CNY Rallies Raws li Central Banks nce paj paj

Xov Xwm Tseem Ceeb

Kev lag luam nyiaj txiag hauv Asia tau dav dav dua li Taiwan thiab Kaus Lim Qab Teb tau ua tiav.

Cov tsev txhab nyiaj hauv Central, suav nrog Hong Kong Monetary Authority, European Central Bank (ECB), thiab Bank of England (BOE), ua raws li Fed's +50bps paj laum nce siab. Lub caij no, CNY, Tuam Tshoj cov txiaj ntsig uas ua lag luam thaum lub sijhawm ua lag luam hauv zos, tau nce +0.27% piv rau US duas kom kaw ntawm 6.72 CNY ib USD, thaum Asia Dollar Index poob -0.09% piv rau US duas.

Shanghai, Shenzhen, thiab Hong Kong qhib siab dua tab sis swb kom kaw me ntsis / sib xyaw ntawm cov xov xwm me me.

Hong Kong cov ntawv teev npe hauv internet tau sib xyaw ua ke raws li Hang Seng Tech Index tswj hwm qhov nce me me raws li Hong Kong cov khoom lag luam hnyav tshaj plaws yog Tencent, uas poob -0.52%, Meituan, poob -1.94%, Alibaba, poob -0.91%, thiab Baidu, uas tau nce +4.99%, caij ChatGPT-zoo li AI nrhiav tshaj tawm thiab lub ntiaj teb tus thawj tswj hwm khoom vaj khoom tsev loj tshaj plaws nce nws feem hauv lub tuam txhab. Cov neeg ua lag luam hauv av yog cov muag khoom me me ntawm Hong Kong cov khoom lag luam niaj hnub no ntawm Southbound Stock Connect, thaum lub sijhawm muag luv luv poob. Q4 lub caij khwv tau los rau cov tuam txhab hauv internet yuav pib lub hlis no, uas tuaj yeem muab cov txiaj ntsig zoo, ua raws li Lub Peb Hlis Lub Ob Hlis, thaum lub sijhawm peb yuav tsum tau txais cov lus qhia ntxiv ntawm 2023 txoj cai kev lag luam.

Nag hmo cov lus hais los ntawm Thawj Tswj Hwm Xi tsom mus rau kev noj hauv tsev yog kev ceeb toom tsis txaus ntseeg. Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam tau sau tseg tias cov khoom siv hauv tsev thiab cov khoom siv hauv tsev yuav yog ib qho ntawm kev tsom mus rau txawm hais tias nws pib / EV cov khoom lag luam sib xyaw. Kev saib xyuas kev noj qab haus huv yog qhov tseem ceeb tshaj plaws hauv Hong Kong + 1.13%, thiab # 2 hauv Mainland, + 0.92% tsis muaj xov xwm txawm hais tias muaj tus kab mob COVID, saib daim duab hauv qab no, zoo li nyob ib puag ncig. CSRC tshaj tawm IPO txoj cai hloov pauv uas tuaj yeem pab txhawb ntau cov npe hauv Mainland. Cov khoom siv ntau dua tuaj yeem yog lub taub hau hauv txoj kev xav txawm tias tsis yog qhov tseem ceeb thaum hmo ntuj. Hauv kev sib ntsib nrog lub tuam txhab nyiaj txiag thoob ntiaj teb tseem ceeb ntawm Tuam Tshoj tus kws tshaj lij nyiaj txiag peb lub lis piam dhau los no hauv NYC, nws tau sau tseg tias tsuas yog 1% ntawm tsev neeg muaj nyiaj tau nqis peev hauv cov khoom lag luam! Hauv qhov xwm txheej hauv av, cov tub ua lag luam txawv teb chaws tau yuav hnub no $ 400mm ntawm Mainland Tshuag.

Lub Hang Seng thiab Hang Seng Tech faib -0.52% thiab +0.02% ntawm ntim -9.98% los ntawm nag hmo, uas yog 112% ntawm 1-xyoo nruab nrab. 225 cov khoom lag luam nce siab, thaum 267 cov khoom lag luam tsis kam. Main Board luv turnover poob -30.41% los ntawm nag hmo, uas yog 99% ntawm 1-xyoo nruab nrab, raws li 15% ntawm turnover yog luv luv turnover. Kev loj hlob me ntsis edged tawm tus nqi tseem ceeb thaum lub kaus mom me "ua tau zoo dua" lub kaus mom loj. Cov haujlwm sab saum toj yog kev kho mob +1.13%, tech +0.6%, thiab staples +0.15%, thaum vaj tse -3.05%, industrials -1.35%, thiab nyiaj txiag -1.15%. Cov khoom lag luam sab saum toj yog cov khoom siv hauv tsev, cov khoom siv tshuaj / biotech, thiab cov khoom siv thev naus laus zis, thaum kev tuav pov hwm, khoom noj khoom haus / staples, thiab cov neeg siv khoom siv tau nyob hauv qab. Southbound Stock Connect ntim tau nruab nrab / siab raws li cov neeg lag luam hauv Mainland muag - $ 207mm nrog Tencent ib qho muag me me, Meituan muag nruab nrab, Li Auto qhov me me yuav, thiab Kuaishou ib qho muag me me heev.

Shanghai, Shenzhen, thiab STAR Board kuj faib +0.02%, -0.05%, thiab +0.51% ntawm ntim +1.64% los ntawm nag hmo, uas yog 113% ntawm 1-xyoo nruab nrab. 2,224 cov khoom lag luam tau nce siab, thaum 2,373 cov khoom lag luam poob qis. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom me me tshaj lub kaus mom loj. Cov khoom lag luam sab saum toj yog lub zog +1.08%, kev kho mob +0.93%, thiab kev sib txuas lus +0.79%, thaum nyiaj txiag -0.88% thiab kev lag luam -0.52%. Cov khoom lag luam sab saum toj yog cov dej qab zib, cov khoom lag luam lom zem, thiab cov khoom siv khoos phis tawj, thaum muaj ntau hom nyiaj txiag, kev kawm, thiab kev lag luam kev nyab xeeb nyob hauv qab. Northbound Stock Connect ntim tau nruab nrab / siab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 400mm ntawm Mainland stocks nrog mega / loj lub kaus mom tau txais txiaj ntsig, xws li Kweichow Moutai, Ping An, thiab Longi. CNY txaus siab rau +0.27% piv rau US $ kaw ntawm 6.72. Cov nyiaj qiv nyiaj tau yuav thaum ob qho tib si tooj liab thiab hlau tawm.

Tuam Tshoj Lub Nroog Mobility Tracker

Kev so yog dhau lawm vim kev tsheb khiav thiab kev siv subway rov zoo dua. Txaus siab rau kev ceeb toom qhov tsis tu ncua ntawm cov xwm txheej COVID.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.72 piv rau 6.74 nag hmo
• CNY rau EUR 7.40 piv rau 7.34 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.90% piv rau 2.91% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.06% tiv tiag 3.07% nag hmo
• Shanghai Copper Nqe -0.55% thaum hmo ntuj
• Shanghai Steel Nqe -0.85% thaum hmo ntuj