日经：中国稀土协议细节出现分歧。日经新闻报道称：中国与美国暂停稀土出口限制协议的细节出现了分歧。华盛顿表示，通行证控制也将被取消。

Nikkei: Discrepancies have emerged over the details of China's agreement on rare earth.Nikkei is reporting that: Discrepancies have emerged over the details of China's agreement with the US to pause rare earth export restrictions. Washington says pass controls will also be eliminated.

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The Shanghai Composite rose 0.97% to close at 4,008 while the Shenzhen Component advanced 1.73% to 13,452 on Thursday, extending gains for a second session as chipmakers led the rally. The gains came after Chinese authorities directed that new data center projects receiving state funding must exclusively use domestically produced AI chips, reinforcing the country’s push for tech self-sufficiency. Leading chip-related gainers included Cambricon Technologies (9.8%), Zhongji Innolight (4.2%), Zhejiang Sanhua (8%), Victory Giant (6%), and Eoptolink Technology (3.1%). Investors also awaited China’s October trade and inflation reports later this week for clues on economic momentum. Meanwhile, Premier Li Qiang reiterated this week that China’s economy is on track to exceed CNY 170 trillion within five years and pledged to further open the consumer market to global companies following the recent trade deal with the US.

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The Shanghai Composite rose 0.97% to close at 4,008 while the Shenzhen Component advanced 1.73% to 13,452 on Thursday, extending gains for a second session as chipmakers led the rally. The gains came after Chinese authorities directed that new data center projects receiving state funding must exclusively use domestically produced AI chips, reinforcing the country’s push for tech self-sufficiency. Leading chip-related gainers included Cambricon Technologies (9.8%), Zhongji Innolight (4.2%), Zhejiang Sanhua (8%), Victory Giant (6%), and Eoptolink Technology (3.1%). Investors also awaited China’s October trade and inflation reports later this week for clues on economic momentum. Meanwhile, Premier Li Qiang reiterated this week that China’s economy is on track to exceed CNY 170 trillion within five years and pledged to further open the consumer market to global companies following the recent trade deal with the US.

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The Shanghai Composite rose 0.97% to close at 4,008 while the Shenzhen Component advanced 1.73% to 13,452 on Thursday, extending gains for a second session as chipmakers led the rally. The gains came after Chinese authorities directed that new data center projects receiving state funding must exclusively use domestically produced AI chips, reinforcing the country’s push for tech self-sufficiency. Leading chip-related gainers included Cambricon Technologies (9.8%), Zhongji Innolight (4.2%), Zhejiang Sanhua (8%), Victory Giant (6%), and Eoptolink Technology (3.1%). Investors also awaited China’s October trade and inflation reports later this week for clues on economic momentum. Meanwhile, Premier Li Qiang reiterated this week that China’s economy is on track to exceed CNY 170 trillion within five years and pledged to further open the consumer market to global companies following the recent trade deal with the US.