[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.]  Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14.2K followers Created: 2025-07-25 12:55:54 UTC 5) From China's view, the goals is clearly different. a. Reducing U.S. tariffs rate on China. Of course, China has been quite tough toward U.S. sky-high tariffs since April 2, but there is little doubt that it does have impact to its economy. This should still be a priority to address. b. Given export control on H20 has been lifted, it is not unlikely that Chinese counterparts asking more, which I personally think will be difficult given the compromises U.S. side have made. c. Section XXX semiconductor tariffs (this will likely announced in late July if not early August) are another key development to watch. Given that many consumer electronics and final assembly of AI servers are manufactured in China, higher Section XXX tariffs on Chinese imports would likely weigh on Chinese exporters and exert broader pressure on the Chinese economy. d. Of course, similar to U.S., China certainly will welcome the visit of Trump in China or meeting with President Xi. But under what conditions will be key. It is unclear what "deal" President Xi would like to achieve with Trump. But it is likely the lower tariffs will a key things to negotiate. I might miss something here, but I will make some update in the future. Happy Friday. *the graph below might not be the best one to show the presence of mentioned product, but I can address that later ~  XXX engagements  **Related Topics** [china](/topic/china) [tariffs](/topic/tariffs) [Post Link](https://x.com/rwang07/status/1948728918376100110)
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Ray Wang @rwang07 on x 14.2K followers
Created: 2025-07-25 12:55:54 UTC
- From China's view, the goals is clearly different.
a. Reducing U.S. tariffs rate on China. Of course, China has been quite tough toward U.S. sky-high tariffs since April 2, but there is little doubt that it does have impact to its economy. This should still be a priority to address.
b. Given export control on H20 has been lifted, it is not unlikely that Chinese counterparts asking more, which I personally think will be difficult given the compromises U.S. side have made.
c. Section XXX semiconductor tariffs (this will likely announced in late July if not early August) are another key development to watch. Given that many consumer electronics and final assembly of AI servers are manufactured in China, higher Section XXX tariffs on Chinese imports would likely weigh on Chinese exporters and exert broader pressure on the Chinese economy.
d. Of course, similar to U.S., China certainly will welcome the visit of Trump in China or meeting with President Xi. But under what conditions will be key.
It is unclear what "deal" President Xi would like to achieve with Trump. But it is likely the lower tariffs will a key things to negotiate.
I might miss something here, but I will make some update in the future. Happy Friday.
*the graph below might not be the best one to show the presence of mentioned product, but I can address that later ~
XXX engagements
