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面对本土市场增长动能趋缓，中国电动汽车巨头比亚迪正将国际化扩张置于前所未有的战略核心。公司不仅设定了2026年海外市场销售130万辆汽车的明确目标，更计划于明年第一季度推出两款全新高端旗舰车型，以产品升级驱动全球增长。

周五，Diginex（股票代码：EQOS）的股价走势为投资者上演了一出典型的市场情绪反转剧。该公司宣布在巴西达成一项合资企业协议后，其股价在盘前交易时段一度飙升超过32%，然而这股热情未能延续至常规交易时段。当日收盘，该股在纳斯达克市场下跌8.15%，报收于1.24美元。在德国Tradegate交易所，股价亦下跌8.90%，收于1.044欧元。

近期市场情绪因一则监管动态而显著升温。据多家媒体报道，中国监管机构已向阿里巴巴、腾讯及字节跳动等本土科技巨头“原则性”批准采购英伟达H200人工智能加速器芯片。这一进展对于英伟达而言意义远超单一产品销售：中国是其仅次于美国的第二大市场，但在美国出口管制措施实施后，该市场长期被视为不确定因素。