{"id":16373,"date":"2025-07-22T21:20:10","date_gmt":"2025-07-22T21:20:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/16373\/"},"modified":"2025-07-22T21:20:10","modified_gmt":"2025-07-22T21:20:10","slug":"nvidia-nvda-analysts-see-long-term-upside-as-ai-exports-to-china-get-green-light","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/16373\/","title":{"rendered":"NVIDIA (NVDA) Analysts See Long-Term Upside as AI Exports to China Get Green Light"},"content":{"rendered":"\n<p class=\"yf-1090901\">NVIDIA Corporation (NASDAQ:<a href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NVDA;elm:context_link;itc:0;sec:content-canvas\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">NVDA<\/a>) is one of the <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-analysts-are-tracking-closely-1572487\/?singlepage=1\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:AI Stocks Analysts Are Tracking Closely;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">AI Stocks Analysts Are Tracking Closely<\/a>.\u00a0On July 21, Morgan Stanley reiterated the stock as \u201cOverweight\u201d and reaffirmed the stock as a top idea.<\/p>\n<p class=\"yf-1ba2ufg\">\u201cUS AI companies NVIDIA , AMD, and Broadcom are likely to receive licenses to ship to China at levels consistent with the prior threshold. We would keep near-term expectations in check, as outlined below, but it\u2019s a significant positive for 2026 for all AI stocks, including our Top Pick NVDA.\u201d<\/p>\n<p class=\"yf-1090901\">Analysts on Wall Street currently have a consensus \u201cBuy\u201d rating on the stock. The average price target of $180 implies a 4.7% upside; however, the Street-high target of $250 implies an upside of 45%.<\/p>\n<p class=\"yf-1090901\">In other news, Nvidia has told its Chinese customers that it has limited supplies of H20 chips, days after the news that the ban on Nvidia from sending its export control-compliant chip known as the H20 to China was reversed.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"NVIDIA (NVDA) Analysts See Long-Term Upside as AI Exports to China Get Green Light\" loading=\"eager\" height=\"538\" width=\"960\" class=\"yf-1gfnohs loader\"\/> NVIDIA (NVDA) Analysts See Long-Term Upside as AI Exports to China Get Green Light      <\/p>\n<p class=\"yf-1090901\">A close up of the hand of a financial analyst, holding a copy of a report from a rating agency.<\/p>\n<p class=\"yf-1090901\">NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services.<\/p>\n<p class=\"yf-1090901\">While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you&#8217;re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the<a href=\"https:\/\/www.insidermonkey.com\/blog\/three-megatrends-one-overlooked-stock-massive-upside-1548959\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:best short-term AI stock;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> best short-term AI stock<\/a>.<\/p>\n<p class=\"yf-1090901\">READ NEXT: <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-gaining-attention-on-wall-street-1569417\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 AI Stocks Gaining Attention on Wall Street;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 AI Stocks Gaining Attention on Wall Street<\/a> and <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-investors-are-watching-closely-2-1570541\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 AI Stocks Investors Are Watching Closely.;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 AI Stocks Investors Are Watching Closely.<\/a><\/p>\n<p class=\"yf-1090901\">Disclosure: None.<\/p>\n","protected":false},"excerpt":{"rendered":"NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Analysts Are Tracking Closely.\u00a0On July 21, Morgan Stanley reiterated&hellip;\n","protected":false},"author":2,"featured_media":16374,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[62,6305,14313,276,277,49,48,12816,14312,61],"class_list":{"0":"post-16373","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-stock","10":"tag-ai-stocks-analysts","11":"tag-artificial-intelligence","12":"tag-artificialintelligence","13":"tag-ca","14":"tag-canada","15":"tag-morgan-stanley","16":"tag-nvidia-corporation","17":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/16373","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=16373"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/16373\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/16374"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=16373"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=16373"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=16373"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}