US and Chinese leaders in Beijing, scheduled for approximately 24 hours from the broadcast. Attention is drawn to the Korean equity market, which has rebounded from early losses largely due to positive movement in Samsung Electronics shares. Jensen Huang, CEO of Nvidia, who joined President Trump on Air Force One en route to Beijing, signaling the importance of technology discussions at the summit. The conversation centers on semiconductor export controls and the potential for negotiations on easing these restrictions. While Nvidia can access some parts of the Chinese market, the most advanced chips remain restricted, and China’s growing self-reliance and production of cheaper chip models complicate the dynamics. The last-minute inclusion of Jensen Huang suggests shifting priorities in the summit agenda, with a focus on tech trade issues and whether China will cooperate on loosening export controls.
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