NVIDIA plans H200 chip shipments to China, boosting stock
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 23 Dec 25
Source: Reuters
NVIDIA Corp's stock rose by 3.00%, reaching a 20-day high, amid positive market conditions with the Nasdaq-100 and S&P 500 both up.
This increase is attributed to NVIDIA's announcement of plans to ship 5,000 to 10,000 H200 AI chip modules to Chinese clients before the Lunar New Year, marking a significant entry into the Chinese market. This move aims to enhance its competitiveness in the region, although it faces pending government approval from China, which introduces some uncertainty.
The implications of this shipment are substantial, as it represents a major policy shift from the U.S. and could significantly impact the development of China's domestic AI chip industry, especially in relation to local competitors.
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 187.670
Low
200.00
Averages
264.97
High
352.00
Current: 187.670
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
