高盛将2026年中国经济增长前景上调至4.8%，主要得益于出口强劲和政策支持。高盛上调了对中国的增长前景，理由是出口有弹性、美中贸易紧张局势缓解，以及北京最新五年计划带来的新政策势头。

Goldman Sachs raises 2026 China growth outlook to 4.8% on export strength, policy support.Goldman Sachs has raised its growth outlook for China, citing resilient exports, easing U.S.–China trade tensions, and renewed policy momentum from Beijing's latest five-year plan.

10月，中国CPI同比上涨0.2%，核心指标创19个月新高。中国10月通胀转为正值，预示着价格企稳的初步迹象。总体CPI同比上涨0.2%，超过了持平增长的预期，并从9月的-0.3%反弹。

China CPI turns positive to 0.2% yoy in October, core gauge hits 19-month high.China's inflation turned positive in October, signaling tentative signs of price stabilization e. Headline CPI rose 0.2% yoy, beating expectations of flat growth and rebounding from September's -0.3%.

据路透社报道，中国商务部周日表示，中国已豁免对民用Nexperia芯片的出口管制，此举将有助于缓解汽车制造商和汽车供应商的供应短缺。这一声明标志着北京方面发出了迄今为止最强烈的信号，即将缓解荷兰政府控制汽车电气系统基本芯片的主要制造商Nexperia后实施的出口限制对全球汽车行业造成的压力。Nexperia总部位于荷兰，但归中国公司Wingtech所有，一直处于北京和西方政府之间更广泛的技术纠纷的中心。中国商务部没有具体说明什么是民用，但此前德国和日本公司发表声明称，Nexperia中国制造的芯片已经恢复交付。

China has granted exemptions to export controls on Nexperia chips for civilian applications, the commerce ministry said on Sunday, in a move that will help relieve supply shortages for carmakers and automotive suppliers, Reuters reported. The announcement marks the strongest signal yet from Beijing that it will ease pressure on the global auto industry caused by export curbs imposed after the Dutch government took control of Nexperia, a major manufacturer of basic chips used in automotive electrical systems. Nexperia, based in the Netherlands but owned by Chinese company Wingtech, has been at the center of a broader technology dispute between Beijing and Western governments. China's commerce ministry did not specify what qualifies as civilian use, but the announcement follows statements from German and Japanese companies saying that deliveries of Nexperia’s China-made chips have resumed.

中国暂停对美国出口镓、锗和其他关键金属的禁令。中国暂停对美国出口镓、锗和其他关键金属的禁令

China suspends ban on exports of gallium, germanium and other critical metals to US.China suspends ban on exports of gallium, germanium and other critical metals to US