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Sharp China: US-China Talks in DC; Trump Welcomes PRC Students; Cambricon Momentum and H-20s on Ice; What Beijing is Doing in New York City
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Show Notes:
On today’s show Andrew and Bill begin with Li Chenggang in Washington for another round of meetings with American negotiators. Topics include: Outreach to soybean farmers and rumors of Boeing purchases, why the PRC may sense an opportunity for dealmaking, President Trump's plans to welcome 600,000 PRC students, 200% tariffs and the stakes surrounding rare earths, and more details on the EU-US trade deal. From there: Investors are all-in on Cambricon's upside, the FT reports on big chipmaking plans in China, while additional reports of a ban on Chinese H20 purchases spawn more questions about Beijing’s motivations and the state of domestic chips. At the end: Reactions to an extensive New York Times investigation of PRC interference in New York politics, and Labubu news for Tashi.
Related Readings:
Top Chinese Trade Negotiator Set to Head to U.S. as Talks Resume -- WSJ
China’s Soy Crushers May Be Facing a Winter Without US Beans -- Bloomberg
Send Harvard’s Chinese Students Home -- WSJ
China has to give US magnets or face 200% tariff -- Reuters
Meet Cambricon: how 2 ‘genius brothers’ created China’s potential rival to Nvidia -- SCMP
China Nvidia rival Cambricon adds to $40 billion rally with 4,000% revenue jump -- CNBC
Changing times: Cambricon tops Moutai as China’s costliest stock as chips trump baijiu -- SCMP
China turns against Nvidia’s AI chip after ‘ins
Published on 1 week, 6 days ago