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<Research>M Stanley Sees Resumption of Nvidia H20 Chip Sales to CN as Positive Catalyst for BABA-W/ TENCENT/ BIDU-SW
Nvidia (NVDA.US) is planning to resume sales of its H20 chips to China after its ban in April, Morgan Stanley wrote in its report.On top of that, Nvidia has announced the developme...
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<Research>M Stanley Sees Resumption of Nvidia H20 Chip Sales to CN as Positive Catalyst for BABA-W/ TENCENT/ BIDU-SW
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Nvidia (NVDA.US)      is planning to resume sales of its H20 chips to China after its ban in April, Morgan Stanley wrote in its report.

On top of that, Nvidia has announced the development of a new AI chip named RTX Pro GPU, which will be designed specifically for the Chinese market and fully comply with US export control requirements.

Related NewsBofAS Cuts BABA-W TP to $132; On-demand Delivery to Briefly Squeeze E-commerce Margins
Morgan Stanley considered this news as a positive catalyst for BIDU-SW (09888.HK)  +0.200 (+0.234%)    Short selling $142.76M; Ratio 36.511%   , BABA-W (09988.HK)  +2.500 (+2.222%)    Short selling $713.10M; Ratio 13.253%   , and TENCENT (00700.HK)  +3.000 (+0.580%)    Short selling $477.68M; Ratio 13.001%   .

The broker also named TENCENT as its industry top pick seeing that the company has solid revenue and earnings growth, is the best 2C (consumer-facing) AI representative, and owns the super app WeChat.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-18 12:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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