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US eases Nvidia H200 export rules to China under strict conditions, shares higher
Key Takeaways (30s Read)
The U.S. eases export restrictions on Nvidia's H200 chips, with shares rising, but uncertainty remains.
The U.S. has taken steps to ease export restrictions on Nvidia's H200 chips by shifting to a case-by-case license review. This new policy requires independent third-party testing and certifications before shipments can proceed. While this move has led to a modest increase of about 0.5% in Nvidia's shares, there are signals from China indicating that access will be granted only under special circumstances, leading to uncertainty in demand. The change reduces immediate downside risks but leaves the market uncertain regarding volume and timing.
AI Analyst
AI Opinion
"The recent policy shift by the U.S. signals a critical turning point for Nvidia and the broader AI chip sector. While easing export restrictions opens avenues for international markets, the lack of clear indicators on demand from China keeps the situation unstable. How the U.S. implements its checkpoints and permits exports will significantly influence future developments. Furthermore, with the focus on limited use cases like university research, companies may find it challenging to forecast long-term demand. The complex relationship poses increasing risks and implications for the economy, necessitating a cautious approach from traders."
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