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China H200 Export Shift, Analyst Price Targets, and 2026 Outlook (Dec. 23, 2025)

China H200 Export Shift, Analyst Price Targets, and 2026 Outlook (Dec. 23, 2025)

NVIDIA Corporation (NASDAQ: NVDA) is back in the center of the market’s AI conversation on Dec. 23, 2025, with traders and long-term investors tracking one headline above all others: a potential reopening of China sales for one of Nvidia’s most important data center GPUs. Shares were trading around $183.69 early Tuesday (latest timestamp available: 13:42 UTC).

That level follows a strong Monday session, when NVDA closed at $183.69 after ranging roughly $182.35–$184.16. [1] The near-term catalyst is political and operational at the same time: if approvals proceed, Nvidia could begin shipping H200 AI chips into China in early 2026—while U.S. lawmakers are simultaneously pushing for tighter disclosure around any export…

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