2021 Winners yeej dua ib hmos

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian feem ntau tawm txawm tias Nyiv, Tuam Tshoj, thiab Taiwan yog ntsuab thaum Is Nrias teb raug mob hnyav dua li feem ntau. Ukraine/Russia nro, Fed hikes, thiab US tech/kev loj hlob muag-tawm hnyav rau investor sentiment thaum hmo ntuj.

Nws yog ib nqi sau cia hais tias Tuam Tshoj tus 2021 yeej, Mainland stocks, txiaj, thiab daim ntawv cog lus muaj ib tug muaj zog hnub raws li lub Mainland, uas yog feem ntau yog tswv los ntawm domestic investor, outpaced Hong Kong, uas yog feem ntau muaj los ntawm txawv teb chaws cov tub ua lag luam, tseem ceeb thaum CNY txaus siab piv rau. Asmeskas duas thiab Suav Nyiaj Txiag Nyiaj Txiag kuj tau sib sau ua ke.

Lub Hang Seng tau tawm -1.24%, coj qis dua los ntawm cov khoom lag luam hauv is taws nem tom qab hnub Friday qhov kev ncaj ncees muag tawm hauv Asmeskas, uas tau tsom mus rau tech / kev loj hlob thiab ADRs. Hong Kong ntim tau tawm -19% txij hnub Friday, uas tsuas yog 77% ntawm 1-xyoo nruab nrab. Breadth yog abysmal nrog 2 decliners rau txhua 1 nce qib. Kuv xav tias qhov ntim yuav tsis zoo rau lub lim tiam tom ntej vim Kev lag luam Mainland yuav nyob rau hnub so thiab Hong Kong yuav raug kaw rau hnub Tuesday, Wednesday, thiab Thursday.

E-luam yeeb tsim Huabao (336 HK) tau tawm -66% ntawm cov lus ceeb toom ntawm kev tshawb xyuas. Ib qho ntawm ob peb qhov chaw ci ntsa iab hnub no yog Southbound Stock Connect ntws raws li Mainland cov tub ua lag luam tau yuav $ 342 lab tus nqi ntawm Hong Kong cov khoom lag luam xws li Tencent, Tuam Tshoj Txawb, thiab Meituan coj net inflows.

Cov vaj tsev tau txais txiaj ntsig hauv Hong Kong thiab Mainland ntawm cov lus ceeb toom tias Evergrande muaj cov phiaj xwm tsim kho kom pom tseeb hauv kev ua haujlwm.'

Hong Kong thiab Mainland lithium stocks thaum kawg pom cov neeg yuav tawm tom qab pib nyuaj rau lub xyoo. Tsis tas li ntawm Mainland, hnub ci thiab cua pom cov neeg yuav khoom tawm txawm tias semiconductors tau sib xyaw.

Lub Mainland qhib qis dua tab sis sib tsoo siab dua li Shanghai tau nce +0.04%, Shenzhen tau nce +0.19, thiab STAR Board tau nce +1.34%. Cov ntim tau tawm -11.96%, uas tsuas yog 82% ntawm 1-xyoo nruab nrab. Lub caij no, qhov dav yog txawm tias nrog 1 rau 1 nce qib rau cov neeg tsis txaus siab.

Nws yog qhov nthuav tias kev kho mob thiab Fosun Pharma tau tawm vim lub tuam txhab tau tso cai los tsim Merck's covid-19 ntsiav tshuaj.

Cov tub ua lag luam txawv teb chaws tau yuav $ 545 lab tus nqi ntawm Mainland stocks ntawm Northbound Stock Connect. Tuam Tshoj cov txiaj ntsig tau txais txiaj ntsig zoo rau 6.33 txij hnub Friday 6.34 qib, thaum Suav daim ntawv cog lus tau sib sau ua ke thiab tooj liab tau kov.

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

• CNY / USD 6.33 piv rau 6.34 Hnub Friday
• CNY / EUR 7.16 tiv tiag 7.19 Hnub Friday
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.76% piv rau 1.89% rau hnub Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.68% piv rau 2.71% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 2.97% tiv thaiv 3.01% Hnub Friday
• Tus Nqi Tooj Kub -0.22% dhau ib hmo