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Bloomberg Television’s 23 October 2026 programme reports proposed U.S. restrictions on investment in Chinese biotech alongside continued equity weakness, AI monetization concerns and demand for haven assets. SK Hynix abandoned review of its Solidigm IPO and related funding round, while Chinese regulators reportedly increased scrutiny of corporate spinoffs. Guests differed over biotech licensing implications and the durability of market support. Portfolio views favoured selective AI exposure and income assets, but the transcript supplies no fully specified new trade or earlier-trade performance update.