China Technology: CBO - China Brief Overnight - May 26, 2026

Research evidence excerpt

China Technology: CBO - China Brief Overnight - May 26, 2026

Equity Research

China Technology

26 May 2026

CBO - China Brief Overnight - May

26, 2026

Huawei to develop a new pathway in making advanced China Technology

semiconductors and to start making 1.4nm chips by 2031; JD POSITIVE

considers a potential GBP 2bn bid for British ecommerce the China Technology

Jiong Shao, CFA

Very Group; Chinese investors are looking for alternative ways +1 212 526 5562

for cross-border trading after the launch of crackdown. jiong.shao@barclays.com

BCI, US

Lian Xiu (Roger) Duan

+1 212 526 4633

Our daily product rounds up key stories from the Chinese language media overnight, focusing lianxiu.duan@barclays.com

on developments in the technology space. BCI, US

Xinyao Song

See our latest research on Barclays Live. +1 212 526 6972

xinyao.song@barclays.com

May 26, 2026 BCI, US

Government/Industry News

•• China expands travel curbs to top AI talent at private firms: According to Reuters, China is

restricting outbound travel for top AI professionals and talent in private firms, requiring them

to get approval from relevant authorities before embarking on overseas travel. The AI

professionals, include startup founders, researchers, and executives, with individuals added

to the list based on an assessments of their critical importance to the country.

•• Chinese investors are looking for alternative ways for cross-border trading after the

launch of crackdown: According to Bloomberg, Chinese investors are considering alternative

ways to buy and sell overseas equities after China launched a crackdown on illicit cross-

border stock trading to stem capital outflows. Investors are moving their assets to official

channels such as Hong Kong’s stock connect and Qualified Domestic Institutional Investor