Tuam Tshoj lub zog huv si thawb loj hlob, lub lim tiam hauv kev tshuaj xyuas

Lub Limtiam Ntsuam Xyuas

• Cov khoom lag luam Asian tau pib lub lim tiam ntawm daim ntawv muaj zog tshwj tsis yog rau Nyij Pooj, uas tau tawm rau Marine Day, hnub so hauv tebchaws txhais tau tias ua tsaug rau dej hiav txwv cov nyiaj tau los.
• Hnub Tuesday nws tau tshaj tawm tias Didi yuav raug nplua $ 1B, xaus nws qhov kev tshawb nrhiav thiab tso cai rau lub tuam txhab rov ua haujlwm tag nrho.
• SEC Thawj Tswj Hwm Gary Gensler tau pom zoo tias Congress tsis txhob ua kom luv luv HFCAA ua raws qhov rais rau hnub Wednesday.
• Baidu World ncaws tawm lub lim tiam no nrog kev tshaj tawm ntawm Apollo RT6 autonomous electric tsheb.

Xov Xwm Tseem Ceeb

Cov peev nyiaj Asian tau xaus rau lub lim tiam zoo nrog rau hnub Friday zoo tshwj tsis yog rau Kaus Lim Qab Teb. Txawm hais tias Snap cov txiaj ntsig poob siab tsis hnyav rau Asia cov tub lag luam thev naus laus zis, ntim thiab xov xwm ntws tau teeb. Hong Kong internet stocks tau sib xyaw nrog Meituan +0.68%, Alibaba HK +0.1%, Kuiashou +3.28%, thiab Baidu +0.72%, thaum Tencent -0.6% nrog Prosus muag overhang, JD.com HK -0.16% thiab NetEase - 1.11% txawm hais tias nag hmo xov xwm ntawm kev ua si ntaus Diablo Immortal tau pom zoo hauv Suav teb.

Hong Kong ntim tau teeb ntawm 60% ntawm 1-xyoo nruab nrab txawm hais tias Hong Kong luv luv muag tau nias lawv cov thawj koom ruam tawm tsam cov npe hauv internet, tab sis ntau dua ntawm cov khoom vaj khoom tsev. Nrog Alibaba cov nyiaj khwv tau los ob lub lis piam tam sim ntawd, kuv xav tsis thoob tias luv luv yog nias lawv cov thawj koom ruam, tab sis cia siab tias, peb pom qhov kev sib tw luv luv luv. Baidu's +0.72% autonomous EV tshaj tawm tau nthuav dav hauv Mainland xov xwm raws li nws nthuav tawm lwm lub cim ntawm kev tswj hwm hauv internet nyob rau hauv daim iav rearview. Macao twv txiaj yuam pov yuav qhib rau lub asthiv no txawm hais tias muaj cov neeg mob Hong Kong nce ntxiv, lwm lub cim ntawm Tuam Tshoj lub neej thawj / xoom covid txoj cai raug tweaked.

Tuam Tshoj Mainland tau tawm ntawm tsis muaj xov xwm tiag txawm tias peb tab tom pib pom cov txiaj ntsig nyiaj txiag ua ntej. CATL (300750 CH) yog qhov kev lag luam hnyav tshaj plaws los ntawm tus nqi, +2.11%, tom qab tshaj tawm EV deal nrog Ford. Tianqi Lithium (002466 CH) yog # 2 feem ntau ua lag luam hnyav los ntawm tus nqi +1.61% tom qab kev kwv yees muaj zog 1^st Ib nrab ntawm cov nyiaj tau los ntawm RMB 9.6B txog 11.6B, nce +134% xyoo dhau los! Premier Li tau hais lus rau txoj cai txhawb nqa kev lag luam txawm hais tias tus tswj hwm kev pov hwm tau hais txog kev ua kom cov neeg siv khoom tau txais kev txhawb nqa los ntawm cov nyiaj txiag. Cov neeg siv khoom yuav yog qhov tseem ceeb hauv 2H ntawm 2022.

Tuam Tshoj cov khoom siv hluav taws xob txuas ntxiv tau nce +8.1% xyoo dhau los hauv 1^st Ib nrab ntawm 2022 rau 2.4B kilowatts. Cua nce +7.2% rau 340mm KW thaum hnub ci +25.8% rau 340mm KW. Plaub CSI 1,000 ETFs tau tsim tawm hauv Suav teb thaum hmo ntuj, nrog cov thawj tswj hwm cov cuab yeej cuab tam tau nce tag nrho RMB 22B ($ 3.2B)!

Hang Seng thiab Hang Seng Tech tau nce +0.17% thiab +0.33% ntawm ntim, nqis -16.23% los ntawm nag hmo, uas tsuas yog 60% ntawm 1-xyoo nruab nrab. 210 cov khoom lag luam nce siab thaum 257 tsis kam. Hong Kong luv muag turnover poob -9.62% los ntawm nag hmo uas yog 65% ntawm 1-xyoo nruab nrab raws li luv luv turnover accounted rau 17% ntawm Hong Kong turnover. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo niaj hnub no raws li lub kaus mom loj tshaj lub kaus mom me me. Cov khoom lag luam sab saum toj yog nyiaj txiag +0.5%, staples +0.3% thiab kev txiav txim siab +0.06% thaum cov khoom siv -2.51%, kev siv hluav taws xob -1.36% thiab kev lag luam -0.35%. Cov sub-sectors saum toj kawg nkaus yog Macao twv txiaj yuam pov cov khoom lag luam, tsheb thiab cov neeg siv khoom muaj feem cuam tshuam thaum cobalt, cement, e-luam yeeb thiab luam yeeb sub-sectors yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub lag luam hauv tebchaws yog cov neeg yuav khoom me me nrog Tencent, Kuaishou thiab Meituan pom me me yuav.

Shanghai, Shenzhen thiab STAR Board poob -006%, -0.38% thiab -0.59% ntawm ntim -8% los ntawm nag hmo uas yog 87% ntawm 1-xyoo nruab nrab. 1,415 cov khoom lag luam tau nce siab thaum 3,004 cov khoom lag luam tsis kam. Tus nqi tseem ceeb tshaj qhov kev loj hlob thaum lub kaus mom loj tshaj lub kaus mom me me. Cov kev lag luam sab saum toj yog kev txiav txim siab +0.96%, nyiaj txiag +0.52% thiab kev lag luam +0.5% thaum kev kho mob -1.13%, kev sib txuas lus -0.95% thiab cov ntaub ntawv -0.8%. Sab saum toj sub-sectors yog autos, hydropower thiab hnub ci thaum lithium thiab semis yog qhov phem tshaj. Northbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam txawv teb chaws tau yuav $ 243mm ntawm Mainland Tshuag hnub no. Cov nyiaj khaws cia nyiaj txiag muag tawm me ntsis, CNY tau nce +0.11% piv rau US $ 6.75 thiab tooj liab rub tawm qhov rov qab James Bond -0.07%.

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

• CNY / USD 6.76 piv rau 6.77 nag hmo
• CNY / EUR 6.87 piv rau 6.90 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.79% piv rau 2.76% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.05% tiv tiag 3.03% nag hmo
• Tus Nqi Tooj Kub -0.07% dhau ib hmo