中国资产集体大涨。 今日晚间，美股开盘后，中国资产表现亮眼，纳斯达克中国金龙指数一度大涨超2%，两倍做多中国互联网股票ETF一度 大涨超5%。热门中概股全线走强，百度盘初一度暴涨超8%。今日亚洲交易时段，恒生科技指数大涨超4%，据高盛最新 数据，有迹象表明今日港股大涨是外资驱动的。 目前美股市场静待美联储利率决议，三大指数盘初窄幅震荡，纳指小幅下挫，美股芯片股多数走低。据悉，美国联邦公 开市场委员会（FOMC）政策会议已于北京时间17日21:00开始，将于18日02:00公布9月利率决议。华尔街一致预期，美 联储将在此次会议上降息25个基点。 中国资产大涨 北京时间9月17日晚间，美股开盘后，中国资产全线走强， 截至发稿 ，纳斯达克中国金龙指数大涨2.4%，两倍做多中国 互联网股票ETF大涨超5%，三倍做多富时中国ETF大涨超4%，中国科技ETF大涨超3%，中国海外互联网ETF涨超2%。 热门中概股普涨，百度大涨超7%，百度H股17日大涨超15%，多家机构大幅上调其目标价；金山云大涨超6%，万国数 据、世纪互联、老虎证券涨超5%，拼多多、腾讯音乐、贝壳涨超4%，蔚来、极氪、新东方涨超3%，阿里巴巴、京东、 理 ...

Group 1 - International investors have shown increasing demand for Chinese assets, with five large overseas China stock ETFs attracting a net inflow of $2.753 billion since July [1] - As of July 25, the iShares MSCI China ETF reached an asset size of $7.187 billion, a growth of 12.38% since the end of June; KraneShares' China Overseas Internet ETF grew to $7.648 billion, with a 20% increase [3] - Korean investors have significantly increased their investment in Chinese stocks, with a cumulative transaction amount of $5.764 billion since 2025, maintaining China's position as the second-largest overseas stock investment destination for Korean investors [3] Group 2 - Overseas actively managed funds are increasing their positions in Chinese tech stocks, with notable increases in holdings for Tencent, Trip.com, and Alibaba among various funds [4] - Goldman Sachs has raised its 12-month target for the MSCI China Index from 85 to 90, indicating an 11% upside potential, driven by robust GDP growth in Q2, a recovery in the Hong Kong IPO market, and continued inflows from southbound funds [4] - The MSCI China Index and the CSI 300 Index have recently reached new highs, reflecting a positive market sentiment [4]

Core Viewpoint - Chinese assets experienced a significant surge, with the Nasdaq Golden Dragon China Index rising over 3% and various Chinese concept stocks seeing substantial gains amid a backdrop of mixed performance in the US stock market [2][5]. Group 1: Chinese Asset Performance - The Nasdaq Golden Dragon China Index increased by 3.5%, while the three-times leveraged FTSE China ETF rose over 8% [5]. - Notable gains were observed in popular Chinese concept stocks, including a rise of over 11% for Xunlei, and increases of over 5% for Xiaopeng Motors and Tencent Music [2][5]. - The offshore RMB strengthened against the US dollar, recovering above the 7.24 mark, with a daily increase of over 150 points [5]. Group 2: US Employment Data - The ADP Research reported a surprising drop in US employment numbers for February, with an increase of only 77,000 jobs, the smallest since July 2024, significantly below the expected 140,000 [7][8]. - Job losses were primarily concentrated in the service sector, particularly in trade, transportation, utilities, and education and healthcare [7]. - Wage growth remained relatively stable, with a 6.7% increase for job switchers and a 4.7% increase for those staying in their positions [8]. Group 3: Tariff Developments - US Commerce Secretary Howard Lutnick indicated that President Trump may consider providing tariff relief for certain categories, potentially including automobiles, contingent on Canada's actions against fentanyl [12][13]. - Tariffs are expected to remain at 25%, but some categories may be exempted [13]. - Concerns were raised regarding the potential negative impact of Trump's tariff policies on US GDP growth and inflation, with estimates suggesting a 1% decrease in GDP growth and a 0.6% increase in inflation [15].