China Technology & Communications_ EU, US, SH Marketing Feedback
2025-05-06 02:27
28 Apr 2025 01:08:15 ET │ 11 pages 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 China Technology & Communications EU, US, SH Marketing Feedback CITI'S TAKE We met with almost 60 institutional investors in past three weeks in Europe, the US and Shanghai. Given US reciprocal tariffs announced on 2 April, investors' key discussions were focused on tariff impact to Apple/Nvidia chain, China retaliation beneficiaries, China semis localization, foldable iPhone, Xiaomi and China AI development. European investors are more positiv ...