Alibaba HK Tshaj 200-Hnub Txav Mus Los Nruab Nrab Rau 1st Sijhawm Txij Lub Ob Hlis 2021, Lub Limtiam Hauv Kev Ntsuam Xyuas

Lub Limtiam Ntsuam Xyuas

• Cov khoom lag luam Asian tau sib xyaw rau lub lim tiam no vim qee qhov kev lag luam rov qab zoo li Kaus Lim Qab Teb thiab ib txhais tes ntawm cov khoom lag luam hauv internet, tshwj xeeb tshaj yog Alibaba, txuas ntxiv rov qab.
• Tuam Tshoj tus Lwm Thawj Fwm Tsav Tebchaws Liu Nws tau hu xovtooj video nrog US Treasury Secretary Janet Yellen rau hnub Monday. Cov kev sib tham tau piav qhia tias yog "qhov tseeb thiab muaj txiaj ntsig" thiab tuaj raws li Thawj Tswj Hwm Biden txiav txim siab tshem tawm cov nqi se ntawm cov khoom lag luam hauv Suav teb los tiv thaiv kev nce nqi.
• Hauv Suav teb semiconductor cov khoom lag luam pom tau nce rau hnub Tuesday raws li Asmeskas tau thawb Dutch semiconductor ASML kom txwv kev muag khoom rau Tuam Tshoj.
• Cov ntawv ceeb toom hais tias Ministry of Finance yuav txuas ntxiv kev zam se rau cov neeg yuav khoom ntawm lub zog tshiab ua rau muaj kev sib tw hauv tsheb hluav taws xob thiab cov khoom siv hluav taws xob huv.

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau xaus rau lub lim tiam ntawm qhov kev ceeb toom zoo txawm hais tias muaj kev poob siab ntawm kev tua neeg ntawm yav dhau los Tus Thawj Kav Tebchaws Nyij Pooj Abe. Rau lub lim tiam, kev lag luam sib txawv los ntawm lub teb chaws txawm hais tias muaj ntau tus neeg ua yeeb yam phem tshaj plaws tau rov qab zoo li Kaus Lim Qab Teb, tsom rau qhov bounce peb tau pom nyob rau hauv ntau lub US tech stocks tsis ntev los no.

Hong Kong tswj hwm qhov nce me me, coj los ntawm qhov tsis ntev los no muaj zog Alibaba HK (9988 HK), uas tau nce +3.68% ib hmos rau hnub loj rau cov khoom lag luam hauv internet, tshwj tsis yog Meituan (3690 HK), uas poob -1.08%, thiab JD .com HK (9618 HK), uas poob -0.57%. Alibaba cov npe Hong Kong cov khoom lag luam raug kaw saum toj no lawv 200-hnub hloov pauv qhov nruab nrab thawj zaug txij li Lub Ob Hlis 22, 2021. Muaj qee qhov kev sib tham txog cov khoom lag luam uas tsis tsim nyog xws li Alibaba HK tau txais txiaj ntsig los ntawm Southbound ETF Connect kev yuav ntawm HK teev Hang Seng. Tech benchmarked ETFs.

Autohome dhia +4.28% nyob rau hauv cov lus teb qeeb rau lub Rau Hli muaj zog pib muag.

Hong Kong cov ntim tau tawm nyob rau lub caij ntuj sov ntsiag to hnub Friday txawm hais tias luv muag ntim tau nce los ntawm nag hmo. Cov tub ua lag luam feem ntau yuav xav tsis thoob thaum kawm tias 17% ntawm cov khoom lag luam niaj hnub no yog luv muag ntim, uas yog hais txog qhov nruab nrab. Rau ntau cov khoom lag luam loj hauv Hong Kong, 10% mus rau 30% ntawm lawv cov ntim tag nrho yog luv luv. Ib qho laj thawj yog Hong Kong qhov kev lees paub loj (cov khoom tsim qauv) kev lag luam uas yuav tsum tau muab cov tsev txhab nyiaj los tiv thaiv.

Tuam Tshoj Mainland pom cov neeg ua yeeb yam tsis ntev los no suav nrog lub tsheb hluav taws xob ecosystem thiab kev ua si huv si xws li hnub ci, cua thiab hlau ntaus nrog cov txiaj ntsig.

Tom qab Janet Yellen qhov kev sib tham nrog Tus Lwm Thawj Coj Liu He, Biden thiab pab pawg yuav sib tham txog kev tshem tawm US tariffs rau Suav cov neeg siv khoom pib hnub no. Kuv xav tias yog tias Asmeskas tshem cov nqi se, Tuam Tshoj tuaj yeem rov ua dua, uas yuav yog qhov zoo rau Asmeskas cov neeg xa khoom raug mob los ntawm kev nce nyiaj hauv Teb Chaws Asmeskas.

Hang Seng thiab Hang Seng Tech indexes tau nce +0.38% thiab +0.59%, feem, ntawm qhov ntim uas tau tawm -5.54% los ntawm nag hmo, uas yog 74% ntawm 1-xyoo nruab nrab. 312 cov khoom lag luam nce siab thaum 161 tsis kam. Hong Kong luv muag turnover nce +12.33% los ntawm nag hmo, uas yog 82% ntawm 1-xyoo nruab nrab. Kev muag khoom luv luv yog 17% ntawm tag nrho cov khoom lag luam. Tus nqi tseem ceeb tshaj qhov kev loj hlob thaum lub kaus mom loj thiab me me yog qhov sib piv rau ib leeg. Cov kev lag luam sab saum toj yog kev lag luam, uas tau nce +1.87%, vaj tse, uas tau nce +1.86%, cov khoom siv, uas tau nce +1.84%, thiab cov khoom siv hluav taws xob, uas tau nce +1.36%. Lub caij no, kev noj qab haus huv poob -0.68% thiab cov neeg siv khoom lag luam poob -0.36%. Cov sub-sectors saum toj kawg nkaus yog cobalt, nws pib qhov chaw, nuclear zog, thiab xis mas thaum ntawv, hluav taws xob tsheb (EV) them, EV makers, thiab automakers poob. Southbound Stock Connect ntim tau teeb pom kev zoo li cov neeg ua lag luam hauv av yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam suav nrog Tencent, Li Auto, thiab Xpeng thaum Meituan tau muag rau 8.^th ncaj hnub.

Shanghai, Shenzhen, thiab STAR Board tau tawm -0.25%, -0.35%, thiab -0.69% ntawm turnover uas poob -2.12% los ntawm nag hmo, uas yog 95% ntawm 1-xyoo nruab nrab. 2,513 cov khoom lag luam tau nce siab thaum 1,861 cov khoom lag luam poob qis. Cov nyiaj faib thiab cov txiaj ntsig muaj txiaj ntsig zoo dua qhov kev loj hlob thaum lub kaus mom loj thiab me me tau tiaj tus piv rau ib leeg. Kev sib txuas lus, kev saib xyuas kev noj qab haus huv, thiab kev siv hluav taws xob tau nce +0.67%, +0.59%, thiab +0.47, raws li, thaum txiav txim siab poob -1.57%, cov khoom poob -1.1%, thiab kev lag luam poob -1.06%. Cov ntu sab saum toj yog cov neeg hais lus ntse, cov neeg tsim tshuaj tiv thaiv kab mob coronavirus, thiab cov neeg siv khoom siv hluav taws xob thaum lub hnub ci, lithium, roj teeb, thiab cov khoom siv tsheb yog cov neeg ua haujlwm phem tshaj plaws. Cov tub ua lag luam txawv teb chaws tau yuav $ 184 lab tus nqi ntawm Mainland stocks ntawm Northbound Stock Connect hnub no. Kev loj hlob luv luv Treasuries rallied, CNY txaus siab me ntsis piv rau US duas, thiab tooj liab rallied +2.51%.

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

• CNY / USD 6.69 piv rau 6.70 nag hmo
• CNY / EUR 6.81 piv rau 6.81 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.22% tiv tiag 1.22% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.84% piv rau 2.84% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.09% tiv tiag 3.09% nag hmo
• Tus Nqi Tooj Liab + 2.51% dhau ib hmo