I added to my Nvidia position as the U.S. approval of H200 exports to China, even with a 25% fee, reduces near-term regulatory risk and preserves Nvidia’s access to a key market. The move signals a strategic middle ground that safeguards U.S. interests without triggering a full ban that could strengthen Huawei. Although Blackwell chips remain restricted, the H200 clearance supports Nvidia’s sales trajectory and reinforces its leadership in AI, making this an attractive moment to increase exposure.
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- feelond·12-23 00:28Spot on! Reduced regulatory overhang keeps NVDA's AI dominance intact. Perfect timing to load up [看涨]LikeReport
- alexliam·12-23 00:05Completely agreed, Nvidia remains undervalued by almost all financial measures and this Chinese market opening only reinforces its undervalued statusLikeReport