China Clamps Down on Nvidia Chips | The China Show 9/18/2025

“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, David Ingles and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:01 – Bloomberg: The China Show opens
00:03:33 – What to watch in Greater China today
00:04:14 – Alert: China’s Defense minister Dong Jun speaks at Xiangshan forum
00:04:57 – Fed cuts rates by a quarter point, signals labor market concerns
00:08:36 – Bond market outlook with Brandywine Global’s Jack McIntyre
00:17:04 – China tells companies to stop buying Nvidia chips
00:28:08 – Aberdeen Investments’ Nicholas Yeo on China markets outlook
00:37:05 – Trip.com summoned by China’s Zhengzhou regulator
00:39:28 – Yuan heads near levels that may prompt exporter’s dollar selling
00:43:34 – Alert: Australia’s tight jobs market bolsters RBA’s cautious stance
00:49:18 – Fed cuts rates by a quarter point, signals labor market concerns
01:00:24 – China tells companies to stop buying Nvidia chips
01:05:17 – China banks amped up $10T bond bet as market peaked
01:12:43 – Macquarie Capital’s Ellie Jiang on China’s tech stock
01:23:26 – Alert: Huawei unveils new AI chip tech to challenge Nvidia’s dominance
01:25:28 – King Charles hosts state dinner for Trump
01:28:15 – Bank Indonesia signals ‘all-growth’ push in surprise rate cut
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