Geopolitics Alpha

U.S. Delays Sanctions on Company Tied to Chinese Spy Suspect

Published . Updated .

Key takeaways

  • U.S.
  • Exposed: KWEB, SMH, XRT, FXI, BABA
  • Market reaction: SMH +4.6% on the day (still updating); KWEB −1.0% on the day (still updating); JD −1.8% on the day (still updating)

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U.S. Delays Sanctions on Company Tied to Chinese Spy Suspect

U.S. Delays Sanctions on NVIDIA-Linked Spy Suspect Company Commerce Department Postpones Listing Amid Suspicions of NVIDIA Influence in Semiconductor Smuggling Probe

Directly affected

  • NVDA Nvidia

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF

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

  • SOXX iShares Semiconductor ETF

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

  • KWEB KraneShares CSI China Internet ETF

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

  • XRT SPDR S&P Retail ETF

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

  • FXI iShares China Large-Cap ETF

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

  • TSM Taiwan Semiconductor Manufacturing

    Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

  • ASML ASML Holding N.V

    ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

  • AVGO Broadcom

    Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+18.59%+10.61%base+3.65%after closeafter closeafter close
SMH+4.28%-4.14%base+4.60%after closeafter closeafter close
SOXX+2.68%-6.81%base+5.57%after closeafter closeafter close
KWEB+1.10%+3.41%base-1.00%after closeafter closeafter close
XRT+1.39%-3.19%base-1.26%after closeafter closeafter close
FXI+0.49%+1.53%base-1.35%after closeafter closeafter close
TSM-0.24%-5.39%base+3.38%after closeafter closeafter close
ASML-0.77%-5.53%base+2.09%after closeafter closeafter close
AVGO-1.94%-11.64%base+5.30%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.

U.S. Delays Sanctions on Company Tied to Chinese Spy Suspect 조선일보

Source: 블루밍비트

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

CompanyWhenMoveStatus
ASMLthat day+2.09%still updating
ASMLthree days earlier-5.53%final price
ASMLfive days earlier-0.77%final price
AVGOthat day+5.30%still updating
AVGOthree days earlier-11.64%final price
AVGOfive days earlier-1.94%final price
Ishares China Large-Cap Etf (FXI)that day-1.35%still updating
Ishares China Large-Cap Etf (FXI)three days earlier+1.53%final price
Ishares China Large-Cap Etf (FXI)five days earlier+0.49%final price
Kraneshares Csi China Internet Etf (KWEB)that day-1.00%still updating
Kraneshares Csi China Internet Etf (KWEB)three days earlier+3.41%final price
Kraneshares Csi China Internet Etf (KWEB)five days earlier+1.10%final price
NVDAthat day+3.65%still updating
NVDAthree days earlier+10.61%final price
NVDAfive days earlier+18.59%final price
Vaneck Etf Trust (SMH)that day+4.60%still updating
Vaneck Etf Trust (SMH)three days earlier-4.14%final price
Vaneck Etf Trust (SMH)five days earlier+4.28%final price
SOXXthat day+5.57%still updating
SOXXthree days earlier-6.81%final price
SOXXfive days earlier+2.68%final price
TSMthat day+3.38%still updating
TSMthree days earlier-5.39%final price
TSMfive days earlier-0.24%final price
Spdr Series Trust (XRT)that day-1.26%still updating
Spdr Series Trust (XRT)three days earlier-3.19%final price
Spdr Series Trust (XRT)five days earlier+1.39%final price

Congressional trades in the stocks in this story

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 gains and who loses around Kraneshares Csi China Internet Etf (KWEB)

Companies mentioned with this story

  • KWEB Kraneshares Csi China Internet Etf

    In “U.S. Delays Sanctions on Company Tied to Chinese Spy Suspect,” Kraneshares Csi China Internet Etf (KWEB) is linked, with no stored direction, medium confidence. Reason on file: KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “chinese” (Chinese tech) in this story

  • SMH Vaneck Etf Trust

    For “U.S. Delays Sanctions on Company Tied to Chinese Spy Suspect,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chinese” (semiconductors) in this story

  • XRT Spdr Series Trust

    In “U.S. Delays Sanctions on Company Tied to Chinese Spy Suspect,” Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Retail ETF: it holds retailers. Linked by “chinese” (retail and consumer goods) in this story

  • FXI Ishares China Large-Cap Etf

    Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “U.S. Delays Sanctions on Company Tied to Chinese Spy Suspect.” Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“chinese”)

  • BABA Alibaba Group Holding

    Alibaba Group Holding (BABA) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “U.S. Delays Sanctions on Company Tied to Chinese Spy Suspect.” 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 “chinese” (Chinese tech) in this story

  • JD JD.com

    JD.com (JD) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “U.S. Delays Sanctions on Company Tied to Chinese Spy Suspect.” Reason on file: JD.com (retail stores, with business in China): Chinese tech names move with Beijing policy and US-China relations. Linked by “chinese” (Chinese tech) in this story

  • BIDU Baidu

    In “U.S. Delays Sanctions on Company Tied to Chinese Spy Suspect,” Baidu (BIDU) is linked, with no stored direction, medium confidence. 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 “chinese” (Chinese tech) in this story

  • PDD PDD Holdings

    For “U.S. Delays Sanctions on Company Tied to Chinese Spy Suspect,” PDD Holdings (PDD) is linked, with no stored direction, medium confidence. Reason on file: PDD Holdings (business services): Chinese tech names move with Beijing policy and US-China relations. Linked by “chinese” (Chinese tech) in this story

How “U.S. Delays Sanctions on Company Tied to Chinese Spy Suspect” reaches Kraneshares Csi China Internet Etf (KWEB)

“U.S. Delays Sanctions on Company Tied to Chinese Spy Suspect” (11 Nov 2026) reaches Kraneshares Csi China Internet Etf (KWEB) through this story.

What ties Kraneshares Csi China Internet Etf (KWEB) to the headline is this: KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “chinese” (Chinese tech) in this story

A second company, Vaneck Etf Trust (SMH), is listed for a different reason: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chinese” (semiconductors) in this story

Price levels for Kraneshares Csi China Internet Etf (KWEB)

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 strong the case is around Kraneshares Csi China Internet Etf (KWEB)

46 out of 100Price not final

“U.S. Delays Sanctions on Company Tied to Chinese Spy Suspect” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.