Jensen Huang Says Nvidia Receives Many Orders for H20 Chips, Mentions 9 CN Firms in Speech
At the opening ceremony of the third China International Supply Chain Expo held in Beijing, Nvidia (NVDA.US) CEO Jensen Huang revealed that the company had already received many orders for the H20 chips when talking about the progress of resuming sales of the chips to China. This event also marked his first participation in a major event organized by the Chinese government.
Huang also mentioned in his speech Chinese giants like TENCENT (00700.HK), NTES-S (09999.HK), miHoYo, ByteDance, DeepSeek, BABA-W (09988.HK), MiniMax, BIDU-SW (09888.HK), and XIAOMI-W (01810.HK). He particularly praised DeepSeek, TENCENT, BABA-W, MiniMax, BIDU-SW, and other firms for sharing their models to push forward the development and progress of global AI.
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| SG Top Picks |
| Stock & Type |
Code |
Strike(Call Level) |
Last |
Effective Gearing |
| TENCT (C) |
16535 |
650.5 (-) |
0.064 |
11.2 X |
| TENCT (C) |
16766 |
621.38 (-) |
0.052 |
13.6 X |
| TENCT (C) |
17411 |
618.5 (-) |
0.118 |
9.7 X |
| TENCT (C) |
16085 |
600.5 (-) |
0.072 |
13.1 X |
| TENCT (P) |
14136 |
481.61 (-) |
0.092 |
3.5 X |
| TENCT (P) |
16597 |
443.13 (-) |
0.029 |
16.5 X |
| TENCT (P) |
16902 |
417.98 (-) |
0.046 |
10.8 X |
| TENCT (Bull) |
54332 |
480 (483) |
0.081 |
12.8 X |
| TENCT (Bull) |
69176 |
474.5 (477.5) |
0.094 |
11.0 X |
| TENCT (Bear) |
56237 |
556 (553) |
0.065 |
15.9 X |
| TENCT (Bear) |
59311 |
541 (538) |
0.039 |
26.5 X |
| XIAOMI (C) |
15358 |
68.05 (-) |
0.087 |
5.0 X |
| XIAOMI (C) |
15359 |
63.93 (-) |
0.099 |
5.1 X |
| XIAOMI (C) |
14470 |
61 (-) |
0.103 |
5.4 X |
| XIAOMI (C) |
14839 |
55.05 (-) |
0.102 |
7.1 X |
| XIAOMI (P) |
14219 |
46.45 (-) |
0.077 |
3.3 X |
| XIAOMI (P) |
16080 |
38.53 (-) |
0.039 |
3.6 X |
| XIAOMI (Bull) |
54565 |
55.1 (55.5) |
0.027 |
21.2 X |
| XIAOMI (Bull) |
69255 |
53.1 (53.5) |
0.049 |
11.7 X |
| XIAOMI (Bear) |
57008 |
63.9 (63.5) |
0.055 |
10.4 X |
| XIAOMI (Bear) |
54560 |
61.2 (60.8) |
0.033 |
17.4 X |
| BAIDU (C) |
29131 |
120.1 (-) |
0.020 |
9.9 X |
| BAIDU (C) |
25923 |
105.1 (-) |
0.050 |
6.0 X |
| BAIDU (P) |
15117 |
78.83 (-) |
0.107 |
4.7 X |
| BAIDU (Bull) |
60844 |
76.8 (78.8) |
0.128 |
6.9 X |
| BAIDU (Bull) |
59989 |
70 (72) |
0.201 |
4.4 X |
| ALIBA (C) |
16084 |
146.98 (-) |
0.018 |
9.5 X |
| ALIBA (C) |
16291 |
125.1 (-) |
0.071 |
6.5 X |
| ALIBA (C) |
16083 |
118.98 (-) |
0.062 |
8.2 X |
| ALIBA (P) |
14223 |
117.58 (-) |
0.134 |
4.1 X |
| ALIBA (P) |
13581 |
98.94 (-) |
0.042 |
6.3 X |
| ALIBA (Bull) |
57724 |
101.5 (103) |
0.137 |
8.3 X |
| ALIBA (Bull) |
65010 |
98.5 (100) |
0.162 |
7.0 X |
| ALIBA (Bear) |
56284 |
127.5 (126) |
0.119 |
9.6 X |
| ALIBA (Bear) |
56934 |
124 (122.5) |
0.091 |
12.5 X |
| NTES (C) |
17661 |
265.2 (-) |
0.120 |
5.3 X |
| NTES (Bull) |
54038 |
148.5 (150.5) |
0.123 |
3.4 X |
| NTES (Bear) |
53081 |
222 (220) |
0.030 |
13.8 X |
| Nvidia (C) |
10721 |
175 (-) |
0.360 |
4.1 X |
| Nvidia (P) |
10714 |
125 (-) |
0.116 |
3.7 X |
