NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVD Forum: Aktien Thema: Hauptdiskussion

Nvidia: Reopened China Market and H200 Exports Unlock Significant Upside and Support Buy Rating TipRanks Auto-Generated Intelligence Newsdesk Jan 14, 2026, 07:35 AM Nvidia: Reopened China Market and H200 Exports Unlock Significant Upside and Support Buy Rating Wells Fargo analyst Aaron Rakers maintained a Buy rating on Nvidia yesterday and set a price target of $265.00. Claim 70% Off TipRanks Premium Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential Aaron Rakers has given his Buy rating due to a combination of factors tied to Nvidia’s renewed China opportunity and the scale of incremental earnings power. He emphasizes that U.S. government approval for exporting H200 GPUs to China effectively reopens a major end-market that had been constrained by prior export controls, with China historically representing roughly one-fifth to one-quarter of Nvidia’s data center revenue. Based on his analysis, resumed H200 shipments could translate into an additional $25–30 billion in annual revenue and an estimated $0.60–0.70 per share in non-GAAP EPS, underscoring substantial upside relative to current forecasts. He also points to indications of extremely strong demand, including large Chinese orders and Nvidia’s efforts to secure greater H200 production capacity from TSMC, which support confidence in the sustainability of this revenue stream. Rakers notes that Nvidia appears operationally ready to ramp these exports quickly, with inventory on hand sufficient to meet a meaningful portion of near-term Chinese demand. While acknowledging that China may still impose its own restrictions and that U.S. approvals cap China-bound volumes at no more than half of U.S. sales, he views the net effect as materially positive for Nvidia’s growth profile. He incorporates the prior impact from the H20 export ban on Nvidia’s recent quarters to highlight how the restoration of Chinese data center sales can reverse a notable headwind. Taken together, these demand, policy, and earnings dynamics underpin his conviction that Nvidia’s stock continues to offer attractive risk-reward, justifying his Buy recommendation. https://archive.is/BllKs#selection-2883.0-2989.766

Ist ja auch dein Recht .🤣

Mit dem bestellstop also pausieren hatten wir doch schon vor Tagen ???Ich würde mich da mal langsam nicht mehr mit verückt machen die wollen die Chips schon.

@benstreetbob - Solange der Kurs hier praktisch weiterhin einen Patientenmonitor mit Herzstillstand abbildet, stehe ich an der Seitenlinie...

Aber die Amerikaner scheinen noch nicht informiert zu sein. Nichts bei MarketWatch. Es heißt immer noch Hurra!

Hier habt ihr eure China News. und zwar negative

Und das ändert sich an der Seitenlinie?

Zudem war es hier immer sehr amüsant. Kurzdruck's Fehlprognosen mit 125$... Wolfe als Kontraindikation... Die Liste ist lang...

Und nachdem Donny Zölle für die Handelspartner des Iran angekündigt hat, folgt jetzt eine Antwort aus Peking…

Als ich vor Wochen meinte, NVIDIA lebt nur noch von News die aus China kommen, wurde das belächelt... Die Chinesen haben Ihren Stolz und nehmen keine zweitklassigen Chips. Meine NVIDIA Einsätze+Gewinne der letzten 3 Jahre gingen im November voll in Silber. Stehe aber an der Seitenlinie bei NVIDIA und beobachte für einen Wiedereinstig. Verdient hat es das Unternehmen keinesfalls bezüglich der China-Abhängigkeit.

EXCLUSIVE -China's customs agents told Nvidia's H200 chips are not permitted, sources say 07:48 14/01/2026 Jan 14 (Reuters) - Chinese customs authorities told customs agents this week that Nvidia's H200 artificial intelligence chips are not permitted to enter China, according to three people briefed on the matter. Chinese government officials also summoned domestic technology companies to meetings on Tuesday where they were explicitly instructed not to purchase the chips unless necessary, two of the people and a third source said. "The wording from the officials is so severe that it is basically a ban for now, though this might change in the future should things evolve," one of the people said. BEIJING'S MOTIVES UNCLEAR The H200, Nvidia's second most powerful AI chip, is one of the biggest flashpoints in current U.S.-Sino relations. Though there is strong demand from Chinese firms, it remains unclear whether Beijing wants to ban it outright so that domestic chip companies can flourish, or is still chewing over restrictions, or whether these measures could be used as a bargaining tactic in talks with Washington. The chip, formally approved by the Trump administration for export to China this week with some conditions, is also a hot-button issue in the U.S., with many China hawks concerned that the chips could supercharge the Chinese military and erode the U.S. advantage in AI. The sources, who spoke on condition of anonymity due to the sensitivity of the matter, said authorities had not provided any reasons for their directives and had not given any indication whether this constitutes a formal ban or a temporary measure. Reuters was not immediately able to ascertain whether the directives applied to existing orders for H200 chips or only to new orders. China's General Administration of Customs, the Ministry of Industry and Information Technology and the National Development and Reform Commission had not responded to Reuters requests for comment at the time of publication. Nvidia also did not reply to Reuters queries. (Reporting by Reuters staff; Editing by Edwina Gibbs)

Was passiert denn jetzt schon wieder? https://robinhood.com/us/en/stocks/NVDA/

https://truthsocial.com/@realDonaldTrump/115889956193740965 ist das die wiedeholung von https://x.com/TrumpDailyPosts/status/1909964046272516358?s=20 🥸

Oder meinst du das „fed-Thema“, über das der Supreme Court nächste Woche entscheidet?

Wenn das Gericht entscheidet, dass die Zölle illegal sind, werden die Kurse erstmal steigen. Falls die Zölle als rechtmäßig angesehen werden, bleibt alles beim alten. Meine Meinung.