Tuam Tshoj ADRs Mus nce lub Phab Ntsa Loj Kev txhawj xeeb raws li PCAOB rov pib HFCAA moos, Lub Limtiam Hauv Kev Ntsuam Xyuas

Lub Limtiam Ntsuam Xyuas

• Kev lag luam nyiaj txiag hauv Asia muaj kev sib xyaw ua haujlwm lub lim tiam raws li PCAOB tshaj tawm xov xwm tshiab, Pfizer's COVID kev kho mob tau pom zoo, thiab Lub Rooj Sib Tham Central Economic Work (CEWC) tau xaus hnub no.
• PCAOB tshaj tawm tias nws tau ua tiav kev nkag mus rau kev tshuaj xyuas thiab tshawb xyuas cov tuam txhab Suav, uas yuav tso cai rau lawv tswj hwm lawv cov npe hauv Teb Chaws Asmeskas kom ua raws li Txoj Cai Tswj Kev Lag Luam Txawv Tebchaws (HFCAA).
• Pfizer's Paxlovid COVID kev kho mob tau pom zoo nyob hauv Suav teb, nrog rau Genuine Biotech's Azvudine.
• Nyob rau lub lim tiam no video, Xiabing ntes tau qhov kev txhim kho tshiab kawg ntawm Baidu's Apollo Day thiab rhuav tshem qhov hloov pauv txij li nws thawj Robo Taxi caij hauv Jiading Shanghai xyoo 2021.

Hnub Friday Cov Xov Xwm Tseem Ceeb

Nag hmo, PCAOB tau tshaj tawm tsab ntawv tshaj tawm hu ua "PCAOB Secures Complete Access to Inspect, Investigate Chinese Firms for First Time in History". Raws li kev tshaj tawm CSRC, Tuam Tshoj tus tswj hwm nyiaj txiag, thiab Ministry of Finance tau tso cai "kev nkag mus rau kev tshuaj xyuas thiab tshawb xyuas cov tuam txhab sau npe pej xeem hauv lub hauv paus hauv Tuam Tshoj Mainland thiab Hong Kong." PCAOB tau tshuaj xyuas yim lub tuam txhab los ntawm KPMG Huazhen LLP hauv Mainland Tuam Tshoj thiab PricewaterhouseCoopers hauv Hong Kong Key.

PCAOB tsis muaj teeb meem nkag mus rau tib neeg, tau txais ntawv pov thawj lossis cov ntaub ntawv yam tsis muaj kev cuam tshuam. Yog li, PCAOB tau hais tias "Lub Rooj Tswjhwm Saib Xyuas tau pov ntawv tawm ntawm qhov kev txiav txim yav dhau los rau qhov tsis sib xws." Qhov no "rov pib dua lub sijhawm peb xyoos rau kev ua raws cai." Loj exhale raws li ze li ob puas cov khoom lag luam ntawm HFCAA daim ntawv teev npe yuav raug tshem tawm. PCAOB tau sau tseg tias muaj qhov tsis txaus uas cov neeg kuaj xyuas yuav tsum tau kho. Daim ntawv SEC tau tsom mus rau yav tom ntej kev ua haujlwm thiab kev ua raws cai yuav tsum tau ua. Peb ib txwm ntseeg tias qhov teeb meem no daws tau txawm tias txoj cai yuam kev yog qhov txaus ntshai. Vim muaj kev ua haujlwm hnyav los ntawm PCAOB peb caug ntxiv rau cov tswv cuab, uas tau siv cuaj lub lis piam mus deb ntawm lawv tsev neeg, Asmeskas thiab cov neeg lag luam thoob ntiaj teb tau txais kev tiv thaiv zoo dua. Suav tub ceev xwm yuav tsum tau ua kev zoo siab rau kev ua ntau qhov kev pom zoo kom tso cai rau cov tuam txhab no nyob twj ywm hauv Asmeskas. Ob tog yuav tsum txaus siab rau hnub so thiab hnub so!

Vim li cas ho tsis US Tuam Tshoj ADRs rip nag hmo?

1) Nws yog hnub so rau cov khoom lag luam tom qab Powell bearish xovxwm sablaj.

2) Cov tub lag luam ceev nyiaj uas tau yuav cov lus xaiv kuj tau muag cov xov xwm tom qab tau txais txiaj ntsig tseem ceeb hauv lub hli dhau los thiab ib nrab.

3) Cov tuam txhab lag luam tau tsom mus rau hnub no qhov ntsuas qhov sib npaug thiab triple witching cim hnub kawg ntawm cov nyiaj tau los ntawm lub xyoo.

Ntev tsuas yog cov thawj coj tshaj lij tam sim no muaj lub teeb ntsuab kom rov qab los rau hauv cov khoom lag luam vim kev yuav Tuam Tshoj ADRs yog ib qho kev pheej hmoo ua haujlwm vim qhov kev pheej hmoo delisting. Leej twg yuav Alibaba xyoo tas los? Charlie Munger! Vim li cas? Nws pom tus nqi hauv Tshuag tab sis tseem ceeb dua vim nws yog tus thawj coj! Kuv xav tias Asian equities yuav nce 50% nag hmo candidly. Peb yuav zoo li pom kev sib tsoo ntau dua li cov tub ua lag luam tsis ntseeg thiab kev nqis peev tsis txaus rau Tuam Tshoj rov qab. Qhov kev ntsuas rov qab yuav tshwm sim ntau ntxiv vim tias ntau tus tub ua lag luam paub txog Post Party Congress Policy Pivot. Peb tab tom pom kev hloov pauv ntawm Peb Qhov Loj: US Tuam Tshoj kev sib raug zoo kev nom kev tswv, Zero COVID, thiab vaj tse. Nag hmo, Tuam Tshoj tus US Ambassador tau ntsib nrog Janet Yellen. Nyob rau tib lub sijhawm, Biden Administration tau ntxiv peb caug-rau lub tuam txhab rau hauv daim ntawv teev npe txwv kev xa tawm tshuab. Thaum kawg, Asmeskas thiab Suav kev lag luam muaj kev cuam tshuam loj heev thaum Asmeskas cov neeg coob coob ua lag luam zoo hauv Suav teb.

Cov khoom lag luam Asian tau qis dua nrog Hong Kong, Malaysia, thiab Indonesia tshaj tawm cov txiaj ntsig zoo. Niaj hnub no yog lub ntiaj teb rebalance rau FTSE Russell thiab S&P indices yuav tsum tau index fund thiab ETF cov thawj coj los pauv lawv cov portfolios ntawm lub lag luam kaw. Peb kuj muaj Triple Witching raws li cov kev xaiv Tshuag, index futures, thiab index xaiv tas sij hawm hnub no. Pro golfers hu rau hnub Saturday tsiv hnub thaum lawv sim tso lawv tus kheej rau hnub Sunday zaum kawg. Rau cov tub ua lag luam kev tshaj lij, hnub no yog hnub kawg ntawm lub xyoo vim tias qhov ntim yuav nthuav dav tso cai rau cov thawj coj yuav thiab muag qhov loj. Lub rooj sib tham Central Economic Work, Tuam Tshoj lub rooj sib tham txog kev lag luam txhua xyoo, xaus nrog "kev cog lus xav tau, kev poob siab, thiab kev cia siab tsis muaj zog" uas tau hnyav rau kev lag luam. Tus yuam sij rau cov tub ua lag luam yog qhov kev loj hlob zoo ntawm cov lus tshaj tawm thaum tsoomfwv tau txav mus rau kev siv nyiaj txiag thiab kev txhawb nqa nyiaj txiag nrog rau qhov tseem ceeb ntawm DOMESTIC CONSUMPTION.

Hong Kong qhov kev lag luam hnyav tshaj plaws yog Tencent -0.25%, Alibaba HK + 0.64%, thiab Meituan -0.51% uas yuav tsum ua rau muaj kev rov qab los ntawm ADRs niaj hnub no. Hong Kong luv luv muag tau nyob ntsiag to hauv internet stocks. Cov vaj tsev yog qhov zoo tshaj plaws sector hauv Hong Kong tau nce +3.32% thiab Tuam Tshoj +1.12% raws li Tus Lwm Thawj Coj Li tau hais tias cov cai yuav txuas ntxiv txhawb kev lag luam. WSJ muaj ib tsab xov xwm hnub no hais txog qhov rov qab los ntawm Suav cov neeg tsim khoom lag luam 'cov ntawv cog lus uas peb tau ua rau ntau lub hlis. Peb tsis muaj neeg yuav khoom! Kev lag luam mob siab dua li kuv yuav ntxiv rau kuv txoj haujlwm niaj hnub no. Tus nqi sectors outperformed hnub no nyob rau hauv ob lub khw. Cov tub ua lag luam txawv teb chaws tau yuav $ 625 lab ntawm Mainland stocks hnub no coj lub lim tiam tag nrho rau $ 812 lab. CNY thiab Asia duas index ob leeg tswj tau qhov nce me me piv rau US duas. Peb Mobility Tracker tab tom qhia txog kev poob hauv kev khiav tsheb thiab subway. Kom meej meej tib neeg tau ceev faj txawm hais tias kev so hauv COVID cov cai nrog kev sib tham uas Hong Kong mus / los ntawm Tuam Tshoj txoj cai mus ncig yuav tau so.

Hang Seng thiab Hang Seng Tech tau nce +0.42% thiab +0.31% ntawm ntim +28.79% los ntawm nag hmo uas yog 109% ntawm 1-xyoo nruab nrab. 315 cov khoom lag luam tau nce thaum 169 cov khoom lag luam poob qis. Main Board luv turnover nce +42% los ntawm nag hmo uas yog 91% ntawm 1-xyoo nruab nrab li 14% ntawm turnover yog luv turnover. 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. Cov khoom lag luam saum toj kawg nkaus yog vaj tsev +3.32%, kev kho mob +2.14%, thiab kev lag luam +1.91% thaum tech -0.46%, kev sib txuas lus -0.4%, thiab staples -0.02%. Cov khoom lag luam sab saum toj yog khoom noj, khoom siv hauv tsev, thiab kev thauj mus los thaum semis, software, thiab xov tooj yog qhov phem tshaj. Southbound Stock Connect tau teeb pom kev zoo li cov tub ua lag luam hauv av muag - $ 201 lab ntawm Hong Kong cov khoom lag luam nrog Tencent ib qho me me yuav, Meituan thiab Kuaishou me net muag.

Shanghai, Shenzhen, thiab STAR Board poob -0.02%, -0.75% thiab -1.1% ntawm ntim -0.77% los ntawm nag hmo uas yog 81% ntawm 1-xyoo nruab nrab. 1,297 cov khoom lag luam tau nce siab thaum 3,354 cov khoom lag luam poob qis. 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. Cov khoom lag luam saum toj kawg nkaus yog vaj tsev +1.15%, kev siv hluav taws xob +1.12%, thiab nyiaj txiag +0.86% thaum tech -1.48%, cov ntaub ntawv -0.72%, thiab kev lag luam -0.56%. Cov sub-sectors saum toj kawg nkaus yog pharma, kev lag luam kev loj, thiab vaj tse thaum nws pib qhov chaw, kev siv tshuab, thiab cov hlau hauv paus yog qhov phem tshaj. Northbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam txawv teb chaws tau yuav $ 625 lab ntawm Mainland cov khoom lag luam nrog Shanghai tus nqi cov khoom lag luam tshaj tawm cov khoom lag luam loj hlob Shenzhen. CNY tau nce 0.02% piv rau US duas kaw ntawm 6.97, Treasury bonds tau tiaj tus, thiab tooj liab poob -0.83%.

Major City Mobility Tracker

Peb txuas ntxiv pom cov haujlwm poob qis thaum covid kis thoob plaws Suav teb.

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 2.88% piv rau 2.88% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.04% tiv tiag 3.03% nag hmo
• Tus Nqi Tooj Liab -0.83%