黄仁勋来华“吹风”！H20解禁、新GPU来袭，概念股齐“躁动”！

Core Insights - NVIDIA's CEO Jensen Huang announced two significant developments: the H20 chip is set to be shipped to China, and a new chip, the RTX Pro GPU, will be launched [1][7][22] - Following these announcements, various sectors related to NVIDIA, including A-share NVIDIA concepts, computing power leasing, and communication equipment, saw a rise in stock prices [1] Stock Performance - Notable stock movements include: - Zhongji Xuchuang surged over 16% to 174.47 CNY, with a market cap of 193.857 billion CNY and a year-to-date increase of 41.83% [2][3] - Shenghong Technology rose over 13% to 163.78 CNY, with a staggering year-to-date increase of 291.90% [2][3] - Tianfu Communication increased by over 10% to 94.25 CNY, with a market cap of 73.271 billion CNY and a year-to-date increase of 45.22% [2][3] Market Context - NVIDIA's stock in the U.S. rose over 3.5% to 169.83 USD, following its achievement of becoming the first company to reach a market value of 4 trillion USD [4][5] - Since early April, NVIDIA's stock has seen a remarkable increase of over 73% [5] China Market Significance - The U.S. government has approved the export of the H20 chip to China, which had previously been restricted under export controls [8][10] - NVIDIA's market share in China has dropped from a peak of 95% to 50% in recent times, highlighting the importance of regaining this market [11] - Huang emphasized the critical nature of the Chinese market, which is NVIDIA's fourth-largest revenue source, contributing 17.108 billion USD (approximately 123.277 billion CNY) in revenue for the first quarter of 2024, a 66% year-on-year increase [18][19] Future Outlook - Huang stated that the Chinese AI chip market is projected to grow to 50 billion USD, and missing out on this market would be a significant loss for NVIDIA [20] - Analysts are optimistic about NVIDIA's future performance, with Goldman Sachs and Oppenheimer raising their target prices for NVIDIA shares, indicating strong market confidence [23][24][25]