Xin Lang Cai Jing·2025-10-14 01:35Group 1 - The trade tensions between the US and China are escalating, with the US President threatening "100% tariffs" and "export controls" in response to China's new rare earth export restrictions [3] - China's Ministry of Commerce clarified that the rare earth export is not a complete ban, and export applications that meet regulations will be approved, specifically for non-military and non-terrorism uses [3] - The ongoing federal government shutdown has delayed the release of official data, leading to increased risk premiums in the market, prompting short-term capital to adjust asset allocations towards safer investments [3] Group 2 - The Hong Kong Stock Connect recorded a net outflow of 400 million HKD on Friday, with Xiaomi Group (01810.HK) seeing the highest net inflow of 930 million HKD, followed by Pop Mart (09992.HK) [3] - Conversely, SMIC (00981.HK) experienced the largest net outflow of 2.7 billion HKD, followed by Alibaba (09988.HK) [3]