周二,上证综指上涨0.44%,收于3379点,深证成分股下跌0.4%,收于10714点,涨跌互现。美国对中国半导体行业的最新打击打压了市场情绪。周一,美国政府对140家中国公司实施了出口限制,以限制北京获取美国技术,特别是在人工智能领域。金融类股也面临压力,预计利率下降将挤压保险公司的回报和银行的利润率。与此同时,中国政治局跳过了11月例行会议的宣读,这加剧了人们的猜测,即随着中国为唐纳德·特朗普的回归做准备,可能会采取额外的刺激措施。科技和消费类股大多下跌,而能源和通信板块表现优异。
The Shanghai Composite rose 0.44% to close at 3,379, while the Shenzhen Component fell 0.4% to 10,714 in mixed trading on Tuesday, as the latest US crackdown on China’s semiconductor industry weighed on market sentiment. On Monday, the US government imposed export restrictions on 140 Chinese companies to limit Beijing’s access to US technology, particularly in the artificial intelligence space. Financial stocks also faced pressure, with expectations that falling interest rates would squeeze insurers’ returns and banks’ profit margins. Meanwhile, China’s Politburo skipped a readout of its regular November meeting, fueling speculation that additional stimulus measures could be on the way as the country braces for the return of Donald Trump. Technology and consumer stocks mostly declined, while energy and communications sectors outperformed.