中國修改反間諜法可能令外商卻步，從而對經濟雪上加霜:
"Some foreign business executives say they worry the rewriting of the espionage law means that many topics, ranging from the status of Taiwan to China’s human rights record to technology such as semiconductors, are now becoming off limits in discussions with their Chinese counterparts."
https://www.wsj.com/articles/china-ratchets-up-pressure-on-foreign-companies-524b958e
對政策反應的這波撤資規模:
"據研究公司Exante Data分析，過去5個交易日，全球投資者藉由滬深港通跨境交易機制撤離中國股市的資金高達31億7000萬美元，這是自去年11月以來歷時最長的一輪資金撤離。"
這波應該剩中石化之類的撐得住?
"財經博主「包叔」在社交平台X上分析說：「這次跟以前都不一樣，以前3000點基本可以確認是底部，這次看起來更像是個起點。」
代表外資的北向資金全天大幅淨賣出117.04億元，日內滬股通淨賣出69.73億元，深股通淨賣出47.31億元。
此為年內第三次單日減倉超百億，已經連續五日淨賣出累計近290億元。
「包叔」說：「今天是外資出逃最凶的一天，半天就淨賣出75億，茅台大跌5%，顯然是外資斬倉了。主要原因是紅杉在華投資情況正在被美國國會調查，GGV（紀源資本）、金沙江、高通投資部都在被調查之中，想要通過架構操作，將中美投資分開、首鼠兩端是行不通的，只能二選一，顯然投資者們已經做出了選擇。」"
資本淨流出長短期皆然，大勢煞不住:
"Recent surveys of U.S., European and Japanese companies in China show executives are souring on new investments there, unnerved by the prospect of conflict with Taiwan and China’s efforts to tighten oversight of foreign firms operating within its borders. Overall foreign direct investment in China was negative in the third quarter, with outflows of capital exceeding inflows by $11.8 billion—the first negative quarterly outflow recorded in balance-of-payments data that starts in 1998."
"More recently, global investors have also become net sellers of stocks listed in mainland China. From August to October, they pulled more than $23 billion from yuan-denominated shares via a trading link between Hong Kong and stock exchanges in Shanghai and Shenzhen, according to data provider Wind. "
