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China News 27 August 2025 - 30 November 2025

Vietnam Picks Huawei and ZTE for 5G Rollout as US Tariffs Bite: $43 Million Shift Toward China Explained

Vietnam Picks Huawei and ZTE for 5G Rollout as US Tariffs Bite: $43 Million Shift Toward China Explained

Published: November 30, 2025 Vietnam’s 5G rollout has just become a frontline story in the global tech and trade war. Over the past few days, multiple reports based on a Reuters exclusive and follow‑up coverage confirm that Chinese telecom giants Huawei and ZTE have secured a string of 5G equipment contracts in Vietnam worth more than US$43 million in total. The deals, awarded in 2025 to supply antennas and other network gear, come just months after the White House imposed new tariffs on Vietnamese exports – and they signal a clear warming in Hanoi–Beijing ties as relations with Washington cool.
30 November 2025
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China Stock Market Today: Defence and Tech Lead Modest Mainland Rebound as MSCI Rebalance Supercharges Hong Kong — November 24, 2025

China Stock Market Today: Defence and Tech Lead Modest Mainland Rebound as MSCI Rebalance Supercharges Hong Kong — November 24, 2025

On Monday, November 24, 2025, the China stock market delivered a mixed but eventful session: mainland benchmarks barely budged at the index level, even as defence and AI names jumped, while Hong Kong’s China-heavy indices rallied strongly on MSCI index changes and renewed hopes for a U.S. Federal Reserve rate cut in December. Futunn News+3Xinhua News+3Indo Premier+3 Key Takeaways for November 24, 2025 Mainland China: Headline Indices Flat, Defence Names on the Front Line Benchmarks: Small Move, Big Message Mainland China’s major equity gauges barely moved by the close, masking a notable rotation beneath the surface: Turnover on the Shanghai and
25 November 2025
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China’s Soybean Buying Spree After Trade Truce Thrills Farmers, Shakes Markets

China’s Soybean Buying Spree After Trade Truce Thrills Farmers, Shakes Markets

Trade Truce Revives Soybean Trade After years of fraught trade relations, Washington and Beijing reached a breakthrough at a summit in Busan, South Korea on October 30, 2025. U.S. President Donald Trump and China’s President Xi Jinping agreed to a one-year pause in their tariff war – a deal that included major agricultural commitments. Both leaders hailed an “amazing” meeting as they shook hands on a U.S.-China trade trucets2.tech. Under the accord, China pledged to resume buying U.S. soybeans and energy (after a long halt), while the U.S. agreed to scale back some tariffsts2.tech. Notably, Beijing said it will defer
31 October 2025
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SpaceX’s Starship Ignites Moon-Race Drama: Will NASA Beat China?

SpaceX’s Starship Ignites Moon-Race Drama: Will NASA Beat China?

SpaceX’s next Starship test (Flight 11) is set for Oct. 13, 2025 (7:15 pm ET), marking the final launch of the current “Block 2” version ts2.tech. Flight 11 will replicate Flight 10’s profile (booster splashdown in Gulf, ship to Indian Ocean) but test new landing techniques and a reinforced heat shield ts2.tech space.com. NASA is betting Artemis III (by ~2027) on Starship for crewed lunar landings, even as China pushes for its first moonwalk by 2030 krgv.com reuters.com. Experts warn NASA’s plan is “extraordinarily complex” krgv.com and may slip; former NASA chief Jim Bridenstine remarked “it doesn’t make a lot of sense… if you’re trying
13 October 2025
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Qualcomm (QCOM) Stock: Can 5G & AI Drive It to the Moon – Or Will China’s Probe Crash the Party?

Qualcomm (QCOM) Stock: Can 5G & AI Drive It to the Moon – Or Will China’s Probe Crash the Party?

Qualcomm trades around $153.6 (as of Oct 10, 2025) ts2.tech, with a market cap near $170B. The stock is roughly flat YTD (down ~4% year-on-year) ts2.tech, after hitting a 52‑week high of ~$182.1 ts2.tech. Its valuation is relatively low for a tech name – about 15× trailing EPS and ~12× forward ts2.tech ts2.tech, with a PEG ~1.3 (assuming ~12% annual EPS growth ts2.tech). Qualcomm pays a $3.56 annual dividend ($0.89/qtr) for a ~2.2–2.3% yield ts2.tech ts2.tech (payout ~33%). Analysts are broadly bullish: consensus is a Moderate Buy (13 Buys, 10 Holds, 1 Sell) marketbeat.com with an average 12‑month target ~$183
13 October 2025
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Inside China’s Hidden Cyber Machine: How the MSS and ‘Salt Typhoon’ Put Spies in Your Phone Network — and What Comes Next

Inside China’s Hidden Cyber Machine: How the MSS and ‘Salt Typhoon’ Put Spies in Your Phone Network — and What Comes Next

Key facts (as of September 28, 2025) The big picture: from “quiet persistence” to a global telecom dragnet The past year has made clear that China’s cyber apparatus—centered on the Ministry of State Security (MSS) and buttressed by commercial contractors—has retooled for scale and stealth. A rare, globe‑spanning advisory issued by CISA, NSA, FBI, and allied cyber agencies documents how an MSS‑linked cluster overlapping with Salt Typhoon burrowed into telecoms and backbone providers across dozens of countries, abusing network edge devices and trusted interconnects more than individual laptops and servers. CISA Rather than showcase pricey zero‑days, the campaign chain‑exploited widely
28 September 2025
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China’s Antimony Crackdown Just Supercharged This U.S. Miner: Why Perpetua Resources (PPTA) Popped Today — And What Could Come Next (Sept 26, 2025)

China’s Antimony Crackdown Just Supercharged This U.S. Miner: Why Perpetua Resources (PPTA) Popped Today — And What Could Come Next (Sept 26, 2025)

Key facts (as of Sept 26, 2025) What moved PPTA today Reuters reported that Perpetua is negotiating with Glencore, Trafigura, Clarios and Sunshine Silver to refine antimony inside the U.S., a critical step because the company plans to mine but not refine the metal. Management expects to seek proposals within weeks and choose a partner by year‑end. CEO Jon Cherry said: “We are encouraged by emerging opportunities to expand domestic mineral processing capacity in America and intend to make well‑informed, market‑based decisions when selecting a partner.”  Reuters Perpetua also formally unveiled an RFP for the commercial downstream antimony processing path today, emphasizing that the RFP is separate from its U.S. Army–funded effort to secure mil‑spec antimony trisulfide under a DOTC agreement (up
26 September 2025
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AI Accelerator Chip Gold Rush: Inside the Global Race for a $300B Market by 2030

Shockwaves in Silicon: Nvidia’s AI Chip Ban in China Escalates the Tech Cold War

Background: Nvidia’s AI Chips “Not Welcome” in China In September 2025, reports emerged that the Cyberspace Administration of China (CAC) had directed the country’s largest tech companies to halt purchases of Nvidia’s AI chips reuters.com. Specifically, firms like Alibaba and ByteDance were told to cancel orders and stop testing Nvidia’s new RTX Pro 6000D GPUs reuters.com. This model was a China-tailored chip Nvidia unveiled in July after U.S. export rules blocked its most powerful processors. Several Chinese companies had planned to buy tens of thousands of these 6000D chips and were already working with server suppliers to deploy them reuters.com.
17 September 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia in China’s Crosshairs: Inside the High-Stakes Chip War Showdown

Background: Nvidia’s Role in AI and Chips A building at Nvidia’s headquarters. Nvidia is the world’s leading maker of advanced graphics processors and AI accelerator chips, which have become strategic assets in the global tech industry abc17news.com. Nvidia is a Silicon Valley-based semiconductor company renowned for its powerful graphics processing units (GPUs) – chips that excel at the parallel computations needed for video games and, crucially, artificial intelligence tasks. Over the past decade, Nvidia’s GPU technology has become the engine of the AI revolution, used to train sophisticated models in everything from self-driving cars to generative AI chatbots. This dominance
15 September 2025
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China’s Space Boom: 2025 Market Report Reveals a $350 Billion Space & Satellite Superpower

China’s Space Boom: 2025 Market Report Reveals a $350 Billion Space & Satellite Superpower

Historical Overview of China’s Space & Satellite Industry China’s journey to the stars began during the Cold War. In 1958, Mao Zedong’s government launched the “Two Bombs, One Satellite” program to develop nuclear bombs, missiles, and satellites indigenously warontherocks.com. This led to China’s first satellite – Dong Fang Hong 1 (“The East is Red”) – successfully launched into orbit in 1970, making China the world’s fifth spacefaring nation warontherocks.com. The early decades of China’s space effort were entirely state-run, focused on national security and basic communications. From 1970 through the 2000s, state-owned enterprises steadily put dozens of satellites into orbit for
2 September 2025
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China’s July 2025 Tech Shockwave: AI Supercomputers, Chip Wars & EV Showdowns

China’s EV Revolution 2025: Top Cars, Surprising Leaders & Market Shakeups

Key Facts: China’s EV Market Overview in 2025 China’s electric vehicle market in 2025 is operating at an unprecedented scale. Electric cars have gone mainstream, surging to roughly 50% of all new passenger cars sold carnewschina.com. For context, Chinese consumers bought over 10 million EVs and plug-in hybrids in 2024, and sales are still accelerating in 2025 carnewschina.com. This makes China the largest and most dynamic EV market on the planet – it accounts for more than half of all EVs sold worldwide weforum.org. Several factors fuel this remarkable growth. A key driver is supportive government policy. In 2023, China’s
1 September 2025
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AI Stocks Soar Worldwide as Nvidia’s Big Test and China’s ‘AI Plus’ Plan Ignite a Frenzy

AI Stocks Soar Worldwide as Nvidia’s Big Test and China’s ‘AI Plus’ Plan Ignite a Frenzy

Wall Street Rallies Ahead of Nvidia’s AI ‘Moment of Truth’ U.S. markets climbed on Aug. 26 as investors braced for Nvidia’s highly anticipated earnings release, which has been likened to an economic event in its significance reuters.com. The Dow Jones rose about 0.3%, and the S&P 500 and Nasdaq each gained ~0.4%, finishing near session highs investopedia.com. Nvidia – now the world’s most valuable company at roughly $4.4 trillion market cap – has become the de facto bellwether of the AI era reuters.com. Its results “transcend the company, becoming a barometer of macroeconomic activity, a talisman for the artificial intelligence
27 August 2025
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Stock Market Today

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

7 February 2026
Walmart shares rose 3.3% Friday to $131.18, up 10% since Jan. 30, as the Dow closed above 50,000 for the first time. The retailer’s market value crossed $1 trillion this week. Investors await January inflation data on Feb. 13 and Walmart’s quarterly results on Feb. 19 for signs of continued momentum.
Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

7 February 2026
Caterpillar shares surged 7.1% to $726.20 Friday, driving the Dow above 50,000 for the first time. The move erased recent losses and followed insider selling by Group President Bob De Lange earlier in the week. Deere and CNH Industrial also gained as investors rotated into industrial stocks. Markets await next week’s U.S. jobs and inflation data.
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