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早盘：对中国征收104%关税，市场畏缩。Ankur Banerjee展望欧洲和全球市场的未来

Morning Bid: Markets cower as 104% tariffs on China begin.A look at the day ahead in European and global markets from Ankur Banerjee

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Premier Li Qiang expressed confidence in China’s economic resilience, noting that Beijing has sufficient policy tools to "fully offset" external shocks, including the latest tariff threats from U.S. President Donald Trump. In a call with European Commission President Ursula von der Leyen on Tuesday, Li said China’s macroeconomic policies have accounted for uncertainties and emphasized confidence in sustained growth this year. He reaffirmed Beijing's commitment to stable, long-term economic development. Both Europe and China are bracing for major impacts from Trump’s reciprocal tariffs. Europe faces an additional 20% levy, while China will be hit with a steep 104% surtax, effective from 12:01 AM EDT on April 9. Separately, China’s Foreign Ministry criticized the use of tariffs as economic pressure, calling such tactics unproductive and harmful to all parties involved.

马来西亚股市周三早盘暴跌27点，跌幅1.9%，至1417点，前一天持平。在美国对中国商品征收约104%的新关税将于今天生效之前，由于贸易紧张局势升级，华尔街隔夜出现悲观情绪。KLCI指数跌至10月初以来的最低水平，几乎所有行业都出现了亏损，其中工业服务和耐用消费品行业领涨。马来西亚央行行长发表声明称，多元化经济将有助于减轻美国对马来西亚出口征收24%关税的影响，但未能提振市场情绪。交易员还预计，由于国内需求进一步疲软，本周晚些时候中国将公布消费者和生产者价格数据。表现最差的是联昌国际集团（-3.6%）、马来西亚国家石油化工公司（-3.1%）、新加坡国家石油天然气公司（-2.8%）、丰隆（-1.7%）和马来亚银行（-1.4%）。

Malaysia shares plummeted 27 points, or 1.9%, to 1,417 in morning trade on Wednesday, after being flat the previous day. The decline tracked a downbeat session on Wall Street overnight amid escalating trade tensions ahead of new U.S. tariffs on Chinese goods of around 104% set to take effect today. The KLCI Index hit its lowest level since early October, with almost all sectors trading in the red, led by the industrial services and consumer durables sectors. A statement from Malaysia's central bank governor that a diversified economy will help mitigate the impact of the 24% tariff rate imposed by the U.S. on Malaysian exports failed to lift sentiment. Traders also anticipated consumer and producer price data from China later this week amid further weak domestic demand. Among the bottom performers were CIMB Group (-3.6%), Petronas Chemicals (-3.1%), Petronas Gas Berhad (-2.8%), Hong Leong (-1.7%), and Maybank (-1.4%).

周三，上证综指下跌1.9%，至3100点以下，而深证成指下跌0.9%，至9340点，扭转了前一交易日的涨势，因为美国总统唐纳德·特朗普将对中国征收高达104%的关税，这似乎是一场全面的贸易战。北京最近发誓要“战斗到底”，并承诺加大对美国出口的报复力度。与此同时，白宫新闻秘书卡罗林·莱维特表示，特朗普不会放弃他的关税计划，并补充说，中国“想达成协议，他们只是不知道该怎么做”。周三，贵州茅台（-1.3%）、力士精密（-3.1%）、歌尔（-7.5%）、比亚迪公司（-2.6%）和现代安培（-2.7%）的关税明显下降。周二，中国股市反弹，北京方面通过推动国有金融机构增持国内股票，加大了对资本市场的支持力度。

The Shanghai Composite fell 1.9% to below 3,100 while the Shenzhen Component lost 0.9% to 9,340 on Wednesday, reversing gains from the previous session as US President Donald Trump is set to impose a hefty 104% tariff on China in what appears to be an all-out trade war. Beijing recently vowed to “fight to the end” and pledged to escalate its retaliation on US exports. Meanwhile, White House Press Secretary Karoline Leavitt said that Trump will not back down on his tariff plans, adding that China “wants to make a deal, they just don’t know how to do it.” Notable declines were seen on Wednesday from Kweichow Moutai (-1.3%), Luxshare Precision (-3.1%), Goertek (-7.5%), BYD Company (-2.6%), and Contemporary Amperex (-2.7%). On Tuesday, Chinese stocks rebounded as Beijing ramped up support for its capital markets by pushing state-owned financial institutions to load up on domestic shares.