NVIDIA (NVDA) has witnessed a sharp decrease for more than 6 % today, and lost more than 200 billion dollars in the market value. The decrease has been operated through the reports that Trump officials are discussing more strict restrictions on China’s sales in NVIDIAIn particular, to reduce the sale of H200 International Organization.
Despite the sale, some analysts and investors believe The withdrawal offers an opportunity to buyEspecially given the strong NVIDIA mode in artificial intelligence and long -term demand for its chips.
Why did Nafidia fall today?
The main catalyst was behind today’s decline New discussions in the United States government on further restricting artificial intelligence chips in NVIDIA to China. It can be the proposed restrictions Reducing H200 SIM salesIt is currently a major product for NVIDIA in the Chinese market.
This follows the previous restrictions on A100 and H100 chipsThat forced Nvidia on Development of the scale versions To continue sales in China. With another round of possible restrictions on the horizon, investors’ reaction was negatively, which led to a sharp sale in NVDA.
Do we buy after this projection?
Although today’s decline may have shook traders in the short term, some of the main investors see This decline as an opportunity to buy.
Gelsiner buys Dip on NVIDIA
Former CEO of Intel Pat Gelsiner Secure The market’s reaction to the news is wrong and sees it as an opportunity to buy artificial intelligence shares at lower prices.
Reducing the cost of artificial intelligence expands the market. Today, I buy NVIDIA and AI shares and happy to take advantage of the low prices.
Technical support on a 200 -day moving average
From the point of view of technical analysis, NVIDIA is currently sitting in Mobile average for 200 days (200 mA)Which are often considered Strong support level. This indicates that Nvidia can see a recovery If buyers enter this main artistic area.
While news of the restrictions imposed on Chinese artificial intelligence companies weighs feelings, the wider artificial intelligence is still intact, which makes the current decline attractive An opportunity to buy for investors in the long run.
Nancy Pelosi sold $ 1.3 million in NVIDIA shares last month
Interestingly, Nancy Pelosi sold NVIDIA shares of $ 1.3 million in February, before today’s news.
This sale sparked eyebrows, as Pelosi deals often were Before the main events to move the market. While it is unclear whether she has any internal information, its decision Cancel NVIDIA download before this drop marked.
Nancy Pelosi sold $ 1.3 million from NVIDIA shares last month.$ Nvda 17 % decreased today. pic.twitter.com/w60hk8r8ft
QIVERQUANT January 27, 2025
China Deepseek AI against the United States Giants – What’s the next?
Beyond China sales restrictions in Nafidia, others Development, artificial intelligence Fears:
The start of the Chinese Amnesty International, DibsicAnd it happened 6 million dollars In financing, a small amount compared to The maximum market is worth $ 250 billion for the major American cloud companies. This raises questions about China’s ability to Competition in developing artificial intelligence With increasing restrictions on US chips.
Clincodex stocks: side in the first quarter, landing in Q2
our Conincodex algorithm predictions It indicates that the shares of NVIDIA will trade side in the first quarter, followed by a Slow decrease in Q2 Because of the increase in regulatory concerns and evaluation pressures.
Although our short -term outlook is careful, some analysts remain up to NVIDIA capabilities in the long run.
The most rude AJ expectations: The price goal is $ 200
While our prediction indicates some weakness in the short term, Crypto and Ai Investor AJ (Alojoh) remains Ascending on NafidiaPredicting a The purpose of the price is 200 dollars by the end of the year.
If NVIDIA managed to overcome China’s export restrictions and continue to lead in the production of artificial intelligence chips, the bounce to $ 200 can be played.
NVIDIA was flat for about 6 months at the current level of $ 133, and an implicit MCAP of 3.30t.
Only in the annual quarterly profits, Multile Multile is 35x modest for one of the best companies around it, which is run by one of the best executives of our time.
My price goal is $ 200 … pic.twitter.com/ukr7waunaAJ (alojoh) December 13, 2024
Final take: NVIDIA may be a chance
Despite today’s decrease, Nvidia is still a dominant power in artificial intelligence And it still benefits from the high demand Artificial Intelligence Computing Energy.
- Gelsiner buys the decrease
- NVDA at 200MA support level
- Analysts still see $ 200 as a price goal
While short -term risks remain due China restrictions and organizational auditIn the long run, investors may see this An opportunity to accumulate Before NVIDIA AI continues to fuel future growth.
