Bank RRR Txiav Kev Cia Siab Lifts Markets

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias muaj ib hmos sib xyaw, raws li Tuam Tshoj, Hong Kong, thiab Nyij Pooj tau ua tiav. Tib lub sijhawm, Is Nrias teb, Philippines, thiab Thaib tau pib ntxov rau hnub so ntev ua ntej tag kis hnub so Good Friday. Cov xov xwm hauv tebchaws tau tshaj tawm tias 100 lub nroog tau txo qis cov nqi qiv nyiaj ua rau lwm hnub muaj zog hauv cov khoom lag luam hauv Suav teb thiab Hong Kong. Cov ntawv cog lus vaj tsev zoo li tsis ntseeg txog qhov kev txav no txawm hais tias nws me ntsis ntawm kev pw tsaug zog thiab tsis sib haum mus rau Evergrande Tuam Tshoj tus Lehman piav qhia.

Tuam Tshoj cov peev nyiaj tau nce siab hauv kev cia siab ntawm PBOC txiav lub txhab nyiaj khaws cia qhov piv txwv (RRR), qhov chaw qiv nyiaj nruab nrab, thiab muaj peev xwm qiv nyiaj rau tag kis. Tom qab Premier Li thiab Lub Xeev Pawg Saib Xyuas tau tshaj tawm cov lus nag hmo, qhov no xav tias zoo li ua tiav. Hauv lub rooj sib tham tom qab kaw kev tshuaj xyuas 1^st peb lub hlis twg stats, cov neeg sau xov xwm nug txog PBOC txoj cai kev txhawb nqa nyiaj txiag. Yog lawm, qhov no tau ua tiav raws li PBOC tau hais tias "... qhov kev poob qis tshiab ntawm kev lag luam tau nce" uas tau tsav los ntawm covid txwv thiab, kom tsawg dua, lub ntiaj teb lub tuam txhab nyiaj hauv tuam txhab nyiaj txiag txoj cai kom tshem tawm cov nyiaj txiag los ntawm kev nruj cov paj laum. Cov khoom pov thawj A: Kaus Lim Qab Teb tau nce qib +0.25% thaum hmo ntuj. Hong Kong teev cov khoom lag luam hauv internet tau ntau dua txawm hais tias Alibaba HK tau tawm -3.05% ntawm cov xov xwm hais tias Ant Group yuav raug tshuaj xyuas tom qab Hangzhou tsoomfwv lub taub hau raug ntes ntawm kev nplua nuj. Alibaba muaj 1/3 ntawm Ant txawm tias cov xov xwm tshwm sim ntau dua li kev cuam tshuam nyiaj txiag.

Nag hmo peb tau hais txog cov khoom siv hauv tsev, autos thiab EVs ua qhov tseem ceeb rau kev txhawb nqa txoj cai. Tsis muaj qhov xav tsis thoob ntawm cov neeg ua yeeb yam zoo tshaj plaws niaj hnub no hauv Suav teb, xws li Midea +3.8%, Haiser +4.11%, thiab Gree +1.66%. Txoj cai ntawm kev nce noj kuj tau nqa cov khoom siv xws li cawv. Yog tias peb txuas cov dots, yuav tsum tsis txhob e-lag luam yuav ua tau zoo dua?

Kuv pom tag kis no tias JD.com cov npe Hong Kong tau dhia mus rau 50% ntawm tus nqi pauv ntawm nws US ADR nyob rau nees nkaum hnub dhau los. Yog tias Southbound Stock Connect txoj cai tau so kom tso cai rau cov khoom lag luam thib ob, NetEase HK thiab JD.com HK yuav yog cov neeg sib tw tseem ceeb raws li lawv qhov kev lag luam saum toj no qhov nruab nrab ntawm Hong Kong.

Hang Seng Index tau nce +0.67% thaum Hang Seng Tech +1.2% ntawm ntim -1.3% los ntawm nag hmo, tsuas yog 67% ntawm 1-xyoo nruab nrab. Muaj 435 tus neeg nce qib hnub no piv rau tsuas yog 48 tus neeg tsis txaus siab. Cov luv luv yuav tau them mus rau lub asthiv ntev raws li qhov kev hloov pauv luv luv - los ntawm 8% los ntawm nag hmo, uas yog 87% ntawm 1-xyoo nruab nrab. Qhov kev loj hlob zoo tshaj tus nqi niaj hnub no vim tias txhua qhov haujlwm tau zoo, tsis muaj kev txiav txim siab rub los ntawm Alibaba HK. EV ecosystem stocks muaj hnub muaj zog. Kev noj qab haus huv, vaj tse, thiab staples coj lub lag luam siab dua, nce +3.51%, +3.14%, thiab +2.86%. Tencent thiab Meituan pom me me yuav los ntawm Southbound Stock Connect li Mainland cov tub ua lag luam yog net buyers ntawm Hong Kong stocks.

Shanghai, Shenzhen, thiab STAR Board tau nce +1.22%, +1.11%, thiab +1.11% ntawm ntim -0.64% los ntawm nag hmo, 81% ntawm 1-xyoo nruab nrab. Advances outpaced decliners 3 mus rau 1 raws li cov yam ntxwv zoo muaj hnub muaj zog. Cov vaj tse +4.07%, staples +3.25%, zog +2.72% thiab kev txiav txim siab +2.45% thaum kev lag luam thiab kev siv hluav taws xob tawm -0.02% thiab -0.35%. Northbound Stock Connect tau kaw hnub no. Treasury bonds rallied, CNY tau tawm piv rau US $ los ntawm -0.05% thiab tooj liab +0.03%.

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

• CNY / USD 6.37 piv rau 6.37 nag hmo
• CNY / EUR 6.95 piv rau 6.90 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.77% piv rau 2.76% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.00% tiv tiag 3.00% nag hmo
• Tus Nqi Tooj Liab + 0.03% dhau ib hmo