Kev sib kis hauv txhab nyiaj ua rau cov neeg yuav khoom tsis sib haum, Pinduoduo "Kev nqis peev" tso cov tub lag luam xav tau

Pinduoduo Q4 Cov Nyiaj Tau Los Tshaj Tawm

Lub tuam txhab E-lag luam Pinduoduo tso tawm Q4 2022 cov txiaj ntsig tag kis no. Cov nyiaj tau los tsis zoo siab cov kws tshuaj ntsuam kev cia siab, txawm tias loj hlob +46% xyoo dhau los, thaum hloov kho cov nyiaj tau los thiab cov nyiaj tau los hloov pauv ib feem (EPS) yeej cov kws tshuaj ntsuam kev cia siab. Pinduoduo cov Tshuag tau muaj qhov zoo 2023 txog tam sim no.

Lub tuam txhab tsis tau muab qhov kev kwv yees, txawm hais tias tau sau tseg "kev loj hlob tsis tu ncua" ntawm cov neeg siv khoom thaum Q1 2023 thaum cov khoom muaj nqi siab dua xws li xov tooj ntawm tes pom "kev loj hlob zoo". Kev tswj hwm tau sau tseg tias kev sib tw yog "kev mob siab" raws li kev nqis peev thev naus laus zis thiab kev siv nyiaj tau nce los ntawm RMB 13.8 billion rau RMB 21.8 billion. "Temu," lub platform lub npe thoob ntiaj teb, yuav nthuav dav rau cov lag luam tshiab suav nrog hauv Canada thiab Europe.

Thaum kawg ntawm hnub, Pinduoduo cov nyiaj tau los tau nce ze li ntawm ~ 50%, tab sis cov nyiaj tau los ntawm cov nyiaj tau los tsuas yog nce txog ~ 30%, txawm tias cov nyiaj ntsuab pom kev noj qab haus huv. Kev tswj hwm qhov tseem ceeb ntawm kev nqis peev tsis zoo li yuav ua rau muaj kev ntseeg siab, raws li qhia los ntawm -13% poob ua ntej US kev lag luam qhib.

• Cov nyiaj tau los nce +46% rau RMB 39.8 B ($ 5.773B) piv rau cov kws tshuaj ntsuam kev cia siab ntawm RMB 41.9 B thiab Q4 2022's RMB 27.2 B
• Kho Net Cov Nyiaj Tau Los nce +43% rau RMB 12.1 B ($ 1.8 B) piv rau cov kws tshuaj ntsuam kev cia siab ntawm RMB 11.17 B thiab Q4 2022's RMB 8.4 B
• Kho EPS yog RMB 8.34 ($ 1.21) piv rau cov kws tshuaj ntsuam kev cia siab ntawm RMB 7.54 thiab Q4 2022's RMB 5.9.

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau qis dua vim tias muaj kev cuam tshuam nyiaj txiag kev ntshai ua rau cov neeg yuav khoom nyob sab nraud txawm hais tias hnub so tshaj tawm ntawm Credit Suisse thiab UBS. Credit Suisse muaj qhov muaj zog nyob hauv Asia, kev tshawb fawb zoo hauv Asia thiab Tuam Tshoj, thiab cov neeg muaj zog uas vam tias yuav ua tiav cov xwm txheej sab nraud ntawm lawv txoj kev tswj hwm. Qhov teeb meem ntawm kev ntseeg siab, uas zoo li tau txais txiaj ntsig Bitcoin hauv qhov tsis zoo rau cov tsev txhab nyiaj hauv nruab nrab, suav nrog kev tshem tawm $ 17 billion tus nqi ntawm Credit Suisse daim ntawv cog lus tuav los ntawm cov tsev txhab nyiaj hauv cheeb tsam Asian. Nws yog tsim nyog sau cia tias CNY tau tshaj tawm qhov nce me me piv rau US duas li tej zaum Fed yuav ncua lawv cov nqi nce mus.

Cov tub ua lag luam txawv teb chaws tau muaj kev xav tsis zoo ntau dua li Hong Kong tau tawm ntau dua -2% thaum lub lag luam loj tau tawm, tab sis tsis yog ze li ntau. Kev lag luam hauv tebchaws tau nco txog hnub Friday lub txhab nyiaj khaws cia qhov piv txwv txiav yog tom qab kev lag luam tau kaw thiab ua raws li 1 thiab 5-xyoo qiv nyiaj thawj tus nqi raug tso tseg tsis hloov pauv rau lub asthiv. Cov tub ua lag luam hauv tebchaws tau yuav ib qho kev noj qab haus huv $ 725 lab tus nqi ntawm Hong Kong cov khoom lag luam ntawm Southbound Connect thaum hmo ntuj vim Tencent yog qhov yuav khoom loj. Hong Kong cov neeg nce qib / cov neeg poob qis yog qhov tsis zoo vim qhov ntim luv yog 19% ntawm tag nrho cov kev hloov pauv, coj los ntawm cov khoom luv luv hauv Hong Kong ETFs, txawm tias tsis yog ib tus neeg cov khoom lag luam. Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent, uas poob -1.36%, Alibaba, poob -2.82%, Tuam Tshoj Mobile, poob -3.56%, HSBC, poob -6.23%, thiab Meituan, poob -1.15% .

Baidu tswj hwm qhov nce me me, nce +0.91% tom qab qhov zoo ERNIE Bot tshuaj xyuas. Huarong Securities poob -7.22% tom qab tshaj tawm qhov dav dua li qhov xav tau poob rau xyoo 2022 thiab xov xwm nws tus kws tshuaj xyuas raug nplua.

Kev lag luam hauv av tau sib xyaw tom qab qhib siab dua tab sis poob qis dua hnub ua lag luam raws li Shanghai thiab Shenzhen tau tshaj tawm kev poob qis thiab STAR Board tau tshaj tawm qhov nce me me. Cov tub ua lag luam txawv teb chaws tau yuav qhov nyiaj $ 232 lab tus nqi ntawm Mainland Tshuag ntawm Northbound Stock Connect.

Thawj Tswj Hwm Xi tab tom mus xyuas Russia los thawb nws txoj kev npaj kev thaj yeeb nyab xeeb Ukraine. Kev lag luam tuaj yeem siv qee qhov xov xwm zoo raws li kev daws teeb meem thiab / lossis kev nce qib mus rau qhov kev daws teeb meem yuav yog qhov kawg dub swan.

Hang Seng thiab Hang Seng Tech indexes poob -2.65% thiab -2.75%, feem, ntawm qhov ntim uas poob -21.52% txij hnub Friday, uas yog 107% ntawm 1-xyoo nruab nrab. 49 cov khoom lag luam tau nce siab, thaum 464 cov khoom lag luam poob qis. Main Board luv turnover poob -7.53% txij hnub Friday, uas yog 1,221% ntawm 1-xyoo nruab nrab, raws li 19% ntawm turnover yog luv. Tus nqi "tshaj tawm" kev loj hlob raws li cov kaus mom loj "ua tau zoo dua" cov kaus mom me me. Cov khoom siv tsuas yog qhov zoo, nce +1.31%, thaum kev kho mob poob -4.33%, thev naus laus zis poob -4.3%, thiab cov neeg siv khoom lag luam poob -3.2%. Cov ntaub ntawv tsuas yog pab pawg kev lag luam zoo thaum cov khoom siv kho mob, tshuaj / biotech, thiab cov neeg siv khoom siv yog qhov phem tshaj. Southbound Stock Connect ntim tau nruab nrab / lub teeb raws li Mainland cov tub ua lag luam tau yuav $ 725 lab ntawm Hong Kong cov khoom lag luam raws li Tencent yog qhov nruab nrab / muaj zog net yuav thiab Meituan yog qhov me me yuav.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw kom kaw -0.48%, -0.32%, thiab +0.94%, feem, ntawm qhov ntim uas tau nce +8.73% txij hnub Friday, uas yog 118% ntawm 1-xyoo nruab nrab. 1,863 cov khoom lag luam tau nce siab thaum 2,824 cov khoom lag luam poob qis. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li cov kaus mom me me tshaj lub kaus mom loj. Kev siv tshuab thiab cov khoom siv tsuas yog cov haujlwm zoo xwb, nce +0.92% thiab +0.06%, feem, thaum kev kho mob poob -1.58%, kev siv hluav taws xob poob -1.37%, thiab cov neeg siv khoom lag luam poob -1.12%. Cov kev lag luam uas ua tau zoo tshaj plaws yog cov hlau muaj txiaj ntsig, cov khoom siv hluav taws xob, thiab cov khoom siv hluav taws xob, thaum lub xov tooj, cov khoom siv hauv chaw ua haujlwm, thiab ntau hom nyiaj txiag yog kev lag luam ua haujlwm tsis zoo. Northbound Stock Connect ntim tau siab vim tias cov tub ua lag luam txawv teb chaws tau yuav $ 232 lab tus nqi ntawm Mainland stocks. CNY tau nce +0.12% piv rau US duas, thaum Asia duas index yog tiaj tus, Treasury bonds rallied, Shanghai tooj liab tau txais, thiab hlau tau nqis me ntsis.

Yav Tom Ntej Webinar

Koom nrog peb hnub Thursday, Lub Peb Hlis 23rd thaum 11 teev sawv ntxov EST rau peb qhov webinar:

Managed Futures - Ib Txoj Kev Ua Raws li Rhiav

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Tuam Tshoj Lub Nroog Mobility Tracker

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.88 piv rau 6.88 Friday
• CNY ib EUR 7.37 piv rau 7.36 Friday
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.81% piv rau 1.82% rau hnub Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.85% piv rau 2.86% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 3.01% tiv thaiv 3.02% Hnub Friday
• Tus Nqi Tooj Liab + 0.48% dhau ib hmo
• Steel Nqe -0.02% thaum hmo ntuj