Buy only

H200 China Sales Near Confirmation: Can Nvidia's Rally Last?

Plans to sell the H200 to the Chinese market are now largely confirmed. NVIDIA has informed Chinese clients that it plans to begin delivering H200 chips around mid-February 2026. Total shipments are expected to reach 5,000–10,000 module sets, equivalent to roughly 40,000–80,000 H200 chips. NVIDIA shares rose 3% yesterday. With H200 sales acting as a catalyst, can this rebound be sustained? At current levels, is NVIDIA undervalued or already overvalued?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":494464953381656,"tweetId":"494464953381656","gmtCreate":1761728853877,"gmtModify":1761729886152,"author":{"id":4177825669149172,"idStr":"4177825669149172","authorId":4177825669149172,"authorIdStr":"4177825669149172","name":"年轮 FortuneTurnRound","avatar":"https://community-static.tradeup.com/news/1462b0d95dd87a13ae180d5e31d4e361","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.13","exceedPercentage":"80.47%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[{"themeId":"3c6d802bf334403784917d846657254c","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"H200 China Sales Near Confirmation: Can Nvidia's Rally Last?","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":3c6d802bf334403784917d846657254c}&rnconfig={\"headerBarHidden\": true}","description":"Plans to sell the H200 to the Chinese market are now largely confirmed. NVIDIA has informed Chinese clients that it plans to begin delivering H200 chips around mid-February 2026. Total shipments are expected to reach 5,000–10,000 module sets, equivalent to roughly 40,000–80,000 H200 chips.\nNVIDIA shares rose 3% yesterday. With H200 sales acting as a catalyst, can this rebound be sustained? At current levels, is NVIDIA undervalued or already overvalued?","image":"https://community-static.tradeup.com/news/8bc4b1ed3d0eda83e5cb50521786bdc2"}],"images":[{"img":"https://community-static.tradeup.com/news/36c461951a52342929a60ea8760b64cd","width":"1125","height":"1476"},{"img":"https://community-static.tradeup.com/news/5dbdf0834581ea67bf8d297d39951a8f","width":"1320","height":"2868"},{"img":"https://community-static.tradeup.com/news/3b9e3320ab0c9f468e9179a494f49449","width":"334","height":"596"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/36c461951a52342929a60ea8760b64cd","width":"1125","height":"1476"},{"img":"https://community-static.tradeup.com/news/5dbdf0834581ea67bf8d297d39951a8f","width":"1320","height":"2868"},{"img":"https://community-static.tradeup.com/news/3b9e3320ab0c9f468e9179a494f49449","width":"334","height":"596"}],"html":"<html><head></head><body><p>Buy only</p><img src=\"https://community-static.tradeup.com/news/36c461951a52342929a60ea8760b64cd\" tg-width=\"1125\" tg-height=\"1476\"><img src=\"https://community-static.tradeup.com/news/5dbdf0834581ea67bf8d297d39951a8f\" tg-width=\"1320\" tg-height=\"2868\"><img src=\"https://community-static.tradeup.com/news/3b9e3320ab0c9f468e9179a494f49449\" tg-width=\"334\" tg-height=\"596\"></body></html>","htmlText":"<html><head></head><body><p>Buy only</p><img src=\"https://community-static.tradeup.com/news/36c461951a52342929a60ea8760b64cd\" tg-width=\"1125\" tg-height=\"1476\"><img src=\"https://community-static.tradeup.com/news/5dbdf0834581ea67bf8d297d39951a8f\" tg-width=\"1320\" tg-height=\"2868\"><img src=\"https://community-static.tradeup.com/news/3b9e3320ab0c9f468e9179a494f49449\" tg-width=\"334\" tg-height=\"596\"></body></html>","text":"Buy only","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/494464953381656","repostId":0,"isVote":1,"tweetType":1,"viewCount":432,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/494464953381656"}