中国每周动态-MXCN 下跌 1%；中美韩国会晤后美国下调对华关税；上调 2025-27 年 GDP 增长预期
2025-11-01 13:47
31 October 2025 | 11:19PM HKT Portfolio Strategy Research CHINA WEEKLY KICKSTART MXCN lost 1%; US lowers tariffs on China after the Xi-Trump meeting in South Korea; Higher GDP growth forecasts for 2025-27 MXCN/CSI300 lost 1.5%/0.4%. President Xi and President Trump met in South Korea on Oct 30. Trump said that the US will reduce its fentanyl-related tariffs on China by 10% and partially loosen its export controls, in exchange for a one-year postponement of China's rare earth controls and a resumption of soy ...