
TikTok tops the trade talk
2025-09-24 06:19:07
This report from CNBC newsletter in CNBC for this week, which brings you visions and analyzes about what leads the second largest economy in the world. You can subscribe here.
The big story
Many in the work circles were hoping to obtain a comprehensive trade deal for the United States of China, but the agreement now seems more far.
The fate of Tiktok in the United States overwhelmed the latest round of commercial conversations, to the extent that it is not clear now whether both sides are on the same page about what should seem to liquidate the application from the resident father in Beijing.
Meanwhile, regarding issues such as customs tariffs, fentianil and semi -conductors, even less than either side.
The distance is already visible. China was silent on future meetings, even as an American president Donald Trump He announced that he and the Chinese president Xi Jinping “Agreed” to meet At the APEC summit in South Korea next month.
Tiktok discussions on US tariff negotiations during the last round of the talks.
Anna Barclay Getty Images News | Gety pictures
Lack of details in Chinese side statement “It suggests that China takes time to negotiate when we are keen to make deals,” said Winson, a assistant professor at New York University Law Faculty, noting that “Beijing suggests that China takes time to negotiate when we are keen to make deals,” noting that Beijing is Beijing. [an] APEC meeting.
Then there are the mysterious obligations of China to a Technology license deal to Make Tiktok alive in the United States. – What you call “solution” Corresponding to China’s laws and regulations“
It contradicts the continuous flow of details from the United States, and now covers everything from Investors to Board seats. Politico report, citing a senior White House official, so that the Trump administration is “”100 % confident“From a deal that is forced by Beijing -based BYTEDANCE to rotate the American Tiktok operations.
Trump, however, may have excluded the calmness of China, saying in a Social truth Friday it “can[s] Tiktok approval “after inviting it with XI, even as Beijing kept her mysterious language.
Meanwhile, China paired this cold with a group of media about its latest talks with the United States in Madrid, aimed at displaying confidence as a technical power after a new weapons show in September 3 The Military Parade.
The context is everything
In the process of transferring to Madrid talks, which was held earlier this month, Beijing announced New investigations in US chips – As the negotiations concluded on Monday, he called Nafidia to Alleged monopolistic practices. In the following evening, the broadcast of official evening news – that officials closely watched and anyone trying to read tea leaves on Beijing – a Sector highlights semiconductors in China.
One day before Trump-XI call, the Chinese technology giant Huawei also claimed The next bloc chip It will be stronger than Nafidia.
It may seem that all these news elements are separate events. But in China, where festive timing is concerned, little happens in a vacuum – any procedure is calculated from a procession to the chosen silence, and a political context often exploits that may seem unrelated to foreigners.
It is worth noting that the last discussion about Tijhak coincided with the Chinese patriot Cyber Security WeekIt was held on September 15-15. In the past years, the event was a platform for Beijing to promote its national security skin.
“Frankly, I do not see the reason for any attention at all in stripping …
“What is their profit from that? They lose control of anyone Crown jewels of Chinese technologyHe said, noting that the United States will oppose if China wants to sell America part of Google or Facebook. ” Why do they do something that we will never do? “
Despite the confrontation on Tiktok, China hosted a two-party delegation of representatives of the US House of Representatives this week, who arrived at the weekend after the last phone call from Trump-XI. It was the first visit of its kind since 2019.
American actor Adam Smith, who led the trip, told the reporters on Tuesday that in meetings with Chinese leaders, the two sides discussed Tijk as a issue that must be resolved, but was not resolved in technical details.
“I think there will be a lot of positive noise,” said Davurchak.
However, the Battle of Tiktok has become part of a larger political theater game. Beijing has never confirmed Trump’s announcement early last week that he would talk to Xi – until government media announced on Friday that the two leaders were talking.
However, the more stances by both sides, the more difficult to achieve a deal with the optics that satisfy both sides.
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Bill Bishop compared Sinocism the new H-1B visa bases with Chinese K-Visa and the implications of the two countries.

Shen Jianguang, Vice President and Economist in the Chinese technology giant, evaluated China’s position in world trade where the economy is still slow.

Before the TROMP-XI phone call, Duncan Clark, Chairman of BDA China and author of “Alibaba: The The House Jack MA”, suggested that the United States cannot overcome its hand because China is currently an advantage.
You need to know
Apple iPhone 17 sees high demand. The American smartphone giant can be ready to return, as a few buyers in Beijing have told CNBC that more local population Try iPhone this year Because of its promotion features. But very expected IPhone Air does not come to China But because of ESIM design.
Chinese citizens hit with uncertainty in the US visa. After the Trump administration said it would ask companies to pay $ 100,000 to the new H-1B visa applicants, and many Chinese visa. Share their frustration on social media. China was the second largest beneficiary of the H-1B visas last year, representing 11.7 % of the certified visa holders, according to it. American internal security data.
Consider the evaluation to climb. Investor condemnation in the Chinese technology giant Go up Since Washington and Beijing this week It reached a framework agreement In the long -time rehabilitation of Tikhak in the United States, he told many CNBC deals. The latest rating? 400 billion dollars.
Quote from the week
Investors realize, “I was told that China is not investing, and Ali Baba has increased by 100 %. It’s one of the largest companies in the world. Maybe I should look at this.
In the market
China’s shares in China and Hong Kong were higher, as the total decrease in Asia decreased after Federal Reserve Chairman Jerome Powell said that “stock prices are somewhat high.”
Hong Kong Hang Singh Fahress The Chinese Chinese CSI 300 increased by 1 % and 0.88 %, respectively. Super Hurricane Rajasa The Hong Kong Observatory indicated that the winds that brought the winds of a hurricane to high lands and the southern regions of Hong Kong. Conditions are still severe, with heavy bathing and thunderstorms.
shares Ali Baba Hong Kong jumped more than 6 % after CEO Edi Wu said on Wednesday that the company will enhance its investment in artificial intelligence.
– Lee Ying Chan
The performance of the Shanghai complex during the past year.
Upcoming
September 25: Xiaomi to launch 17 phone chain as Lei Jun executive, hinting an annual letter
September 27: Industrial profits for August
September 30: Official Procurement Directors Index (PMI)
1-8 October: China markets closed on the main mainland for the China National holiday
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