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Jensen Huang is visiting China. The Nvidia CEO is caught in a trade war. - MarketWatch

1. Nvidia CEO Jensen Huang visits China amid U.S.-China trade tensions. 2. Huang highlights China as a vital market for Nvidia's AI chips. 3. Nvidia faces a $5.5 billion financial hit due to new export regulations. 4. China contributed 13% to Nvidia's revenue last year; significant shipments likely to China. 5. Nvidia stock fell 22% this year, but rose 1% in premarket trading.

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FAQ

Why Bearish?

Nvidia's export restrictions and financial losses create uncertainty about future revenue.

How important is it?

Direct impact from export limitations and significance of the Chinese market diminish outlook.

Why Short Term?

Immediate financial impacts from export licenses will affect Q4 results and investor sentiment.

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