T Morning Report | Nvidia Obtains H200 Sales License; Tencent Q4 2025 Revenue and Profit Both Increase; Alibaba Cloud Raises Prices

WealthCoffee · 2026-03-19T01:32:39+00:00

NVIDIA CEO Jensen Huang stated that he has obtained sales licenses for H200 chips and is ramping up production to meet demand from Chinese customers. Meanwhile, Tencent achieved revenue of 194.371 billion yuan in Q4 2025, with net profit of 58.26 billion yuan, both showing year-over-year growth and exceeding market expectations.

WealthCoffee

2026-03-19 01:32:39

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Caixin News

Huang Renxun: Obtained H200 Sales License and Restarted Production for Chinese Customers

On March 17th, U.S. time, NVIDIA founder and CEO Jensen Huang, in an interview with Caixin and other media outlets, issued a more positive signal regarding the Chinese market than before. Huang stated that the company has obtained permission to sell H200 chips to Chinese customers and has restarted production based on customer demand. He mentioned that orders are currently being processed, and the supply chain is recovering. This progress is different from previous situations.

Tencent’s Q4 2025 Revenue and Profit Both Increase

After the Hong Kong market closed on March 18th, Tencent Holdings (00700.HK) released its Q4 2025 and full-year results. The quarter achieved revenue of 194.371 billion yuan, a year-on-year increase of 13%, surpassing the average forecast of 20 analysts from Yahoo Finance; net profit attributable to shareholders was 58.26 billion yuan, up 14% year-on-year; excluding investment income effects, non-IFRS net profit attributable to the parent was 64.694 billion yuan, up 17% year-on-year.

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