Alibaba's Ant tuaj yeem taug kev mus rau IPO, CNY Qhov Zoo Tshaj Plaws Dab Rally

Xov Xwm Tseem Ceeb

Asian equities muaj ib hnub muaj zog raws li Nyiv yog nyob rau hnub so rau Respect rau Hnub nyoog.

Jack Ma txoj cai pov npav hauv kev lag luam nyiaj txiag loj heev Ant Group tau txo qis rau 6.2% los ntawm 53.4%, txawm hais tias nws tseem muaj txiaj ntsig tseem ceeb hauv tuam txhab. Alibaba dhia +8.66% ntawm cov xov xwm, dhau los ua cov lag luam loj tshaj plaws hauv Hong Kong los ntawm tus nqi hnub no. Thaum Ant downplayed lub peev xwm rau IPO, qhov kev txav mus los, nrog rau lub tuam txhab ntxiv cov tswv cuab ywj pheej, ua rau lub tuam txhab txaus siab rau cov tub ua lag luam raws li "... tsis muaj tus tswv, ib leeg lossis koom nrog lwm tus tog, yuav muaj kev tswj hwm Ant Group." Kev sib pauv hauv Mainland Tuam Tshoj thiab Hong Kong muaj cov cai uas yuav tsum tau tos lub sijhawm ntawm ib xyoos lossis ntau dua tom qab kev hloov pauv hauv kev tswj hwm ua ntej IPO, uas ua rau muaj kev ntxim nyiam ntawm Asmeskas cov npe. Lub sijhawm yuav qhia!

Alibaba, nrog rau ntau lub tuam txhab, suav nrog Tencent, uas tau nce +3.61%, tau ntxiv cov kws tshuaj ntsuam tus nqi lub hom phiaj hloov kho ntawm Tuam Tshoj txoj kev rov qhib dua li Hong Kong cov ntawv teev npe hauv internet muaj hnub muaj zog tshwj tsis yog Meituan, uas poob -1.15%, thiab JD. com, uas yog tiaj tus.

Lub asthiv no tau pib lub ntiaj teb kev tsiv teb tsaws chaw loj tshaj plaws ua ntej hnub so Lunar New Year. Nyob rau lub asthiv, peb pom thawj qhov kev mus ncig ntawm Hong Kong thiab Tuam Tshoj Mainland hauv ze li peb xyoos, thaum lub davhlau hauv tebchaws thiab thoob ntiaj teb los ntawm Tuam Tshoj tau nce siab. Hong Kong muaj ib hnub muaj zog, nrog cov neeg ua haujlwm nce siab tshaj qhov poob qis, thaum tag nrho cov haujlwm tau zoo, tshwj tsis yog cov vaj tsev thiab Hang Seng Index, uas tau kaw saum 21,0000 qib. Nco ntsoov tias ntau cov nyiaj tau los thoob ntiaj teb thiab Kev Lag Luam Thoob Ntiaj Teb tau poob qis hauv Tuam Tshoj txheeb ze rau MSCI Emerging Markets Index.

Niaj hnub no Wall Street Journal muaj ib tsab xov xwm hais txog cov tub ua lag luam txawv teb chaws muag Suav daim ntawv cog lus hauv 2022 thaum muaj kev ncaj ncees nkag tau tawm ntawm 2021 qib. Lub sijhawm ntawm tsab xov xwm tsis zoo vim tias cov tub ua lag luam txawv teb chaws tau yuav $ 1.14 billion tus nqi ntawm Mainland cov khoom lag luam niaj hnub no, tom qab lub lim tiam dhau los $ 2.9 billion, txawm hais tias cov tub ua lag luam tau hais hauv tsab xov xwm yog cov neeg ua lag luam tsis zoo raws li CNY rallied piv rau US duas, nce +0.67% rau kaw ntawm 6.78 CNY ib USD. Nws yog amazing npaum li cas me me xov xwm kev pab cuam CNY lub rally piv rau US duas tau garnered. Txawm li cas los xij, kuv yuav tsum tsis txhob xav tsis thoob vim tias Asia US duas siab tshaj tawm cov nyiaj tau los sib sau ua ke tsis muaj kev pab cuam.

Shanghai thiab Shenzhen tau sib sau ua ke ntawm kev rov qhib dua thiab kev txhawb nqa txoj cai raws li ob qho kev ntsuas ze rau qhov muaj peev xwm tiv thaiv qib ntawm 3,200 thiab 2,080. Berkshire Hathaway muag 1.06 lab shares ntawm BYD, uas poob -1.06%. Tus neeg ua lag luam dab neeg muag khoom thaum hmo ntuj yog nws 7th sib koom muag, nqa tag nrho cov khoom muag muag rau 60 lab, uas txo Berkshire Hathaway txoj haujlwm rau 13.97% ntawm lub tuam txhab. Ib qhov chaw xov xwm Mainland tau sau tseg tias lub tuam txhab tsis tau piav qhia txog qhov txo qis. Trina Solar tau nce +1.7% tom qab tshaj tawm tias nws cov txiaj ntsig nyiaj txiag xyoo 2022 yuav suav nrog cov nyiaj tau los nce ntawm 89% mus rau 122%. Lub Tsev Haujlwm Saib Xyuas Nyiaj Txiag thiab Lub Xeev Txoj Cai Tswjfwm Ntiag Tug tau tshaj tawm qhov txo qis ntawm VAT rau cov neeg them se me me hauv kev noj zaub mov zoo.

Peb Lub Rooj Sib Tham Pawg Thawj Coj Txoj Cai Pivot ntawm Peb Qhov Loj (US-Tuam Tshoj, Zero COVID, thiab Vaj Tsev) txuas ntxiv mus. Ua ntej yuav rov qab mus rau Tuam Tshoj tom qab nws nce qib, Tuam Tshoj tus Ambassador rau Teb Chaws Asmeskas, Qin Gang, tau sau ib tsab ntawv zoo nyob rau hauv Washington Post uas tsim nyog nyeem. Thaum lub asthiv dhau los, nws tau tshaj tawm tias yav dhau los tus cev lus rau Lub Tsev Haujlwm Saib Xyuas Kev Ua Haujlwm Txawv Tebchaws, uas tau raug hu ua "hma tub rog," tau raug xaiv dua. Thaum peb tseem tsis tau paub txog tus neeg hais xov xwm tshiab, qhov kev tshem tawm yog qhov nthuav!

Hang Seng thiab Hang Seng Tech indexes tau nce +1.89% thiab +3.15%, feem, ntawm qhov ntim uas tau nce +5.49% txij hnub Friday, uas yog 124% ntawm 1-xyoo nruab nrab. 371 cov khoom lag luam tau nce siab, thaum 124 cov khoom lag luam tsis kam. Main Board luv muag turnover nce +0.49% txij hnub Friday, uas yog 105% ntawm 1-xyoo nruab nrab, raws li 15% ntawm turnover yog luv. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li cov kaus mom me me tshaj lub kaus mom loj. Cov kev ua tau zoo tshaj plaws suav nrog cov khoom siv, uas tau nce +5.23%, kev txiav txim siab ntawm cov neeg siv khoom, uas tau nce +3.48%, thiab kev pabcuam kev sib txuas lus, uas tau nce +3.37%, thaum vaj tse tsuas yog nqes qis, poob -1.44%. Cov khoom lag luam ua tau zoo tshaj plaws yog khoom noj, khoom siv, thiab khw muag khoom, thaum tsheb, vaj tse, thiab khoom siv hauv tsev / tus kheej yog qhov phem tshaj. Southbound Stock Connect ntim tau nruab nrab / lub teeb raws li cov tub lag luam hauv av tau muag - $ 156 lab tus nqi ntawm Hong Kong cov khoom lag luam vim Meituan yog qhov kev lag luam hnyav tshaj plaws hauv qhov kev pab cuam, Tencent yog qhov me me yuav khoom, thiab Xpeng yog qhov me me yuav.

Shanghai, Shenzhen, thiab STAR Board diverged mus kaw +0.58%, +0.68%, thiab -0.24%, feem, ntawm ntim uas txo -3.7% txij hnub Friday, uas yog 88% ntawm 1-xyoo nruab nrab. 2,814 cov khoom lag luam tau nce siab, thaum 1,678 cov khoom lag luam poob qis. Tus nqi tseem ceeb tshaj qhov kev loj hlob zoo li lub kaus mom me me dua lub kaus mom loj me ntsis. Cov kev ua tau zoo tshaj plaws yog cov neeg siv khoom lag luam, uas tau nce +3.13%, cov khoom siv, uas tau nce +2.64%, thiab cov kev pabcuam kev sib txuas lus, uas tau nce +2.23%, thaum cov khoom siv hluav taws xob thiab vaj tse tau tawm -0.04% thiab -0.06%, feem. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 1.14 billion tus nqi ntawm Mainland stocks. CNY tau nce +0.67% piv rau US duas, kaw ntawm 6.78, Treasury bonds tau muag tawm, thiab tooj liab tau nce +0.85%.

Tuam Tshoj Lub Nroog Mobility Tracker

Kev siv tsheb thauj mus los thiab metro txuas ntxiv mus ntxiv. Lub caij no, ntau lub xeev tau pom tias muaj tus mob tshiab ntxiv. Ua lub teb chaws loj xws li thaj chaw, nws yuav tsum tsis txhob xav tsis thoob tias ntau lub nroog thiab cov xeev nyob rau theem sib txawv ntawm kev kis tus kab mob siab tshaj plaws, uas tuaj yeem siv sijhawm ntev.

Hmo Kawg Ua Yeeb Yam

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

  • CNY rau USD 6.77 piv rau 6.83 nag hmo
  • CNY rau EUR 7.27 piv rau 7.26 nag hmo
  • Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.02% tiv tiag 0.92% nag hmo
  • Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.84% piv rau 2.83% nag hmo
  • Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.96% tiv tiag 2.96% nag hmo
  • Tus Nqi Tooj Liab + 0.85% dhau ib hmo

Tau qhov twg los: https://www.forbes.com/sites/brendanahern/2023/01/09/alibabas-ant-could-be-marching-toward-an-ipo-cnys-remarkable-ghost-rally/