China Tech Stocks Defy Asia Selloff | The China Show 6/2/2026

"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, David Ingles gives global investors unique insight, delivering in-depth discussions with the newsmakers who matter."

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:03:25 – Traders eye rotation into software, data center themes
00:06:27 – Anthropic files for IPO in race with OpenAI
00:11:40 – Nvidia takes on Intel and AMD with new AI chip
00:15:17 – Breaking: Trump cuts tariffs on agricultural equipment to 15% from 25%
00:16:18 – Citigroup Global Markets Asia’s Alicia Yap on Meituan
00:23:14 – China, HK markets open Monday
00:25:44 – Citigroup Global Markets Asia’s Alicia Yap on why she’s bullish on MiniMax
00:29:22 – Bank of Singapore’s Louisa Fok on appetite for AI plays
00:36:51 – Several Chinese labs with military ties seek access to Nvidia AI chips
00:48:47 – What’s moving Asia markets today
00:51:23 – Alert: Tencent moves closer to launching AI agent for WeChat: FT
00:54:56 – Soft China economic data puts pressure on bonds
00:57:01 – Carnegie Endowment for International Peace’s Matt Sheehan on why China is worried about AI and jobs
00:57:21 – Nvidia’s Huang calls AI jobs concerns "nonsense"
01:12:10 – HSBC’s Linda Shu on China’s biotech sector outlook
01:19:24 – Exclusive: Nvidia to partner with MediaTek, Dell and Lenovo
01:24:17 – Boston Consulting Group’s Tjun Tang on their latest Global Wealth Report
01:29:56 – Short-seller Andrew Left found guilty of securities fraud
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