Alibaba bounces Raws li Tuam Tshoj Outperforms ntawm Muted Inflation, Lub lis piam hauv kev tshuaj xyuas

Lub Limtiam Ntsuam Xyuas

• Hnub Monday, nws tau tshaj tawm tias kev tshuaj xyuas cybersecurity ntawm Didi tau ua tiav. Kev tshuaj xyuas qhov xaus yuav tsum tso cai rau Didi, nrog rau Tag Nrho Tsheb Alliance, kom nws thiaj li tso npe hauv Hong Kong.
• Q1 cov ntawv tshaj tawm nyiaj tau los rau lub lim tiam no suav nrog Nio, uas yeej qhov kev cia siab ntawm cov nyiaj tau los ib feem (EPS), thiab Bilibili, uas tau luv luv ntawm kev cia siab ntawm EPS.
• Ant Group tau txais thawj zaug ua ntej ntawm cov npe pej xeem muaj peev xwm. Lub tuam txhab tuaj yeem xa daim ntawv tshaj tawm ua ntej sai li sai tau rau lub hlis tom ntej, txawm tias hnub ntawm IPO tseem tsis paub meej.
• Tuam Tshoj cov khoom lag luam hauv Is Taws Nem muaj qee qhov rov qab los rau lub lim tiam no ntawm Q1 cov nyiaj tau los uas yog, rau feem ntau, muaj zog dua li qhov xav tau, txawm hais tias kev cia siab tau qis mus rau hauv kev tshaj tawm vim kev kaw cia.

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau tawm hnub no, txawm hais tias Tuam Tshoj internet thiab cov khoom lag luam thev naus laus zis txuas ntxiv lawv qhov kev ua tau zoo tshaj plaws txij li lub lim tiam dhau los.

Rau lub lim tiam, onshore Tuam Tshoj: Shanghai Composite nce +3.15% thaum Shenzhen Composite +2.4%. Lub Rooj Tswjhwm Saib STAR tau tshaj tawm qhov txiaj ntsig zoo ntawm +2.13%, thaum nyob sab nraud Tuam Tshoj: Hang Seng tau nce +3.43% thiab Hang Seng Tech Index tau nce +9.75%.

Tebchaws Europe zoo li poob qis txog -3% rau -4%, thiab Tebchaws Meskas poob txog -4% rau lub lim tiam. Qhov sib txawv yog qhov txaus siab xav txog Ant IPO xov xwm xa Alibaba US ADR nqis -8.13% thaum Alibaba HK nce +1.35%!

Cov lus nug tshwm sim, vim li cas Asmeskas cov tub ua lag luam thiaj li tsis zoo? Ant Group tau txais qhov pib ua ntej los ntawm cov neeg tswj hwm ntawm IPO, tab sis nws yuav siv sij hawm qee lub sij hawm rau lub tuam txhab thaum kawg sau cov khoom lag luam hauv pej xeem. Ntau Hong Kong cov khoom lag luam zoo ib yam li Alibaba uas lawv tsis poob ntau npaum li Bilibili US ADR, uas tau nqis -14.78%, txawm hais tias nws cov chav kawm Hong Kong tau nqis -5.75%.

Nag hmo lub caij nplooj zeeg nyob rau hauv Teb Chaws Asmeskas-sau npe Tuam Tshoj ADRs yuav zoo li qee cov nyiaj tau txais txiaj ntsig sai tom qab kev khiav haujlwm zoo txij li nruab nrab Lub Peb Hlis. Thaum tsaus ntuj, Tuam Tshoj tau tshaj tawm cov ntaub ntawv tsis sib haum xeeb rau lub Tsib Hlis (PPI + 6.4% thiab CPI 2.1%), uas ua rau cov neeg tsim txoj cai ntxiv chav yooj yim. Niaj hnub no kuj yog hnub rov qab los rau ntau Hong Kong thiab Tuam Tshoj indices, uas ua rau muaj zog ntim. Cov tub ua lag luam txawv teb chaws tau pom qhov tsis sib xws ntawm kev ua lag luam hauv ntug dej hiav txwv (SH & SZ) thaum lawv yuav $ 1.736B ntawm cov khoom lag luam loj niaj hnub no, uas ua rau tag nrho txhua lub lim tiam rau $ 5.513B.

Lub teb chaws loj tshaj plaws kev lag luam thiab cov neeg ua yeeb yam zoo tshaj plaws yog cov nyiam txawv teb chaws thiab txawv teb chaws xws li BYD (00254 CH), uas tau nce +8.19%, CATL (300750 CH), uas tau nce +5.25% nrog rau Kweichow Moutai (600519 CH), uas tau nce +2.57%. Cov neeg ua lag luam hauv tebchaws tseem yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam niaj hnub no txawm tias Tencent tau muag me me thiab Kuiashou thiab Meituan tau yuav me me. Muaj qhov ncaj ncees ntawm kev tshaj xov xwm sab hnub poob ntawm Shanghai thiab Beijing kaw, txawm hais tias cov lus teb zoo li nyob hauv cheeb tsam tsis zoo li cov nroog raug kaw.

Lub Hang Seng thiab Hang Seng Tech diverged zoo nce -0.29% thiab +1.62% feem ntawm ntim +10.17% los ntawm nag hmo uas yog 127% ntawm 1-xyoo nruab nrab. 157 cov khoom lag luam tau nce siab thaum 316 cov khoom lag luam poob qis. Hong Kong luv muag turnover nce 16.11% los ntawm nag hmo uas yog 137% ntawm 1-xyoo nruab nrab. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo thaum lub kaus mom me me dua lub kaus mom loj. Cov khoom lag luam saum toj kawg nkaus tau txiav txim siab +1.425%, thev naus laus zis +1.38%, thiab kev sib txuas lus +0.58% thaum vaj tse poob qis -3.02%, kev kho mob -1.75% thiab lub zog -1.69%. Semis thiab autos outperformed. Southbound Connect ntim tau nruab nrab / siab raws li cov neeg ua lag luam hauv av yog cov muag me / nruab nrab ntawm Tencent thiab cov neeg yuav khoom ntawm Meituan thiab Kuiashou.

Shanghai, Shenzhen thiab STAR Board tau nce +1.42%, +1.94%, thiab +2% ntawm ntim +7.83% los ntawm nag hmo uas yog 97% ntawm 1-xyoo nruab nrab. 3,743 cov khoom lag luam nce siab thaum 632 cov khoom lag luam tsis kam. Cov khoom lag luam sab saum toj tau txiav txim siab +3.45%, cov khoom siv +2.01%, thiab kev lag luam +1.74% thaum vaj tse tsuas yog qis qis -0.29%. Nws pib, EV thiab lithium ua si tau zoo tshaj niaj hnub no. Kev loj hlob yam tseem ceeb tshaj niaj hnub no raws li lub kaus mom me me. Northbound Connect ntim tau nruab nrab / siab raws li cov tub ua lag luam txawv teb chaws yuav noj qab haus huv $ 1.736B ntawm cov khoom loj hauv av niaj hnub no. Tuam Tshoj Treasury bonds tau txais, CNY tau tawm ntawm US $ 6.69, thiab tooj liab eased -0.41%.

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

• CNY / USD 6.69 piv rau 6.67 nag hmo
• CNY / EUR 7.11 piv rau 7.15 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.75% piv rau 2.76% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.98% tiv tiag 2.98% nag hmo
• Tus Nqi Tooj Kub -0.41% dhau ib hmo