中国-AI H200 芯片获批提升中国 AI 能力-China – AI H200 Chip Approval Enhances China's AI Capabilities

December 10, 2025 02:56 PM GMT China Internet and Other Services | Asia Pacific China – AI: H200 Chip Approval Enhances China's AI Capabilities China's AI enablers and adopters benefit from reduced geopolitical tensions, lowering the risk of losing access to high- performing GPUs. We expect no pushback from regulators. We reiterate OW on Tencent, BABA, GDS, and VNET. On December 9, President Trump reportedly stated that Nvidia will be allowed to sell H200 chips to approved customers in China. On December 10 ...