Why China Loves and Fears Nvidia's H20 Chip
Why?
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
22 minutes ago
- Yahoo
Wall Street's $45 Billion Hong Kong Comeback Has a Dangerous Catch
Hong Kong is back in the game. After years of silence, the city's IPO machine is firing on all cylinderspowered by a surge in Chinese capital raising. CATL, China's battery giant, led the way with a $5.2 billion listing to fund its Hungarian factory supplying Mercedes and BMW. BYD (BYDDF), a major Tesla (NASDAQ:TSLA) competitor, raised $5.6 billion to fuel global expansion. In total, over $45 billion has been raised through listings and placements this yearup from just $6.3 billion a year ago. The Hang Seng Index is up 24%, outpacing US and European markets. Equity desks at Morgan Stanley, Credit Agricole, and local powerhouses like Citic are packed. One law firm partner said they're turning away deals and hiring to keep up with the pipeline. The momentum looks durable, with more than 200 IPOs in the works and a rebound in office leasing that's luring firms like Jane Street, Ardian, and Arga back into the city. Warning! GuruFocus has detected 2 Warning Sign with JD. But this isn't just a story about capital. It's a story about control. Beijing is tightening its gripand Hong Kong is now the bridge for China to access global markets, not the other way around. Chinese regulators have slowed US listing approvals while actively loosening capital controls in Hong Kong. That shift has tipped the scales: nearly 70% of new listings this year come from mainland firms already listed onshore, up from just 2% in 2023. Officials are pushing harder than evereasing float rules, accelerating cross-border flows, and publicly calling for market reform. Behind the scenes, Wall Street firms are jumping in, but also navigating landmines. When CATL tapped JPMorgan and Bank of America as lead underwriters, US lawmakers lashed out, warning of significant reputational and regulatory risks. Jamie Dimon stood his groundbut subpoenas followed. The pressure isn't letting up. And that's the catch. This boom isn't just cyclicalit's strategic. China's corporate heavyweights, facing deflation and domestic saturation, are expanding overseas. Factories. M&A. Global brand building. Hong Kong is the fundraising pit stop. But the tighter the city links itself to Beijing's playbook, the more exposed it becomes. With Trump extending a pause on tariffs (for now) and trade talks warming up, markets are breathing easier. But risks remain. Washington sanctions are stacking up. Multinationals are using burner phones. And Beijing's political shadow looms larger than ever. One former Wall Street chairman put it bluntly: this isn't a revival of Hong Kong's global statusit's a repositioning. A rally, yes. But one with strings attached. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
22 minutes ago
- Yahoo
NVIDIA (NVDA) Gets $220 Target on Strong AI Chip Demand, China Deal
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 AI Stocks Making Waves on Wall Street. On August 11, Wells Fargo analyst Aaron Rakers raised the price target on the stock to $220.00 (from $185.00) while maintaining a Overweight rating. The firm believes that the stock is poised for gains ahead. It also stated that it believes that renewed China sales and strong global demand could help push Nvidia higher. Nvidia and AMD have reached an agreement with the US government that will allow them to resume selling certain artificial intelligence chips in China. In exchange, they will give the government 15% of the revenue from those sales. An investment banker in a power suit entering an exclusive board room with a confident stride. The analyst believes that this new arrangement could help Nvidia recover the full $8 billion in quarterly revenue, expecting the recovery to be complete by the company's fiscal fourth quarter in January 2026. Demand from China may grow even further after that point. The analyst also noted how recent trade data supports a stronger outlook for the sector, reflecting higher demand for servers and related technology used in artificial intelligence. NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. Sign in to access your portfolio
Yahoo
22 minutes ago
- Yahoo
Susquehanna Raises eBay (EBAY) Pt to $95, Cites Q2 Strength
eBay Inc. (NASDAQ:EBAY) is one of the best performing S&P 500 stocks to buy now. Susquehanna analyst Shyam Patil raised the firm's price target on eBay to $95 from $70 and kept a Neutral rating on the shares. This decision followed the company's Q2 2025 earnings report, which was driven by strength in the US and solid GMV (Gross Merchandise Volume) growth acceleration in its focus categories. eBay reported revenue of $2.7 billion, which was an increase of 6% on an as-reported basis and 4% on an FX-neutral basis compared to the previous year. GMV was $19.5 billion, also up 6% as reported and 4% on an FX-neutral basis. The company's total advertising offerings generated $482 million in revenue, accounting for 2.5% of GMV. A close-up view of a customers phone, using the mobile app to buy products. For Q3, eBay is providing guidance that projects revenue between $2.69 and $2.74 billion, and GMV in the range of $19.2 to $19.6 billion. The company expects FX-neutral year-over-year growth for both revenue and GMV to be between 3% and 5%. eBay Inc. (NASDAQ:EBAY) operates marketplace platforms that connect buyers and sellers in the US, the UK, China, Germany, and internationally. While we acknowledge the potential of EBAY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data