Baidu Kom Muab Robo Taxis Hauv Ntau Lub Nroog, Alibaba Npaj Rau Southbound Txuas Kev Tsim Nyog

Xov Xwm Tseem Ceeb

Kev lag luam nyiaj txiag hauv Asia tau ntau dua ntawm lub caij ntuj sov ntau dua li Pakistan tau kaw rau Ashura, hnub so tseem ceeb Islamic uas tshwm sim rau hnub thib kaum ntawm Muharram, thawj lub hlis hauv lunar calendar.

Hnub Friday qhov muaj zog US Non-Farm Payroll (NFP) tso tawm yuav pom tseeb ntxiv 75 lub hauv paus taw qhia Fed hike txawm tias hnub Wednesday CPI tso tawm yuav raug tshuaj xyuas heev.

Cov xov xwm loj nyob rau lub asthiv yog muaj zog Suav xa tawm hauv Lub Xya Hli, nce +18% xyoo dhau los (YoY) piv rau kev cia siab ntawm +14.1% thiab Lub Rau Hli +17.9%. Qhov no yog qhov taw qhia muaj zog tias kev lag luam thoob ntiaj teb tseem muaj zog los ntawm cov cua daj cua dub. Supply chain teeb meem tshwm sim tau poob ib yam. Txawm li cas los xij, Tuam Tshoj cov khoom lag luam tau nce ntawm tsuas yog + 2.3% YoY piv rau kev cia siab ntawm 4% thiab Lub Rau Hli 1%, qhia qhov kev xav tau qis hauv tsev. Cov khoom lag luam qis kuj yog qhov tseem ceeb ntawm tus lej ntshuam qis. Txawm hais tias muaj kev hais lus nom tswv, Lub Xya Hli kev lag luam ntawm Asmeskas thiab Tuam Tshoj nce los ntawm +7.5% YoY rau $ 68.5 billion, thaum kev lag luam nrog Taiwan poob los ntawm -3% rau $ 27 billion.

Hong Kong-cov npe hauv internet cov khoom lag luam tau tawm tom qab poob hauv lawv cov neeg sib tw hauv Teb Chaws Asmeskas rau hnub Friday. Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent, uas poob -2.6% txawm tias muaj lwm hnub ntawm kev yuav khoom los ntawm Mainland cov tub ua lag luam ntawm Southbound Stock Connect, Alibaba, uas poob -4.41% ntawm cov lus xaiv tab sis txiav cov nqi feem ntau yog qhov zoo, Meituan , uas poob -2.13%, thiab JD.com, uas poob -3.26%.

Baidu poob -1.81% txawm hais tias lub tuam txhab tau txais kev pom zoo los khiav tsheb tavxij hauv ob lub nroog ntxiv: Chongqing thiab Wuhan.

Ntxiv nrog rau qhov teeb meem loj heev vim lub caij ntuj sov doldrums, cov lus ceeb toom ntawm Hainan Island tau ntsib tus kabmob coronavirus tau sau cov xov xwm, uas tau ua rau raug kaw hauv ib ntu ntawm cov kob. Lub caij no, lub tuam txhab lag luam Nyij Pooj Softbank qhov poob ntawm 3.16 trillion Yen hnyav rau tech regionally.

Ua raws li US Senate tau dhau los ntawm kev siv lub zog huv-tsim Build Back Better daim nqi, kuv xav tau xav tias cov cuab yeej siv hluav taws xob huv huv yuav muaj hnub zoo vim tias muaj ntau yam khoom siv hauv Suav teb. Txawm li cas los xij, lub tsheb hluav taws xob (EV) ua si hauv Hong Kong thiab Mainland Tuam Tshoj tau tawm ntawm cov lus ceeb toom tias cov khoom lag luam siab dua rau lithium yuav ua rau cov nqi tsheb ntau dua. Nws yog ib qho tsim nyog sau cia tias Senate daim nqi tsis txo qis Txoj Cai Tswj Kev Lag Luam Txawv Tebchaws (HFCAA) ua raws li qhov rais txij li peb xyoos mus rau ob xyoos. Qhov no yog qhov zoo tshaj plaws rau Tuam Tshoj cov peev txheej.

Kev lag luam hauv av tsis tshua muaj kev txhawj xeeb txog cov teeb meem no vim tias STAR Board tau cuam tshuam nrog qee qhov nyiaj tau los. Muaj kev ncaj ncees ntawm kev sib tham txog qhov tseem ceeb ntawm cov khoom siv hluav taws xob hauv cov nyiaj tau los raws li kev lag luam tau dhau los ua tus ncej tseem ceeb ntawm kev faib khoom vaj khoom tsev nrog rau cov thev naus laus zis ntsuab.

Alibaba tshaj tawm tag kis no nws cia siab tias yuav hloov nws cov npe Hong Kong mus rau cov npe thawj zaug nyob rau xyoo kawg. Qhov no yuav ua rau Hong Kong cov npe tsim nyog rau kev yuav khoom los ntawm Mainland cov tub ua lag luam ntawm Southbound Stock Connect. Rov qab ntawm lub hnab ntawv, kuv xav kom ze li ntawm $ 20 nphom tus nqi ntawm kev nkag mus rau hauv lub tuam txhab Hong Kong cov npe sib koom.

Hang Seng thiab Hang Seng Tech indexes poob -0.77% thiab -1.82%, feem, ntawm qhov ntim uas poob -12% txij hnub Friday, uas tsuas yog 55% ntawm 1-xyoo nruab nrab. 170 cov khoom lag luam nce siab thaum 290 tsis kam. Hong Kong luv luv muag turnover poob -4.2% txij hnub Friday, uas yog 55% ntawm 1-xyoo nruab nrab, raws li luv luv turnover accounted rau 16% ntawm tag nrho cov turnover. Tus nqi tseem ceeb tshaj niaj hnub no nrog rau cov kaus mom me me. Cov kev ua tau zoo tshaj plaws yog lub zog, uas tau nce +1.54%, kev lag luam, uas tau nce +0.22%, thiab cov neeg siv khoom lag luam, uas tau nce +0.18%. Lub caij no, cov neeg siv khoom txiav txim siab poob -2.84%, kev pabcuam kev sib txuas lus poob -2% thiab vaj tse poob -1.53%. Cov kev ua tau zoo tshaj plaws hauv cov haujlwm yog ntawv, thee, thiab kev tiv thaiv. Lub caij no, kev kawm online, khoom siv, thiab Ant Group ecosystem tuam txhab uas muag tau ua haujlwm tsis zoo. Southbound Stock Connect ntim tau teeb heev vim cov neeg ua lag luam hauv av yog cov muag muag me ntsis ntawm Hong Kong cov khoom lag luam raws li Tencent yog qhov me me yuav thaum Kuaishou, Meituan, thiab Geely Auto tau muag tag nrho los ntawm Mainland cov tub ua lag luam.

Shanghai, Shenzhen, thiab STAR Board muaj kev sib tham sib xyaw, kaw +0.31%, +0.79%, thiab -0.41%, feem, ntawm qhov ntim qis -3.87% txij hnub Friday, uas yog 89% ntawm 1-xyoo nruab nrab. 3,114 cov khoom lag luam tau nce siab thaum 1,301 cov khoom lag luam tsis kam. Tus nqi thiab Kev Loj Hlob tau sib xyaw, thaum lub kaus mom me me ua tau zoo dua lub kaus mom loj. Cov haujlwm ua tau zoo tshaj plaws yog lub zog, uas tau nce +2.91%, cov khoom siv, uas tau nce +0.92%, thiab cov khoom siv hluav taws xob, uas tau nce +0.68%. Lub caij no, vaj tse poob -0.88%, cov neeg siv khoom staples poob -0.79%, thiab kev kho mob poob -0.71%. Cov khoom ua tau zoo tshaj plaws yog cov thee, cua, thiab hnub ci. Lub caij no, cov khoom siv hluav taws xob thiab cov khoom lag luam ntsig txog kev mus ncig xws li airlines yog cov neeg ua haujlwm tsis zoo. Northbound Stock Connect ntim tau teeb pom kev zoo raws li cov tub ua lag luam txawv teb chaws muag ib qho nyiaj - $ 159 lab tus nqi ntawm Mainland cov khoom lag luam raws li Longi Green Energy tau yuav thaum Tianqi Lithium raug muag. Cov nyiaj qiv nyiaj tau muag, CNY tau tawm ntawm US duas, poob -0.03%, thiab tooj liab tau nce +1.44%.

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

• CNY / USD 6.76 piv rau 2.76 Hnub Friday
• CNY / EUR 6.89 tiv tiag 6.87 Hnub Friday
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.00% piv rau 1.00% rau hnub Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.74% piv rau 2.73% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 2.90% tiv thaiv 2.90% Hnub Friday
• Tus Nqi Tooj Liab + 1.44% dhau ib hmo