Baidu Busts Ib Txoj Kev Mus Los Nrog Q4 Cov txiaj ntsig zoo thiab Kev Yuav Rov Qab, Kev Pom Zoo Kev Thaj Yeeb tuaj?

Xov Xwm Tseem Ceeb

Kev lag luam nyiaj txiag hauv Asia tau poob qis tom qab Asmeskas kev lag luam kev lag luam poob qis thiab Nyiaj Txiag tau nce nag hmo vim kev pheej hmoo ua lag luam tau noj Fed nruj heev.

Asia duas index poob -0.09% thiab Tuam Tshoj tus renminbi CNY poob -0.23% piv rau US duas ib hmos. Qhov zoo tshaj plaws, Tuam Tshoj thiab Hong Kong "ua tau zoo" vim tias lawv tsis poob ntau dua 1% zoo li feem ntau Esxias kev ncaj ncees indices. Nag hmo, Asmeskas Tuam Tshoj ADRs poob qis heev ntawm cov xov xwm tshaj tawm tias JD.com yuav tshaj tawm RMB 10 billion nyiaj pab / luv nqi rau cov neeg yuav khoom kom deb ntawm nws cov neeg sib tw Pinduoduo, xa qhov chaw qis dua ntawm kev ntshai ntawm pyrrhic nqi tsov rog. Lub tuam txhab tsis tau lees paub lossis tsis lees paub zaj dab neeg vim nws qhov txiaj ntsig ua ntej nyiaj txiag nyob ntsiag to. Cov tshuaj tiv thaiv zoo li exaggerated los ntawm kev pheej hmoo tawm / US kev ncaj ncees muag tawm thiab txuas ntxiv nom tswv rhetoric raws li cov neeg yuav khoom sawv ntawm sab nraud. Kom meej meej cov tub ua lag luam tau muab cov phiaj xwm ntiv tes xoo, txawm hais tias peb paub tus tsim / CEO Richard Li tau hais rau lub tuam txhab poob qab nws cov neeg sib tw.

Hmoov tsis zoo, cov neeg yuav khoom tsis tau nqis los vim tias Baidu cov txiaj ntsig nyiaj txiag muaj zog tau txhawb nqa qhov chaw hauv internet thaum sawv ntxov no vim Hong Kong cov khoom lag luam hauv internet tau poob ib hmos txawm tias tsis ze li US China ADRs. Hong Kong qhov kev lag luam hnyav tshaj plaws, nrog nag hmo US ADR txav hauv kab lus, yog Tencent -1.6% (-3.39%), Alibaba HK -2.36% (-4.91%), HSBC +5.3%, Meituan +0.14%, thiab JD.com HK -3% (-11.03%). US ADR cov tub ua lag luam tau muaj qhov tsis zoo ntau dua li lawv cov neeg Esxias sib npaug uas tsis yog qhov xav tsis thoob xav txog cov xov xwm tsis zoo uas cuam tshuam nrog Tuam Tshoj. Cov neeg ua lag luam hauv tebchaws tsis tshua muaj kev txhawj xeeb txog Asmeskas kev lag luam poob qis nrog cov khoom lag luam tawm me ntsis. Tom qab muab nag hmo daim ntawv qhia ntawm Northbound Stock Connect, cov tub ua lag luam txawv teb chaws tau muag - $ 686 lab ntawm Mainland stocks hnub no nyob rau hnub xov xwm teeb. Nco ntsoov Alibaba, NetEase, thiab Vipshop qhia tag kis.

Baidu (BIDU US, 9888 HK) tso tawm Q4 cov txiaj ntsig nyiaj txiag tag kis no. Lub tuam txhab tau ua haujlwm zoo khaws cov nqi qis hauv lub quarter nyuaj vim tias tag nrho cov nqi / cov nqi poob qis rau RMB 28.484 billion piv rau RMB 31.13 nphom hauv Q4 2021. Baidu lub lag luam tseem ceeb tshawb nrhiav yog nyob ntawm cov neeg tshaj tawm uas tau saib xyuas zoo heev vim xoom COVID kawg. ob xyoos thiab tom qab ntawd COVID's Q4 kis thoob plaws Tuam Tshoj. Founder/CEO Robin Li tau khiav qhov kev hu xov tooj rau lub peev xwm ntawm ERNIER Bot thawj qhov zoo tshaj plaws thiab lub sijhawm los pab nws txoj kev lag luam tshawb nrhiav. Baidu tau ua tiav zoo nrog nws txoj kev tsom mus rau Apollo autonomous tsav tsheb thiab rollout ntawm robo-taxis. Cov nyiaj ntsuab pub dawb tseem muaj zog RMB 17.884 billion ($ 2.593 billion) tso cai rau lub tuam txhab nthuav dav nws txoj haujlwm yuav rov qab los ntawm US $ 5 nphom mus txog 2025. Hong Kong Tshuag Txauv cov cai tsis tso cai rau cov tuam txhab muab cov lus qhia meej txawm tias lub tuam txhab tau zoo rau lawv qhov kev pom. .

Cov nyiaj tau los tau tawm me ntsis YoY ntawm RMB 33.077 billion ($ 4.796 billion) piv rau cov kws tshuaj ntsuam kev cia siab ntawm RMB 32.06 billion thiab Q4 2021's RMB 33.088 billion.

Kho Net Cov Nyiaj Tau Los tau nce mus rau RMB 5.371B (US $ 779 lab) piv rau cov kws tshuaj ntsuam kev cia siab ntawm RMB 4.737 billion thiab Q4 2021's RMB 4.625 billion.

Kho EPS nce mus rau RMB 15.25 (US $ 2.21) piv rau cov kws tshuaj ntsuam kev cia siab ntawm RMB 13.88 thiab Q4 2021's RMB 11.60.

Tsis muaj kev saib xyuas hauv Western xov xwm (tsawg kawg tsis yog qhov kuv tau pom), Tuam Tshoj Tus Thawj Fwm Tsav Tebchaws Txawv Tebchaws Qin Gang tau nthuav tawm "Cov Ntawv Qhia Txog Kev Nyab Xeeb Ntiaj Teb Kev Nyab Xeeb" ua raws li cov lus hais tias "Tuam Tshoj yuav tshaj tawm cov ntaub ntawv qhia txog kev nrhiav kev daws teeb meem ntawm Ukraine. kev kub ntxhov.” Tuam Tshoj tus kws tshaj xov xwm saum toj kawg nkaus Wang Yi tab tom tuaj xyuas Russia tom qab lub rooj sib tham hauv Munich Security. Tej zaum nws puas nyob ntawd los ua kev sib haum xeeb? Thawj Tswj Hwm Xi xav tias yuav hais lus rau hnub Friday uas tau hais qhia txog kev thaj yeeb nyab xeeb. Yog li ntawd ntau negativity, dub swans, thiab sab laug tails. Yuav ua li cas yog tias peb tau txais tus Tsov tus tw? Leej twg npaj rau qhov ntawd?

Hang Seng thiab Hang Seng Tech poob -0.51% thiab -1.38% feem ntawm ntim +3.08% los ntawm nag hmo uas yog 91% ntawm 1-xyoo nruab nrab. 117 cov khoom lag luam nce siab thaum 372 cov khoom lag luam poob qis. Main Board luv turnover nce +20.37% los ntawm nag hmo uas yog 86% ntawm 1-xyoo nruab nrab li 16% ntawm turnover yog luv turnover. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob thaum lub kaus mom loj tawm ntawm lub kaus mom me. Tag nrho cov kev lag luam tsis zoo raws li kev siv hluav taws xob poob -1.75%, kev txiav txim siab kaw qis -1.6%, thiab nyiaj txiag poob -1.41%. Cov khoom lag luam sab saum toj yog khoom noj / dej haus / luam yeeb thiab tsev txhab nyiaj thaum zaub mov, khw muag khoom thiab xov xwm yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam hauv av tau yuav $ 93 lab ntawm Hong Kong cov khoom lag luam nrog Kuaishou ib qho me me yuav, Tencent, thiab Meituan yog ib qho muag me me.

Shanghai, Shenzhen, thiab STAR Board poob -0.47%, -0.27%, thiab -0.61% feem ntawm ntim -15.08% los ntawm nag hmo uas yog 86% ntawm 1-xyoo nruab nrab. 2,117 cov khoom lag luam tau nce siab thaum 2,459 cov khoom lag luam poob qis. Tus nqi thiab kev loj hlob tau sib xyaw ua cov kaus mom me me "ua tau zoo dua" cov kaus mom loj. Tag nrho cov kev lag luam tau poob nrog kev sib txuas lus qis -2.14%, cov ntaub ntawv poob -1.33%, thiab vaj tse nqis -1.25%. Cov khoom lag luam sab saum toj yog maus taus, khoom siv hauv tsev, thiab kev lag luam ntawv thaum xov tooj, kev tuav pov hwm, thiab tsev noj mov yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab / lub teeb raws li cov tub ua lag luam txawv teb chaws muag - $ 685 lab ntawm Mainland stocks. CNY poob -0.23% rau 6.89, Cov Nyiaj Txiag Nyiaj Txiag tau tiaj tus thaum tooj liab thiab hlau sib sau ua ke.

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Muab Volatility rau Kev Ua Haujlwm: Kev Loj Hlob thiab Nyiaj Tau Los Ntawm ETF Cov Hu Xov Tooj

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

• CNY rau USD 6.89 piv rau 6.87 nag hmo
• CNY rau EUR 7.33 piv rau 7.32 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.91% piv rau 2.91% 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 + 0.74% dhau ib hmo
• Steel Nqe +0.31% thaum hmo ntuj