Cov neeg ua haujlwm saib xyuas kev noj qab haus huv tawm hauv ib cheeb tsam kaw hauv Shanghai Huangpu koog tsev kawm ntawv tom qab siv tshuaj tua kab mob.
STR / AFP ntawm Getty cov duab
Tuam Tshoj thaum kawg tau hloov pauv ntawm qee qhov ntawm nws cov kev tswj hwm nruj tshaj plaws, kev txav mus los ua rau muaj kev sib tw ua lag luam raws li cov tub ua lag luam twv tias lub ntiaj teb kev lag luam loj thib ob yuav rov qhib dua ntxiv thiab cov tuam txhab yuav pom kev loj hlob ntxiv tom qab kev poob qis.
Qhov kev cia siab zoo tau tshwm sim los ntawm kev nce rau Hong Kong tus qauv ntsuas Hang Seng Index, uas tau nce 4.5% rau hnub Monday tom qab lub nroog loj hauv Suav teb los ntawm Beijing mus rau Shanghai tau tshaj tawm kev hloov kho rau lawv cov Covid-txog kev txwv nyob rau lub asthiv. Piv txwv li, lub hub nyiaj txiag Shanghai muaj nres xav tau cov neeg los qhia PCR cov qhabnias txhawm rau txhawm rau thauj pej xeem lossis nkag mus rau qhov chaw sab nraum zoov, xws li cov chaw ua si thiab cov chaw ncig ua si, koom nrog cov nroog loj xws li Beijing, Guangzhou thiab Hangzhou hauv kev siv txoj hauv kev xoob.
Txawm hais tias cov xwm txheej tau nce ntxiv, nrog lub tebchaws tau tshaj tawm cov ntaub ntawv sau tseg ntau dua 40,000 tus kab mob txhua hnub rau hnub Sunday, cov kws tshuaj ntsuam hais tias cov tub ceev xwm tsis zoo li yuav rov qab mus rau lawv cov ntawv qub qub ntawm kev ua haujlwm loj kaw thiab cais tawm mus pw hav zoov. Qhov no, ua ke nrog cov kev ntsuas tsis ntev los no los txhawb kev lag luam vaj tsev, txhais tau tias Hang Seng Index tuaj yeem muaj lub sijhawm los nce 20,000 cov ntsiab lus ua ntej xyoo kawg, hais tias Dickie Wong, Hong Kong-based thawj coj ntawm kev tshawb fawb ntawm Kingston Securities. . Suav yuan kuj ntxiv dag zog rau hnub Monday, tsoo dhau los ze ze saib qib 7-ib-duas, thaum cov khoom lag luam teev nyob rau hauv av loj tau nce ib yam.
Wong hais tias "Koj tuaj yeem pom Covid cov neeg mob tseem zaum ntawm qhov siab heev," "Tab sis koj tseem tuaj yeem pom tias tsoomfwv Suav tab tom hloov txoj cai tam sim no."
Cov kev hloov kho tuaj rau lub sijhawm thaum kev lag luam tau raug ntaus rau ntawm ntau qhov chaw. Cov kws lag luam feem ntau ntseeg tias Tuam Tshoj yuav tsis ua raws li nws lub hom phiaj yav dhau los hais txog kwv yees li 5.5% kev loj hlob hauv nws cov khoom lag luam thoob ntiaj teb xyoo no, tom qab lub teb chaws cov kev tswj hwm nruj nruj tau ua rau muaj kev lag luam poob qis, cuam tshuam cov saw hlau, txwv kev noj thiab txawm tias ua rau thoob plaws kev tawm tsam nyob rau hauv ib lub teb chaws uas txwv tsis pub pom me ntsis ntawm pej xeem tsis txaus siab. Yog li ntawd, cov tub ua lag luam tau ua dumping Tuam Tshoj cov cuab tam muaj feem xyuam thoob plaws hauv pawg thawj coj ntawm kev ntseeg tias nws txoj cai "Covid-zero" nyob ntawm no, tshwj xeeb tshaj yog tom qab Thawj Tswj Hwm Xi Jinping tau ruaj ntseg rau lub Kaum Hli yog qhov ua ntej-tawg thib peb hauv chaw ua haujlwm.
Tam sim no, nrog rov qhib txoj kev, Goldman Sachs tus kws tshawb fawb nyiaj txiag Kinger Lau yog qhia rau lub xeev-khiav China Daily tias lub tuam txhab peev nyiaj pom lub teb chaws GDP kev loj hlob ntawm 3% hauv 2022 txog 4.5% hauv 2023. Cov tuam txhab tau txais txiaj ntsig tam sim ntawd yog cov hauv kev noj thiab kev lag luam aviation, hais tias Kenny Ng, Hong Kong-based securities strategist ntawm Everbright Securities.
"Xyoo tom ntej, peb yuav pom qhov tsis sib haum xeeb tsawg dua li xyoo no," nws hais tias, taw qhia rau Tsoomfwv Meskas Lub Tsev Haujlwm Saib Xyuas Kev Ruaj Ntseg qeeb qeeb hauv kev nce qib cov paj laum yog lwm qhov laj thawj tseem ceeb nrog rau Tuam Tshoj txoj kev txo qis Covid txoj cai.
Ng kuj tau taw qhia rau kev lag luam hauv internet, uas tau pom kev lag luam poob qis thaum muaj kev lag luam thiab kev tswj hwm kev kub ntxhov, tam sim no kuj tseem muaj kev rov qab los. Qhov kev pom no tau hais los ntawm Jefferies tus kws tshuaj ntsuam Thomas Chong, uas tau sau rau hauv kev tshawb fawb hnub Monday tias lub teb chaws cov tuam txhab lag luam hauv internet tam sim no tsuas yog pauv ntawm qhov nruab nrab ntawm 14 npaug ntawm cov nyiaj tau los rau xyoo tom ntej, qis dua lawv cov phooj ywg thoob ntiaj teb qhov nruab nrab ntawm 22 npaug.
Chong tau sau tias "Peb cia siab tias kev ua lag luam yuav saib dhau 2022 kev ntxhov siab thiab rov mus xyuas cov haujlwm hauv 2023," Chong sau.
Billionaire Nkauj Ntses Ma, rau ib qho, twb pom nws cov nuj nqis dhia $ 1.5 nphom hauv tsuas yog ob peb teev raws li cov khoom ntawm nws Hong Kong-teev npe Tencent tau nce 5% nce hnub Monday. Tab sis Brock Silvers, tus thawj coj ua lag luam hauv Hong Kong ntawm Kaiyuan Capital, ceeb toom tias cov tub ua lag luam yuav tsum tsis txhob ua siab ntev. Nws hais tias Covid nyob rau hauv Suav teb "ib txwm ua qhov txhab ib ntus ua rau hnyav dua lwm yam teeb meem tseem ceeb." Tsoomfwv tseem npaj siab rau nws txoj kev vam meej kev tsav tsheb, uas cuam tshuam txog kev tswj hwm kev muaj nyiaj ntau ntxiv los ntawm taxing cov nplua nuj, thiab nws txoj kev txhawb nqa rau cov khoom vaj khoom tsev zoo li tsuas yog txwv rau kev ua kom muaj kev xa khoom ua ntej muag tab sis raug kaw cov phiaj xwm vaj tsev.
"Tuam Tshoj tseem tab tom ntsib teeb meem nyuaj, vaj tse thiab tuam txhab lag luam hauv kev xav tau kev hloov kho tshiab, kev sib raug zoo US-Sino sai sai, thiab nce thoob ntiaj teb cov nqi," nws sau rau hauv email. "Tom qab-Covid, lub sijhawm dhau los tseem yuav tsis rov qab los."
Tau qhov twg los: https://www.forbes.com/sites/ywang/2022/12/05/china-relaxes-covid-curbs-but-is-now-the-time-to-buy-stocks/