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After all, he is the boss of the world's first company with a market value of more than 4 trillion yuan, and Nvidia's market value is even higher than that of most countries in the world, and even higher than India's fifth place in the world.
However, the higher the stock price, the more it faces the practical problem of where the next growth point is, and the only countries in the world that have the ability to carry out large-scale AI applications are China and the United States. According to data, the US government's embargo policy against China will bring tens of billions of dollars to Nvidia every year.
Reference: Ozawa, after meeting with the commander of the Kawa Commander, because he was bitten by Vance, who was dedicated to protecting the lord, because he was wearing a trademark tactical T-shirt, he honestly put on a suit at the NATO summit where he asked for help. Obviously, whether it is a change of clothes or a meeting with Lei Jun this time, Huang Leyi is to take the people-friendly route to narrow the distance, and try to get a piece of the pie in AI, especially in the development of new energy vehicles.
With the irreversible and rapid development of domestic substitution, H20, a backward product that was previously mass-produced, will rot in the warehouse if it is no longer cleared.
But even if the H20 chip is opened, because the gap with the main model is too large, it is difficult to bring high returns, which is actually very embarrassing at the moment when Nvidia has exceeded 4 trillion and leads the Nasdaq to continue to touch the top. Although the stock price has repeatedly hit new highs, if it cannot open new markets, the potential under the existing market structure has been tapped, but if there is another embargo or an unexpected rise similar to Deepseek, Nvidia and even the Nasdaq will have no hard support.
It is believed that Lao Huang is very keen to lift the Chinese embargo, and the resumption of sales in China may push the stock price up to $200. After all, no one can say for sure how long the current "AI boom" will last, and what if it bursts like the dot-com bubble in 2000? A smart person at the helm will inevitably have a few more back roads, and this is the deep-seated strategic consideration of his visit to China.



16.7. klo 17.05
I can also talk, I can also be patriotic. Yellow leather clothes transformed into yellow Tang clothes and gave a speech in Chinese for the first time.
Whether it is Ozawa or Lao Huang, although one is a tactical T-shirt every day and the other is a leather coat every day, they have all changed into suits when they met Trump before.
Huang Jenxun also learned this time after he made some remarks about Taiwan when Nvidia was 3 trillion and was boycotted.
In the final analysis, whether it is a businessman or a politician, their clothing is part of their own IP and is used to maintain the basic plate. However, when only maintaining the basic disk cannot guarantee the benefits, and there must be external help and if you want to increase, appropriate changes are necessary
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