周四，上证综指上涨0.16%，收于3640点，而深证成分股下跌0.18%，收于11158点。随着投资者消化了强于预期的贸易数据以及地缘政治紧张局势的加剧，内地股市表现喜忧参半。7月出口增长大幅超出预期，这是由于企业在8月美国关税最后期限到来之前提前装运货物。进口也升至一年来的最高水平，表明国内需求有所回升。本周早些时候，美国总统唐纳德·特朗普表示，延长将于8月12日到期的当前美中贸易休战的协议“非常接近”。然而，在他对进口半导体（不包括在美国制造的公司）征收100%的关税，并因俄罗斯持续购买石油而将印度商品的关税提高一倍至50%后，紧张局势再次爆发。中国北方稀土（+6%）、富士康工业（+3.9%）和盛和资源（+7.4%）等涨幅较大。
The Shanghai Composite rose 0.16% to close at 3,640 while the Shenzhen Component fell 0.18% to 11,158 on Thursday, with mainland stocks showing mixed performances as investors digested stronger-than-expected trade data alongside renewed geopolitical tensions. July export growth sharply beat expectations, driven by firms front-loading shipments ahead of the looming US tariff deadline in August. Imports also rose to their highest level in a year, signaling a pickup in domestic demand. Earlier this week, US President Donald Trump said a deal to extend the current US-China trade truce, set to expire on August 12, was “very close.” However, tensions flared again after he imposed a 100% tariff on imported semiconductors—excluding companies manufacturing in the US—and doubled tariffs on Indian goods to 50% due to ongoing Russian oil purchases. Among notable gainers were China Northern Rare Earth (+6%), Foxconn Industrial (+3.9%), and Shenghe Resources (+7.4%).
