中国每周概览_科技股领涨，市场上涨 1 - 4%；修正 MSCI 中国指数盈利预测；8 月 PPI 通缩缓解，贸易增速放缓-China Weekly Kickstart_ Markets gained 1-4% led by Tech; Revised MXCN earnings forecasts; PPI deflation eased while trade growth moderated in August
2025-09-15 09:49
12 September 2025 | 11:09PM HKT China Weekly Kickstart Markets gained 1-4% led by Tech; Revised MXCN earnings forecasts; PPI deflation eased while trade growth moderated in August outperformed, IT (-2.8%) & Size (-1.0%) lagged Earnings and valuations (Pages 13-17) Flows (Pages 18) n Southbound: US$138bn ytd Policies and news MXCN rallied 4.1% to mark its highest level since Dec 2021, and CSI300 gained 1.4% this week. Tech outperformed (HSTECH/STAR50 +5.3%/5.5%). On Sep 8, President Xi delivered a keynote sp ...