Word on the street: US Commerce Secretary Howard Lutnick might be green-lighting Nvidia's H200 chip sales to China.
If the Trump Administration confirms this? Game changer.
We're potentially looking at a massive shift in the AI landscape. The entire sector could get a fresh jolt of momentum—because China's market appetite is no joke. Think about the ripple effects: supply chains recalibrating, AI infrastructure plays heating up, semiconductor names catching a bid.
This isn't just policy noise. It's a catalyst that could redraw the map for AI investments. Keep your eyes on this one—the stakes are bigger than most realize.
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MissingSats
· 2025-12-11 17:28
Whoa, the ban has loosened? Now the chip war has to start all over again.
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0xTherapist
· 2025-12-10 17:03
If this is truly approved, the chip stocks will skyrocket.
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FunGibleTom
· 2025-12-08 22:06
Lutnick approves H200 sales to China? The semiconductor industry is about to take off.
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ProposalManiac
· 2025-12-08 22:06
Is the ban loosening? That depends on how things play out next.
History tells us that trade policies are often fickle, and the opposing side will adjust their strategies accordingly. In the short term, there may be some changes in the supply chain, but the real key lies in the long-term incentive compatibility issue—can the US truly rest easy letting China get everything it wants?
We still need to watch the entire decision-making process and not get swayed by a single signal.
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MoodFollowsPrice
· 2025-12-08 22:00
Damn, if they really lift the chip ban on China? The AI sector will skyrocket.
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NFTPessimist
· 2025-12-08 21:58
Uh, it's stuck... If they really lift the chip ban on China, the flood will still flow downstream.
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OnchainDetectiveBing
· 2025-12-08 21:55
Damn, if they really open this up, chip stocks will go crazy.
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RatioHunter
· 2025-12-08 21:42
As soon as the chip ban is relaxed, A-share chip-related stocks are about to take off again.
Word on the street: US Commerce Secretary Howard Lutnick might be green-lighting Nvidia's H200 chip sales to China.
If the Trump Administration confirms this? Game changer.
We're potentially looking at a massive shift in the AI landscape. The entire sector could get a fresh jolt of momentum—because China's market appetite is no joke. Think about the ripple effects: supply chains recalibrating, AI infrastructure plays heating up, semiconductor names catching a bid.
This isn't just policy noise. It's a catalyst that could redraw the map for AI investments. Keep your eyes on this one—the stakes are bigger than most realize.