Suav Kev Lag Luam Tumble li Xi's Tightening Grip Alarms Investors

(Bloomberg) - Tuam Tshoj tus yuan tsis muaj zog thiab lub teb chaws cov khoom lag luam poob mus rau theem qis tshaj txij li qhov tob ntawm 2008 ntiaj teb nyiaj txiag teeb meem hauv Hong Kong, qhov kev cem tsis zoo ntawm Thawj Tswj Hwm Xi Jinping qhov kev txav mus los txhawm rau txhawm rau txhim kho nws cov thawj coj qib nrog cov neeg ntseeg siab.

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Lub offshore yuan tsis muaj zog ntau npaum li 0.7% rau 7.2782 ib duas hnub Monday sawv ntxov mus txog rau cov ntaub ntawv qis pom lub lim tiam dhau los. Hang Seng China Enterprises Index, qhov ntsuas ntawm Suav cov khoom lag luam hauv nroog, poob ntau dua 5% mus rau qhov qis tshaj txij li xyoo 2008 txawm tias cov ntaub ntawv kev lag luam loj hlob tau kwv yees. Tuam Tshoj tus qauv CSI 300 Index poob ntau npaum li 1.9%.

Nyeem: Tuam Tshoj Economy Shows Mixed Recovery as Industrial Activity Climbs

Kev lag luam poob qis tom qab kev hloov pauv, uas tau hais txog Xi qhov tsis muaj lus nug txog kev tswj hwm ntawm pawg tswj hwm, qhia kev poob siab tob txog qhov yuav txuas ntxiv ntawm cov cai tswjfwm rau Covid Zero thiab lub xeev-tsav cov tuam txhab. Tech giants Alibaba Group Holding Ltd., Tencent Holdings Ltd. thiab Meituan tag nrho cov poob siab vim cov tub ua lag luam tseem tsis ntseeg tias Xi thiab nws cov phooj ywg yuav nrhiav kev rov ua dua tshiab ntawm kev lag luam ntiag tug.

Justin Tang, tus thawj coj ntawm kev tshawb fawb Asian ntawm United First Partners tau hais tias "Lub khw muaj kev txhawj xeeb tias muaj ntau tus neeg txhawb nqa Xi raug xaiv, Xi muaj peev xwm tsis muaj peev xwm los tswj cov cai uas tsis yog kev lag luam zoo tam sim no tau txhim kho," said Justin Tang, tus thawj coj ntawm Asian tshawb fawb ntawm United First Partners.

Thaum lub sij hawm teem caij ntawm Xi cov phooj ywg tuaj yeem pab ua kom cov txheej txheem tseem ceeb, ntxiv ntawm Covid Zero cov neeg tawm suab rau Pawg Neeg Saib Xyuas Kev Ncaj Ncees yuav txo qis txoj hauv kev ntawm kev txo qis ntawm Covid kev txwv.

Duncan Wrigley, tus thawj coj ntawm Tuam Tshoj tus kws tshawb fawb ntawm Pantheon Macroeconomics Ltd tau hais tias "Qhov no yuav muaj kev pheej hmoo ntau dua ntawm kev ua raws li txoj cai tswjfwm raws li cov lus qhia los ntawm sab saum toj,"

Cov neeg ua lag luam tau poob siab thaum lub rooj sib tham lub lim tiam dhau los vim Xi tau tiv thaiv nws txoj cai Covid Zero thiab poob qis ntawm kev muab kev txhawb nqa los txhawb kev lag luam khoom vaj khoom tsev. Cov nyiaj yuan onshore poob mus rau qhov tsis muaj zog tshaj plaws hauv 14 xyoo thiab CSI 300 poob qis hauv txhua qhov tab sis ib qho kev sib tham lub lim tiam dhau los.

Ib qho ntawm Tuam Tshoj cov ntaub ntawv tseem ceeb ntawm kev lag luam - tshaj tawm hnub Monday tom qab ncua sij hawm sai li sai tau thaum lub lim tiam - tau qhia txog kev rov qab los sib xyaw.

Kev lag luam loj hlob sai dua li qhov xav tau nyob rau hauv peb lub hlis twg nrog kev lag luam kev txhim kho txawm tias Covid txwv thiab cov cuab yeej poob qis, tab sis kev muag khoom muag tsis muaj zog.

Lub sijhawm no, Lub Tuam Txhab Tuam Txhab Tuam Txhab Tuam Txhab tau teeb tsa kev kho yuan ntawm 7.1230 toj ib duas, deb ntawm cov qauv tsis ntev los no ze li 7.11 ib duas.

Ken Cheung, tus thawj coj Asian FX tus kws tshaj lij ntawm Mizuho Bank hais tias "Qhov kev kho nyiaj yuan saum toj no 7.12 txhais tau tias PBOC yuav pib txo nws txoj kev tuav nruj ntawm kev kho CNY," Cov ntaub ntawv GDP khoom tseem ceeb tau hais txog qhov kev rov qab los tom qab Shanghai kaw, tab sis cov khw muag khoom tsis muaj zog qhia tias Covid txwv tseem hnyav rau kev noj thiab kev loj hlob, nws hais.

- Nrog kev pab los ntawm Lin Zhu, Tania Chen thiab Jeanny Yu.

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