Bank of Japan Bazookas Risk Assets

Xov Xwm Tseem Ceeb

Asian equities tau npaj rau ib hnub tsis muaj zog tom qab hnub Monday lub US Tshuag lag luam poob. Qhov pib tsis muaj zog tau mus los ntawm qhov phem mus rau yav sawv ntxov thaum sawv ntxov thaum kawg ntawm Lub Tuam Txhab Nyiaj Txiag Nyij Pooj cov nyiaj yuav khoom bonanza xa cov khoom muaj nqis mus rau sab qab teb, cuam tshuam rau kev loj hlob cov khoom lag luam raws li cov tub ua lag luam pov tseg txhua yam uas cov tub lag luam Nyij Pooj yuav tuav. Lub sijhawm ntawm BOJ qhov kev txiav txim siab yog qhov phem heev vim qhov ntim tau nyias, nrawm tom qab hnub Friday dhau los vim tias ntau tus thawj tswj hwm tau kaw cov phau ntawv rau xyoo.

Hong Kong cov khoom lag luam hauv Is Taws Nem muaj ib hnub nyuaj uas tsis muaj laj thawj ntxiv dua li hnub pheej hmoo tawm, nrog Hong Kong cov lag luam hnyav tshaj Tencent -3.43%, Alibaba HK -3.455%, Meituan -1.85%, thiab Kuaishou -4.84%. Tuam Tshoj Mainland tau tawm tab sis tsis ntau npaum li HK, raws li CNY txaus siab me ntsis piv rau US duas.

PBOC tsis tau txo qis Tus Nqi Them Nyiaj Txiag raws li qhov xav tau txawm hais tias lawv tau txhaj cov nyiaj noj qab haus huv ntawm cov dej hauv lub cev. Cov xov xwm sab hnub poob tab tom cuam tshuam rau Covid txoj cai tshiab txawm hais tias muaj tsawg los tsis muaj kev pab cuam ntawm Central Economic Work Conference (CEWC), uas nyob hauv Suav teb tseem yog cov xov xwm pem hauv ntej. Cov tuam txhab lag luam loj hauv zos tab tom tso tawm lawv cov kev tshuaj ntsuam xyuas ntawm kev siv cov kev tso tawm. Australia tab tom xa ib pab neeg ua lag luam mus rau Tuam Tshoj thaum Thawj Tswj Hwm Xi tham nrog Thawj Tswj Hwm German Steinmeier hnub no. Peb Txoj Cai Lij Choj Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij rau Peb Qhov Loj (US-Tuam Tshoj nom tswv, Zero Covid thiab vaj tsev) tab tom ua si txawm tias peb yuav tsum tau dhau los ntawm covid surge. Cov neeg muag khoom luv luv hauv Hong Kong nyob ntsiag to, qhia tias rov qhib kev sib tw muaj ob txhais ceg ntxiv. Kuv xav tias cov tub ua lag luam yuav rov qab mus rau Tuam Tshoj ADR qhov chaw nrog PCAOB xov xwm tshem tawm lawv qhov kev pheej hmoo delisting. Tuam Tshoj tab tom saib zoo thaum peb mus rau xyoo 2023 txawm tias peb muaj kev kub ntxhov thoob ntiaj teb los caij tawm.

Hang Seng thiab Hang Seng Tech poob -1.33% thiab -3.12% ntawm ntim -4.38% los ntawm nag hmo, uas yog 77% ntawm 1-xyoo nruab nrab. 83 cov khoom lag luam tau nce siab, thaum 417 cov khoom lag luam poob qis. Main Board luv turnover nce +3.2% los ntawm nag hmo, 66% ntawm 1-xyoo nruab nrab, raws li 15% ntawm turnover yog luv turnover. Tus nqi thiab qhov kev loj hlob tau poob qis, thaum lub kaus mom loj tshaj lub kaus mom me me. Tag nrho cov sectors tau poob qis, nrog rau vaj tse -5.38%, kev sib txuas lus -3.62%, thiab tech -2.85%. Cov sub-sectors saum toj kawg nkaus yog kev tuav pov hwm, khoom siv hauv tsev, thiab kev thauj mus los, thaum software, vaj tse, thiab tsheb yog qhov phem tshaj. Southbound Stock Connect yog lub teeb raws li Mainland cov tub ua lag luam muag - $ 266mm ntawm Hong Kong cov khoom lag luam, nrog Meituan muag me me thaum Tencent thiab Kuaishou yog muag muag.

Shanghai, Shenzhen, thiab STAR Board poob -1.07%, -1.2%, thiab -0.36% ntawm ntim -15.4% los ntawm nag hmo, uas yog 2,061 cov khoom lag luam nce siab thaum 2,503 cov khoom poob qis. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li cov kaus mom me me tshaj lub kaus mom loj. Tag nrho cov sectors poob qis, nrog staples -3.21%, vaj tse -2.65%, thiab kev sib txuas lus -1.77%. Cov khoom lag luam sab saum toj yog cov cuab yeej tsim hluav taws xob, nyiaj txiag sib txawv, thiab cov khoom siv tsheb, thaum kev kawm, cawv, thiab tshav dav hlau yog qhov phem tshaj. Northbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam txawv teb chaws tau yuav $ 165mm ntawm Mainland cov khoom lag luam nrog kev nyiam rau cov khoom lag luam Shanghai. CNY tau nce +0.15% piv rau US duas rau 6.96, Cov Nyiaj Txiag Nyiaj Txiag tau tawm me ntsis, thiab tooj liab rub tawm qhov hloov pauv Don Mattingly / Michael Jordan -0.23%.

Major Suav Mobility Tracker

Txawm hais tias kev tsheb khiav hauv Beijing pom qhov nce ntxiv nrog rau kev siv subway hauv Chengdu, qhov kev poob qis tseem nyob hauv qhov chaw.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.97 piv rau 6.97 nag hmo
• CNY rau EUR 7.40 piv rau 7.40 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.87% piv rau 2.86% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.03% tiv tiag 3.02% nag hmo
• Tus Nqi Tooj Kub -0.23% dhau ib hmo