Chinese AI Stocks Surge on H200 Supply Hopes After Huang's Visit

Shares of Chinese artificial intelligence model developers rose after Nvidia CEO Jensen Huang joined US President Donald Trump's visit to Beijing. Investors began assessing the potential benefits of this development for China securing H200 chip supplies from Nvidia. Huang's visit sparked expectations that critical chip supplies for China's AI infrastructure could increase despite trade tensions. Markets believe this could positively impact the growth pace of Chinese AI firms. H200 chips offer high performance for training and running AI models. Increased access to these chips for Chinese companies could strengthen the local AI ecosystem and provide a competitive advantage globally. Analysts note that Huang's visit has supported stock prices in the short term, but long-term effects depend on US-China trade policies. Investors will closely monitor official statements and supply agreements in the coming days. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▲ up · 65%

The news of Jensen Huang's visit has raised expectations for H200 supply to China's AI stocks, potentially boosting NVDA's sales in the Chinese market. Technically, the stock rose 3.8% in 24 hours, with RSI at 64, not yet approaching overbought territory, and MACD trending positively above the signal line. The price is trading above the 20- and 50-day moving averages, supporting a short-term bullish trend. However, geopolitical risks and supply uncertainties in China may limit the upside.

RSI 14

64.4

MACD

2.54

24h Δ

3.80%

📊 0700.HK — Piyasa Yorumu

▲ up · 60%

The news creates a positive outlook for Chinese AI stocks, which could be supportive for 0700.HK in the short term. Technically, the price is trading near the 20-day moving average, and the RSI is in neutral territory, indicating no overbought or oversold signals. The MACD line is above the signal line and trending upward, suggesting positive momentum. However, the recent decline at the close and the price being below the 50-day moving average warrant caution. Overall, the news flow and technical indicators point to limited upside potential in the short term.

RSI 14

45.7

MACD

-1.79

24h Δ

-1.57%

📊 BABA — Piyasa Yorumu

▲ up · 60%

The news creates a positive outlook for Chinese AI stocks, and BABA's inclusion in this group suggests potential upward movement in the short term. However, technical indicators are weak: RSI at 37 is near oversold territory, MACD is below the signal line, and the price is below both the 20-day and 50-day moving averages. The 4.3% drop in the last close indicates that selling pressure may persist despite the news. Therefore, the bullish expectation should be cautious, and a strong buy signal should wait for the price to break above the $137 level (SMA20).

RSI 14

37.1

MACD

-0.95

24h Δ

-4.31%

📊 9988.HK — Piyasa Yorumu

▲ up · 60%

The news headline creates a positive outlook for Chinese AI stocks, which could indirectly support 9988.HK. However, technical indicators paint a weak picture; the price is trading below both the 20-day and 50-day moving averages, and the RSI is below 40. The MACD continues to give a sell signal. In the short term, the positive impact of the news may be limited by technical resistance, so the upside expectation remains cautious.

RSI 14

39.6

MACD

-1.05

24h Δ

-4.90%

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