Action | 19 Dec 2025 05:27:23 ET │ 12 pages China Rare Earth Resources and Technology (000831.SZ) Rating Upgraded to Buy with TP Unchanged at Rmb61.6/sh CITI'S TAKE We upgrade China Rare Earth from Neutral to Buy, primarily driven by valuation attractiveness following recent share price correction, with incremental policy clarity providing additional downside support. We view the recent correction in China's rare earth equities as a healthy valuation reset and a strategic buying opportunity, rather than a d ...

Turning back to one of our top stories, President Trump allowing an idea to sell its 200 trips to China. Bloomberg's Ed Ludlow joins us from San Francisco with more. Ed, how much of a reversal is this in Silicon Valley, given the fact that it seems like there is a shift in the approach to national security as a point of export control policy.A big shift and I think even Bloomberg Economics published a note on it, which I enjoyed reading because the H 200 is a piece of technology at the center of export Cont ...