Tuam Tshoj Cov Khoom Siv Is Taws Nem Rov Qab Los

Xov Xwm Tseem Ceeb

Neeg Esxias cov nyiaj sib luag muaj lub hnub muaj zog tab sis nyob rau qhov ntau me ntsis nrog Nyiv thiab Pakistan tau ploj mus vim yog hnub so hnub no. Tebchaws Asmeskas-Tebchaws Asmeskas lub rooj sib tham sawv cev rau lub sijhawm kawg no tau hais tias yog ib qho kev txhawb zog.

Bloomberg tau tsab xov xwm zoo hnub no rau ntawm lub zog ntawm kev sib pauv khoom ntawm Asmeskas thiab Tuam Tshoj. Cov lus tsis hais txog qhov nyiaj tau los ntawm cov tuam txhab Asmeskas hauv Tuam Tshoj los ntawm cov khoom muag los ntawm cov nroj tsuag nyob hauv Suav. Cov nyiaj tau los ntawd tsis raug suav tias yog kev lag luam vim tias nws tsis tau tso rau hauv nkoj. Kuv yuav pom zoo kom pom daim ntawv tshaj tawm Meskas-Tuam Txhab Lag Luam hauv Asmeskas txog kev xa khoom US los ntawm xeev. Cov cuab yeej huv huv si xws li hlau, hnub ci, cua, thiab EV lub ecosystem zoo dua ntawm Tuam Tshoj thiab Hong Kong. Tsis Pom Txiag Tus Kws xam phaj muaj ib tsab xov xwm hais txog EV roj teeb txiag CATL uas tsim nyog nyeem. CICC tseem sau tseg niaj hnub no tias, raws li Q2 2021, CATL tam sim no yog cov khoom lag luam tshaj plaws suav cov kev lag luam sib txuam hauv Suav teb.

Hong Kong teev Tuam Tshoj cov khoom lag luam hauv internet tau muaj hnub tseem ceeb txawm tias xov xwm Didi yuav ntsib kev nplua zoo. Raws li peb tau hais hauv peb lub vev xaib nag hmo, peb yuav tsum cais Didi ntawm txoj cai dav dav hauv internet. Ntawm cov ncauj lus ntawd, Nikkei Asia muaj kev sib tham zoo nrog Fred Hu, ex Goldman Sachs

GS
Tuam Tshoj Tus Thawj Coj thiab Tus Thawj Coj ntawm kev lag luam ntiag tug ruaj khov Primavera Capital Group uas tsom rau Tuam Tshoj tech nrog kev siv zog hauv kev kho mob thiab cov neeg muaj txiaj ntsig ntawm Tuam Tshoj txoj kev loj hlob hauv nroog nruab nrab. Thaum txoj cai yog "spooky rau kev lag luam nyiaj txiag", nyob rau lub sijhawm ntev kev tswj hwm yuav yog ib qho zoo rau kev lag luam thaum lub laj thawj rau nws yog qhov tseeb vim cov tuam txhab ua "loj dua thiab muaj zog". Muaj kev nqis peev hauv Ant Group, nws ntseeg hais tias IPO yuav tshwm sim hauv qee kis raws li qhov ua tau zoo ntawm lub tuam txhab.

Cov tub ua lag luam txawv teb chaws tau nquag nyob hauv Suav Teb Mainland, yuav khoom noj haus zoo $ 916mm ntawm Mainland cov khoom lag luam. Kuv tau ncav tes rau Kevin Liu ntawm CICC rau nws coj mus tsis tu ncua nyob rau hauv Tencent los ntawm Mainland cov tub ua lag luam ntawm Southbound Tshuag Txuas. Nws muaj kev xav tau cov Tshuag, yog qhov loj tshaj plaws Hong Kong tuav los ntawm Mainland, cov tub ua lag luam tau raug muab dai kom pab nyiaj nqis peev hauv lwm cov stocks. Yog lawm, kev cai tswj hwm internet yog ib feem ntawm nws, tab sis Tencent lub lag luam tau tuav los ntawm Mainland cov tub ua lag luam yog ntau dua 2X tus naj npawb # 2, Suav Tuam Txhab Siv Nyiaj. Peb txuas ntxiv pom Mainland cov tub ua lag luam yuav Mainland Tuam Tshoj cov vev xaib ETF, uas tuav cov lag luam Asmeskas thiab Hong Kong.

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Nyem no txhawm rau saib cov replay.

H-Qhia Tawm Tshiab

Txoj Kev Nqes Tes Hang thiab Hang Seng TECH tau qhib siab dua thiab tau mus ntxiv + 1.83% thiab + 2.22% raws li ntim poob -12.55% uas yog 84% ntawm 1-nrab xyoo. Lub 208 Suav lag luam nyob hauv Hong Kong tsis pub dhau MSCI

MSCI
Suav Teb Tag Nrho Cov Nyiaj Seem tau nce + 1.6% coj los ntawm cov khoom siv + 3.37%, vaj tsev av + 3.24%, zog + 3.12%, kev lag luam + 2.08%, kev txiav txim siab + 2.02%, tech + 1.79%, nyiaj txiag + 1.43%, siv hluav taws xob + 1.37%, kev sib txuas lus + 1.22%, kev noj qab haus huv + 0.27% thiab staples -0.79%. Hong Kong kev lag luam ntau tshaj plaws los ntawm tus nqi yog Tencent + 1.12%, Meituan + 3.55%, Hong Kong Cov Txauv + 0.93%, Tuam Tshoj Txawb + 2.87%, Alibaba HK + 2.87%, Weimob + 17.52%, Ganfeng Lithium + 3.1%, Geely Auto + 2.35%, AIA + 2.45% thiab BYD + 2.38%. Southbound Tshuag Sib txuas tau yog nruab nrab / siab raws li cov tub ua lag luam tau muag - $ 291mm ntawm Hong Kong cov lag luam raws li Southbound kev lag luam koom rau 14.4% ntawm Hong Kong tus nqi.

A-Qhia Tawm Tshiab

Shanghai, Shenzhen thiab STAR Board tau nce + 0.34%, + 0.45% thiab + 1.05% raws li cov khoom nce + 6.54% uas yog 143% ntawm 1-nrab xyoo. Lub 532 cov khoom lag luam tseem ceeb nyob hauv MSCI Suav Txhua Cov Nyiaj Tau + 0.25% coj los ntawm cov ntaub ntawv + 2.63%, lub zog + 1.58%, nyiaj txiag + 1.25%, vaj tsev av + 1.2%, tech + 1.03% thiab kev lag luam + 0.95% thaum noj qab haus huv -3.03 %, staples -1.1% thiab kev txiav txim siab -0.47%. Mainland cov lag luam ntau tshaj plaws los ntawm tus nqi yog broker East Nyiaj + 2.63%, GoerTek -2.7%, Tianqi Lithium + 7.41%, Sanan Optoelectronic + 10.01%, Tuam Tshoj Qaum Teb RareEarth + 2.53%, Sany Kev Lag Luam hnyav + 7.13%, Ganfeng Lithium +7.58 %, BYD + 3.2%, Tongwei + 1.67% thiab Xinjiang Daqo NewEnergy + 184.37%. Northbound Cov Khoom Txuas Txuas Txuas tau nruab nrab / nruab nrab raws li cov tub lag luam txawv teb chaws yuav $ 916mm ntawm Mainland cov lag luam raws li Northbound kev lag luam suav txog 5.7% ntawm Mainland ua lag luam.

Hmo Kawg Ntawm Kev Sib Pauv Cov Nqi, Tus Nqi, & Liaj Teb

  • CNY / USD 6.47 piv rau 6.48 Nag hmo
  • CNY / EUR 7.62 piv rau 7.64 Nag hmo
  • Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.93% tiv thaiv 2.92% Nag hmo
  • Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.32% tiv tiag 3.32% Nag hmo
  • Tus nqi tooj liab 0.63% dhau ib hmo

Tau qhov twg los: https://www.forbes.com/sites/brendanahern/2021/07/22/china-internet-stocks-rebound/

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