U.S. China Visit Event Trading Checklist

Ranked by probability
New Energy TSLA
FSD Approval: Elon Musk publicly stated at the 2026 Davos Forum that he hopes FSD will be approved in China within 2–3 months, but Tesla China later responded that there are no new updates to announce at the moment. The tone was still optimistic but without an official approval.
In April 2026, domestic media reported: Tesla FSD V14.3 has completed local adaptation in China, and official customer service stated that the process has shifted from orderly progress to completing approval work, with the approval stage entering the final sprint. This indicates a clear advance in regulatory communication.
Data Centre: Reuters and multiple media outlets reported that Tesla is pushing to establish a data center in China, using local data to train the FSD system to address data export regulatory issues; some sources say Tesla has already set up an AI training center in Shanghai and is communicating with Chinese regulators about cross-border data and local processing plans.
Micron (MU) / Qualcomm (QCOM)
The current game expectation is that China and the U.S. may engage in dialogue regarding high-tech and chip controls.
$BA Recently, there have been large orders from Alaska Airlines, Bank of China Leasing, etc., with production plans being increased.
AAPL is a potential major beneficiary of tariff negotiations, but there are currently no specific exemption clauses.