特斯拉(TSLA.O)將於12月3日召開年度股東大會。

Zhang Jun, chief economist and head of research at China Galaxy Securities, said last week’s US tech-led selloff weakened global risk sentiment but does not alter A‑share core pricing logic. Institutional reforms are advancing, listed companies’ operating quality is steadily improving and market resilience is rising. Valuations are overall low with ample margin of safety; CSI 300 P/E is about 13x, near its historical median, providing a valuation buffer. Earnings dynamics are shifting from scale-driven growth to premiums tied to global competitiveness. Investors should prioritize fundamental quality improvement over short-term sentiment swings, treat overseas volatility as temporary, and position for long-term opportunities tied to new productive forces and high‑quality development.

On Oct. 18 U.S. Treasury Secretary Bessent said in an interview the U.S. government has not ordered any limits on Ukrainian use of Starlink and urged Zelenskiy to refrain from making false allegations. On Oct. 19 Secretary of State Rubio said the U.S. has not interrupted intelligence sharing with Ukraine, contradicting Zelenskiy’s earlier claim that Washington briefly cut off intelligence support.