其他任何时候一样相信中国,可以像任何其他成功的全球化大企业一样相信中国。何立峰副总理在会见中,强调中国市场投资和消费潜力巨大,产业转型升级加快推进,是新一轮科技革命和产业变革的最佳应用场景,始终是外资企业投资和贸易的沃土。这一表态,再一次向包括英伟达在内的全球企业传递出中国坚定扩大开放、欢迎外资的明确态度。事实已经证明,尽管全球经济面临诸多不确定性,贸易保护主义有所抬头,但中国始终坚持对外开放的基本国策,不断优化营商环境,降低市场准入门槛,拓宽外资准入领域。中国以实际行动展现着拥抱世界、携手共进的诚意与担当一直没有变,为外资企业扎根中国、发展壮大提供坚实保障也一直没有变。

  科技的进步、经济的发展,本就是全人类的共同事业,需要全球各国携手合作、共享成果。还是那句老话,中国需要世界,世界更需要中国。习近平总书记4月14日对越南和15日对马来西亚进行国事访问之际,发表的署名文章中都指出:要维护多边贸易体制,维护全球产业链供应链稳定,维护开放合作的国际环境。在全球化深入发展的今天,科技、经济等领域根本不可能关起门来,开个小作坊,过个小日子。零和博弈的思维定式必须摒弃,只有秉持更加开放包容的心态,通过对话与协商解决分歧和争端,才能推动国际经贸关系重回健康稳定发展的轨道。

  黄仁勋此前曾警告美国政府,“如果被剥夺中国市场,我们没有应急方案,因为只有一个中国”。是的,任何企业、任何国家都应该看到这一点,都应该抓住中国市场的发展机遇,积极融入中国经济发展大局,也将为自身赢得更广阔的发展空间和更丰厚的商业利益。中国有大市场等待全球企业,有大胸怀广交天下朋友,有大决心提供细致周到服务。欢迎英伟达们,欢迎黄仁勋们,常来中国,到此扎根。

 

  4月18日,三大指数早盘弱势震荡,午后有所走强,三大指数一度均翻红。

  截至收盘,沪指跌0.11%,深证成指涨0.23%,创业板指涨0.27%。北证50收涨近2%。

  全市场成交额不足万亿元,约2400只个股上涨。4只沪深300ETF再度出现尾盘显著放量。

  盘面上看,6G概念午后走强,硕贝德、盛路通信等多只个股涨停。

  消息面上,中国5G突现利好传闻!德国《经济周刊》等媒体最近称,德国新政府联盟协议删除针对华为的“可信国家”限制条款,转而采用“可信技术标准”。券商研究机构认为,如果这一政策转向属实,将对国内通信产业链构成显著利好。

  此次利好传闻的影响究竟有多大?有券商研究机构点评认为,华为5G海外建设有望再开绿灯,相关产业链迎来利好。

  该机构表示,德国作为欧盟经济龙头,其政策调整具有示范效应,可能推动意大利、西班牙等尚未明确禁用华为的国家跟进松绑。若欧洲市场逐步开放,华为5G设备及解决方案的海外订单有望回升,直接利好其通信设备供应链。

  银行股维持强势,中、农、工、建四大行续创历史新高。

  另外,海洋经济概念、钠电池、新型城镇概念、房地产等涨幅居前。

  消费股回调,酒店餐饮、旅游、食品饮料等均大跌,农业、仓储物流、酿酒、半导体等跌幅居前。

  个股方面,国芳集团今天再次涨停,实现11天10板。

  国芳集团发布异动公告,近期公司股票交易价格涨幅居高,交易频繁,存在非理性炒作风险,且公司股票击鼓传花效应十分明显,交易风险极大,存在短期大幅下跌的风险。敬请广大投资者理性决策,审慎投资,注意二级市场交易风险。

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