Tuam Tshoj Kev Lag Luam Kev Lag Luam Txhim Kho Thaum Lub Kaum Ob Hlis, Lub Limtiam Hauv Kev Ntsuam Xyuas

Lub Limtiam Ntsuam Xyuas

• Kev saib xyuas kev noj qab haus huv tau nce hnub Monday raws li Tuam Tshoj txuas ntxiv tawm tsam covid-19 tshwm sim nrog lub nroog Xian raug kaw, ua rau muaj kev thov ntau ntxiv rau kev sim thiab tshuaj tiv thaiv.
• Kev loj hlob rau tus nqi sib hloov tau tsaws hauv Asia rau hnub Tuesday raws li Shanghai Composite poob -1.06% thiab cov nqi khoom lag luam tau ua tiav thoob plaws hauv cheeb tsam.
• US Fed Thawj Tswj Hwm Powell cov lus tshaj tawm rau hnub Tuesday tau ua rau muaj kev sib tw hauv Asian cov peev txheej n Wednesday raws li cov tub ua lag luam kev pheej hmoo txaus ntshai tau nce siab thoob ntiaj teb tom qab muaj kev pheej hmoo pib rau lub lim tiam.
• Hnub Thursday kev lag luam poob qis ua rau cov tub ua lag luam xav txog dab tsi PBOC daim ntawv qhia hnub rau kev txhawb nqa tuaj yeem yog. Peb paub tias yuav muaj kev txo qis rau xyoo no, tsis yog thaum twg lossis nyob rau hauv daim ntawv twg.

Hnub Friday Cov Xov Xwm Tseem Ceeb

Cov peev nyiaj Asian tau qis dua ib hmos vim Nyiv, Kaus Lim Qab Teb, thiab Australia tau tawm ntau dua -1%.

Tuam Tshoj cov ntaub ntawv luam tawm lub Kaum Ob Hlis tau muaj zog, ntaus cov kev cia siab ntawm tes. Cov ntaub ntawv pov thawj zoo npaum li cas cov neeg lag luam tau koom nrog thoob ntiaj teb piv rau cov nom tswv. Txawm li cas los xij, General Administration ntawm Kev lis kev cai tau ceev faj hauv nws qhov kev pom zoo xyoo 2022, hais tias kev noj haus hauv tsev yuav tsum tau siv rab chais los ntawm kev xa tawm los ntawm kev tsim khoom hauv xyoo 2022 raws li tsoomfwv thoob ntiaj teb kev txhawb nqa tau yooj yim. Qhov kev tso tawm tsis yog qhov tshwm sim ntawm kev ua lag luam-mus raws li kev xav ntawm kev lag luam xav tias qhov hnyav ntawm kev kis tus kabmob coronavirus txuas ntxiv hauv Suav teb.

Feem ntau, Tuam Tshoj cov ntaub ntawv tsawg tsawg tab sis pom tus kab mob loj hlob hauv ntau lub nroog, suav nrog Shanghai, tab tom hnyav rau kev xav raws li cov tub ua lag luam lees paub cov lus teb tuaj yeem raug kaw tseem ceeb, raws li tam sim no tau pom hauv Xian.

Q4 thiab 2021 GDP cov ntaub ntawv yuav raug tshaj tawm rau hnub Sunday nrog rau Kev Tsim Kho Kev Lag Luam, Kev Muag Khoom Muag, thiab Kev Lag Luam Tsau (FAI).

Lub Hang Seng Index tau tawm -0.19% tom qab sib sau ua ke rau hauv qhov ze kom txo qis ntawm qhov ntim uas yog -12% qis dua nag hmo, uas yog 73% ntawm 1-xyoo nruab nrab. Hong Kong-cov npe hauv internet cov khoom lag luam tau tawm tab sis tsis yog ze li ntawm nag hmo kev muag tawm hauv Asmeskas, uas tau ua rau muaj kev rov qab los hauv Asmeskas kev lag luam niaj hnub no. Alibaba HK tau tawm -2.19%, uas zoo tshaj qhov nruab nrab hnub qis ntawm -4.24% ntawm cov lus ceeb toom tias tus thawj tswj hwm khoom vaj khoom tsev Tuam Tshoj Cinda yuav tsis nce nws cov ceg txheem ntseeg hauv Ant Financial. Tencent poob -0.38% thiab Meituan poob -2.48% txawm hais tias ob qho tib si muaj kev yuav khoom me me los ntawm Mainland cov tub ua lag luam ntawm Southbound Stock Connect.

Muaj qee qhov kev sib tham thiab Bloomberg tsab xov xwm hais txog yuav ua li cas Asmeskas ADRs zoo li ua phem dua li lawv cov phooj ywg hauv Hong Kong hauv ib hnub. Txawm li cas los xij, cov npe nyiam sib tw nrog ib leeg, yog li qhov no tsis yog qhov tseeb, tab sis peb tau hais txog yuav ua li cas cov dab neeg tsis muaj nuj nqis tshaj tawm yuav hnyav hnyav rau US shares. Txawm hais tias kev txaj muag yuav ua li cas rau kev tshem tawm, tej zaum cov tuam txhab no koom nrog hauv Asia vim li no.

Hong Kong-domiciled tuam txhab uas muag xws li AIA, uas tau nce +2.18%, HSBC, uas tau nce +1.68%, thiab Macau gaming stocks muaj hnub zoo txawm tias cov npe no tsis suav tias yog Suav Tshuag vim lawv yog ib feem ntawm MSCI Hong Kong, uas yog. nyob rau hauv MSCI qhov tsim kev lag luam index suite, thiab tsis yog MSCI Tuam Tshoj, uas yog nyob rau hauv MSCI qhov kev lag luam index suite. Qhov no ua rau kuv paub me ntsis.

Tuam Tshoj Mainland pom qhov sib txawv nthuav dav li Shanghai poob -0.96%, Shenzhen tau nce +0.02%, thiab STAR Board tau nce +1.36% ntawm ntim uas tau nce +0.93% los ntawm nag hmo, uas yog 104% ntawm 1-xyoo nruab nrab thaum cov neeg poob qis. outpaced advancing stocks los ntawm 2 mus rau 1. Qhov tsuas zoo sectors yog technology, uas tau txais +1.09%, thiab kev kho mob, uas tau txais +0.86%. CATL rebounded +2.19% nrog rau semiconductors, dav tech sub-sectors, thiab cov ntsiab lus ntawm cleantech ecosystem xws li lithium thiab tsawg earths.

Cov nyiaj txiag, hluav taws xob, thiab vaj tse tau tawm -2.26%, -3.11%, thiab -3.16%, feem, ntawm Mainland. Cov tub ua lag luam txawv teb chaws tau yuav $ 44 lab tus nqi ntawm Mainland cov khoom lag luam niaj hnub no ntawm Northbound Stock Connect uas coj tag nrho txhua lub lim tiam mus rau $ 1.17 billion ntawm cov nyiaj tau los. Tuam Tshoj Treasury bonds feem ntau yog tiaj tus, Tuam Tshoj cov txiaj ntsig zoo siab rau 6.35, thiab tooj liab eased -0.63%.

Michael Shuman's Superpower cuam tshuam muab cov ntaub ntawv qhia txog Tuam Tshoj keeb kwm pib ntau dua 2,000 xyoo dhau los. Nws yog ib qho zoo nyeem rau cov xav paub txog Tuam Tshoj keeb kwm thaum nws hais txog yuav ua li cas Asia kev vam meej, zoo li qhov tshwm sim hauv Middle East, Africa, thiab Asmeskas, loj hlob ntau txhiab xyoo tsis muaj kev sib cuag nrog Europe dua li qee qhov kev lag luam ntawm Silk Road. . Txog thaum Marco Polo tau mus rau Tuam Tshoj hauv 1200s, Tuam Tshoj tau koom ua ke rau ntau tshaj ib txhiab xyoo. Lub ntsiab lus yog tias Tebchaws Europe thiab tom qab ntawd Amelikas tau coj los ntawm Greek, Roman, thiab European keeb kwm, kev ntseeg, thiab cov txiaj ntsig, uas tsuas yog txawv ntawm Is Nrias teb, Tuam Tshoj, Nyiv, thiab Asia kev loj hlob. Cov tebchaws nyob sab Europe, thiab tsawg dua Asmeskas, tau yuam lawv tus kheej thiab lawv cov kab lis kev cai ntawm Tuam Tshoj thaum Tsov Rog Tawm Tsam, zoo ib yam li kev ua nom ua tswv uas tau tshwm sim hauv Is Nrias teb, Africa, thiab Latin America. Kuv tsis xav muab ntau dhau lawm. Phau ntawv no siv sij hawm ntau heev ntawm ntau lub dynasties thaum lub ntsiab lus tseem ceeb rau kev nkag siab tias Macau, Hong Kong, thiab Taiwan raug coj los ntawm lub zog txawv teb chaws (Portugal, Britain, thiab Nyiv) yog Opium Wars. Muaj kev ntsuam xyuas tsawg heev ntawm Asmeskas kev koom tes hauv lub sijhawm no txawm hais tias nws tseem ua lub luag haujlwm hauv kev nom kev tswv niaj hnub no.

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

• CNY / USD 6.35 piv rau 6.36 nag hmo
• CNY / EUR 7.27 piv rau 7.29 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.87% tiv tiag 1.90% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.79% piv rau 2.79% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.08% tiv tiag 3.08% nag hmo
• Tus Nqi Tooj Kub -0.63% dhau ib hmo