GO
| HSI1 | 25,889.48 | -400.84 | 490.37B |
| HSCEI1 | 9,222.54 | -135.78 | 194.82B |
| Back Zoom + Zoom - Block Traded | |
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2025-10-13 11:47:10 The unexpected reignition of US-China trade tensions last week prompted both countries to announce heavy new trade restrictions, Citi's report indicated. Following China's announcement to toughen up rare earth export controls, the Trump administration planned to slap an additional 100% tariff on Chinese goods, effective November 1, along with export controls on various key software. The summit meeting originally slated for the end of this month may also be canceled. Citi stated that the renewed trade tensions may prompt investors to hedge against export-focused stocks and shift towards localization names (semiconductors and software) and non-export-focused companies, although Apple and the AI supply chain may remain immune due to their overseas production capabilities. In light of numerous positive catalysts ahead, the correction in the AI supply chain may provide a bottom-fishing opportunity. Stock ideas included ASMPT (00522.HK), OMNIVISION (603501.SH), SG (300661.SZ), CHANG ELEC TECH (600584.SH), KINGDEE INT'L (00268.HK), Q TECH (01478.HK), and XIAOMI-W (01810.HK). ~ AASTOCKS Financial News Website: www.aastocks.com | |