---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37348341.md"
description: "From a cautious perspective, the H200 news is more of a "confirmation" than a "reversal" for NVIDIAConfirmation of what?Confirmation that AI computing demand has not stalled, and that there is still room in the Chinese marketBut if you expect a big rally from this news, you might need to lower your expectations—it's more about valuation rising amid fluctuations"
datetime: "2025-12-24T02:15:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37348341.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37348341.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37348341.md)
author: "[政策K线](https://longbridge.com/en/profiles/7200353.md)"
---

# From a cautious perspective, the H200 news is more…


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## Comments (8)

- **Rick Rich · 2025-12-24T03:34:50.000Z**: I feel like the market is a bit too consistent now
- **股友2rDAgD · 2025-12-24T03:33:44.000Z**: Will AI be as competitive as the new energy sector back in the day?
  - **政策K线** (2025-12-24T03:34:37.000Z): It will be competitive, but computing power is part of the underlying infrastructure with a longer lifecycle
- **中二韭菜 · 2025-12-24T03:31:02.000Z**: Hearing what you said, should we sell high and buy low?
  - **Ethan S** (2025-12-24T03:32:51.000Z): Those with positions can do some trading, but it's not advisable to chase the market if you're short
- **鲁智深爱海飞丝 · 2025-12-24T03:09:16.000Z**: Will this be negative for AMD?
  - **美色咖啡** (2025-12-24T03:09:35.000Z): There is a short-term contrast effect, but the overlap between the two customers is not that high
- **壹帆风順 · 2025-12-24T03:09:01.000Z**: Is regulatory risk still hanging over us?