China, EU agree on hybrid-vehicle trade, export controls, further tariff talks

Published 12 Oct 2026, 04:50 UTC. Updated 12 Oct 2026, 09:21 UTC.

China, EU agree on hybrid-vehicle trade, export controls, further tariff talks MLex

Directly affected

No company is named in this report.

Indirectly affected

NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
ASML ASML
Chipmaking-equipment sales follow export rules
AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
XLE Energy Select Sector SPDR
Energy prices move when sanctioned supply is blocked
USO United States Oil Fund
This fund moves with oil prices
AAPL Apple
Sales and supply chains are exposed to a new tariff
NKE Nike
Sales and supply chains are exposed to a new tariff
AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
AMAT Applied Materials
Chip-equipment makers feel export controls

Price reaction, T-5 to T+3

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
NVDA	—	—	—	—	—	—	—
TSM	—	—	—	—	—	—	—
ASML	+4.48%	+1.39%	—	-1.67%	-3.58%	-7.36%	-6.84%
AVGO	+0.27%	+4.13%	—	-1.87%	-1.15%	-4.20%	-4.77%
XLE	—	—	—	—	—	—	—
USO	—	—	—	—	—	—	—
AAPL	-1.00%	+0.03%	—	+1.36%	+1.44%	+1.94%	+1.62%
NKE	—	—	—	—	—	—	—
AMD	+3.96%	+6.26%	—	-2.23%	-0.39%	-6.07%	-7.52%
AMAT	+6.91%	+2.71%	—	-1.85%	-8.47%	-11.90%	-15.16%

China, EU agree on hybrid-vehicle trade, export controls, further tariff talks MLex

Source: MLex

How far Ishares China Large-Cap Etf (FXI) has moved since 12 Oct 2026

Since the first closing price after “China, EU agree on hybrid-vehicle trade, export controls, further tariff talks,” Ishares China Large-Cap Etf (FXI) is -1.83%. The S&P 500 fund (SPY) is -1.47% over the same days, a -0.36% difference versus the market.

Company	When	Move	Status
AAPL	that day	+1.36%	final price
AAPL	the next day	+1.44%	final price
AAPL	two days later	+1.94%	final price
AAPL	three days later	+1.62%	final price
AAPL	three days earlier	+0.03%	final price
AAPL	five days earlier	-1.00%	final price
AMAT	that day	-1.85%	final price
AMAT	the next day	-8.47%	final price
AMAT	two days later	-11.90%	final price
AMAT	three days later	-15.16%	final price
AMAT	three days earlier	+2.71%	final price
AMAT	five days earlier	+6.91%	final price
AMD	that day	-2.23%	final price
AMD	the next day	-0.39%	final price
AMD	two days later	-6.07%	final price
AMD	three days later	-7.52%	final price
AMD	three days earlier	+6.26%	final price
AMD	five days earlier	+3.96%	final price
ASML	that day	-1.67%	final price
ASML	the next day	-3.58%	final price
ASML	two days later	-7.36%	final price
ASML	three days later	-6.84%	final price
ASML	three days earlier	+1.39%	final price
ASML	five days earlier	+4.48%	final price
AVGO	that day	-1.87%	final price
AVGO	the next day	-1.15%	final price
AVGO	two days later	-4.20%	final price
AVGO	three days later	-4.77%	final price
AVGO	three days earlier	+4.13%	final price
AVGO	five days earlier	+0.27%	final price

FXI

SPY

Who gains and who loses around Ishares China Large-Cap Etf (FXI)

Companies tied to this story

FXI Ishares China Large-Cap Etf
In “China, EU agree on hybrid-vehicle trade, export controls, further tariff talks,” Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence. Reason on file: GA selected FXI as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
KWEB Kraneshares Csi China Internet Etf
For “China, EU agree on hybrid-vehicle trade, export controls, further tariff talks,” Kraneshares Csi China Internet Etf (KWEB) is linked, with no stored direction, medium confidence. Reason on file: GA selected KWEB as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
YANG Direxion Daily Ftse China Bear 3X Etf
For “China, EU agree on hybrid-vehicle trade, export controls, further tariff talks,” Direxion Daily Ftse China Bear 3X Etf (YANG) is linked, with no stored direction, medium confidence. Reason on file: GA selected YANG as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
MCHI Ishares Msci China Etf
For “China, EU agree on hybrid-vehicle trade, export controls, further tariff talks,” Ishares Msci China Etf (MCHI) is linked, with no stored direction, medium confidence. Reason on file: GA selected MCHI as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
STXE Ea Ser Tr Strive Emerging Markets Ex-China Etf
In “China, EU agree on hybrid-vehicle trade, export controls, further tariff talks,” Ea Ser Tr Strive Emerging Markets Ex-China Etf (STXE) is linked, with no stored direction, medium confidence. Reason on file: GA selected STXE as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
TCHI Ishares Msci China Multisector Tech Etf
For “China, EU agree on hybrid-vehicle trade, export controls, further tariff talks,” Ishares Msci China Multisector Tech Etf (TCHI) is linked, with no stored direction, medium confidence. Reason on file: GA selected TCHI as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Ishares China Large-Cap Etf (FXI)

Ishares China Large-Cap Etf (FXI) is the company in “China, EU agree on hybrid-vehicle trade, export controls, further tariff talks,” the 12 Oct 2026 this story story.

For Ishares China Large-Cap Etf (FXI), the reason on file says GA selected FXI as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, Kraneshares Csi China Internet Etf (KWEB): GA selected KWEB as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for Ishares China Large-Cap Etf (FXI), and the dates in the story

FXI traded between 33.08 and 35.28 across 20 sessions. The latest close on file is 33.55. KWEB traded between 23.79 and 25.62 across 20 sessions. The latest close on file is 24.27. YANG traded between 28.71 and 34.71 across 20 sessions. The latest close on file is 33.31.

What the saved facts support for Ishares China Large-Cap Etf (FXI)

54 out of 100

“China, EU agree on hybrid-vehicle trade, export controls, further tariff talks” scores 54 out of 100. The score uses 2 sources, and 6 linked companies.