Balloon Pops Blinken mus ntsib, Tam sim no

Xov Xwm Tseem Ceeb

Cov neeg Esxias cov peev txheej tau qis dua tom qab hnub Friday qhov kev npaj txhij txog muaj zog US cov nyiaj them poob haujlwm uas tsis muaj feem cuam tshuam rau Fed pivot, uas yog hnyav rau US cov peev txheej niaj hnub no. Lub peev xwm rau ntau Fed hikes ua rau muaj zog US duas, ntaus Asia duas index, uas poob -0.9% rau hnub Friday, ua raws li -0.1% hnub no raws li CNY poob -0.99% rau hnub Friday.

Kuv pib nrog cov nyiaj them poob haujlwm vim nws yog thawj tus neeg ua txhaum rau hnub Friday qhov tsis muaj zog hauv Asmeskas cov ntawv teev npe Tuam Tshoj thiab hnub no kev ua raws li kev txav mus los hauv Hong Kong. Yog, lub zais pa kuj yog tus pab txhawb, txawm tias tus tuag tau raug pov tseg. Lub sijhawm lub zais pa yog qhov tsis zoo tshaj plaws raws li Secretary of State Blinken txoj kev mus ncig tau ncua. Nws yuav yog tus thawj coj loj tshaj plaws hauv Teb Chaws Asmeskas tuaj xyuas Tuam Tshoj txij li xyoo 2018. Politico muaj ib tsab xov xwm nthuav qhia hais tias nws yuav zoo li rov mus ncig ua si vim qhov xwm txheej balloon muab nws qhov tseem ceeb.

Hong Kong thiab Asmeskas cov ntawv teev npe Tuam Tshoj cov khoom lag luam sawv cev rau kev xav txawv teb chaws txog Tuam Tshoj, uas tau tawm, thaum Shanghai thiab Shenzhen sawv cev rau cov neeg lag luam Suav xav txog Tuam Tshoj. Qhov no ua rau muaj qhov sib txawv tseem ceeb thaum hmo ntuj vim tias kev xav txawv teb chaws tau ua pov thawj tias muaj kev kub ntxhov. Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent, uas poob -2.13%, Meituan, uas poob -5.03%, thiab Alibaba, poob -2.73%, raws li qhov dav tsis zoo, tsuas yog 35 cov khoom zoo, thaum 474 cov khoom lag luam poob. . Hong Kong Tshuag Txauv poob -4.2%, txawm hais tias tshaj tawm kev koom tes nrog Saudi Arabia, qhov qhia txog kev xav. Lub Rooj Tsav Xwm Tseem Ceeb luv luv nce mus rau 17% ntawm tag nrho cov kev hloov pauv, txawm hais tias Mainland cov tub ua lag luam tau yuav qhov poob ntawm Southbound Stock Connect, nyob rau hauv ib qho zoo me ntsis rau hnub ntxhib.

Yum Tuam Tshoj yuav tshaj tawm Q4 nyiaj txiag tom qab Asmeskas kev lag luam kaw hnub no. Qhov tseem ceeb yuav tsis yog Q4 cov txiaj ntsig nyiaj txiag, tab sis, theej, lawv qhov Q1 kev pom zoo raws li Tuam Tshoj txoj kev rov qhib dua yuav tsum yog lub zog muaj zog. Rau cov thawj coj uas tsis muaj zog Tuam Tshoj, qhov rub rov qab / kho los ntawm lub lim tiam dhau los yuav muab lub sijhawm rov qab los.

Tuam Tshoj Mainland tau tawm tab sis tsawg dua Hong Kong raws li Mainland cov tub ua lag luam tsis tshua muaj kev txhawj xeeb txog Asmeskas cov nyiaj hli thiab lub zais pa. OpenAI's ChatGPT tau txais kev txaus siab hauv Suav teb, tshem tawm AI cov khoom lag luam. Cov tub ua lag luam txawv teb chaws yog cov muag khoom me me ntawm Mainland Tshuag. Lub Tuam Txhab Tuam Txhab Tuam Txhab Tuam Tshoj, Tuam Tshoj lub tuam txhab nyiaj hauv nruab nrab, tau rub cov nyiaj tawm ntawm cov nyiaj txiag, uas tshwm sim tom qab hnub so loj lub lim tiam.

Hang Seng thiab Hang Seng Tech indexes poob -2.02% thiab -3.65%, feem, ntawm qhov ntim uas tau nce +4.66% txij hnub Friday, uas yog 108% ntawm 1-xyoo nruab nrab. 35 cov khoom lag luam tau nce siab, thaum 474 cov khoom lag luam tsis kam. Main Board luv turnover nce +16.53% los ntawm hnub Friday, uas yog 104% ntawm 1-xyoo nruab nrab, raws li 17% ntawm turnover yog luv turnover. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li lub kaus mom loj tshaj lub kaus mom me me. Tag nrho cov kev lag luam tau poob nrog tech poob -4.5%, kev kho mob poob -4.02%, thiab cov khoom poob -3.8%. Tag nrho cov subsectors tsis zoo li cov tshuaj / biotech, kev kho vajtse / khoom siv thiab cov khoom siv kho mob yog qhov phem tshaj. Southbound Stock Connect ntim tau nruab nrab / lub teeb raws li Mainland cov tub ua lag luam tau yuav $ 253 lab tus nqi ntawm Hong Kong cov khoom lag luam raws li Tencent yog qhov muag me me, Meituan yog qhov muag loj, thiab Kuaishou yog qhov muag me me.

Shanghai, Shenzhen, thiab STAR Board tau nqis -0.76%, -0.84%, thiab -0.91%, feem, ntawm qhov ntim uas poob -3.95% los ntawm nag hmo, uas yog 96% ntawm 1-xyoo nruab nrab. 1,782 cov khoom lag luam tau nce siab, thaum 2,891 cov khoom lag luam poob qis. Cov txiaj ntsig muaj txiaj ntsig tau nthuav tawm cov txiaj ntsig kev loj hlob raws li cov kaus mom me me "ua tau zoo dua" cov kaus mom loj. Tag nrho cov kev lag luam tsis zoo vim tias vaj tse poob -2.85%, cov neeg siv khoom txiav txim siab poob -2.24%, thiab cov khoom poob -2.08%. Cov subsectors ua tau zoo tshaj plaws yog internet, software, thiab computer hardware. Lub caij no, cov hlau muaj txiaj ntsig, ntau hom nyiaj txiag, thiab cov khoom siv hauv tsev yog qhov phem tshaj plaws. Northbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam txawv teb chaws muag ib qho nyiaj - $ 80 lab tus nqi ntawm Mainland stocks. CNY poob tau nce piv rau US duas, Cov Nyiaj Txiag Nyiaj Txiag tau muag, tooj liab tau tawm, thiab cov hlau tau txais.

Tuam Tshoj Lub Nroog Mobility Tracker

Up, nce, thiab deb.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.79 piv rau 6.80 Friday
• CNY ib EUR 7.29 piv rau 7.33 Friday
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.40% piv rau 1.29% rau hnub Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.90% piv rau 2.89% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 3.06% tiv thaiv 3.06% Hnub Friday
• Tus Nqi Tooj Kub -0.54% dhau ib hmo
• Steel Nqe +0.15% thaum hmo ntuj