美国政策变化影响中国和东亚市场，持续增长潜力【a南方港元-r APAC周中一瞥】

东亚

【 $CSOP LOW CARBON US$ (LCU.SG)$】年初至今回报率：+11.89%

• $三星电子 (SSNLF.US)$ '股票上涨 最高上涨到3% 在2024年11月25日，英伟达的CEO确认他们正在加快三星人工智能内存芯片的认证过程后，股价自11月8日以来首次高涨。

• 即将生效的额外10%的关税 即将生效的额外10%的关税 on Chinese goods by the US could impact Chinese equities.

【 $南方东英东南亚科技指数ETF(SGD) (SQQ.SG)$YTD回报率：+28.23%

• Loop Capital已将价目标提高至135美元 $Sea (SE.US)$ ，指出电子商务和游戏领域取得了显著的改进 显著的改进 在电子商务和游戏领域

• $Sea (SE.US)$ 将受益于其在十月份应用内购收入增长的强劲同比增长，及其在Jefferies提到的亚洲互联网会议后的积极观点。

中国

【 $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ YTD回报：+8.79%

【 $CSOP DIV ETF S$ (SHD.SG)$ YTD回报：+10.07%

根据彭博新闻最新调查，预计中国经济将在第四季度增长4.9%，略高于之前的估计。 4.9% • 根据彭博新闻的最新调查，预计中国经济将增长4.9%，略高于之前的估计。

• CATL has introduced a new range of commercial vehicle batteries under its Tectrans brand, featuring super-fast charging, long-range, long-life, and durable versions. The electrification rate of heavy-duty commercial vehicles remains relatively low, presenting significant market growth potential.

美国

• Scott Bessent's appointment as Treasury Secretary by Trump, who supports tariff and tax cut plans but prioritizes economic stability, initially boosted US equities and treasuries.

• However, Trump's subsequent announcement of additional 10% tariffs on Chinese goods and 25% levies on imports from Mexico and Canada, justified by alleged drug control failures and immigration issues, has added a new dynamic.

$星展集团控股 (D05.SG)$ $凯德投资 (9CI.SG)$ $华侨银行 (O39.SG)$ $新加坡航空公司 (C6L.SG)$ $海庭 (5E2.SG)$ $大华银行 (U11.SG)$ $新电信 (Z74.SG)$ $扬子江船业 (BS6.SG)$ $新翔集团 (S58.SG)$ $泰国酿酒 (Y92.SG)$ $胜科工业 (U96.SG)$

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指数提供商免责声明

LCU

The CSOP CGS-CIMb FTSE Asia Pacific Low Carbon ETF (the “ETF”) has been developed solely by CSOP Asset Management Pte. Ltd. The ETF is not in any way connected to or sponsored, endorsed, sold, or promoted by the London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). FTSE Russell is a trading name of certain of the LSE Group companies. All rights in the FTSE Asia Pacific Low Carbon Select Index (the “Index”) vest in the relevant LSE Group company which owns the Index. FTSE® is a trademark of the relevant LSE Group company and is used by any other LSE Group company under license. The Index is calculated by or on behalf of FTSE International Limited or its affiliate, agent, or partner. The LSE Group does not accept any liability whatsoever to any person arising out of (a) the use of reliance on or any error in the Index or (b) investment in or operation of the ETF. The LSE Group makes no claim, prediction, warranty, or representation either as to the results to be obtained from the ETF or the suitability of the Index for the purpose to which it is being put by CSOP Asset Management Pte. Ltd.

SCY

The Index Provider of the Underlying Fund is China Securities Index Co., Ltd. (“CSIC”). The Index Provider is not related to the Underlying Fund Manager. An index licensing agreement was signed between CSIC and the Underlying Fund Manager. CSIC has authorized the Underlying Fund Manager to use the CSI STAR & CHINEXt 50 Index for various purposes as stated in and subject to the conditions of the index licensing agreement entered into between CSIC and the Underlying Fund Manager, including using the CSI STAR & CHINEXt 50 Index as the performance benchmark for the Underlying Fund. The Underlying Fund is not in any way sponsored, endorsed, sold, or promoted by CSIC and CSIC makes no warranty or representation whatsoever, expressly, or impliedly, either as to the results to be obtained from the use of the CSI STAR & CHINEXt 50 Index and/or the figure at which the CSI STAR & CHINEXt 50 Index stands at any particular time on any particular day or otherwise. The CSI STAR & CHINEXt 50 Index is administered, calculated, and published by CSIC. CSIC shall not be liable (whether in negligence or otherwise) to any person for any error in the Underlying Fund and the CSI STAR & CHINEXt 50 Index and shall not be under any obligation to advise any person of any error therein.

SQQ/SQU

CSOP iEdge东南亚+科技指数etf绝不受新加坡交易所有限公司及/或其关联公司（统称为“新加坡交易所”）的赞助、认可、销售或推广，并且新加坡交易所在任何情况下均不明示或暗示担保或陈述使用指数和/或指数在任何特定时间或任何特定日期具体数值的结果。指数由新加坡交易所管理、计算和发布。新加坡交易所不对任何人（无论是否属于疏忽或其他原因）因CSOP iEdge东南亚+科技指数etf和指数中的任何错误而导致的任何错误而承担责任，并不承担通知任何人其中任何错误的义务。 “新加坡交易所”是新加坡交易所的商标，由基金管理人在许可下使用。指数的所有知识产权归新加坡交易所所有。

SHD

所有关于上证红利指数（"指数"）的权利归中国证券指数有限公司（"csi"）所有。csi对与指数相关的任何数据的准确性或完整性不作任何明示或暗示的保证。csi对指数的任何错误（无论是由于疏忽还是其他原因）对任何人均无责任，也不承担向任何人通知其中任何错误的义务。基于该指数的产品未经csi赞助、认可、销售或推广，并且csi对此不承担任何责任。

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