In April 2024, Jensen Huang participated in a critical gathering at a five-star hotel in Beijing, which would determine whether Nvidia could continue its operations in the Chinese market. Known as the “AI godfather,” the Silicon Valley legend now finds himself at a geopolitical crossroads. Looking back over the past 30 years, his story in China unfolds like a trilogy intertwining business, politics, ideals, and reality.

According to the Taiwan Institute of Economic Research, since President Donald Trump took office, the US has imposed tariffs on multiple countries and a range of products, with plans to extend these tariffs to sectors like semiconductors, pharmaceuticals, and automobiles. This has heightened trade policy uncertainty and exacerbated the risks of a global economic slowdown.

4月24日，龙旗科技(603341)公布2024年年报，公司营业收入为463.8亿元，同比上升70.6%；归母净利润为5.01亿元，同比下降17.2%；扣非归母净利润为3.84亿元，同比下降26.9%；经营现金流净额为10.26亿元，同比下降30.0%；EPS(全面摊薄)为1.0775元。

4月28日，传音控股(688036.SH)公告称，2025年第一季度营业收入130.04亿元，同比下降25.45%；归属于上市公司股东的净利润4.9亿元，同比下降69.87%。