外汇交易员
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外汇交易员· 2025-10-31 08:44
Market & Sales - Nvidia CEO hopes to sell Blackwell chips to China, but this depends on Trump's decision [1] - Nvidia is disappointed with the decline in market share in China [1] - Currently, there are no plans to sell Blackwell chips to China [1] Geopolitical & Regulatory Factors - China's decision to block the use of H20 chips indicates that China does not want US chips [1] - China is blocking the use of H20 chips due to national security concerns [1] - The sale of Blackwell chips to China depends on Trump's decision [1] AI Development in China - China is conducting a significant amount of AI research [1] - China is a large, important, and irreplaceable market [1] - China produces a large number of AI chips domestically, and the military can obtain many domestic chips [1]
X @外汇交易员
外汇交易员· 2025-10-31 08:25
Geopolitical Relations - China expresses willingness to maintain communication and jointly promote China-Japan relations to get on the right track [1] - China aims to work with Japan to build a constructive and stable bilateral relationship that meets the requirements of the new era [1] - High Mayor Sanae Takaichi hopes to confirm the basic direction of Japan-China relations, including establishing a constructive and stable relationship [1] High-Level Meetings - Chinese President Xi Jinping met with Japanese Prime Minister Sanae Takaichi [1]
X @外汇交易员
外汇交易员· 2025-10-31 06:16
Regulatory Focus - The Securities Fund Institutional Supervision Department issued a regulatory notice regarding fabricated and disseminated false information by securities fund institutions [1] - The China Securities Regulatory Commission (CSRC) organized investigations into individual industry institutions and personnel involved in creating and spreading false information [1] - The CSRC took strict administrative regulatory measures against relevant institutions and personnel [1]
X @外汇交易员
外汇交易员· 2025-10-31 05:57
Economic Growth Targets - China's "Fifteenth Five-Year Plan" suggests an average annual GDP growth of 4.17% is needed [1] - The Chinese economy is deemed capable of supporting an average annual GDP growth of 4.17% over the next 10 years [1] Policy & Planning - The document references the "Fifteenth Five-Year Plan" proposal from the 20th Central Committee of the Communist Party of China [1] - The proposal was adopted at the Fourth Plenary Session of the 20th Central Committee of the Communist Party of China on October 23, 2025 [1] - The meeting involved in-depth analysis of the international and domestic situation to formulate the "Fifteenth Five-Year Plan" [1]