Consumer Rebound Rolls On, Lub Limtiam Hauv Kev Ntsuam Xyuas

Lub Limtiam Ntsuam Xyuas

• Asian equities pib lub lim tiam los txo qis thiab tom qab ntawd nce siab dua nyob rau hauv nruab nrab ntawm lub lim tiam raws li lub hauv paus bank nqi hikes dominated xov xwm kev lag luam, txawm tias Tuam Tshoj tuav nws txoj kev eases.
• Lub Ib Hlis Kev Lag Luam PMI, tshaj tawm rau hnub Monday, yog 50.1 piv rau qhov kev cia siab ntawm 50.1 thiab Lub Kaum Ob Hlis 47, thaum Tsis yog-tsim (Kev Pabcuam) PMI yog 54.4 piv rau qhov kev cia siab ntawm 52 thiab Lub Kaum Ob Hlis 41.6. Ob leeg qhia txog kev nthuav dav, uas tau tshaj tawm hauv cov kev pabcuam.
• BaiduBIDU
  tshaj tawm hnub Tuesday tias nws yuav nthuav tawm Chat GPT-zoo li AI tshawb nrhiav feature.
• Tuam Tshoj cov txiaj ntsig tau sib sau rau lub lim tiam no ntawm kev rov qhib dua thiab nce qhov kev thov rau RMB-cov khoom muaj nqis.

Hnub Friday Cov Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias muaj hmo ntuj muaj zog thaum Is Nrias teb rov qab los. Kev txhawj xeeb ntawm Adani lub implosion ua rau muaj kev kub ntxhov ntau dua, txawm tias Tuam Tshoj Mainland thiab Hong Kong ua tsis tau zoo. Asia pom kev ua tau zoo ntawm kev ncaj ncees ib hmos li AmazonAMZN
, KuaAAPL
, thiab Alphabet cov nyiaj khwv tau los tsis txaus tsis hnyav rau qhov kev xav hauv cheeb tsam.

Peb muaj peb thawj hnub ntawm kev muag khoom los ntawm cov tub ua lag luam txawv teb chaws ntawm Northbound Stock Connect txij li Lub Ib Hlis 3^rd. Txawm hais tias qhov muag ntawm net - $ 630 lab tus nqi ntawm Mainland stocks hnub no, cov neeg ua lag luam txawv teb chaws tau yuav ntau dua + $ 5 billion tus nqi ntawm Mainland stocks rau lub lim tiam. Muaj cov lus tsis txaus ntseeg txog cov neeg ua lag luam thoob ntiaj teb kev faib nyiaj rau Suav cov khoom lag luam raws li ntau tus kws tshaj lij tau tshaj tawm cov ntaub ntawv tshawb fawb txog cov ncauj lus. Kuv ntseeg hais tias cov nyiaj hedge, vim lawv qhov kev lag luam tsom, pivoted mus ntev Tuam Tshoj lub hlis dhau los. Lub caij no, kuv ntseeg tias cov nyiaj tsuas yog ntev, cov peev nyiaj sib koom ua ke, thiab cov tub ua lag luam hauv tuam txhab tseem tsis muaj qhov hnyav vim qhov tsis ntseeg siab thiab caws pliav. Tshem tawm cov kev hnyav no yuav siv sij hawm li Q1 cov rooj sib tham hauv pawg thawj coj ua lag luam tsis yog txog lub Plaub Hlis. Yog lawm, peb tab tom pom ib ntus thiab thim rov qab, tab sis qhov no yuav tsum muab qee tus neeg ua lag luam muaj sijhawm los yuav qhov poob.

Q4 cov txiaj ntsig nyiaj txiag thiab, qhov tseem ceeb tshaj, lawv cov kev kwv yees Q1 thiab 2023 yuav raug tso tawm tom qab lub hlis no, uas tseem tuaj yeem yog qhov tseem ceeb rau qee cov tub ua lag luam rov qab mus rau hauv kev ua lag luam. Teb Chaws Asmeskas cov khoom lag luam suav txog 60% ntawm MSCI Txhua Lub Tebchaws Ntiaj Teb Index, thaum Nyiv suav txog 5.5%, UK suav txog 3.8%, thiab Tuam Tshoj tsuas yog 3.6%, raws li 12/31/2022. Qhov kev muaj tiag no kuj suav nrog ntau yam ntawm underweighting Tuam Tshoj. Tej zaum lub xyoo caum tom ntej yuav zoo li txawv dua kaum xyoo dhau los?

Hong Kong-cov npe hauv internet cov khoom lag luam poob qis ib hmos, txawm tias tsis ntau npaum li lawv cov npe hauv Asmeskas tau poob nag hmo. Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi hnub no yog Tencent, uas tau nce +0.52%, Alibaba, uas poob -2.66%, thiab Meituan, poob -2.15% raws li qhov dav yog qhov phem heev. Lub Hang Seng Index tau kaw qis dua 22,000 ntawm 21,660, vim tias qib 21,500 yog qhov tseem ceeb ntawm kev txhawb nqa saib.

Tsoomfwv Meskas Tus Thawj Kav Tebchaws Antony Blinken tau ncua nws txoj kev mus rau Beijing mus rau hnub tom qab tom qab pom lub zais pa uas tshwm sim hauv Suav teb ya hla Montana, txawm hais tias Tsev Dawb tseem tsis tau lees paub qhov rov teem sijhawm. Raws li cov lus tshaj tawm, lub zais pa tau tswj hwm tus kheej thiab ua kev tshawb fawb txog huab cua. Beijing thov txim rau kev nkag mus rau hauv Teb Chaws Asmeskas airspace uas tsis nyob ntawm lub nkoj thawj zaug manifesto.

Tus kav nroog Shanghai Gong Zheng tau mus xyuas Ant thiab Meituan lub chaw haujlwm Shanghai hauv lwm qhov kos npe ntawm tsoomfwv kev txhawb nqa rau cov tuam txhab hauv internet vim lawv lub luag haujlwm hauv kev noj.

Lub Ib Hlis Caixin Kev Pabcuam PMI tau nce mus rau 52.9 piv rau qhov xav tau 51.1 thiab Lub Kaum Ob Hlis 48, lwm lub cim qhia tias Tuam Tshoj kev noj nyiaj txiag rov qab los tom qab kawg ntawm xoom txoj cai COVID. Vim li cas? Nco ntsoov tias, ua ntej lub lim tiam no, Lub Ib Hlis Caixin Manufacturing PMI tau tshaj tawm ntawm 49.2, qhia txog kev poob qis hauv ib hlis. Kev noj haus yuav tsum khaws cov slack hauv kev lag luam.

Lub Hang Seng thiab Hang Seng Tech indexes tau yooj yim thoob plaws hauv kev sib tham kom kaw -1.36% thiab -1.33%, feem, ntawm qhov ntim uas poob -7.21% los ntawm nag hmo, uas yog 103% ntawm 1-xyoo nruab nrab. 114 cov khoom lag luam nce siab thaum 385 cov khoom lag luam poob qis. Main Board luv muag turnover poob -9.13% los ntawm nag hmo, uas yog 90% ntawm 1-xyoo nruab nrab, raws li 15% ntawm turnover yog luv turnover. Kev loj hlob thiab tus nqi tseem ceeb yog ob qho tib si tsis muaj zog li cov kaus mom me me "ua tau zoo dua" cov kaus mom loj. Tag nrho cov kev lag luam tsis zoo vim tias vaj tse poob -2.41%, lub zog poob -2.38%, thiab cov khoom poob -2.24%. Qhov zoo tshaj plaws subsector yog xov xwm, thaum lub zog, khw muag khoom, thiab autos yog qhov phem tshaj. Southbound Stock Connect ntim tau lub teeb raws li cov tub lag luam hauv av muag - $ 77 lab tus nqi ntawm Hong Kong cov khoom lag luam vim Kuaishou yog qhov muag me me, Tencent yog qhov muag nruab nrab, thiab Meituan yog qhov muag loj.

Shanghai, Shenzhen, thiab STAR Board diverged mus kaw -0.68%, -0.42%, thiab +0.21%, feem, nyob rau hauv volume uas txo -11.06% los ntawm nag hmo, uas yog 101% ntawm 1-xyoo nruab nrab. 1,736 cov khoom lag luam tau nce siab thaum 2,882 cov khoom lag luam poob qis. Kev loj hlob thiab tus nqi tseem ceeb yog ob qho tib si tawm, thaum lub kaus mom me me tshaj lub kaus mom loj. Kev sib txuas lus tau zoo, nce +0.43%, thiab tech yog tiaj tus. Lub caij no, vaj tse poob -1.92%, cov neeg siv khoom txiav txim siab poob -1.69%, thiab cov khoom poob -1.49%, ua rau cov haujlwm ua haujlwm tsis zoo. Cov haujlwm ua haujlwm zoo tshaj plaws yog software, internet, thiab aerospace / tub rog, thaum kev pov hwm, tsheb, thiab cov hlau muaj txiaj ntsig yog qhov phem tshaj. Northbound Stock Connect ntim nruab nrab raws li cov tub ua lag luam txawv teb chaws muag - $ 630 lab tus nqi ntawm Mainland stocks raws li Kweicho Moutai yog ib qho nruab nrab muag muag, Tuam Tshoj Lub Tuam Txhab Nyiaj Txiag yog qhov yuav me me, Longi thiab Ping An tau muag me me. CNY tau nce me ntsis piv rau US duas, Cov Nyiaj Txiag Nyiaj Txiag tau sib sau ua ke, thaum Shanghai tooj liab thiab hlau poob -0.46% thiab -1.39%, feem.

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Lub neej rov zoo li qub nyob rau ntau lub nroog Suav.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.77 piv rau 6.73 nag hmo
• CNY rau EUR 7.35 piv rau 7.35 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.29% tiv tiag 1.33% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.89% piv rau 2.90% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.06% tiv tiag 3.06% nag hmo
• Tus Nqi Tooj Kub -0.46% dhau ib hmo