The leveraged exchange-traded product (ETP) tracking NVIDIA, specifically the 2X NVIDIA ETP (07788), experienced a significant surge, climbing over 6% during the trading session. As of the latest update, the product was up 6.44%, trading at HKD 209.9 with a turnover of HKD 22.876 million.
This movement follows a positive trend in NVIDIA's (NVDA.US) U.S. shares, which saw a short-term uptick in after-hours trading, currently gaining nearly 2%. The catalyst appears to be market reports citing sources that the U.S. government has granted approval for ten Chinese companies to purchase NVIDIA's advanced H200 chips. The list of approved buyers reportedly includes major tech players such as Alibaba (09988), ByteDance, Tencent Holdings (00700), and JD.com (09618). Additionally, distribution firms like Lenovo Group (00992) and Foxconn are also said to be permitted to procure the chips.
In a related development, former U.S. President Donald Trump recently visited China, accompanied by a delegation of over a dozen top American corporate executives. The delegation included notable figures such as Apple's (AAPL) CEO Tim Cook, NVIDIA's founder and CEO Jensen Huang, and Tesla's (TSLA) CEO Elon Musk. Jensen Huang's recent visit to China had already sparked market speculation about potential improvements in the semiconductor supply chain, which this latest news appears to be reinforcing.
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