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65/100 Bullish 22.06.2026 · 08:00 Finrend AI ⏱ 1 dk 👁 4 TR

China AI Sector Transformation: Nvidia H200 Purchase Permissions and Baidu's Full-Stack Goal

The launch of DeepSeek’s inexpensive frontier model has triggered a significant shift in China’s AI ecosystem, briefly pushing U.S. technology stocks lower. Following restrictions on access to the most advanced chips, Chinese companies have now received approval to purchase Nvidia H200 chips. This development injects new momentum into China’s AI infrastructure, boosting the competitiveness of domestic manufacturers. Major Chinese technology firms such as Baidu are advancing toward becoming full‑stack players by developing their own chips, models, and cloud infrastructure. This strategy strengthens their independence within the AI ecosystem while reshaping competitive dynamics across the industry. Guest Grace Shao, an independent AI researcher and author of a book on AI, explained the distinctions within China’s AI ecosystem and highlighted the impact of these changes on the sector. These developments offer investors an opportunity to reassess the competitive landscape and growth potential of China’s AI sector, while potentially increasing market volatility. Investors are advised to monitor these trends closely. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▲ up · 70%

Nvidia's acquisition of H200 purchase approvals, coupled with developments in China's AI sector and Baidu's full-stack objective, may enhance the company's future growth potential. The RSI14 stands at 58.10, indicating a moderate level, while the positive MACD could support an upward trend. However, the price change over the last 24 hours has been negative, suggesting potential short-term volatility.

RSI 14
58.1
MACD
0.57
24h Δ
-0.81%

📊 BABA — Piyasa Yorumu

▼ down · 65%

BABA shares fell 4.7% in the last 24 hours, closing at $107.07. Although the RSI at 34.9 is approaching oversold territory, the MACD remains below the signal line and in negative territory. Trading below the 20-day SMA ($108.38) and 50-day SMA ($111.23) indicates short-term weakness. While news headlines focus on changes in China's AI sector, Nvidia H200 permits and Baidu's full-stack target may not directly impact BABA. The weakness in technical indicators and recent downward momentum suggest that bearish pressure could persist in the short term.

RSI 14
34.9
MACD
-1.65
24h Δ
-4.75%

📊 BIDU — Piyasa Yorumu

▼ down · 65%

Baidu shares have fallen 4.5% in the last 24 hours and are trading below both the 20-day and 50-day moving averages. The RSI is approaching the oversold zone at 39.8, while the MACD line remains negative below the signal line. Although news headlines focus on changes in China's AI sector and Nvidia H200 purchase permits, Baidu's full-stack strategy may create short-term uncertainty. With technical indicators showing weak momentum, the downtrend is likely to continue in the near term.

RSI 14
39.8
MACD
-1.17
24h Δ
-4.54%

📊 9988.HK — Piyasa Yorumu

▼ down · 60%

The news includes developments in China's AI sector, such as purchase approvals for Nvidia H200 chips and Baidu's full-stack target. This could increase competitive pressure on rival companies like Alibaba. On the technical indicators, the RSI is in the weak zone at 40.8, and while the MACD is below zero and above the signal line, momentum remains weak. The price is trading below the 20-day and 50-day moving averages, with a 3.5% decline in the last 24 hours. The short-term downtrend is likely to continue.

RSI 14
40.8
MACD
-1.40
24h Δ
-3.47%
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