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，成为美股“股王”。然而，英伟达芯片的对华销售却屡屡遇阻，今年4月9日，英伟达为中国特供的“算力阉割版”芯片H20遭到美国特朗普政府叫停。英伟达的退出为国产芯片带来了想象空间：寒武纪交出了历年来数据最好的一季报，营收11.11亿元，首次实现了单季度盈利，本次中报延续了盈利势头。究其原因，除了英伟达留下市场空白外，DeepSeek带来的推理范式的转移也是一大原因。“在人工智能大模型的训练侧，英伟达系

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