“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:05 – US drafts ban on China data center components: Reuters
00:06:37 – Hong Kong and mainland stocks lag a broader tech rally
00:15:09 – SpaceX declines as investors digest higher AI spending
00:19:34 – Impact of potential US data center components ban on Zhongji Innolight
00:28:16 – Goldman Sachs’ Ronald Keung on Z.AI and MiniMax
00:38:17 – Breaking: RatingDog China Services PMI falls to its low
00:38:53 – CXMT pushes to narrow the gap in advanced smartphone memory chips
00:51:27 – AI chip rally lifts technology sentiment across Asia
00:52:43 – US drafts ban on China data center components: Reuters
00:56:58 – Rhodium’s Reva Goujon on US-China AI competition
01:07:40 – Cathay Pacific set to report strong earnings
01:13:13 – Samsung unveils its next-generation 3D memory roadmap
01:18:25 – Shionogi CEO on the company’s latest M&A opportunities
01:25:40 – RBI expected to leave rates unchanged at 5.25%
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:02:28 – Japan confirms joint yen intervention with the US
00:07:52 – How significant is DeepSeek’s V4-Flash AI model upgrade?
00:11:25 – Chinese AI disruption sparks volatility across Asian markets
00:15:04 – US and Iran prepare to resume negotiations
00:27:29 – Hang Lung’s Adriel Chan on the leadership transition from CEO Weber Lo
00:37:09 – Can Tokyo and Washington’s intervention halt the yen’s slide?
00:43:38 – Breaking: RatingDog China’s July PMI misses estimates
00:46:30 – DeepSeek and the yen dominate Asian markets
00:55:31 – Why is DeepSeek’s latest model disrupting the AI trade?
00:58:07 – Artificial Analysis’ Micah Hill-Smith ranks leading US and Chinese AI models
01:14:46 – PBOC signals readiness to adjust monetary policy to support growth
01:15:10 – Huatai Securities Chief Economist Eva Yi on China’s economy
01:26:02 – Macau gaming revenue declines for a second straight month
01:30:40 – Hong Kong records its wettest July in more than three decades
——–
More on Bloomberg Television and Markets

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Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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President Donald Trump said his latest offer of talks is a “last chance” for Iran after he called off what he said was a major attack on the Islamic Republic.  “I want to give them every last chance before decapitation,” Trump told reporters in the Oval Office. “You’ll find out today or tomorrow. I mean, they’re going to go quickly, one way or the other. It’s not very complex.”
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SpaceX reports revenue of $7.8 billion for the second quarter, topping Wall Street estimates. But Elon Musk’s company reported an operating loss of $1.26 billion from its AI business. Ross Gerber of Gerber Kawasaki Wealth and Investment Management says SpaceX is still a compelling stock to own. He speaks on “Bloomberg The Close.”
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