Chinese Stocks Can’t Wait for Holiday Break, Except Zhipu

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

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:16 – ‘Al scare trade’ hits logistics stocks
00:07:26 – JPMorgan Asset Management’s Mixo Das on Asian tech stock
00:12:12 – What to watch in Greater China
00:14:46 – Breaking: Yuan reference rate at 6.9398 per USD; estimate 6.9069
00:16:38 – JPMorgan Asset Management’s Mixo Das on Asian markets
00:24:41 – Breaking: China used home prices fall at a slower pace
00:27:46 – HSBC’s Michelle Kwok on China property sector
00:36:08 – OpenAl accuses DeepSeek of distilling US models
00:38:13 – Taiwan, US sign ‘reciprocal’ trade agreement
00:44:50 – ‘Al scare trade’ hits logistics stocks
00:52:13 – Alert: China’s Shenzhen stresses punishment for illegal gold trading
00:54:18 – BofA Global Research’s Xiaoqing Pi on Taiwan’s economy
01:03:21 – Hong Kong faces banker shortage amid IPO boom
01:11:39 – China offers incentives to boost LNY spending
01:13:55 – Fitch Ratings’ Zoey Wang on LNY travel trends
01:23:50 – Big Take: China’s Al billionaires
01:29:13 – China set to enjoy nine-day LNY holiday
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Chinese Stocks Can’t Wait for Holiday Break, Except Zhipu | The China Show 2/13/2026

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