I guess from a simplistic power-play point of view — one could say Pelosi won and Trump caved and lost on this skirmish.
I don’t think Trump wanted to give the SOTU under these circumstances. Perhaps he believes he can use the SOTU to better advantage after the shutdown is over.
President Trump did not cave.. nor did he lose. He knows how to weigh the pros and cons better than anyone. He is the master negotiator and deal maker.. The Left is blinded by Hate.. They have no skill for anything productive. President Trump has Wisdom, Knowledge and TRUTH to light his way.