[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@ShanghaiMacro](/creator/twitter/ShanghaiMacro)
"I sense Beijings restraint from this press conference Q&A. Spokesperson of the Ministry of Commerce Answers Questions on Chinas Recent Economic and Trade Policy Measures Question: Weve noticed that the Ministry of Commerce recently issued an announcement to strengthen export controls on rare earths and related items. How will these measures be implemented going forward Answer: Going forward the Chinese government will conduct license reviews in accordance with laws and regulations and will grant approvals for applications that meet the relevant requirements. At the same time we will actively"  
[X Link](https://x.com/ShanghaiMacro/status/1977195161974452447) [@ShanghaiMacro](/creator/x/ShanghaiMacro) 2025-10-12T02:10Z 54.4K followers, 103.3K engagements


"Ive just released a brief note explaining why investors should avoid overreacting to Beijings retaliation against Hanwha and its US subsidiaries. If youd like to receive our insights feel free to reach out at shanghaimacro@gmail.com"  
[X Link](https://x.com/ShanghaiMacro/status/1978014153970192687) [@ShanghaiMacro](/creator/x/ShanghaiMacro) 2025-10-14T08:24Z 54.4K followers, 35.1K engagements


"Chinas fixed asset investment growth has slipped into negative territory for the first time in historyexcluding the extraordinary pandemic collapse in early 2020. If theres one lesson Beijing could draw from the recent US experience its that AI is now a MACRO FORCE. AI capex has contributed more to US GDP growth than the rest of private investment combined. In other words if Beijing hopes to revive domestic investment amid the ongoing real estate and infrastructure slump the most obvious path forward is to go ALL IN on AI"  
[X Link](https://x.com/ShanghaiMacro/status/1980142984017715224) [@ShanghaiMacro](/creator/x/ShanghaiMacro) 2025-10-20T05:24Z 54.4K followers, 30.7K engagements


"Again it would be a mistake to underestimate Chinas capacity to close the AI gap with the US especially as the global AI race moves from the training phase to large-scale inference and deployment"  
[X Link](https://x.com/ShanghaiMacro/status/1981339924319379960) [@ShanghaiMacro](/creator/x/ShanghaiMacro) 2025-10-23T12:40Z 54.4K followers, 20.1K engagements


"We just released a note sharing our major takeaways from the "12 out of 10" Xi-Trump Summit and their implications for the market. We would like to share the concluding paragraph here: "While the successful XiTrump meeting has secured a more sustainable near-term dtente between Beijing and Washington a more confident and assertive Chinanow increasingly willing to reshape global geopolitical dynamicsposes growing medium- to long-term risks. The US decision to cut fentanyl-related tariffs without extracting meaningful concessions from Beijing has likely reinforced Chinas belief that its own"  
[X Link](https://x.com/ShanghaiMacro/status/1983854301442347065) [@ShanghaiMacro](/creator/x/ShanghaiMacro) 2025-10-30T11:11Z 54.4K followers, 11.5K engagements