中国官方制造业和非制造业PMI将于周末公布。中国官方的制造业和非制造业PMI将于周末公布。8月31日星期日格林尼治标准时间0130，即美国东部时间8月30日星期六2230，预计2025年8月制造业采购经理人指数将连续第五个月保持在收缩区间：预计为49.4，高于今年华盛顿和北京之间的49.3贸易紧张局势，以及最近的极端夏季天气和北京最近遏制产能过剩的努力，抑制了工厂活动。

China official manufacturing and non-manufacturing PMIs will be published over the weekend.China's official manufacturing and non-manufacturing PMIs will be published over the weekend. At 0130 GMT on Sunday August 31, which is 2230 US Eastern time on Saturday, August 30, 2025 Manufacturing PMI for August is expected to have remained in contractionary territory for the fifth consecutive month: expected 49.4, prior 49.3 Trade tensions between Washington and Beijing this year, along with recent extreme summer weather and Beijing's recent efforts to curb excess capacity have dampened factory activity.

上证综指上涨0.4%，收于3860点左右，而深证成分股周五上涨0.5%，收于12630点，在大盘走强的情况下延续了前一交易日的涨幅。随着中国股市因美中贸易紧张局势缓解、对新刺激措施的预期以及资金流入增加、零售参与度提高和保证金购买等支持因素而上涨，这两个基准指数都有望实现稳健的月度涨幅。尽管对基本面疲软的担忧挥之不去，但投资者重新燃起兴趣，推动了人工智能和半导体股的反弹。周五，中国北方稀土和胜利巨人各上涨2.5%，多晶硅公司上涨16.4%，上海石山上涨4.8%，苏州TFC上涨6.8%。相比之下，Cambricon Technologies下跌6.4%，结束了创纪录的反弹，此前这家人工智能芯片制造商报告称上半年利润有所回升。

The Shanghai Composite rose 0.4% to around 3,860, while the Shenzhen Component gained 0.5% to 12,630 on Friday, extending the previous session’s advance amid broad market strength. Both benchmarks are on track for solid monthly gains as Chinese equities rallied on easing US-China trade tensions, expectations of new stimulus, and supportive factors such as stronger fund inflows, rising retail participation, and margin buying. Artificial intelligence and semiconductor stocks drove the rally, buoyed by renewed investor interest despite lingering concerns about weak fundamentals. Among notable movers on Friday, China Northern Rare Earth and Victory Giant each gained 2.5%, Dosilicon Co surged 16.4%, Shanghai Stonehill rose 4.8%, and Suzhou TFC added 6.8%. In contrast, Cambricon Technologies dropped 6.4%, ending a record rally after the AI chipmaker reported a swing to first-half profit.

商务部周四在一份声明中宣布，中国已将对从美国、欧盟、韩国、日本和泰国进口的苯酚征收的反倾销税再延长五年，自8月29日起生效。该决定是在2024年9月应中国国内产业的要求对现有反倾销措施进行审查后作出的。根据该部的说法，取消关税可能会导致倾销的继续或再次发生，从而可能对国内生产商造成进一步或新的伤害。苯酚是一种重要的有机化工原料，主要用于生产工业原料。

China has extended anti-dumping duties on phenol imports from the United States, the European Union, South Korea, Japan, and Thailand for an additional five years, effective August 29, the Ministry of Commerce announced in a statement on Thursday. The decision follows a review of the existing anti-dumping measures, which began in September 2024 at the request of China’s domestic industry. According to the ministry, removing the duties could lead to the continuation or recurrence of dumping, potentially causing further or renewed injury to domestic producers. Phenol is an important organic chemical raw material, primarily used in the production of industrial materials.

英伟达向中国出售Blackwell芯片：开始与特朗普政府进行对话。如果这种情况发生，国家安全言论只是特朗普做他想做的事情的一种方式（无论如何，这都是现实）。当然，英伟达将向美国支付出售其芯片的权利。

Nvidia on Blackwell chips to China: Starting to have conversations w/Trump Aministration.If that can occur, the national security rhetoric is simply a way for Trump to do what he wants (which is the reality anyway). Of course, Nvidia would pay the US for that right to sell their chips.