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"For example, we see indications in Chinese in Venice or in Paris airport... We do hope this kind of information could be increasingly available in more airports and in different European cities," Wang said.

"Fundamentally, the network side is as busy as usual (after the ban)," Swantee said. "The base station components of 5G, in particular, are pretty much all coming from Huawei itself."

"For China, the core issue under the shadow of the Sino-US trade skirmish is solving our own problems at home. China's economic development will not be stymied, which comes on the premise that we stick to and press ahead with the path of opening markets and other reforms that has lifted growth," Guo said.

"Foreign interest in the mainland A-share market is an increasingly emerging theme that may offer some support to A shares and will help increase institutional ownership," Lynda Zhou, a portfolio manager at Fidelity International, said in a research note.

"Global companies on the supply chain mitigate price volatility by locking into prices through futures contracts. This could help industrial upgrades," Li said.