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Сравнение рыночной капитализации великолепной 7-ки бигтехов с фондовым рынком Китая Источник: Invest Billionaire / Google Finance #china#usa

🇺🇸🇨🇳US Threatens Visa Sanctions on China Over Migrants A senior Trump administration official told Reuters that China has been slowing its efforts to repatriate Chinese nationals residing illegally in the United States. Washington warned it is prepared to impose increased travel restrictions on Beijing if the pace of repatriations does not improve. The warning signals a pressure mechanism distinct from trade or financial levers — targeting visa access as a compliance tool. Repatriation cooperation has been a recurring friction point between the two governments under successive US administrations. If sanctions proceed, Chinese nationals — including students, business travelers, and officials — could face tightened US visa access, adding another dimension to the broader bilateral relationship. #USA#China @asianomics

🇨🇳🇺🇸China Orders Companies to Defy US Sanctions On May 2, Beijing directed companies not to comply with US sanctions targeting five Chinese refiners linked to the Iranian oil trade, including Hengli Petrochemical (Dalian) Refinery. China is invoking a 2021 blocking statute designed to shield domestic firms from foreign legal measures deemed unjustified. Lenders exposed to these refiners are now seeking guidance from banking regulators. This marks the first time Beijing has formally ordered non-compliance with US sanctions — a departure from its prior practice of quiet acquiescence to protect financial system access. The move activates a legal mechanism that had remained dormant since its introduction, converting it from institutional reserve to active instrument. It arrives ahead of a scheduled Trump-Xi meeting in late May, and against a backdrop of US sanctions credibility already strained over Russia, Venezuela, and Iran. Chinese banks caught between the two regimes now face direct exposure to secondary sanctions risk, with no regulatory clarity yet provided. #China#USA @asianomics

🇺🇸🇨🇳China Moves to Block Derisking Before Trump-Xi Summit Beijing introduced new trade regulations this month laying legal groundwork to penalise foreign companies that reduce supply chain dependence on China — announced weeks before Trump's May 14–15 summit with Xi Jinping in what a U.S. official described as a test of White House willingness to maintain the current trade war pause. The Trump administration has not publicly responded. The American Chamber of Commerce in China warned that foreign firms could face investigation by Chinese authorities for reducing sourcing from China, while Beijing faces little reciprocal consequence. The rules run directly against Washington's stated policy of derisking — reducing exposure to Chinese supply chains in strategic sectors including critical minerals and pharmaceuticals. The asymmetry is structural: China can cut purchases from foreign firms freely, while foreign firms attempting the same face legal exposure under the new framework. The timing, ahead of a high-stakes bilateral meeting, gives Beijing additional negotiating leverage over the trade war truce in place since early last year. The White House's silence ahead of the Busan APEC summit sideline meeting signals either deliberate restraint or internal division on how to respond without disrupting summit conditions. #USA#China @asianomics

🇺🇸🇨🇳Meta unwinds Manus deal after China veto Meta Platforms is preparing to unwind its acquisition of AI startup Manus after China blocked the deal on national security grounds, according to the Wall Street Journal. The report cited people familiar with the matter. The move marks a rare instance of Chinese regulatory authority directly forcing the reversal of a US tech acquisition. Manus is an AI startup, making the national security rationale consistent with Beijing's broader scrutiny of cross-border AI-related transactions. The unwinding signals that Chinese regulators retain effective veto power over deals involving entities with mainland exposure, even when the acquirer is a US firm. #USA#China @asianomics

🇨🇳🇺🇸Beijing Blocks Meta's $2B Manus Acquisition China has moved to block Meta's $2 billion acquisition of Manus, a Chinese-founded AI startup, following a national security review. The deal's reversal remains structurally unclear given that the purchase had already been completed. Beijing invoked its regulatory authority over technology deemed to be of Chinese origin. The intervention signals that China is willing to exercise extraterritorial regulatory reach over AI assets founded by Chinese nationals, regardless of where those companies are incorporated or operate. This creates a new category of deal risk for cross-border, technology-intensive transactions involving China-origin founders or IP. The precedent directly narrows exit options for Chinese-born entrepreneurs and raises the risk profile of any foreign acquisition targeting AI assets with Chinese roots. #China#USA @asianomics

🇨🇳Xpeng Targets Tesla FSD Superiority by August Xpeng CEO He Xiaopeng announced at Auto China 2026 in Beijing that the company aims to fully surpass Tesla's Full Self-Driving system in the Chinese market by August. He stated Xpeng's Vision Language Action (VLA) system already outperforms Tesla in certain complex driving scenarios, despite Tesla's FSD not yet receiving regulatory approval in China. The claim comes as Chinese automakers pivot from price competition toward in-house technology development, following regulatory pressure to end margin-eroding price wars. Tesla remains the only major foreign player in China's EV market and functions as the primary performance benchmark for domestic rivals. Xpeng frames China's dense urban road conditions as a training advantage it intends to leverage for expansion into Europe and Southeast Asia. With Tesla's FSD still pending Chinese regulatory clearance, any direct performance comparison remains structurally limited. #China#USA @asianomics

🇺🇸🇨🇳US House Advances Tech Export Control Package The House Foreign Affairs Committee on April 22 advanced a package of technology export control bills, including the MATCH Act, targeting AI technology flows to China and closing legal gaps that allow access to advanced semiconductors. China's Commerce Ministry responded on April 26, stating it will closely monitor the legislative process and evaluate the impact on Chinese interests. Beijing reiterated its opposition to the use of national security as justification for export controls, warning that if enacted, the bills would severely disrupt global semiconductor supply chains and international trade order. The ministry pledged to take necessary countermeasures to protect the legitimate rights of Chinese enterprises. The bills remain subject to further legislative steps before enactment, but the committee's advancement signals sustained congressional momentum on tech decoupling from China. #USA#China @asianomics

🇨🇳🇺🇸Beijing Warns Over US Semiconductor Export Bills China's Ministry of Commerce said on April 25 it is closely monitoring US legislative moves after the House Foreign Affairs Committee advanced a slate of bipartisan export-control bills on April 22, targeting AI and semiconductor technologies flowing to China. Beijing warned the measures risk disrupting global chip supply chains and undermining the international economic order. China framed the bills as an abuse of national security justifications to enforce trade restrictions. The package includes the Multilateral Alignment of Technology Controls on Hardware Act, which would further restrict exports of semiconductor-manufacturing equipment — advancing through Congress even as the Trump administration has yet to impose major new unilateral curbs. Beijing vowed to assess the impact on national interests if the bills are enacted and to take steps to protect domestic companies, without specifying countermeasures. #China#USA @asianomics

🇺🇸🇨🇳Guangdong sellers pin hopes on Trump visit Manufacturers in Guangdong province — China's export heartland accounting for roughly a fifth of national foreign trade at a record 9.49 trillion yuan in 2025 — are awaiting a possible tariff reprieve as the White House confirmed Trump will visit China on May 14–15. US tariffs on Chinese goods reached 145% at peak escalation before a one-year truce was agreed between Trump and Xi Jinping in October. China's Foreign Ministry has not confirmed the visit dates. Despite the truce, sellers at Guangdong's wholesale markets report that US orders have largely dried up, with one denim company sales manager stating American customers have effectively disappeared. The province's export base — covering clothing, footwear, and accessories — remains structurally exposed to bilateral trade policy, given its scale and dependence on US demand. A tariff reduction resulting from the May summit could partially restore order flows, but no concrete deal has been signaled ahead of the visit. #China#USA @asianomics

🇺🇸🇨🇳US Navy Buildup Faces Congress, China Capacity Gap Trump's FY2027 budget, released on April 3, sets out ambitions to rebuild US naval power under a self-styled "Golden Fleet" agenda — but faces resistance from Congressional budget hawks, rising war costs, and hard limits in US shipbuilding industrial capacity. China's shipbuilding output now far exceeds that of the United States, giving the People's Liberation Army Navy a structural production advantage that cannot be closed through budget allocations alone. US domestic yards lack the workforce, infrastructure, and throughput to meet the Navy's stated expansion targets within any near-term timeline. Congressional pushback and industrial bottlenecks position the gap between declared naval ambition and deliverable fleet capacity as a durable strategic constraint. #USA#China @asianomics

🇨🇳🇺🇸China Threatens Countermeasures Over Iran Tariff China's Foreign Ministry spokesman Guo Jiakun said on April 14 that military assistance reports linking Beijing to Iran were completely fabricated. He stated that if the US used those reports as a pretext to impose additional tariffs on China, Beijing would take resolute countermeasures. US President Donald Trump said on April 12 he would impose a 50 per cent tariff on Chinese goods if China provided weapons to Iran. The threat followed a CNN report citing US intelligence assessments that China was preparing to deliver air defence systems to Iran within weeks, and a New York Times report citing officials who said shoulder-fired missiles may have already been shipped. Trump is scheduled to visit Beijing in May for talks with President Xi Jinping. China purchases the majority of Iran's oil exports but the two countries have no formal military pact. #China#USA @asianomics