Core Viewpoint - The escalation of trade tensions between the U.S. and China has led to a pullback in Chinese stocks, presenting a "buy the dip" opportunity for investors [1][2]. Group 1: Market Reactions - Following President Trump's warning of significant tariffs on Chinese goods, the Nasdaq Golden Dragon China Index experienced a drop of over 6%, marking the largest decline since April [1]. - U.S. stock futures showed signs of recovery in early Asian trading after Trump indicated a willingness to negotiate with China [1]. Group 2: Analyst Perspectives - Francis Tan from Indosuez Wealth Management noted that the recent market pullback is a healthy correction, providing a good opportunity for investors to increase their allocation in Chinese assets [1]. - Analysts from Jefferies Hong Kong Ltd. suggested that further market sell-offs could create attractive entry points for stocks related to AI, data centers, and semiconductor manufacturing [2]. - Gary Dugan from Global CIO Office emphasized that the geopolitical tensions would lead to profit-taking after a strong market rally, viewing the pullback as an opportunity to position in Asian markets and tech sectors [2]. - Hao Hong from Lotus Asset Management highlighted that China's decision not to retaliate against Trump's tariff threats could help mitigate downside risks in the Chinese market [2]. Group 3: Current Market Context - The current market situation differs from the volatility seen in April, as Chinese stocks, despite the recent pullback, have performed well globally and remain undervalued [3].
特朗普再掀贸易风暴或挫伤中概股？ 分析师：不慌！市场回调将带来买入良机
智通财经网·2025-10-13 03:41