Bullard Bites Cov Bulls Raws li Mester Messes Nrog Kev Ruaj Ntseg Ntawm Kev Ntseeg, Lub Limtiam Hauv Kev Ntsuam Xyuas

Lub Limtiam Ntsuam Xyuas

• Nws yog lwm lub lim tiam ntawm kev ua lag luam rau Asian equities raws li cov tub ua lag luam soj ntsuam lawv cov kev pheej hmoo kam rau txiav txim siab txog qhov muaj peev xwm rau ob lossis ntau dua tus nqi nce los ntawm US Fed thiab geopolitical tsis paub tseeb txij li Balloon-gate.
• Lub koom haum International Energy Agency (IEA) tau tsa nws lub ntiaj teb cov roj xav tau kwv yees los ntawm 500,000 barrels, hais txog qhov xav tau ntau ntxiv los ntawm Tuam Tshoj txoj kev rov qhib dua.
• Cov tub lag luam tseem tos cov nyiaj tau los tshaj tawm lub lim tiam tom ntej los ntawm Alibaba, Baidu, thiab NetEase raws li lub caij khwv tau los tau pib.
• Hnub Thursday, Biden tau lees paub tias peb yam khoom ntxiv raug tua hauv US airspace tsis tuaj ntawm Tuam Tshoj thiab tau siv rau pej xeem.

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias tau xaus rau lub lim tiam nrog lub suab nrov vim tias US Dollar Performance index nce +0.61%, Asia Dollar Index poob -0.33%, thiab CNY poob -0.3%. Cov nyiaj daus las tuaj tom qab US Fed cov tub ceev xwm Mester thiab Bullard tau tawm suab rau 50bps tus nqi nce hauv lub Peb Hlis.

Cov ntim hauv Hong Kong tau teeb heev raws li US Fed tus nqi nce kev ntshai ua rau muaj kev pheej hmoo tawm. Kev loj hlob cov khoom lag luam tau qis dua txawm hais tias Asmeskas cov ntawv teev npe Suav cov khoom lag luam tau ua tiav nag hmo. Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent, uas poob -2.3%, Alibaba, uas poob -2.6% nrog cov nyiaj tau los rau hnub Thursday tom ntej, Meituan uas poob -2.76%, Wuxi Biologics, poob -2.07%, JD.com, uas poob -0.94%, thiab Baidu, uas poob -4.59% nrog cov nyiaj khwv tau los rau hnub Wednesday tom ntej. Cov nqi lag luam thiab cov khoom lag luam tau nce zoo dua hauv Hong Kong thiab Tuam Tshoj Mainland, vim peb tau zam tag nrho cov kev sib tw los ntawm qhov dav dav.

Thawj Tswj Hwm Biden tau hais tias nws yuav hu rau Thawj Tswj Hwm Xi txog qhov xwm txheej zais pa, uas vam tias yuav ua rau muaj kev sib tham ntawm Asmeskas thiab Suav cov thawj coj ntawm Munich Security Council, uas tau pib hnub no.

Technology thiab kev saib xyuas kev noj qab haus huv tsom mus rau kev nqis peev hauv tuam txhab Tuam Tshoj Renaissance cov khoom lag luam poob qis raws li lawv cov CEO tau tshaj tawm tias ploj lawm raws li tus neeg ua haujlwm hauv tuam txhab ua haujlwm dhau los ua rau kev tshawb nrhiav kev tswj hwm. Kuv xav tias nws yuav muab kev nkag siab ntawm tus neeg ua haujlwm yav dhau los rau cov tswj hwm thiab vam tias yuav tso qhov teeb meem tom qab lub tuam txhab.

Lub Tuam Txhab Tuam Txhab Tuam Txhab Tuam Txhab (PBOC) tau tso nyiaj ntau tshaj plaws thiab cov nyiaj tau los ib hmos los tawm tsam cov txiaj ntsig ntawm kev them se uas tau rub tawm cov nyiaj tau los ntawm cov tuam txhab nyiaj txiag thiab nce cov paj paj rau lub sijhawm luv. Txawm li cas los xij, qhov qiv nyiaj thawj tus nqi (LPR) tsis xav tias yuav hloov hnub Sunday.

Tsis ntev los no AI / Chat Bot frenzy yog deflating thiab hnyav ntawm Mainland kev xav, txawm hais tias txawv teb chaws tub ua lag luam yuav lub dip ntawm Northbound Stock Connect thaum hmo ntuj. Rau lub lim tiam cov tub ua lag luam txawv teb chaws tau yuav ib qho nyiaj $ 1.2 billion tus nqi ntawm Mainland stocks.

Tuam Tshoj Securities Regulatory Commission (CSRC), Tuam Tshoj SEC, tau muab cov cai tshiab ntawm cov npe yuav tsum tau ua, uas tuaj yeem tso cai rau IPOs ntau dua thiab yog li muaj ntau dua thiab kev sib tw rau cov khoom lag luam tam sim no. Cov tuam txhab uas muaj cov cuab yeej siv tau zoo yuav tau txais kev tshuaj xyuas ntau dua ntawm kev teev npe sab nraud ntawm Tuam Tshoj, txawm hais tias qhov kev tso tawm tau muab lwm qhov kev pom zoo ntawm qhov sib txawv ntawm cov paj laum (VIE) cov qauv.

EV roj teeb txiag CATL (300750 CH) yog Tuam Tshoj cov khoom lag luam hnyav tshaj plaws thaum hmo ntuj, poob -5.19% ntawm kev hais lus ntawm kev txo nqi roj teeb thiab tsoomfwv kev tshuaj xyuas ntawm lawv cov Ford deal. Qhov no tsuas yog lwm qhov piv txwv ntawm cov neeg ua lag luam tau nrog zoo xwb! Nws yog ib qho tsim nyog sau cia tias ib lub tuam txhab Suav tau teev nyob rau hauv STAR Board tau teev npe hauv Switzerland hnub no. Kev tsis sib haum xeeb ua rau muaj qhov tsis muaj dab tsi thiab muaj cib fim ua kom puv. Ib qho yuav tsum xav tias IPO yuav tau nyob hauv Asmeskas ob peb xyoos dhau los. Cov tuam txhab suav tseem sau npe txawv teb chaws, txawm hais tias lawv tuaj yeem ua ntau ntxiv nyob rau lwm qhov, uas tsis zoo rau Asmeskas kev lag luam peev.

Hang Seng thiab Hang Seng Tech indexes poob -1.28% thiab -2.51%, feem, ntawm qhov ntim uas poob -26.98% los ntawm nag hmo, uas yog 71% ntawm 1-xyoo nruab nrab. 143 cov khoom lag luam nce siab thaum 334 cov khoom lag luam poob. Main Board luv muag turnover poob -28.05% los ntawm nag hmo, uas yog 66% ntawm 1-xyoo nruab nrab, raws li 16% ntawm turnover yog luv turnover. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li lub kaus mom me "outpaced" lub kaus mom loj. Cov kev ua tau zoo tshaj plaws yog lub zog, uas tau nce +0.72%, cov khoom siv, uas tau nce +0.44%, thiab kev lag luam, uas tau nce +0.08%. Lub caij no, thev naus laus zis poob -2.72%, kev sib txuas lus poob -2.47%, thiab cov neeg siv khoom txiav txim siab poob -1.92%. Cov khoom lag luam ua tau zoo tshaj plaws yog cov khoom noj, cov neeg siv khoom noj khoom haus, lub zog, thiab cov khoom siv kho mob, thaum cov khoom siv kho mob, software, thiab cov khw muag khoom yog cov ua haujlwm tsis zoo. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub lag luam hauv av muag - $ 13 lab tus nqi ntawm Hong Kong cov khoom lag luam. Tencent muag yog nruab nrab / muaj zog thiab Meituan yog qhov muag me me ntawm Southbound Stock Connect.

Shanghai, Shenzhen, thiab STAR Board poob -0.77%, -1.16%, thiab -1.87%, feem, ntawm qhov ntim uas poob -23.28% los ntawm nag hmo, uas yog 101% ntawm 1-xyoo nruab nrab. 1,808 cov khoom lag luam nce siab thaum 2,768 cov khoom lag luam tsis kam. 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. Lub zog tsuas yog qhov zoo tshaj plaws, nce +0.98%, thaum cov kev pabcuam kev sib txuas lus poob -3.73%, thev naus laus zis poob -3.59%, thiab kev lag luam poob -2.12%. Cov haujlwm ua haujlwm zoo tshaj plaws yog kev lag luam tshuaj, thee, thiab tshuaj fiber ntau, thaum xov tooj, software, thiab khoos phis tawj kho vajtse yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab / lub teeb raws li cov tub ua lag luam txawv teb chaws tau yuav $ 294 lab tus nqi ntawm Mainland stocks. CNY poob -0.34% piv rau US duas rau 6.88, Treasury bonds tau tiaj tus, thaum ob qho tib si cooper thiab steel rallied.

Yav Tom Ntej Webinar

Koom nrog peb hnub Thursday, Lub Peb Hlis 2nd ntawm 11 teev sawv ntxov EST rau peb qhov webinar:

Muab Volatility rau Kev Ua Haujlwm: Kev Loj Hlob thiab Nyiaj Tau Los Ntawm ETF Cov Hu Xov Tooj

Nyem no mus sau npe

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 6.87 piv rau 6.86 nag hmo
• CNY rau EUR 7.33 piv rau 7.33 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.81% tiv tiag 1.60% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.89% piv rau 2.89% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.06% tiv tiag 3.06% nag hmo
• Tus Nqi Tooj Liab + 1.05% dhau ib hmo
• Steel Nqe +1.24% thaum hmo ntuj