Nvidia(US:NVDA) 是说芯语·2026-01-23 23:45Core Viewpoint - Huang Renxun, CEO of NVIDIA, visited China again, focusing on internal company activities and communication with the supply chain, while reviewing key events for 2025 [1][6]. Group 1: Visit Overview - The visit is characterized as Huang's first trip to mainland China in 2026, primarily for internal activities rather than official diplomatic engagements [6]. - The itinerary includes visits to Shanghai, Beijing, and Shenzhen, mirroring the schedule from early 2025 [6]. - The visit took place in late January 2026, just before the Chinese New Year, with public activities starting on January 23 [6]. Group 2: Specific Itinerary - The first stop was in Shanghai, where Huang met with local employees at NVIDIA's new office, discussing the company's global and China-specific business progress and engaging in Q&A sessions [6][7]. - Subsequent stops included Beijing and Shenzhen, focusing on New Year celebrations and supplier appreciation events to strengthen relationships with partners in the Chinese supply chain [7]. Group 3: Key Details of the Visit - The discussions during the visit centered on internal management, employee motivation, and supply chain collaboration, without mentioning the H200 chip or related export issues [8]. - The visit was characterized by a low-profile approach, lacking large public speeches or high-level government meetings, contrasting with Huang's previous attendance at external events like the Chain Expo in July 2025 [9]. - This visit continues the tradition of Huang visiting mainland China before the Spring Festival, reinforcing the company's commitment to its local team and ecosystem partnerships [10].