The ScopeGlobal Macro
2026-09-25 16:00 (CN)
THEME TIMELINE
Technology & Security
美国总统特朗普拒绝接受AI高管关于生存威胁的警告，强调美国必须在AI竞赛中击败中国。与此同时，中国通过开源模型和WAICO组织推动替代性AI生态，与美国主导的Pax Si...〔证据:310250〕 Key events: 特朗普拒绝AI巨头警告，强调对华技术竞争优先〔证据:310250〕
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SOURCE COVERAGE

Source Coverage

Latest Update: 2026-09-14
Sources
31
Mainland
3
HK/Macau/Taiwan
0
Overseas
28
Official
5
Non-official
26
Aggregators
2
Original-reporting Preferred
29
Chinese
3
English
18
Reference Links
120
Countries / Regions: Canada / China / EU / France / Germany / India / Indonesia / International / Japan / Qatar / Russia / South Korea / UK / USA
Sample Sources
Xinhua World · Mainland / OfficialChina News Service · Mainland / OfficialThe New York Times · Overseas / CommercialRT News · Overseas / MediaAl Jazeera Middle East · Overseas / MediaDie Zeit Politics · Overseas / MediaFrance 24 #2 · Overseas / MediaThe Hindu BusinessLine · Overseas / MediaGoogle News - World · Overseas / AggregatorEl País Internacional · Overseas / MediaKBS World News · Overseas / MediaThe Hindu · Overseas / Media
Source samples reflect configured metadata and references in this report. They are for traceability, not endorsement or investment advice.
COVERAGE GAPS

Coverage Gaps

Rule-based observations derived from source mix only.
Coverage leans overseas
WARN
In this window, overseas sources = 28, mainland sources = 3.
English coverage exceeds Chinese
WARN
In this window, English-language sources = 18, Chinese-language sources = 3.
RESEARCH PROJECTION

Research Projection

Linked products: AU Gold / EC Europe Container Shipping / PS Polysilicon / PR Bottle Chips / CU Copper
Tracking status: active 25 / review due 31 / reviewed 4
Lifecycle review: continued · multiple recent samples still active
Latest checkpoints
2026-09-14
2026-09-14
Open report
Updates
  • 美国总统特朗普拒绝接受AI高管关于生存威胁的警告，强调美国必须在AI竞赛中击败中国。与此同时，中国通过开源模型和WAICO组织推动替代性AI生态，与美国主导的Pax Si...〔证据:310250〕
Key Events
  • 特朗普拒绝AI巨头警告，强调对华技术竞争优先〔证据:310250〕
Sources
Xinhua World / China News Service / The New York Times / RT News / Al Jazeera Middle East / Die Zeit Politics / France 24 #2 / The Hindu BusinessLine / Google News - World / El País Internacional / KBS World News / The Hindu / Deutsche Welle German News / BBC News (Top) / France 24 #3
Reference Links
2026-08-27
2026-08-27
Open report
Updates
  • US President Trump declared a national emergency, prohibiting the purchase, import, or installation of certain foreign-made components for US high-voltage power systems to protect grid security. (The Hindu)
Key Events
  • Trump declares emergency over foreign grid equipment (The Hindu)
Sources
Xinhua Finance / Google News - World / Al Jazeera Middle East / The Hindu / France 24 #3 / C.D. Howe Institute Monetary Policy / ANTARA News Jawa Timur / Yahoo News - World / RT News / ANTARA News / Global Issues News / BBC News (Business) / The New York Times / Times of India / France 24 #2
Reference Links
2026-06-01
2026-06-01
Open report
Updates
  • Trajectory (escalating): The Biden administration announced tightened rules on AI chip exports to China, filling policy gaps from the Trump era (Der Spiegel International).
  • The new rules further restrict China's access to high-performance semiconductor technology, involving AI chips and related technologies.
Key Events
  • US tightens export controls on AI chips to China (Der Spiegel International)
Watch / Outlook
US-China tech decoupling accelerates, the global semiconductor supply chain faces a new round of adjustments, and Chinese tech companies' access to advanced AI chips is further restricted.
Linkage
US export controls escalate / AI chip shortage in China / global tech stock valuations under pressure
Sources
China News Service / Yonhap News TV / Der Spiegel International / The New York Times / RT News / BBC News (Top) / Yahoo News - World / Al Jazeera Middle East / The Hindu / Times of India / France 24 #2 / Google News - World / Yonhap News Agency
Reference Links
2026-05-21
2026-05-21
Open report
Updates
  • Nvidia reported quarterly revenue up 85% year-on-year, but continued to exclude China from its outlook, reflecting the impact of US restrictions on chip exports to China. (Nikkei Asia)
  • Nvidia reported Q1 FY2026 revenue of $81.62 billion, a record for the 12th consecutive quarter, exceeding market expectations. (Yonhap News TV)
Key Events
  • Nvidia revenue surges 85%, still excludes China from outlook (Nikkei Asia)
  • Nvidia quarterly revenue $81.6 billion, 12th consecutive quarterly record (Yonhap News TV)
Linkage
US-China chip restrictions / Nvidia revenue outlook / tech sector risk-off
Nvidia earnings beat / tech sector rally / risk appetite boost
Sources
China News Service / Al Jazeera Middle East / Times of India / Yonhap News TV / Nikkei Asia / Google News - World / The New York Times / The Hindu / Fed / Global Issues News
Reference Links
2026-05-15
2026-05-15
Open report
Updates
  • Anthropic releases report warning against selling high-end Nvidia chips to China during Trump's visit, and predicts China could surpass the US in AI by 2028 if export controls are not tightened. (Times of India [timesofindia.indiatimes.com])
Key Events
  • Anthropic warns against selling high-end Nvidia chips to China during Trump visit (Times of India [timesofindia.indiatimes.com])
Linkage
Export controls tighten / Tech supply chain disruption / Risk-off flows
Sources
Al Jazeera Middle East / Times of India / Yonhap News Agency / France 24 #3 / BBC News (Business) / Nikkei Asia / Google News - World / UK Ministry of Defence / The New York Times / Yahoo News - World / France 24 #2
Reference Links