Today: 1 May 2026
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China Economy 28 December 2025 - 8 January 2026

Basic materials stocks today: XLB ends 2025 lower as silver slumps, China PMI surprise in focus

Basic materials stocks today: XLB ends 2025 lower as silver slumps, China PMI surprise in focus

Spot silver fell 7.1% and spot gold dropped 0.78% Wednesday as U.S. basic materials ETFs XLB and IYM lost 0.83% and 0.98%. Freeport-McMoRan slid 1.21%, Newmont 1.97%. China’s official PMI rose to 50.1 in December, signaling expansion for the first time in eight months. U.S. markets are closed Thursday for New Year’s Day.
1 January 2026
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XPeng stock slides 6% today as Chinese EV shares retreat in thin year-end trade

XPeng stock slides 6% today as Chinese EV shares retreat in thin year-end trade

XPeng’s U.S.-listed shares fell 6% to $19.99 by late morning in New York on Wednesday, while NIO dropped 9.5% and Li Auto slid 4.8%. Traders cited thin year-end liquidity and awaited January delivery data and details on China’s updated EV subsidies. XPeng’s ADRs traded between $19.87 and $20.54, with volume near 3.9 million shares. Broader U.S. stocks also slipped ahead of the New Year’s holiday.
31 December 2025
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NIO stock dips in premarket as China’s 2026 EV trade-in subsidies take shape

NIO stock dips in premarket as China’s 2026 EV trade-in subsidies take shape

NIO’s U.S.-listed shares fell about 3% to $5.33 in premarket trading Wednesday, after rising 3% Tuesday. China advanced 62.5 billion yuan in funding for its 2026 consumer trade-in program, keeping EV subsidies in place but changing subsidy rules. Analysts say the new structure may favor higher-priced models and add uncertainty for mass-market demand. Investors await January delivery data for further signals.
31 December 2025
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XPeng stock today: XPEV slides in premarket as China trade-in subsidies and new G7 REEV grab attention

XPeng stock today: XPEV slides in premarket as China trade-in subsidies and new G7 REEV grab attention

XPeng shares dropped 4.2% to $20.38 in premarket trading Wednesday, reversing a 3.8% gain from the previous session. The move followed China’s announcement of 62.5 billion yuan in 2026 trade-in subsidies for consumer goods, including new-energy vehicles. CEO He Xiaopeng detailed plans for a range-extended G7 model set to debut in early 2026.
31 December 2025
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NIO stock steadies in premarket as China rolls out 2026 trade-in subsidies for EVs

NIO stock steadies in premarket as China rolls out 2026 trade-in subsidies for EVs

NIO’s U.S.-listed shares closed up 3% at $5.50 Tuesday on heavy volume, then held steady in early premarket trade as Beijing announced new consumer subsidies for 2026, including up to 20,000 yuan for scrapping old cars and buying new energy vehicles. President Xi Jinping pledged more proactive macro policies next year. XPeng and Li Auto shares also rose.
31 December 2025
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Silver ETF SLV hit its worst day in five years — then bounced back as China export rules and margin hikes bite

Silver ETF SLV hit its worst day in five years — then bounced back as China export rules and margin hikes bite

iShares Silver Trust (SLV) fell 7.2% Monday, its steepest drop in five years, as spot silver plunged 9.5% from record highs to $71.66 an ounce. The fund rebounded 4.4% Tuesday amid continued volatility. CME Group raised margin requirements for metal futures after Monday’s close. China named approved silver exporters for 2026-27, keeping supply policy in focus.
30 December 2025
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Silver price rebounds after margin shock; SLV jumps as China export list and Fed minutes loom

Silver price rebounds after margin shock; SLV jumps as China export list and Fed minutes loom

Spot silver jumped 5.7% to $76.34 an ounce Tuesday after a 9.5% plunge Monday, with iShares Silver Trust up 3.5% in early U.S. trading. CME Group raised initial margin requirements on COMEX silver futures by 13.6% to $25,000 per contract. China authorized 44 firms to export silver in 2026–27. Traders await Fed minutes and monitor thin year-end liquidity.
30 December 2025
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Li Auto stock jumps premarket as China EV shares rally on rate-cut bets

Li Auto stock jumps premarket as China EV shares rally on rate-cut bets

Li Auto shares climbed about 4% to $17.44 in premarket trading Monday, tracking gains in other U.S.-listed Chinese EV stocks. Nio rose 4% and XPeng gained 6%, while Tesla slipped 2%. China’s passenger car association warned EV and battery demand could drop sharply in early 2026 as purchase incentives end. Markets are betting on further Federal Reserve rate cuts next year.
29 December 2025
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XPeng stock slips in premarket as AI research update meets China demand jitters

XPeng stock slips in premarket as AI research update meets China demand jitters

XPeng shares fell 2.1% to $20.34 in premarket trading Monday, reversing a 6.2% gain from Friday. The company announced its AI research with Peking University was accepted to AAAI 2026, highlighting a method to cut autonomous driving compute load. A China auto industry official warned of a sharp battery demand slowdown in early 2026 as incentives fade. Li Auto dropped 1.8% premarket; Nio rose 1.6%.
29 December 2025
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NIO stock heads into Monday with CATL battery-supply report, China demand warning in focus

NIO stock heads into Monday with CATL battery-supply report, China demand warning in focus

NIO shares closed up 4% at $5.10 Friday after reports the company is increasing reliance on CATL for batteries and halting supply from BYD’s FinDreams for its Onvo L60 SUV. China’s passenger car association chief warned battery demand could fall sharply in early 2026 as tax incentives end. U.S.-listed China EV peers also gained.
29 December 2025
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Silver Price Today Holds Near $79 Record High as Fed Rate-Cut Bets and China Export Rules Stir Supply Fears

Silver Price Today Holds Near $79 Record High as Fed Rate-Cut Bets and China Export Rules Stir Supply Fears

Spot silver hovered near $79.3 per ounce in midday New York trading Sunday, close to record highs after a sharp late-week surge. U.S. stock markets remain closed, but CME Globex silver futures reopen Sunday evening. The rally follows expectations for Fed easing, a weaker dollar, and new Chinese export rules for 2026–2027. Silver has outperformed gold in 2025, with thin markets adding to volatility.
28 December 2025
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Shenzhen Stock Exchange Outlook: ChiNext, EV Battery Stocks in Focus as Beijing Signals More Proactive 2026 Policy

Shenzhen Stock Exchange Outlook: ChiNext, EV Battery Stocks in Focus as Beijing Signals More Proactive 2026 Policy

The Shenzhen Component Index closed up 0.54% at 13,603.89 on Friday, with the ChiNext Index gaining 0.14%. Turnover across Shanghai and Shenzhen hit 2.16 trillion yuan ($307 billion), rising sharply from the previous session. Beijing reiterated a “more proactive” fiscal policy for 2026, while regulators announced tighter rules on cross-border financing from overseas listings.
28 December 2025
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Shanghai Stock Exchange Outlook: China’s 2026 Fiscal Signal, Yuan Strength, and STAR Market IPO Changes Set the Tone for the Next Session

Shanghai Stock Exchange Outlook: China’s 2026 Fiscal Signal, Yuan Strength, and STAR Market IPO Changes Set the Tone for the Next Session

The Shanghai Composite closed Friday at 3,963.68, up 0.1%, with turnover across Shanghai and Shenzhen at 2.16 trillion yuan. Gains in commercial spaceflight and lithium batteries offset broader weakness. Beijing signaled fiscal policy will be “more proactive” in 2026, aiming to boost consumption and investment. The yuan’s recent strength has eased foreign outflows and lifted market sentiment.
28 December 2025
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Stock Market Today

  • Nvidia Shares Drop Over 4% Amid Increasing AI Chip Competition from Google and Amazon
    April 30, 2026, 8:44 PM EDT. Nvidia (NVDA) stock fell over 4% on Thursday as investors reacted to growing competition in the AI chip market from tech giants Amazon (AMZN) and Google (GOOG, GOOGL). Amazon reported strong growth in its in-house chip unit, while Google announced plans to sell its custom Tensor Processing Units (TPUs) to select customers for data center installation. Nvidia's B300 server prices have nearly doubled in China due to a crackdown on chip smuggling. Despite concerns, Nvidia maintains confidence in its chip flexibility, a key advantage in the AI infrastructure sector. Meanwhile, Qualcomm (QCOM) surged 14%, and memory and storage stocks like Sandisk (SNDK), Western Digital (WDC), and Seagate (STX) also advanced amid rising data center costs noted by Microsoft and Meta.

Latest article

Sandisk Stock Falls After Blowout Q3 Earnings as AI Storage Rally Hits a High Bar

Sandisk Stock Falls After Blowout Q3 Earnings as AI Storage Rally Hits a High Bar

1 May 2026
Sandisk shares dropped about 6% in after-hours trading Thursday despite reporting fiscal Q3 revenue of $5.95 billion, up 251% from a year earlier, and net income of $3.62 billion. The company announced a $6 billion buyback and forecast Q4 revenue of up to $8.25 billion. Gross margin rose to 78.4%. Shares had closed at $1,096.51 before slipping to about $1,030.
Apple Stock Slips After Earnings Beat as iPhone Supply Snag Clouds $100 Billion Buyback

Apple Stock Slips After Earnings Beat as iPhone Supply Snag Clouds $100 Billion Buyback

1 May 2026
Apple reported fiscal Q2 revenue of $111.2 billion and earnings of $2.01 per share, beating analyst estimates. The board approved a $100 billion share buyback and raised the dividend. Shares fell about 1% after hours as iPhone sales missed forecasts and chip supply remained tight. Investors are watching for clarity on AI strategy and the upcoming CEO transition to John Ternus.
Nvidia Stock Falls as Google and Amazon AI Chip Push Tests the AI Trade

Nvidia Stock Falls as Google and Amazon AI Chip Push Tests the AI Trade

30 April 2026
Nvidia shares dropped 4.6% to $199.57 Thursday as investors reacted to Alphabet and Amazon expanding sales of their own AI chips. Alphabet reported Google Cloud revenue up 63% and began selling TPU chips directly to customers. AMD and Broadcom shares rose 5.1% and 3.0%, respectively. Amazon said its Trainium chip line secured $225 billion in revenue commitments.
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