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![The_AI_Investor Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1307411656784277504.png) The AI Investor [@The_AI_Investor](/creator/twitter/The_AI_Investor) on x 59K followers
Created: 2025-07-16 02:45:07 UTC

BofA Securities raised its price target on Nvidia (NVDA) to $XXX from $180, maintaining a Buy rating.
- The increase is driven by the sales potential of Nvidia's H20 chips being shipped to China.
- BofA projects a $4-6 billion quarterly shipment run-rate to China in the second half of 2025, but expects it to be flat in 2026 due to US restrictions and rising local competition.
- China's share of the global AI accelerator market is expected to decline from XX% in 2025 to as low as X% over time.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945313721213231393/c:line.svg)

**Related Topics**
[china](/topic/china)
[chips](/topic/chips)
[nvda](/topic/nvda)
[investment](/topic/investment)
[coins ai](/topic/coins-ai)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/The_AI_Investor/status/1945313721213231393)