Group 1 - The recent announcement by President Trump regarding a potential 100% tariff on Chinese goods and export controls on "all critical software" has led to significant market reactions, with U.S. stocks dropping 1.9% and A-shares showing resilience with only a 0.19% decline [1] - The A-share market demonstrated a strong recovery after initial panic, indicating an increasing ability to withstand external shocks, supported by a robust macroeconomic environment and structural optimization in foreign trade [2] - The A-share market's resilience is attributed to a complete industrial chain, diversified export markets, ample policy tools, and a large domestic demand market, which collectively minimize the risks from external shocks [2] Group 2 - Continuous inflow of medium to long-term capital into the A-share market has provided essential liquidity, while share buybacks and major shareholder increases have bolstered market confidence [3] - The ongoing optimization of the industrial structure among listed companies has led to improvements in both quality and investment value, further enhancing the attractiveness of A-shares [3]
关税几番“狼来了” A股韧性依旧
Bei Jing Shang Bao·2025-10-13 15:33