Breaking: The Americans have secretly approved about 10 Chinese giants (Alibaba, ByteDance, Tencent, JD.com, plus Lenovo, Foxconn, etc.) to purchase NVIDIA's H200 chips!

Trump just landed in Beijing with a group of Silicon Valley bigwigs, and Washington quickly released this nuclear-level news—this is definitely no coincidence. Chinese tech giants are about to go crazy over AI computing power, and this wave finally offers a slight relief.
Is this a comprehensive policy shift, or a limited compromise?
Don’t be naive. From the perspective of macro trading fundamentals: this is not a compromise at all; it’s Wall Street executing precise “profit balancing”! Completely cutting off China, this huge profit pool, even NVIDIA’s backers don’t agree. Opening up H200 not only allows $NVDA to continue eating big and maintain the myth of the printing press in earnings reports, but also keeps the most advanced next-generation black technology tightly in hand. This is classic “water release to raise fish.”
How will the market move?
Ordinary people should focus on these two lines:
Power sellers ( $NVDA$ ): Short-term clear positive! Once these suppressed massive orders are released, it will give NVIDIA a strong boost for next quarter’s outlook.
Domestic AI players ( $BABA$, Tencent, etc.): Computing power finally quenched, the foundation of the domestic large-model arms race is temporarily stabilized, which is a very strong positive emotional recovery for Chinese internet and AI sectors.
But don’t be naive—full lifting of restrictions is still far away. The end of policies always comes down to real gold and silver benefits. In this era, the highest-level geopolitical chips are not aircraft carriers, but chips and computing power! The water tap is still in the hands of the Americans, ready to tighten again at any moment.
Brothers, do you think this H200 approval is a halftime break in the China-U.S. tech war, or is it purely a setup for $NVDA ’s subsequent earnings report?
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