Nvidia(US:NVDA) Di Yi Cai Jing·2025-07-15 14:39Core Insights - Jensen Huang will deliver a speech in Chinese at the opening ceremony of the third Chain Expo on July 16, marking his first public speech in Chinese, expressing excitement and nervousness about the event [1][4] - Following the anticipated resumption of H20 chip sales to China, NVIDIA's stock surged over 3%, adding nearly $200 billion to its market capitalization, while AMD's stock also rose over 7% [1] - NVIDIA has received U.S. government approval and submitted an application for H20 chip sales to China, aiming to quickly restart sales in the Chinese market [1][3] Group 1 - NVIDIA announced the launch of a "fully compliant" new GPU chip, RTX PRO, targeting digital twin AI applications in smart factories and logistics for the Chinese market [3] - The lifting of the H20 ban is seen as a significant positive development for NVIDIA, potentially solidifying its leadership position in China and driving revenue growth in upcoming quarters [3] - NVIDIA faced a loss of $8 billion in the previous quarter due to the H20 ban, with analysts suggesting that the company will seek to resume H20 sales in China to address its inventory challenges [3] Group 2 - Huang emphasized the importance of the Chinese market for U.S. companies, noting its size and vibrancy, and highlighted the rapid development of AI in China, which hosts 50% of the world's AI researchers [5] - The Chinese Ministry of Foreign Affairs expressed opposition to the politicization of technology and trade issues, emphasizing that such actions disrupt global supply chains [4]