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Analysis of Trump's Visit to China Forecast and Potential Impact on NVIDIA
Regarding Trump's visit to China this time, I think: it's highly likely that something can be negotiated, but it's difficult to achieve significant relaxation on high-end AI chips. First of all, this is not an ordinary meeting, but a formal state visit. Since both sides have raised the level of formality to this extent, it indicates that there must have been considerable communication beforehand. It's unlikely that it will end with just a handshake, a photo, a few polite remarks, and then everyone goes home. Moreover, Chinese culture is "Is it not a joy to have friends come from afar?". Since the guest has come, especially the world's leading power, the United States, China must make the occasion very dignified. China is willing to give face and show goodwill. But the prerequisite is...
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