Kev Txom Nyem Txoj Cai Yug Me Nyuam tuaj txog Raws li Hong Kong Cov Nyiaj Lag Luam Hauv Is Taws Nem nce

Xov Xwm Tseem Ceeb

Asia cov peev txheej tau siab dua thaum hmo ntuj raws li Hong Kong thiab Kaus Lim Qab Teb tau ua tiav, thaum Tuam Tshoj Mainland tsis ua tiav.

Hong Kong cov khoom lag luam hauv internet tau tawm tsam nag hmo ADR poob qis, nrog Hong Kong cov lag luam hnyav tshaj Tencent +1.49%, Meituan +1.64%, Alibaba HK +1.19%, thiab JD.com HK +5.25%. Lub Hang Seng thiab Hang Seng Tech tau kaw +0.84%, tsuas yog qis dua 21k qib thiab +1.83% txawm tias muag tawm hauv ib hnub siab ntawm +2.38% thiab +4.32% thaum yav tav su trading. Shanghai thiab Shenzhen kuj tau tso tseg kev nce hauv ib hnub ntawm +0.86% thiab +0.58%, muag tawm aggressively ntawm cov nyiaj tau los kaw -0.96% thiab -1.7%, thawb cov indices rov qab los txhawb qib. Dab tsi ua rau yav tav su muag-tawm? Yooj yim hais.

Muaj cov xov xwm zoo ncaj ncees raws li Thawj Tswj Hwm Xi lub Kaum Ob Hlis cov lus tau tshaj tawm los ntawm CEWC cov rooj sib tham txog nyiaj txiag hais txog kev noj thiab kev txhawb nqa txoj cai. Qhov no yuav tsum coj mus rau txoj cai ntxiv ntawm Ob Lub Rooj Sib Tham Tsoom Fwv Cov Rooj Sib Tham, uas yuav tshwm sim rau lub Peb Hlis 4 thiab 5. PBOC tau tso nyiaj rau hauv cov nyiaj txiag raws li cov se yuav tsum tau nyob hauv Suav teb, nrog qee qhov sib tham txog lwm lub txhab nyiaj khaws cia piv txwv txiav lossis qiv nyiaj thawj tus nqi. . Foshan Pawg Saib Xyuas Kev Noj Qab Haus Huv tau tshaj tawm nthuav tawm kev yug menyuam thiab yug menyuam raws li tsoomfwv pivot rau kev txhawb nqa Suav tus menyuam yug. Shenzhen Health Commission tau thov kom them nyiaj rau cov niam txiv ib qho nyiaj pab rau kev muaj tus menyuam thib peb RMB 19,000. Ob leeg Ji'nan thiab Harbin tau tshaj tawm txoj cai zoo sib xws. Xav paub ntau ntxiv txog qhov teeb meem no! Peb tau muaj qee qhov ChatGPT / AI mania nyob rau hauv Tuam Tshoj Mainland uas tshwm sim los ua ib qho kev sib tw ntawm kev muag khoom uas nthuav dav mus rau cov peev txheej raws li tsuas yog 474 cov khoom lag luam nce siab.

Cov tub ua lag luam txawv teb chaws yuav noj qab haus huv $ 991mm ntawm Mainland stocks ntawm Northbound Stock Connect. Hauv kev sib tham nrog tus qhua los ntawm Hong Kong, lawv xav tias Northbound Connect inflows yog los ntawm cov tuam txhab brokerage / khw tsim khoom / cov tub lag luam siab. Kuv xav lean tias AI npuas tawg, ua rau muaj kev muag khoom tawm tsam, yog tus neeg ua txhaum rau Mainland lub caij nplooj zeeg. Txawm li cas los xij, kev muag khoom tau ua ke nrog Iranian Thawj Tswj Hwm Ebrahim Raisi mus ntsib Beijing suav nrog kev thov rau Thawj Tswj Hwm Xi mus ntsib Iran, uas nws tau txais. Muaj qee qhov kev sib tham uas US-Tuam Tshoj lub rooj sib tham hauv Tebchaws Europe yuav nyuaj dua los rub tawm tom qab qhov xwm txheej zais pa.

Tom qab kaw, Raytheon thiab Lockheed Martin raug txwv tsis pub ua lag luam hauv Suav teb vim yog muag riam phom rau Taiwan uas yog qhov tsis txaus ntseeg txawm tias Boeing zam txoj hmoo zoo sib xws. Ib lub tswv yim rau ib tus neeg ua lag luam ua lag luam yuav yog kev tos txais Boeing los faib nws cov tub rog thiab kev lag luam rau hauv ob lub tuam txhab. Qhov kev nce qib tit-rau-tat yog qhov tsis muaj hmoo thiab tsuas yog tswj hwm vim li cas ob tog yuav tsum tau caij dav hlau thiab sib ntsib. Hong Kong cov khoom lag luam hauv Is Taws Nem tau tuav thaum cov tub ua lag luam zoo li tshawb xyuas lawv daim ntawv qhia hnub thiab pom tias Baidu tshaj tawm hnub Wednesday tom ntej, Alibaba, thiab NetEase Thursday.

Tag kis no tus neeg muag khoom hauv online Autohome (ATHM US) tau tshaj tawm Q4 cov txiaj ntsig, nrog cov nyiaj tau los thiab hloov kho cov nyiaj tau los ntawm kev kwv yees thaum kho EPS ploj lawm. Lub tuam txhab tau ua nws cov nyiaj faib thiab kev yuav khoom rov qab rau hauv qhov zoo rau cov tub ua lag luam.

Tsim nyog sau cia tias Alibaba cov tswv lag luam suav nrog Charlie Munger thiab tam sim no Michael Burry ntawm Big Short koob meej, uas kuj yog tus tswv JD.com. Cov naj npawb mus txawv tebchaws tau nce sai sai thaum tawm mus ncig thoob ntiaj teb tau nce siab! Munger muaj qee cov lus zoo txog BYD los ntawm nws lub rooj sib tham Daily Journal nag hmo.

Lub Hang Seng thiab Hang Seng Tech tau nce +0.84% ​​thiab +1.83% ntawm ntim +9.43% los ntawm nag hmo, uas yog 97.6% ntawm 1-xyoo nruab nrab. 249 cov khoom lag luam nce siab, thaum 227 cov khoom lag luam poob qis. Main Board luv turnover nce +11.57% los ntawm nag hmo, 92% ntawm 1-xyoo nruab nrab, raws li 16% ntawm turnover yog luv turnover. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li lub kaus mom loj tshaj lub kaus mom me me. Cov khoom lag luam saum toj kawg nkaus yog vaj tsev +1.68%, kev txiav txim siab +1.64%, thiab kev sib txuas lus +1.38%, thaum kev noj qab haus huv -1.63%, khoom siv -1.49%, thiab kev siv hluav taws xob -0.45%. Cov khoom lag luam sab saum toj yog khoom noj / staples, khoom siv kho mob, thiab kev pabcuam hauv xovtooj, thaum semis, khoom siv, thiab tshuaj / biotech yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub lag luam hauv av muag - $ 110mm ntawm HK cov khoom lag luam, nrog Tencent muag me me, thiab Meituan thiab Kuaishou yog ob qho tib si me me yuav.

Shanghai, Shenzhen, thiab STAR Board poob -0.96%, -1.7%, thiab -1.86% ntawm ntim +27.35% los ntawm nag hmo, uas yog 132% ntawm 1-xyoo nruab nrab. Tsuas yog 474 cov khoom lag luam tau nce siab, thaum 4,286 cov khoom lag luam nce siab. Tus nqi tseem ceeb tshaj qhov tseem ceeb ntawm kev loj hlob, thaum lub kaus mom loj tshaj lub kaus mom me me. Kev sib txuas lus thiab staples tsuas yog cov haujlwm zoo, +1% thiab +0.15%, thaum cov ntaub ntawv -2.06%, tech -1.93%, thiab industrials -1.46%. Sab saum toj sub-sectors yog telecom, catering, thiab cawv, thaum lub computer hardware, kev kawm ntawv, thiab ntim yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab raws li Mainland cov tub ua lag luam yuav noj qab haus huv + $ 991mm ntawm Mainland stocks. CNY yog tiaj tus piv rau US duas. Cov nyiaj khaws cia nyiaj txiag tau sib sau ua ke thaum tooj liab poob thiab steel rallied.

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

• CNY rau USD 6.81 piv rau 6.82 nag hmo
• CNY rau EUR 7.33 piv rau 7.30 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.89% piv rau 2.89% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.05% tiv tiag 3.06% nag hmo
• Tus Nqi Tooj Liab + 0.54% dhau ib hmo
• Steel Nqe -0.62% thaum hmo ntuj