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China Blacklists More Japan Entities Amid Feud | The China Show 6/29/2026

Watch on YouTube ↗  |  June 29, 2026 at 06:26  |  1:31:59  |  Bloomberg Markets
Speakers
Masahiro Wakasugi — Senior Industry Analyst, Bloomberg Intelligence
Kyle Rodda — Senior Market Analyst, Capital.com
Anthony Stevens — Bloomberg Market Producer
Robert Lee — Senior Analyst, Bloomberg Intelligence
Zhao Yang — CEO, Crealights Technology
Gavin Sinha — CEO, Alebund Pharmaceuticals
Yvonne Man — Head of APAC, CoinDesk
Winnie — Asia Equities Reporter, Bloomberg
Stephen Engle — Chief North Asian Correspondent, Bloomberg
Planning Director — National Energy Administration, China

Summary

The China Show covers US-Iran ceasefire easing oil supply fears, South Korea's planned $1.3 trillion AI chip investment with Samsung and SK Hynix, rotation dynamics in Asian tech favoring Hong Kong laggards, and DeepSeek's optimization breakthrough boosting China's AI self-sufficiency. Analysts debate memory stock prospects, Chinese tech value, and oil direction. Hong Kong's IPO market remains hot with Crealights and Alebund surging, while geopolitical tensions with EU and Japan persist.

  • US and Iran agree to halt attacks, resume talks, reducing geopolitical risk on oil and reopening the Strait of Hormuz.
  • South Korea to announce mega AI chip projects with Samsung and SK Hynix, with investment possibly $1.3 trillion over a decade.
  • Analyst Kyle Rodda sees the AI trade revival as a near-term positive for memory stocks but warns on eventual overcapacity.
  • Rotation out of crowded memory positions into undervalued Hong Kong tech stocks is highlighted as a quarter-end theme.
  • DeepSeek's open-source speculative decoding increases inference speed by up to 85%, strengthening China's AI self-sufficiency and boosting domestic chipmakers like SMIC.
  • Hong Kong IPO market sees three companies debut with strong gains, led by Crealights Technology in optical modules.
  • China escalates trade tensions with Japan by blacklisting 20 entities, while EU trade talks loom.
Ideas
Masahiro Wakasugi Senior Industry Analyst, Bloomberg Intelligence 8:40
AI demand drives memory stock upside.
Strong AI demand is forcing memory makers to expand production capacity. Micron's latest results with 85% gross margin and 80% operating margin indicate Samsung and SK Hynix can achieve similar profitability. Customers are accepting reasonable or high pricing with long-term contracts, allowing memory makers to secure cash flow and recoup investments over the next few years.
000660.KS 005930.KS HIGH
Kyle Rodda Senior Market Analyst, Capital.com 16:12
Oil weakens on Iranian supply return.
Oil prices are weakening because expectations of Iranian supply returning to global markets are rising, as the US invites Iran back into trade. If this persists, oil will remain under pressure.
WTI MED
Kyle Rodda Senior Market Analyst, Capital.com 19:00
Chinese tech oversold; rotate in.
Chinese tech stocks, especially AI-related plays like Tencent and Alibaba, are cheap and oversold, offering good value. A rotation out of over-owned winners into these undervalued Chinese names will benefit from the same AI theme.
KWEB MED
Zhao Yang CEO, Crealights Technology 60:19
Crealights profitable this year on huge demand.
Demand for optical modules is enormous, allowing cost pass-throughs. The company has secured hyperscaler customers, co-develops next-gen transceivers using silicon photonics, and expects to break even this year.
Crealights Technology MED
Gavin Sinha CEO, Alebund Pharmaceuticals 71:01
Alebund's best-in-class drug drives growth.
The company's kidney disease drug candidate is best-in-class with no human absorption, commanding premium pricing. With a licensing deal from Roche, a joint venture with DaVita, and sufficient IPO cash, the company will break even in 3-4 years.
Alebund Pharmaceuticals MED
Robert Lee Senior Analyst, Bloomberg Intelligence 79:42
China AI self-sufficiency boosts domestic chipmakers.
DeepSeek's latest breakthrough underscores China's self-sufficiency in AI and reduces reliance on Nvidia. China is developing a real lead in low-cost efficient models, which benefits domestic chipmakers like SMIC as the country confirms its shift away from restricted foreign chips.
0981.HK MED
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815 Money Talk (815머니톡) · Jun 29

This Bloomberg Markets video, published June 29, 2026, features Masahiro Wakasugi, Kyle Rodda, Zhao Yang, Gavin Sinha, Robert Lee discussing 000660.KS, 005930.KS, WTI, KWEB, Crealights Technology, Alebund Pharmaceuticals, 0981.HK. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Masahiro Wakasugi, Kyle Rodda, Zhao Yang, Gavin Sinha, Robert Lee  · Tickers: 000660.KS, 005930.KS, WTI, KWEB, Crealights Technology, Alebund Pharmaceuticals, 0981.HK