NVDA Stock Today, January 14: US Approves H200 Sales to China
NVDA stock today is in focus after the US approved Nvidia’s H200 exports to China with strict safeguards. The framework requires third‑party testing and limits Chinese customers to 50% of US purchase volumes, with a prior pledge that 25% of related sales revenue goes to the US government. This move could reopen a key channel but adds compliance costs and margin risk. At the latest quote, NVDA traded at US$185.81, up 0.47%. We break down what it means for Singapore investors and policy risk ahead.
US greenlight and guardrails: what changed
The approval allows Nvidia H200 shipments to China under US export rules with strict conditions: independent third‑party testing, a cap limiting Chinese customers to 50% of US purchase volumes, and a pledge that 25% of sales revenue goes to the US government. These measures aim to control end‑use and scale while preserving some commercial flow. See the Singapore report for details: Zaobao coverage.
China remains a large AI accelerator market, and reopening H200 sales can support pipeline visibility and factory runs. Still, the 50% cap and revenue remit may compress effective margins and extend delivery timelines. NVDA stock today reflects a balance of regained access and tighter oversight. For the policy context, read the Zaobao report.
Price and technical setup
NVDA closed at US$185.81 (+0.47%), within a US$183.40–188.11 day range. The 50‑day average is US$185.93 versus the 200‑day at US$162.54, keeping a positive slope. RSI sits at 49.59 (neutral), and MACD (0.96) is above its signal (0.75). Bollinger bands center on 183.72 with an upper band near 195.39, framing upside if momentum builds.
ADX is 12.43, indicating no strong trend. ATR at 5.30 signals moderate daily swings. Year low and high are 86.62 and 212.19. Volume was 158,395,274 versus a 184,564,638 average; OBV is negative and MFI is 63.32. NVDA stock today shows range‑bound behavior until catalysts lift conviction and participation.
Margins, earnings, and policy watch
Reopened H200 sales can support top line, but the 25% revenue remit to the US government plus third‑party testing may trim margins versus domestic sales. Valuation screens rich with a 46.1x P/E on EPS of 4.03. Street stance is constructive: 3 Strong Buy, 61 Buy, 1 Hold, 1 Sell (consensus 4.00). NVDA stock today prices solid growth with policy haircuts.
Earnings are scheduled for 25 Feb 2026. We will track China order mix, delivery lead times under testing rules, and any guidance on compliance costs. Near‑term modeled paths show monthly US$180.19 and yearly US$247.05. NVDA stock today could re‑rate if management quantifies China revenue, guardrail impacts, and data center backlog clarity.
Implications for Singapore investors
NVDA trades in the US, so Singapore investors face USD exposure and US trading hours. Position sizing should reflect volatility bands, liquidity, and policy risk. We prefer staggered entries near technical supports and around results dates. NVDA stock today is an AI bellwether, but risk controls and clear time horizons matter in a rules‑driven setup.
US export rules can tighten again, and third‑party testing could slow shipments if bottlenecks arise. Supply allocation across US and China buyers must fit the 50% cap. That mix can influence realized margins and delivery cadence. We stay focused on rule updates, shipment timelines, and any change to the 25% remit structure.
Final Thoughts
The US approval for H200 exports reopens Nvidia’s China channel under tight guardrails: third‑party testing, a 50% cap versus US purchase volumes, and a 25% revenue remit to the US government. Price action is steady, with neutral momentum and modest volatility, while valuation remains premium. For Singapore investors, this is a policy story as much as a growth story. We would track export rule updates, China order flow, and management’s guidance on compliance costs at the 25 Feb earnings call. A measured plan that respects USD exposure, volatility, and event risk can keep portfolios balanced while staying exposed to core AI compute demand. This article is for information only and not investment advice.
FAQs
What exactly did the US approve regarding Nvidia H200 sales to China?
Washington cleared Nvidia’s H200 exports to China under strict safeguards. Chinese customers are limited to 50% of US purchase volumes, shipments require independent third‑party testing, and Nvidia has a prior pledge that 25% of sales revenue goes to the US government. These rules aim to control performance access while maintaining limited commercial activity.
How could the 25% revenue remit affect Nvidia’s margins?
If 25% of H200 sales revenue tied to China must be remitted to the US government, effective margins on those shipments will be lower than comparable domestic sales. Added third‑party testing also brings compliance costs and potential delays, which can affect gross-to-operating margin flow‑through. Investors should look for clarity in management guidance.
How is NVDA trading around the policy news?
NVDA stock today last showed US$185.81, up 0.47% on the session, within a US$183.40–188.11 daily band. Technicals are neutral: RSI 49.59, ADX 12.43, and MACD above signal. We see range‑bound trade until catalysts such as guidance or incremental policy updates drive stronger participation and trend.
What should Singapore investors watch next?
Key items are any US export rule adjustments, China order visibility, delivery timelines under third‑party testing, and guidance on compliance costs. Also watch the 25 Feb 2026 earnings call for data center backlog and China mix. Manage USD exposure and position sizing with volatility bands and event dates in mind.
Disclaimer:
The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.
