上证综指下跌0.37%，收于3560点，而深证成分股周五下跌0.17%，收于10991点，结束了五周的连胜，因为低于预期的制造业数据打压了市场情绪。一项私人调查显示，7月份工厂活动再次陷入收缩，在全球贸易持续存在不确定性的情况下，连续第二个月未达到增长预期。尽管美国和中国官员本周早些时候在斯德哥尔摩结束了贸易谈判，但唐纳德·特朗普总统尚未批准延长当前的关税休战。令投资者更加担忧的是，政治局会议没有提供重大刺激措施，令市场失望，市场希望获得更强有力的政策支持来应对通缩压力和增长缓慢。科技股领跌，Eoptolink Technology和中技创新均下跌3.2%，富士康下跌4.7%。
The Shanghai Composite fell 0.37% to 3,560 while the Shenzhen Component lost 0.17% to 10,991 on Friday, snapping a five-week winning streak as weaker-than-expected manufacturing data weighed on sentiment. A private survey showed factory activity slipped back into contraction in July, missing expectations for a second consecutive month of growth amid ongoing global trade uncertainty. While US and Chinese officials concluded trade talks in Stockholm earlier this week, President Donald Trump has yet to approve an extension of the current tariff truce. Adding to investor concerns, the Politburo meeting offered no significant stimulus, disappointing markets hoping for stronger policy support to combat deflationary pressure and sluggish growth. Technology stocks led the retreat, with Eoptolink Technology and Zhongji Innolight both down 3.2%, and Foxconn tumbling 4.7%.
