AI, chip, 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 in the past few years, technological restrictions have already affected the profits of many American companies.
Chip companies have lost markets, tech companies worry about supply chains, and capital markets are more afraid of long-term uncertainty.
So this meeting, an important point to watch is: will both sides leave a "buffer zone" for AI and semiconductors?
Even just a phased easing is enough to make market sentiment rebound.
Because what the global tech industry needs most now is not full cooperation, but "no further escalation."
Capital markets are very realistic.
As long as risks decrease, funds will immediately return.
So this US-China talks are very likely to become an important turning point for the global tech market in 2026.
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