Did China just kill Nvidia stock momentum for 2026?
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Unlike the benchmark S&P 500 market index, which is up 0.99% year-to-date (YTD), Nvidia (NASDAQ: NVDA) stock is down 0.67% so far in 2026, and recent developments from China might be to blame. NVDA stock YTD price chart. Source: Finbold Specifically, one of the bullish catalysts for the semiconductor giant at the tail-end of 2025 has been the expected loosening of restrictions on the export of advanced chips to the East Asian country. In a surprising January 14 twist, however, it turned out that China might be too keen on purchasing Nvidia’s H200 series. Indeed, the People’s Republic’s customs authority reportedly informed the blue-chip chipmaker that H200 imports are essentially forbidden from the country. Why China’s soft ban could herald a 2026 Nvidia stock price crash The move echoes reported instructions issued by Beijing that companies within the country are only to buy the semiconductor giant’s products if genuinely necessary. Given that China is the world’s second-biggest economy in nominal terms, and the biggest if the so-called purchasing power parity (PPP) is accounted for, the move represents a hit for Nvidia’s potential 2026 revenue. Considering how much of NVDA stock’s valuation is dependent on the expectations for future growth, the news from East Asia could have easily dampened investor enthusiasm. Perhaps even more concerning than the impact on short and mid-term sales is the fact that China’s attitude toward American industry and corporations is akin to the U.S. toward Britain two centuries ago – it utilizes the technology and methods of the more advanced nation in order to catch up. Under the circumstances, China’s alleged decision pertaining to H200 chips could signal that its domestic companies are approaching parity with Nvidia, indicating powerful competitors could soon challenge the dominance of the world’s largest firm by market capitalization. Why China might…
Filed under: News - @ January 15, 2026 1:28 pm