周五盘中，三倍做多富时中国ETF-Direxion（YINN）大跌6.42%，引发市场广泛关注。这一显著跌幅反映了投资者对中国股市前景的担忧，主要受到全球资金流向变化、中国消费市场疲软等多重因素的影响。
根据路透社报道，全球投资者正大举撤离印度股市，转而购买中国股票。过去六个月里，外国投资者已从印度股市撤资近290亿美元，而这些资金部分流向了中国。然而，这一趋势似乎未能提振YINN的表现。耐克（Nike）最新财报显示，其在中国市场的收入同比下降17%，反映出中国消费市场可能面临挑战。作为全球知名品牌，耐克的业绩可视为中国消费力的一个晴雨表。
此外，中金最新研报指出，特朗普可能推行的"大重置"政策或将影响全球资本市场格局。报告预计，美股的"例外论"可能终结，而欧洲、新兴市场尤其是中国股市有望开启趋势性重估。这种潜在的市场格局变化可能引发投资者对中国相关ETF的谨慎态度。尽管如此，华为高管杨超斌近期表示，中国AI技术发展迅猛，行业智能化全面提速，这可能为中国经济带来新的增长动力。投资者需密切关注后续中国经济数据和政策动向，以评估YINN未来走势。
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