科技股遭遇抛售，此前有报道称，中国当局可能允许购买英伟达公司的新一代芯片，美国还拟对外国光学产品生产商实施制裁。受此拖累，中国股市周一触及一年低点。
Chinese shares touched a one-year low, led by a selloff in technology firms after a report that authorities may allow purchases of Nvidia Corp.’s new chips and proposed US sanctions on foreign optical producers.
上证指数之一的沪深300指数周一盘中一度下跌2.4%。芯片制造商寒武纪和兆易创新，以及光通信企业中际旭创和新易盛均跌幅居前，跌幅至少达到5%。因公共假日，中国内地市场周五休市。
The onshore benchmark CSI 300 Index dropped as much as 2.4% on Monday. Chipmakers Cambricon Technologies Corp. and GigaDevice Semiconductor Inc., as well as optical companies Zhongji Innolight Co. and Eoptolink Technology Inc., were among the top decliners, down at least 5% each.
《The Information》报道称，北京释放信号，可能允许本土企业购买英伟达的新半导体产品。在国内竞争本已激烈的情况下，此举可能进一步威胁本土芯片制造商，导致投资者情绪恶化。
Mainland Chinese markets were closed on Friday for a public holiday. Investor mood soured after The Information reported that Beijing signalled it may let local firms buy Nvidia’s new semiconductors, a development that may further threaten homegrown chipmakers amid already intense domestic competition.
美国四名参议员周五还提出法案，将中际旭创和新易盛列为政府采购的受限供应商，这进一步加剧了市场疲软。
Adding to the weakness was a Friday move by four US senators to introduce legislation that named Innolight and Eoptolink as restricted vendors for government procurement.
Global X Management投资策略师比利·梁在谈及拟对这两家中国光学企业实施的制裁时表示：“对盈利的直接影响有限，但这表明技术限制与外交正沿着不同轨道推进。”他补充称，上周峰会达成的为期两个月的美中贸易休战“未能达到各方期望”。美国总统唐纳德·特朗普与中国国家主席习近平举行的会晤备受关注，但并未给市场带来多少意外，其中包括对约300亿美元产品实施预期的关税优惠，以及将贸易停火延长至明年1月的决定。
“The direct earnings impact is limited, but it shows that tech restrictions are running on a separate track to diplomacy,” Billy Leung, an investment strategist at Global X Management, referring to the proposed sanctions on the two Chinese optical firms. He added that the two-month US-China trade truce reached at last week’s summit “fell short of hopes.” The closely watched gathering between US President Donald Trump and his Chinese counterpart Xi Jinping yielded few surprises for markets, including expected tariff relief on about $30 billion of products as well as a decision to extend the trade ceasefire until January.