@CaoChangqing: In the meeting between Trump and Xi Jinping, Trump did not make concessions on the Taiwan issue, and there was no betrayal of Taiwan as left-wing media and yellow-left had previously hyped. This can be seen from the latest Reuters report. The talks primarily focused on trade and economic issues. The U.S. concession was to allow 10 Chinese companies, including Alibaba, ByteDance, Tencent, and JD.com, to purchase Nvidia H200 chips; Lenovo and Foxconn among others…
Summary
Trump and Xi Jinping met. The U.S. allowed 10 Chinese companies such as Alibaba, ByteDance, Tencent, and JD.com to purchase Nvidia H200 chips. Taiwan was not mentioned. Musk, Cook, and Huang Renxun (Jensen Huang) gave positive comments on the meeting.
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@Saccc_c: Jensen Huang said the meeting was very successful, President Xi is very nice. The US has agreed to allow 10 Chinese companies, including Alibaba and Tencent, to purchase NVIDIA H200 chips. NVIDIA's total market cap has surpassed Germany's GDP. How could it not be successful?
Jensen Huang said the meeting was very successful, and the US has agreed to allow 10 Chinese companies, including Alibaba and Tencent, to purchase NVIDIA H200 chips. Also mentioned that NVIDIA's market cap has surpassed Germany's GDP.
@seclink: 1. Trump approves Nvidia chip sales to China, but Beijing is not buying - Core: Trump allowed Nvidia to sell high-end chips to China late last year, seemingly a win-win. However, Chinese companies (Alibaba, Tencent, ByteDance, JD.com) have obtained H200 purchase permits from the US Department of Commerce, but the US Trade Representative has made it clear that chip export controls are not within the scope of US-China negotiations. Nvidia...
Trump approved Nvidia's sale of high-end chips (H200) to China, but Chinese companies (Alibaba, Tencent, etc.) obtained purchase permits while the US Trade Representative explicitly stated that export controls are not part of negotiations. Nvidia has essentially ceded the Chinese AI chip market to Huawei. This marks the substantial impact of US chip embargoes on AI computing supply chains.
@0xVeryBigOrange: Repost: The substantive policies already finalized and soon to be announced from the May 14 US-China talks in Beijing (officially confirmed, not just slogans) fall into two categories: policies directly agreed upon and executable on the same day, detailed implementation rules to be rolled out in the next 1–2 months, and prior consensus items directly extended or upgraded this time. All are hard policies immediately impacting businesses, imports/exports, technology, and travel. I. Trade & Tariffs (most direct, …
Sino-US Beijing talks reach multiple substantive policies, including extending tariff truce, relaxing chip export controls, restoring visas and flights, impacting enterprises, imports/exports, and technology sectors.
@ChineseWSJ: #Morning Market Express > https://on.wsj.com/4ypPIgl - U.S. major stock indexes rise over 1%, U.S. Treasury yields decl…
本文是《华尔街日报》中文网的早间市场快报，涵盖美国股市上涨、电动汽车减少中国石油消耗、中日地缘政治紧张、特朗普相关政治动态，以及英伟达收购Hugging Face等科技新闻。
@ChineseWSJ: #MorningMarketExpress>https://buff.ly/30YROcc - China opens first regular freight route across the Arctic - Trump orders reduction in scale of US-South Korea joint military exercises - NATO warplanes shoot down suspected Russian drone over Romania - Nvidia scales back $250 billion guarantee plan for OpenAI data center…
This is a morning market express covering multiple financial and technology news, including China opening its first Arctic freight route, Trump reducing US-South Korea joint military exercises, NATO downing a suspected drone, and adjustments to Nvidia and OpenAI's data center plans.