为周末公布的中国通胀数据做好准备——10月份CPI和PPI。我查过经济日历，在任何地方都看不到这些“预期”。根据我们对中国经济的了解，PPI将保持通货紧缩，而CPI（同比）可能会保持通货紧缩。

Heads up for Chinese inflation data due over the weekend - CPI and PPI for October.I've checked economic calendars and I can't see 'expected' for these anywhere. PPI will remain in deflation while the CPI (y/y) is likely to remain in deflation given what we know about the Chinese economy.

亚洲经济日历2025年11月7日星期五-美联储发言人，中国贸易数据。10月份中国海外贸易数据将于今天公布，屏幕截图中列出的0300 GMT时间仅供参考。预计出口和进口都会增长，但10月份的增长速度比9月份慢。

Economic calendar in Asia Friday, November 7, 2025 - Fed speakers, China trade data.Data for Chinese overseas trade data for October is due today, the 0300 GMT time listed in the screenshot should be used as a guide only. Both exports and imports are expected to have grown, but at a slower pace in October than in September.

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.