AI, chips, tariffs, who is more anxious this time between China and the US?

Many people think only China is paying attention to the meeting, but in fact, American companies are more anxious.
Especially Silicon Valley and Wall Street.
Because over the past few years, technological restrictions have already affected the profits of many American companies.
Chip companies have lost market share, tech companies worry about supply chains, and capital markets are more afraid of long-term uncertainty.
So this meeting's key point is: will both sides leave a "buffer zone" for AI and semiconductors?
Even just a phased easing would be enough to boost market sentiment.
Because what the global tech industry needs most right now is not full cooperation, but "no further escalation."
Capital markets are very pragmatic.
As long as risks decrease, funds will immediately flow back.
So this China-U.S. talks are very likely to become an important turning point for the global tech market in 2026.