Nvidia(US:NVDA) Sou Hu Cai Jing·2025-11-24 05:37Group 1 - Nvidia's market value dropped by 1 trillion RMB in one day due to political tensions arising from a Missouri politician's demand for the U.S. government to "collect debts" from China, specifically targeting $25 billion [2][12] - The recent political maneuvering comes at a time when U.S.-China relations were showing signs of improvement, with discussions on tariffs and fentanyl regulation progressing [4][6] - The Missouri Attorney General's actions are seen as a political strategy to pressure President Trump into taking a stance on China, potentially jeopardizing the fragile thaw in relations [8][14] Group 2 - Nvidia, along with other U.S. companies closely tied to China, faces significant risks from unpredictable political actions, which are perceived as more damaging than competition [16][20] - The company's CEO has indicated that sales of chips to China could drop to zero in the coming quarters, highlighting the potential loss of a significant market as China's AI chip market is projected to grow to $50 billion [18][20] - The political climate is creating a paradox where the Trump administration acknowledges the need for cooperation with China to strengthen the U.S. economy, while internal party conflicts threaten to undermine this cooperation [20][22] Group 3 - The ongoing political disputes and demands for reparations from China could lead to further instability in U.S.-China relations, impacting the technology sector and broader economic conditions [22][24] - The situation illustrates the dangers of using foreign relations as a political tool, which could ultimately harm American businesses and the economy [24][25] - The volatility in U.S.-China relations, driven by internal political dynamics, poses a continuous risk to market stability and investor confidence [25][27]