纽币/人民币 (NZDCNY) 加自选

中国市场因新刺激措施和贸易休战顺风而反弹。北京的新刺激计划、出口的增加和美中紧张局势的缓解提振了大陆股市的情绪，因为沪深300指数的目标是连续四周上涨。

China Markets Rally on New Stimulus and Trade-Truce Tailwinds.Beijing's new stimulus plans, rising exports, and easing US-China tensions lift sentiment across Mainland stock markets as the CSI 300 targets a four-week winning streak.

美国允许Nvidia 8200芯片出口中国。尽管好消息是，黄仁勋最近表示，即使放宽限制，他也不确定中国是否会接受H200，但北京可能更喜欢国产芯片或已经根据出口规则认证的芯片。中国企业和监管机构似乎越来越关注国内人工智能芯片制造商（如Cambricon Technologies）和实现自给自足。

US to allow Nvidia 8 200 chip exports to China.Although good news, Jensen Huang, recently said he is not sure China would accept H200 even if restrictions are eased — Beijing may prefer home-grown chips or chips already certified under export rules. Chinese firms and regulators appear increasingly focused on domestic AI-chip makers (like Cambricon Technologies) and building self-sufficiency.

随着风险偏好减弱，新西兰元走软，新西兰储备银行的立场缓冲了损失。随着风险偏好减弱，新西兰元走软，新西兰储备银行的立场缓冲了损失

New Zealand Dollar weakens as risk appetite fades, RBNZ stance cushions losses.New Zealand Dollar weakens as risk appetite fades, RBNZ stance cushions losses

中国出口同比大幅反弹5.9%，美国出货量仍呈两位数下降。中国11月贸易数据呈现强于预期的反弹，出口同比飙升5.9%，至3303.5亿美元，大幅扭转了10月-1.1%的跌幅。这一改善标志着自2024年初以来最强劲的表现。

China's exports rebound sharply by 5.9% yoy, US shipments remain deep in double-digit decline.China's November trade data delivered a stronger-than-expected rebound, with exports surging 5.9% yoy to USD 330.35B, sharply reversing October's -1.1% decline. The improvement marks the strongest performance since early 2024.