redditalpha logoredditalpha
← Back to dashboard
Share
484%
r/babar/baba· u/Electronic-Star5556· 29d agoDiscussion 12

Whats in it for China?

Investor summaryBearish

Author questions what China gained in US-China deal, sarcastically suggesting China got nothing meaningful, bearish on China outlook.

Bear points
  • China appears to have received little to nothing of value in the US-China deal
  • US secured chips, oil, soy, aircrafts while China's gains are unclear or negligible
BABA半导体
Post body

So seems like everyone from the US got some kind of deal. chips, oil, soy, aircrafts and who knows who got what behind closed doors.

What did China get? Taiwan mine?? Thats it?

Discussion · top comments12 selected
u/Delta_Bandit 6· 29d ago

Classic buy the rumor sell the news

u/Awkward-Way1023 1· 29d ago

Trump will gaggle on his plane on the way back.

u/FeralHamster8 2· 29d ago

Apparently more opportunities to invest in the U.S. And relaxing restrictions on the H200 chips.

But this was def a buy the rumor, sell the news event for Chinese stocks.

u/CPA-CA 2· 29d ago

Hate being right about being pessimistic on this name. But every single day...

u/Awkward-Way1023 2· 29d ago

Did Jack Ma meet Elon Musk?

u/Agreeable-Purpose-56 1· 29d ago

Jack ma is not fully reeducated yet.

u/James_bull01 1· 29d ago

Isn’t all the markets down now?

u/BaBaBuyey 1· 29d ago

China had the US for 40 years..

u/Psychological-Sun744 1· 29d ago

I believe it is about the match act and the waiver on the asml lithography machine supply and maintenance.

If apple and Tesla CEOs tag along, there is a reason. Shutting down the lithography it's a mutual death of electronic supply chain for both countries, and American congressmen a dub as F.

Lithography is critical to produce microchip and GPU wafer, (mobile phone, ai GPU).

u/Wooden-Abrocoma4503 1· 29d ago

To sell the us and the world their digital identity program for the digital banking system we will have pushed upon us in one way or another

u/Malevin87 1· 29d ago

China get to buy more time to be stronger year by year

u/Comfortable-Ear1525 0· 29d ago

it seems pump was good for anyone who wanted to get out from this POS