New DeepSeek, Alibaba Models Take On Anthropic, OpenAI | The China Show | 8/3/2026

“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
00:02:28 – 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
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