Geopolitical Relations - The US is considered responsible for the recent escalation of trade tensions with China due to Donald Trump's trade war [1]

Financial Performance & Targets - Ferrari targets approximately 5% annual revenue growth until 2030 [1] - The company anticipates €8 billion in free cash flow over five years [4] - Shareholder returns are projected to be around €7 billion, split between dividends and buybacks [4] - Margin expectations are around 43-45%, with a forecast to consistently exceed 40% [6] Strategic Direction & Product Offerings - Ferrari aims to maintain the exclusivity of its supercar models, limiting them to no more than 5% of the total production [8] - The company initially lowered its EV target to 20% of the lineup by 2030, emphasizing customer choice between electric, hybrid, and internal combustion engines [12][13] - Ferrari is reintroducing physical buttons alongside digital interfaces ("Phygital") based on customer feedback [16][17] Market & Regional Focus - Ferrari aims to keep sales in mainland China, Taiwan, and Hong Kong below 10% of its total sales [21] - The company is adjusting its product offerings to better suit the Chinese market, including models with smaller engines to avoid taxes [22]

We back n alive n well.https://t.co/xb5cJv4chy <-- LIVE RIGHT NOWLets yap about it ALL- Limitless vs Binance!?- Trump vs China, and how we can PREDICT IT...- Monad airdrop, and what I'm expecting&& sooo much more🔋by @yeet https://t.co/vfy4hoOxXc ...

Market Sentiment - The market should not be concerned about China, as the situation will resolve positively [1]

Before I let you go, former Vice President uh Harris is on a national book tour right now. Her book 107 Days. She has some sharp words for some Democrats, including yourself.She writes that while she admired you greatly when she was considering you for her running mate. Quote, he also hadn't yet had an o blank moment in his relatively short political career. I wasn't sure how he would cope with the kind of garbage Trump would throw at him.I realized that I couldn't afford to test Mark Kelly in that ugly gri ...

President Donald Trump has picked a supporter who’s critical of China as his ambassador to the Philippines, a long-time US ally that’s central to American-led efforts to deter Beijing https://t.co/QrACimbfhK ...

AI 产业竞争与市场 - AI 市场竞争激烈，各大模型和芯片公司都在蓬勃发展 [2][3] - 美国的目标是赢得 AI 竞赛，确保美国技术在全球市场占据主导地位，达到 80% 甚至更高的市场份额 [11][15] - 美国希望通过构建最大的生态系统来赢得技术竞赛，类似于拥有最多开发者的 API 或最多应用的 App Store [16][17] 政策与出口 - 特朗普政府的政策被认为是亲创新、亲出口和亲 AI 的，有助于推动美国 GDP 增长 [3][4] - 关于是否向中国出口芯片存在争议，一种观点认为不应出口最新最好的芯片，另一种观点认为可以出口过时的芯片，以避免加速中国自主研发 [1][10][19][20][21] - 前任政府限制向包括海湾国家在内的许多国家销售芯片是一个重大错误，因为这促使他们转向中国技术 [13][14][18] 能源与基础设施 - 能源是 AI 繁荣的基础，需要扩大公司可用的电力供应 [7] - 特朗普总统支持“drill, baby, drill”的能源政策，并允许公司建立自己的发电能力 [7][8] - 美国需要从电网中挤出更多电力，并支持新的石油、天然气和核能发展 [8] 人才与合作 - 全球约一半的 AI 研究人员来自中国，美国需要对与这些人才合作持开放态度 [23][24] - 英伟达及其 CEO 黄仁勋是美国在这场竞赛中的巨大优势，应该给予支持 [26] - 白宫不干预私营公司之间的交易，而是致力于创造一个支持所有美国公司的政策环境 [9]

Geopolitical Strategy - The US needs to dominate artificial intelligence [1] - The Trump administration's approach to China was defended [1] AI Development - AI is essential for the US [1]

The Economist is hiring an Asia correspondent, based in the region. Deep knowledge of Asia and China are essential. Apply by October 17th https://t.co/6HjB4p8r3J ...

Industry Trend - A cold war is ongoing on the payments frontline, requiring Europe to keep up with the US and China [1]