BioNTech MRNA Tshuaj Tiv Thaiv Pom Zoo Hauv Hong Kong, Lub Limtiam Hauv Kev Tshuaj Xyuas

Lub Limtiam Ntsuam Xyuas

• Asian equities pib lub limtiam qis dua li Bank of Japan poob nthav tau nce nws cov txiaj ntsig qab ntawm tsoomfwv daim ntawv cog lus, tab sis tau txais qee qhov av tom qab lub lim tiam raws li Hong Kong outperformed.
• Tshaj tawm los ntawm Tuam Tshoj Lub Rooj Sib Tham Kev Lag Luam Hauv Nruab Nrab (CEWC) tau dhau los ua txhua lub lim tiam, ceeb toom txog qhov muaj zog txhawb kev loj hlob rau Tuam Tshoj tsoomfwv mus rau xyoo 2023 nrog kev txhawb nqa rau kev noj, vaj tse, thiab hluav taws xob tsheb (EVs) hauv cov kav dej.
• Qhov tseeb ntawm kev rov qhib dua txuas ntxiv tuav hauv ntau lub nroog Suav raws li ntau tus kheej nyob ib leeg thaum lub caij ntuj no raws li COVID kis tau nce. Lub caij no, cov khoom lag luam ncig xyuas, ntawm lwm qhov kev rov qhib dua, txuas ntxiv mus.
• Peb tau lees paub tias Tuam Tshoj tau xa cov tshuaj tiv thaiv los ntawm BioNTech, txhais tau tias siv cov neeg txawv teb chaws nyob hauv Suav teb, thiab Pfizer's Paxlovid COVID kev kho mob.

Hnub Friday Cov Xov Xwm Tseem Ceeb

Asian equities tau poob nrog ib qho tseem ceeb ntawm kev loj hlob stocks tshwj tsis yog rau Malaysia thiab Thaib teb, tom qab US kev lag luam kev lag luam poob qis nag hmo. Cov ntim tau pom hauv Asia, tsis zoo li hauv Asmeskas nag hmo. CNY tau tiaj tus thaum hmo ntuj, uas peb saib raws li qhov pheej hmoo barometer.

Thaum yav tav su, German pharma tuam txhab BioNTech tshaj tawm tias version ntawm nws cov tshuaj tiv thaiv mRNA tsim los ntawm Fosun Pharma (ticker 600196 HK), uas tau nce +3.84% hmo ntuj, tau pom zoo hauv Hong Kong rau kev siv los ntawm cov neeg siab dua 12 xyoos. Meanwhile, 11,000 koob tshuaj ntawm lawv cov tshuaj tiv thaiv mRNA tuaj txog hauv Beijing rau cov pej xeem German nyob hauv Suav teb. Nco ntsoov tias kev hloov kho hauv Suav teb yog nce ntxiv, ua raws li "kev sim thiab nthuav dav" mantra. Peb paub tias cov tshuaj tiv thaiv no yuav zoo li nthuav dav rau cov pej xeem Suav hauv Mainland, txawm hais tias nws nyuaj rau hais raws nraim thaum twg. Qhov kev txhim kho no nug cov lus nug: Pfizer nyob qhov twg?

Hong Kong qhib qis dua, thiab Hang Seng kaw los ntawm -1.51% thaum Hang Seng Tech Index poob -2.3% tab sis tswj kom rov qab los me ntsis raws li Hong Kong cov khoom lag luam hnyav tshaj plaws yog Tencent, uas poob -1.11%, Meituan, uas. poob -1.61%, thiab Alibaba, poob -1.59%. 17% ntawm Hong Kong's Main Board ntim tau luv luv, uas yog qib siab tshaj txij li kev sib tw pib. 29% thiab 24% ntawm Tencent thiab JD.com cov ntim tau luv, txawm tias tsuas yog 16% ntawm Alibaba's.

Kev saib xyuas kev noj qab haus huv yog qhov ua tau zoo tshaj plaws hauv Hong Kong, nce +1.99%, thiab Tuam Tshoj, nce +0.89%, raws li Western xov xwm tau lees tias 18% ntawm Tuam Tshoj cov pej xeem tau kis tus kabmob COVID. Ib lub hauv paus xov xwm hauv tebchaws tau sau tseg tias COVID nthwv dej yuav tsum siv sijhawm ob lub hlis. Peb Lub Nroog Loj Lub Nroog Mobility Tracker qhia tias muaj kev cuam tshuam meej. Lub caij no, kev ua lag luam txuas ntxiv tsom mus rau kev rov qhib dua thaum thawj lub davhlau los ntawm Shanghai mus rau Athens tau tshwm sim nag hmo thaum Hong Kong tus thawj coj mus ntsib Beijing thaum tham txog qhov muaj peev xwm hu rov qab hauv kev txwv kev mus ncig ntawm Hong Kong thiab Mainland.

Cov vaj tse kuj yog ib qho kev ua yeeb yam zoo hauv Hong Kong thiab Tuam Tshoj Mainland, txawm tias tsis muaj xov xwm tshiab.

Kev nqis peev ncaj qha txawv teb chaws (FDI) tau tshaj tawm txhua hli, txawm hais tias tsuas yog nyob rau ib xyoos-rau-hnub (YTD) hauv paus. YTD, FDI tau nce +9.9% piv rau 14.4% thaum Lub Kaum Hli. Cov ntaub ntawv yuav qhia tias decoupling tsis tshwm sim.

Tim Ferriss xam phaj Ed Thorp, uas yog nto moo rau ob qho tib si blackjack thiab nws cov nyiaj tiv thaiv, ob zaug ntawm nws cov podcast. Lub Tim Ferriss Qhia, uas kuv xav kom. Mr. Thorp tau kawm tiav qib siab hauv kev ua lej, uas ua rau nws ua tiav hauv Las Vegas thiab khiav lub peev nyiaj txiag uas kwv yees Warren Buffett txoj kev vam meej hauv xyoo 1960. Nws kuj nrhiav tau Bernie Madoff's Ponzi scheme nyob rau hauv thaum ntxov 1990s. Thaum lub sij hawm ua yeeb yam, muaj kev sib tham txog qhov tsis ncaj ncees lawm, ib qho uas tsis tau saib cov ntaub ntawv tiag tiag uas tsis yog kev hloov kho. Qhov ntawd zoo ib yam li qhov tshwm sim nrog niaj hnub no Tuam Tshoj FDI cov ntaub ntawv raws li cov xov xwm sab hnub poob tseem tshaj tawm txog kev decoupling.

Hang Seng thiab Hang Seng Tech indexes poob -0.44% thiab -2.05%, feem, ntawm qhov ntim uas tau tawm -21.2% los ntawm nag hmo, uas yog 64% ntawm 1-xyoo nruab nrab. 190 cov khoom lag luam tau nce siab, thaum 288 cov khoom lag luam tsis kam. Main Board luv turnover poob -13.13% los ntawm nag hmo, uas yog 63% ntawm 1-xyoo nruab nrab, raws li 17% ntawm turnover yog luv. Tus nqi thiab qhov kev loj hlob tau ob qho tib si qis dua li cov kaus mom me me tshaj lub kaus mom loj. Kev noj qab haus huv thiab vaj tse tsuas yog cov haujlwm zoo xwb, nce +2% thiab +0.71%, raws li kev lag luam poob -2.09%, cov neeg siv khoom txiav txim siab poob -1.77%, thiab kev sib txuas lus poob -1.3%. Cov chaw ua haujlwm zoo tshaj plaws yog kev tuav pov hwm, tshuaj, thiab kev sib txuas lus, thaum lub tsheb, cov khoom siv hluav taws xob, thiab cov khoom siv hauv tsev yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo raws li cov neeg ua lag luam hauv av tau yuav $ 87 lab tus nqi ntawm Hong Kong cov khoom lag luam, vim Tencent yog ib qho kev yuav khoom nruab nrab, thaum Meituan thiab Kuaishou yog cov muag muag muag.

Shanghai, Shenzhen, thiab STAR Board tau kaw qis los ntawm -0.28%, -0.28%, thiab -1.12%, feem, ntawm qhov ntim uas poob -11.43% los ntawm nag hmo, uas yog 62% ntawm 1-xyoo nruab nrab. 1,972 cov khoom lag luam tau nce siab, thaum 2,580 cov khoom lag luam tsis kam. Tus nqi thiab kev loj hlob tau sib xyaw ua ke raws li cov kaus mom me me tshaj lub kaus mom loj. Cov kev ua tau zoo tshaj plaws yog kev sib txuas lus, uas tau nce +2.32%, kev noj qab haus huv, uas tau nce +0.91%, thiab cov neeg siv khoom noj khoom haus, uas tau nce +0.35%. Lub caij no, cov neeg siv khoom txiav txim siab poob -1.29%, tech poob -1.01%, thiab kev lag luam poob -0.93%. Cov haujlwm ua haujlwm zoo tshaj plaws yog xov tooj, kev kawm, thiab software, thaum lub tsheb, cov khoom siv hluav taws xob, thiab cov khoom siv hluav taws xob yog qhov phem tshaj. Northbound Stock Connect raug kaw. CNY yog tiaj tus piv rau US duas. Cov nyiaj qiv nyiaj tau nce siab, thiab tooj liab poob -0.74%.

Tuam Tshoj Loj Lub Nroog Mobility Tracker

Cov tsheb thauj mus los zoo li tau qis dua rau feem ntau, txawm hais tias kev siv metro tseem yog anemic. Tuam Tshoj yog ib lub teb chaws loj, yog li peb yuav pom kev sib txawv ntawm cov nroog nyob rau ntau theem.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.99 piv rau 6.99 nag hmo
• CNY rau EUR 7.41 piv rau 7.40 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 0.90% tiv tiag 0.90% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.83% piv rau 2.85% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.99% tiv tiag 3.01% nag hmo
• Tus Nqi Tooj Kub -0.74% dhau ib hmo