Kev sib koom hauv kev lag luam e-lag luam loj heev tau raug ntaus dua hnub Tuesday. Alibaba raug ntes hauv ib tug rout ntawm Tuam Tshoj tus embattled tech sector, thiab tsis muaj laj thawj me ntsis kom ntseeg tau tias tus catalyst rau kev hloov pauv yuav los sai sai.
Alibaba's (ticker: BABA) US-listed shares tau nqis 5.5% hauv kev ua lag luam ua ntej hnub Tuesday, tom qab 10.3% poob rau hnub Monday. Qhov ntawd ua rau cov khoom lag luam tau poob ntau dua 25% ntawm nws cov nqi txij li thaum kawg ntawm lub lim tiam dhau los - ib qho ntawm nws lub sijhawm tsis zoo. Cov khoom lag luam poob qis dua 35% xyoo no.
Alibaba's Hong Kong cov npe sib koom (9988.HK) poob 11.9% rau hnub Tuesday, qhov poob loj tshaj plaws txhua hnub txij li lub tuam txhab tau teev nyob rau hauv 2019, ntaus cov ntaub ntawv dhau los ntawm 10.9% ib hnub swb, uas tau teem rau hnub Monday.
Kev muag khoom mus dhau Alibaba. Shares hauv phooj ywg
JD.com
(JD) - poob 5% hauv hnub Tuesday lub khw muag khoom ua ntej - tau teem kom tau poob 35% ntawm lawv cov nqi lag luam txij li hnub Wednesday dhau los. Daim duab zoo ib yam rau internet loj heev
Tencent
(0700.HK), uas tau poob 25% nyob rau tib lub sijhawm. Hong Kong's Hang Seng Tech Index tau poob 22% hauv hom.
Cov tub lag luam ntsib kev nyuaj siab los muag los ntawm kev tswj hwm, geopolitical, thiab kev noj qab haus huv-kev lag luam uas ua rau mob trifecta rau Suav cov khoom lag luam.
Thawj ntawm cov no yog kev txhawj xeeb uas cov tuam txhab suav xws li Alibaba tuaj yeem raug tshem tawm hauv Asmeskas Lub lim tiam dhau los, Securities thiab Exchange Commission tau hu ua Suav tuam txhab uas muag uas yuav raug rho tawm yog tias lawv tsis ua raws li cov cai tswj hwm nyiaj txiag, thiab nws xav tau ntau lub tuam txhab yuav muaj npe sai sai.
Bo Pei, tus kws tshuaj ntsuam ntawm tus broker US Tiger Securities tau hais tias "Qhov kev ua tsis tau zoo tsis ntev los no tau tsav los ntawm kev txhawj xeeb ntxiv txog kev pheej hmoo tshem tawm thiab US-Tuam Tshoj tensions," Barron tus. "Lub khw zoo li tsis tshua muaj kev ntseeg los daws qhov teeb meem no txhua lub sijhawm sai sai, muab kev sib raug zoo ntawm US-Tuam Tshoj tam sim no, uas yog qhov nyuaj ntxiv los ntawm kev ua tsov rog hauv Ukraine."
Russia txoj kev ntxeem tau ntawm Ukraine tsuas yog muddies cov dej vim yog Tuam Tshoj txoj kev sib raug zoo nrog Russia. Kev ua tsov ua rog nyob rau sab hnub tuaj Europe tau coj mus rau qhov tsis tau pom dua thiab kev rau txim loj rau Moscow, qhov tseem ceeb rhuav tshem lub teb chaws cov khoom lag luam, thiab muaj tsis ntev los no tau tshaj tawm tias Russia tau thov Suav rau kev pab tub rog.
Pei tau hais tias "Cov tub ua lag luam thoob ntiaj teb ntshai tsam Tuam Tshoj tuaj yeem ntsib Asmeskas kev rau txim thiab raug thuam," Pei hais. "Saib seb cov khoom lag luam Lavxias tau ua li cas tsis ntev los no tuaj yeem tawm tsam qee tus tub ua lag luam hauv Suav Tshuag."
Ntxiv rau qhov kev ntxhov siab yog qhov txuas ntxiv Covid-19 nce ntxiv hauv Suav teb, nrog rau kev kaw tshiab hauv nroog Shenzen, lub chaw thev naus laus zis thiab kev lag luam tseem ceeb nrog rau lub nroog chaw nres nkoj nrog cov pej xeem nyob ib puag ncig 18 lab. Ib nthwv dej ntawm Covid-19 yuav yog xav tias yuav cuam tshuam rau pawg e-commerce zoo li Alibaba thiab JD.com, uas lean hnyav rau kev txiav txim siab siv nyiaj los ntawm ob tus neeg siv khoom thiab cov tub lag luam.
Alibaba tau teem sijhawm qhib qis dua $ 75 ib feem rau hnub Tuesday, qhov qis tshaj plaws ntawm cov khoom lag luam tau txij li thaum ntxov 2016. Tab sis tseem muaj kev sib cav tseem ceeb txog seb Suav shares. sawv cev tus nqi lossis tus nqi cuab.
As Barron tus tau tshaj tawm yav dhau los, yam tsawg kawg yog ob yam tseem ceeb yuav tsum tau ua rau Alibaba tigaround: Ib qho kev txhim kho ntawm kev tswj hwm ib puag ncig thiab kev hloov pauv hauv cov ntsiab lus ntawm cov neeg siv khoom hauv Suav teb. Ob leeg ntawm no tsis muaj nyob ua ntej Russia-Ukraine ua tsov ua rog, uas tau muaj txij li ob qho tib si nyuaj.
Thaum cov kws tshuaj ntsuam tau zoo siab heev los ntawm tag nrho Alibaba qhov teeb meem, cov hlab ntsha yog fraying. Tus kws tshuaj ntsuam Alex Yao ntawm JP Morgan tsis ntev los no tau muab ob npaug rau Alibaba rau Kev Nyuaj Siab los ntawm Kev Nyuaj Siab, thiab txo tus nqi phiaj rau $ 65 los ntawm $ 180. Nws yog ib tug stunning reversal nyob rau hauv kev xav.
Txawm li cas los xij, qee tus neeg koom ua lag luam tseem muaj kev txhawb siab rau Suav teb tag nrho.
"Txawm hais tias muaj kev poob qis thiab kev cia siab tias yuav muaj kev hloov pauv ntau dua nyob rau lub asthiv tom ntej, peb tseem muaj txiaj ntsig zoo ntawm peb qhov kev cia siab ntawm Tuam Tshoj thiab tuav peb txoj kev nyiam tshaj plaws ntawm nws cov peev txheej hauv peb lub tswv yim Asia," ib pab pawg coj los ntawm Mark Haefele, tus thawj coj peev. Tus thawj coj ntawm UBS Global Wealth Management, tau hais hauv tsab ntawv ceeb toom hnub Tuesday.
Nrog cov khoom lag luam hauv Hong Kong ntawm lawv qhov qis tshaj txij li xyoo 2016, cov tub ua lag luam yuav raug zam txim rau qhov tsis muaj kev cia siab.
Sau rau Jack Denton ntawm [email tiv thaiv]