英伟达表示，一些客户对中国的限制一无所知——报道。它只会变得越来越混乱。路透社援引两位知情人士的话报道称，尽管英伟达在大约一周前获悉其H20芯片的新限制，但该公司仍对部分中国客户一无所知。

Nvidia said to have kept some customers in the dark about China restrictions - report.It just gets messier and messier. Reuters is now reporting that Nvidia has kept some of its China customers in the dark despite being informed about new restrictions to its H20 chips about a week ago, citing two sources familiar with the matter.

来自中国的明信片——中国之旅的十大要点。星期天，我结束了对中国为期一周的访问。那是多么美好的一周啊。

Postcard from China – 10 Key Takeaways from Trip to China.On Sunday I came back from a week-long visit to China. And what a week it was.

澳新银行将中国2025年GDP预测从之前的4.8%下调至4.2%。至于2026年，澳新银行预计中国经济将增长4.3%，低于此前预测的4.5%。尽管下调了评级，但4.2%的增长预测仍然偏高。

ANZ downgrades China 2025 GDP forecast to 4.2% from 4.8% previously.As for 2026, ANZ sees the Chinese economy expanding by 4.3% - down from their previous projection of 4.5%. Despite the downgrade, the 4.2% growth projection is still on the higher side.

周三，由于投资者对强于预期的经济数据做出反应，中国10年期政府债券收益率降至1.64%左右。中国第一季度GDP增长超出预期，保持了一年半以来的最快增速。此外，2025年3月工业产出攀升，创下2021年6月以来的最快增长，超出预期。3月份零售贸易也出现了显著增长，创下2023年12月以来的最快增长，超过了市场预测。在劳工方面，3月份的失业率从上个月的两年高点小幅下降。这些积极数字在很大程度上是由旨在支持中国经济的持续政策刺激措施推动的。然而，与美国不断升级的贸易紧张局势继续笼罩着该国的经济前景。美国总统特朗普最近启动了一项针对主要进口自中国的矿产可能征收新关税的调查，引发了进一步的担忧。

China's 10-year government bond yield fell to around 1.64% on Wednesday, as investors reacted to stronger-than-expected economic data. China’s Q1 GDP grew more than anticipated, maintaining its fastest pace in a year and a half. In addition, industrial output climbed in March 2025, recording its quickest growth since June 2021 and beating expectations. Retail trade also saw a significant boost in March, posting its fastest expansion since December 2023 and surpassing market forecasts. On the labor front, the unemployment rate edged down in March from a two-year high in the prior month. These positive figures were largely fueled by ongoing policy stimulus measures aimed at supporting the Chinese economy. However, escalating trade tensions with the US continue to cloud the country's economic outlook. US President Trump recently initiated a probe into potential new tariffs on key mineral imports heavily sourced from China, sparking further concerns.