Bloomberg Television · A More Assertive China Awaits a Leverage-Less Trump | Insight with Haslinda Amin 05/13/2026

1. 1. President Trump's Beijing visit includes top US tech leaders, aiming for commercial deals and open Chinese markets.
2. 2. China currently holds more leverage against the U.S. due to past tariff decisions and built resilience.
3. 3. The AI rally, led by semiconductor companies like NVIDIA, is still considered in its early stages long-term.
4. 4. Samsung faces a potential labor strike over bonus shares, threatening global high-bandwidth memory (HBM) chip supply.
5. 5. China's economic model, prioritizing production over consumption, necessitates external markets to absorb its massive output.