AI Boom Cements HK’s Role as Gateway to China | The China Show | 7/3/2026

“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, 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
00:01:12 – US jobs growth slows sharply in June
00:12:29 – Kuaishou indicated higher in HK as Kling is set to raise $2B from investors
00:14:47 – China tech’s deepening valuation slump
00:17:46 – Alert: Yen strengthens after Katayama says ready to act on yen
00:23:19 – China, Hong Kong markets open
00:28:05 – Global X’s Billy Leung on AI bets
00:40:07 – Booming AI chip trade seals HK role as gateway to China
00:40:21 – Alert: China services gauge fares better than forecast despite slip
00:42:49 – White House’s NEC Director Kevin Hassett reacts to US jobs data
00:52:49 – JPMorgan Asset Management’s Julio Callegari on Fed rate bets after a weak jobs report
00:59:09 – Katayama repeats ready to act on the yen
01:03:10 – Opinion: Yen psychology is a losing game
01:11:04 – React: SoftBank expands US cloud efforts, teases Japan expansion
01:17:33 – Takaichi, Modi deepen economic ties to cut reliance on China
01:22:03 – Chinese milk tea chain fined $1.5M: Reports
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