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$英伟达 (NVDA.US)$ 12月18日有中国商务部新闻发布会，大概率英伟达H200会在这之前被批准（受限制有条件的批准）。南风窗是官媒之一，讲到国产的芯片和英伟达还有差距，中国国产芯片满足不到市场需要的50%。英伟达急着卖，中国不急着买了_腾讯新闻
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$甲骨文 (ORCL.US)$ 甲骨文(ORCL.US)在11月结束的季度签署了总计约1500亿美元的数据中心租赁协议。5000多亿美元只是口头承诺，这1500亿美元是具有法律效力的租赁协议！可以利用租约发债，降低债务违约风险！
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