周三，由于贸易摩擦升级和监管不确定性，Ibovespa指数下跌约0.5%，至128800点以下。特朗普最近对英伟达先进芯片在中国的许可要求，以及对半导体和药品可能征收新关税的信号，引发了人们对全球供应链中断影响融入这些网络的公司的担忧。这些政策转变不仅给依赖跨境零部件流动的技术和工业公司带来了压力，而且对面临全球需求波动的大宗商品生产商和金融机构产生了连锁反应。此外，尽管中国第一季度的强劲增长提供了一些支持，但随着长期贸易争端和混合经济指标的风险对巴西的出口导向型产业造成压力，整体市场越来越谨慎。权重股淡水河谷、WEG、Companhia Sanea和B3成为当天的主要落后者，各下跌超过1%。
The Ibovespa fell around 0.5% to below the 128,800 level on Wednesday, due to escalating trade frictions and regulatory uncertainties. Trump’s recent licensing requirements for Nvidia’s advanced chips for China and signals of potential new tariffs on semiconductors and pharmaceuticals—have raised concerns about disruptions in global supply chains affecting companies integrated into these networks. These policy shifts not only pressure technology and industrial firms that rely on cross-border component flows but also create a ripple effect on commodity producers and financial institutions that are exposed to fluctuating global demand. Additionally, while robust Q1 growth in China provided some support, the broader market is increasingly cautious as the risks of prolonged trade disputes and mixed economic indicators weigh on Brazil’s export-oriented industries. Heavyweights Vale, WEG, Companhia Sanea, and B3 emerged as some of the day’s key laggards, each shedding over 1%.
