Suav Equities Outperform Asia rau Hnub, Lub Limtiam, Lub Hlis & Peb Hlis

Xov Xwm Tseem Ceeb

Asia xaus lub hli nrog suab nrov tshwj tsis yog Tuam Tshoj uas haum raws li Tuam Tshoj thiab Hong Kong cov peev txheej tsuas yog kev lag luam zoo rau lub hli. Rau Q2, Tuam Tshoj thiab Hong Kong tau tawm me ntsis, thaum feem ntau Asia tsim thiab cov lag luam tawm tshiab tau tawm ob tus lej. Thov khaws cia tsis pub leej twg paub, raws li kev cia siab, peb tuaj yeem zom ntau dua! Taiwan underperformed raws li US semis 'tsis muaj zog mus thoob ntiaj teb. Cov neeg ua lag luam hauv tebchaws tau zoo siab rau Lub Rau Hli Lub Chaw Tsim Khoom PMI ntawm 50.2 piv rau qhov kev cia siab ntawm 50.5 thiab Tsib Hlis 49.6 thiab Tsis Tsim Nyog PMI ntawm 54.7 piv rau qhov kev cia siab ntawm 50.5 thiab Tsib Hlis 47.8. Nco ntsoov, hli ib hlis, tej yam yuav tsum tau zoo dua / tsawg dua! Cov nqi tso zis rau ob qho tib si PMI tau raug txo qis, qhia tias kev nce nqi yog tepid hauv Suav teb. Qhov no muab lub teeb ntsuab rau kev txhawb nqa nyiaj txiag ntau yam tsis muaj kev nce nqi nce ntxiv. Lub pov haum zais hauv PMIs yog qhov kev cia siab ua lag luam uas yog ob qho tib si muaj zog / nce ntxiv.

Cov tub ua lag luam hauv tsev thiab txawv teb chaws nyiam kev loj hlob-taw qhia mega / loj-cap stocks muaj hnub muaj zog txawm tias Northbound Stock Connect raug kaw hnub no. Lwm zaj dab neeg loj yog $ 10.912 billion net muas ntawm onshore Tuam Tshoj (Shanghai & Shenzhen stocks) los ntawm txawv teb chaws ua lag luam ntawm Northbound Tshuag Txuas. Txij li thaum 12/31/2019, tag nrho ntawm $ 106 nphom tau nkag mus rau hauv. Cov vaj tsev yog qhov ua tau zoo hauv Suav teb thiab Hong Kong tom qab nag hmo Vanke cov thawj coj 'bold kev lag luam vaj tsev hauv qab hu. Cov npe ncig tebchaws xws li Trip.com HK (9961 HK) + 0.73% kuj ua tau zoo hauv ob lub khw vim tias lub ntiaj teb yuav tsum tau sawv ntawm qee qhov taw qhia rau kev txo qis ntawm covid txoj cai thiab kev cais tawm. Hong Kong tau tso tseg cov nyiaj tau los thaum sawv ntxov rau yav tav su poob thaum Thawj Tswj Hwm Xi tau mus xyuas lub nroog ua ntej tag kis 25th hnub tseem ceeb ntawm British xa Hong Kong rau Tuam Tshoj. Tencent (700 HK) tau tawm -2.9% txawm hais tias nws pom muaj kev yuav khoom zoo los ntawm Mainland cov tub ua lag luam hauv Southbound Stock Connect.

Cov swb tsis ntev los no tom qab tus tswv cuab Prosus tshaj tawm tias nws yuav muag nws cov ceg txheem ntseeg Tencent tau ua rau Tencent pib yuav khoom rov qab. Hnub no yog hnub peb uas nws yuav rov qab shares. JD.com HK (9618 HK) + 0.56% raws li Prosus 'cov lus tshaj tawm tau muag lawv txoj haujlwm yuav tsum yog qhov tsim nyog catalyst txawm tias ntau lub npe hauv internet tau tawm los ntawm cov npoo me me. NIO HK (9866 HK) +3.93% shrugging tawm luv luv-muag kev dag thov. AI lub tuam txhab SenseTime (20 HK) cratered los ntawm -46.77% raws li nws cov IPO share lockup tas sij hawm. Tianqi Lithium's HK shares IPO yuav muaj nyob rau lub Xya Hli 13^th. Bilibili HK -3.55% (9626 HK) txawm tias tshaj tawm nws yuav ua rau Hong Kong nws yog thawj cov npe, ua rau Southbound Stock Connect tsim nyog.

Lub Hang Seng thiab Hang Seng Tech kaw -0.62% thiab -3.27% ntawm ntim -8.58% los ntawm nag hmo, 106% ntawm 1-xyoo nruab nrab. 200 cov khoom lag luam nce siab thaum 277 tsis kam. Hong Kong luv muag turnover poob los ntawm -27.2% los ntawm nag hmo, 96% ntawm 1-xyoo nruab nrab. Tus nqi thiab kev loj hlob yam tseem ceeb tau sib xyaw ua cov kaus mom loj tshaj cov kaus mom me me. Sab saum toj sectors yog staples +1.73%, kev siv hluav taws xob +1.65% thiab vaj tse +0.95% thaum kev sib txuas lus -2.26%, kev txiav txim siab -1.36% thiab tech -1.07%. Cov subsectors saum toj kawg nkaus yog kev kawm online, cov tuam txhab hluav taws xob, cov khoom lag luam npias, thiab tsev kho mob ntiag tug, thaum cov khoom lag luam cawv, kev muaj tiag, kev ua yeeb yaj kiab, thiab AI cov khoom lag luam yog qhov phem tshaj. Southbound Stock Connect ntim tau siab / nruab nrab raws li Mainland cov tub ua lag luam yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam, nrog Tencent pom muaj zog yuav.

Shanghai, Shenzhen, thiab STAR Board tau nce +1.1%, +1.35%, thiab +1.37% ntawm ntim -11.81% los ntawm nag hmo, uas yog 107% ntawm 1-xyoo nruab nrab. 2,879 cov khoom lag luam tau nce siab, thaum 1,413 tsis kam. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li lub kaus mom loj tshaj lub kaus mom me me. Cov kev lag luam sab saum toj yog staples +2.81%, kev kho mob +228%, thiab vaj tse +2.1%, thaum cov khoom siv hluav taws xob thiab hluav taws xob tawm -0.32% thiab -0.18%. Cov subsectors saum toj kawg nkaus yog hais txog kev mus ncig, cov khoom lag luam cawv, thiab cov khoom noj khoom haus, thaum lub tsev tsim khoom thiab cov khoom siv tsheb yog qhov phem tshaj. Northbound Stock Connect tau kaw hnub no. Cov nyiaj tau txais txiaj ntsig tau sib sau ua ke, CNY eased piv rau US $, thiab tooj liab tswj tau qhov nce me me.

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

• CNY / USD 6.70 piv rau 6.69 nag hmo
• CNY / EUR 6.97 piv rau 7.05 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.83% piv rau 2.83% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.05% tiv tiag 3.05% nag hmo
• Tus Nqi Tooj Liab + 0.39% dhau ib hmo