Nvidia shares have dropped 14% since the U.S. government banned shipments of its H20 chips to China, but Bank of America sees this as a potential buying opportunity. Analysts highlighted concerns over China sales, new AI export rules, gross margins, and cloud capital expenditure visibility, while maintaining a Buy rating despite lowering the price target to $150. They believe the current stock volatility presents an enhanced buying opportunity, with long-term earnings potential remaining strong.