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2026-05-30 00:40:04

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GateInstantTrends2026-05-29 03:01:16

Lenovo secures Nvidia H200 distribution rights, and its share price doubles within a month: five key interpretations of the AI chip supply chain reshuffle

In mid-May, the U.S. Department of Commerce approved procurement by about 10 Chinese companies for NVIDIA H200 artificial intelligence chips. Lenovo Group was identified as one of the distributors authorized to sell H200 in China. After the news was released, Lenovo’s stock price continued to rise steadily over just a few weeks. As of May 29, 2026, after the market opened, Lenovo’s gain at one point exceeded 30%, with a high of 25.7 HKD, before narrowing to 20%; it was temporarily quoted at 23.7

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