Geopolitics Alpha

China extends US trade truce by two months

Published . Updated .

Covered by 6 outlets: DatamarNews, gCaptain, American Journal of Transportation, The State, Reuters, Sowetan.

Who covered it: Center 1 · Not rated 5. How we rate outlets

Key takeaways

  • China on Monday (9) effectively extended its trade truce with the US by two months, after announcing it would continue to suspend certain trade measures.
  • Exposed: KWEB, SMH, XRT, FXI, BABA
  • Market reaction: SMH +5.1% on the day; KWEB −2.3% on the day; BABA −3.7% on the day

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China extends US trade truce by two months

China on Monday (9) effectively extended its trade truce with the US by two months, after announcing it would continue to suspend certain trade measures. The trade truce was ​due to expire on Tuesday, with

Directly affected

  • No company is named in this report.

Indirectly affected

  • KWEB KraneShares CSI China Internet ETF-8.8% 30d

    KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “china” (Chinese tech) in this story.

  • SMH VanEck Semiconductor ETF-16.4% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “china” (semiconductors) in this story.

  • XRT SPDR S&P Retail ETF

    SPDR S&P Retail ETF: it holds retailers. Linked by “china” (retail and consumer goods) in this story.

  • FXI iShares China Large-Cap ETF-5.1% 30d

    iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).

  • BABA Alibaba Group Holding-13.8% 11d

    Alibaba Group Holding (business services, with business in China): Chinese tech names move with Beijing policy and US-China relations. Linked by “china” (Chinese tech) in this story.

  • JD JD.com+1.7% 6d

    JD.com (retail stores, with business in China): Chinese tech names move with Beijing policy and US-China relations. Linked by “china” (Chinese tech) in this story.

  • BIDU Baidu-13.3% 19d

    Baidu (computer programming, data processing, etc., with business in China): Chinese tech names move with Beijing policy and US-China relations. Linked by “china” (Chinese tech) in this story.

  • PDD PDD Holdings

    PDD Holdings (business services): Chinese tech names move with Beijing policy and US-China relations. Linked by “china” (Chinese tech) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
KWEB-6.11%-2.23%base-2.31%after closeafter closeafter close
SMH+9.57%+8.79%base+5.09%after closeafter closeafter close
XRT+1.17%+4.73%base+3.68%after closeafter closeafter close
FXI-4.96%-1.02%base-0.84%after closeafter closeafter close
BABA-7.26%-3.76%base-3.73%after closeafter closeafter close
JD-9.68%-4.75%base-2.63%after closeafter closeafter close
BIDU-6.10%-1.78%base-1.10%after closeafter closeafter close
PDD-1.60%-1.05%base-3.05%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

China extends US trade truce by two months DatamarNews

Source: DatamarNews

Price since this story was published: Kraneshares Csi China Internet Etf (KWEB)

CompanyWhenMoveStatus
Alibaba Group Holding (BABA)that day-3.73%final price
Alibaba Group Holding (BABA)three days earlier-3.76%final price
Alibaba Group Holding (BABA)five days earlier-7.26%final price
Baidu (BIDU)that day-1.10%final price
Baidu (BIDU)three days earlier-1.78%final price
Baidu (BIDU)five days earlier-6.10%final price
Ishares China Large-Cap Etf (FXI)that day-0.84%final price
Ishares China Large-Cap Etf (FXI)three days earlier-1.02%final price
Ishares China Large-Cap Etf (FXI)five days earlier-4.96%final price
JD.com (JD)that day-2.63%final price
JD.com (JD)three days earlier-4.75%final price
JD.com (JD)five days earlier-9.68%final price
Kraneshares Csi China Internet Etf (KWEB)that day-2.31%final price
Kraneshares Csi China Internet Etf (KWEB)three days earlier-2.23%final price
Kraneshares Csi China Internet Etf (KWEB)five days earlier-6.11%final price
PDD Holdings (PDD)that day-3.05%final price
PDD Holdings (PDD)three days earlier-1.05%final price
PDD Holdings (PDD)five days earlier-1.60%final price
Vaneck Etf Trust (SMH)that day+5.09%final price
Vaneck Etf Trust (SMH)three days earlier+8.79%final price
Vaneck Etf Trust (SMH)five days earlier+9.57%final price
Spdr Series Trust (XRT)that day+3.68%final price
Spdr Series Trust (XRT)three days earlier+4.73%final price
Spdr Series Trust (XRT)five days earlier+1.17%final price

Congressional stock trades in Kraneshares Csi China Internet Etf (KWEB)

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “China extends US trade truce by two months”

Companies carried with this story

  • KWEB Kraneshares Csi China Internet Etf

    Kraneshares Csi China Internet Etf (KWEB) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “China extends US trade truce by two months.” Reason on file: KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “china” (Chinese tech) in this story

  • SMH Vaneck Etf Trust

    Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “China extends US trade truce by two months.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “china” (semiconductors) in this story

  • XRT Spdr Series Trust

    Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “China extends US trade truce by two months.” Reason on file: SPDR S&P Retail ETF: it holds retailers. Linked by “china” (retail and consumer goods) in this story

  • FXI Ishares China Large-Cap Etf

    In “China extends US trade truce by two months,” Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence. Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)

  • BABA Alibaba Group Holding

    For “China extends US trade truce by two months,” Alibaba Group Holding (BABA) is linked, with no stored direction, medium confidence. Reason on file: Alibaba Group Holding (business services, with business in China): Chinese tech names move with Beijing policy and US-China relations. Linked by “china” (Chinese tech) in this story

  • JD JD.com

    JD.com (JD) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “China extends US trade truce by two months.” Reason on file: JD.com (retail stores, with business in China): Chinese tech names move with Beijing policy and US-China relations. Linked by “china” (Chinese tech) in this story

  • BIDU Baidu

    Baidu (BIDU) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “China extends US trade truce by two months.” Reason on file: Baidu (computer programming, data processing, etc., with business in China): Chinese tech names move with Beijing policy and US-China relations. Linked by “china” (Chinese tech) in this story

  • PDD PDD Holdings

    PDD Holdings (PDD) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “China extends US trade truce by two months.” Reason on file: PDD Holdings (business services): Chinese tech names move with Beijing policy and US-China relations. Linked by “china” (Chinese tech) in this story

How “China extends US trade truce by two months” reaches Kraneshares Csi China Internet Etf (KWEB)

“China extends US trade truce by two months” (9 Nov 2026) reaches Kraneshares Csi China Internet Etf (KWEB) through this story.

Kraneshares Csi China Internet Etf (KWEB) is on the page because KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “china” (Chinese tech) in this story

Vaneck Etf Trust (SMH) is here too. Its reason reads: VanEck Semiconductor ETF: it holds chipmakers. Linked by “china” (semiconductors) in this story

Dates in the story, and the Kraneshares Csi China Internet Etf (KWEB) price range

KWEB traded between 22.90 and 25.02 across 20 sessions. The latest close on file is 23.13. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07.

How solid “China extends US trade truce by two months” looks

85 out of 100

“China extends US trade truce by two months” scores 85 out of 100. The score uses 6 sources, and 8 linked companies.