Didi Txhawm rau rov pib ua haujlwm li qub, Hong Kong Volumes Plummet

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau tshaj tawm cov txiaj ntsig sib xyaw ntawm lub teeb ntim thaum lub caij ntuj sov doldrums ncaws tawm. WSJ tau tshaj tawm tias "raws li cov neeg paub txog qhov teeb meem," Didi yuav raug nplua $ 1B, xaus nws qhov kev tshawb nrhiav thiab tso cai rau lub tuam txhab rov ua haujlwm tag nrho. Raws li WSJ, qhov tom kawg yog qhov tseem ceeb dua li yav dhau los raws li kev nplua "yuav suav txog li 4% ntawm Didi qhov $ 27.3 billion tag nrho cov muag khoom xyoo tas los". Tsab ntawv kuj tau hais tias Didi yuav rov sau npe hauv Hong Kong txawm tias kuv tsis pom daim ntawv foob.

Nyob ntsiag to thaum hmo ntuj txawm tias kev lag luam tau tuav txawm tias muaj peev xwm rau US semiconductor daim nqi mus tom ntej, Nancy Pelosi tau hais tias nws xav mus xyuas Taiwan, thiab Janet Yellen tab tom thawb lub tswv yim ntawm "phooj ywg-shoring" thaum mus xyuas Kaus Lim Qab Teb. Muaj ntau yam teeb meem hauv ntiaj teb niaj hnub no, tab sis kuv tsis paub tseeb tias kuv yuav muab cov no ze rau saum. Apple lub ecosystem tau tawm mus tom qab nag hmo cov xov xwm uas Apple yuav tsis hloov cov neeg ua haujlwm yog tias lawv tawm mus. Sunny Optical thiab AAC Tech tau tawm -3.69% thiab -3.12% ntawm cov xov xwm, uas tej zaum yuav hnyav ntawm cov khoom hauv internet. Hong Kong cov khoom lag luam hauv internet tau tawm ntawm tsis muaj xov xwm tshaj li qhov tau txais txiaj ntsig tom qab nag hmo qhov kev txav mus los. Alibaba HK -2.89% pom qhov nce ntawm kev muag khoom luv luv rau 30% ntawm tag nrho cov ntim pauv. Cov luv luv yog yuav nias lawv cov thawj koom ruam, piv txwv li cov thawj tswj hwm cov cuab tam tseem ceeb yuav tsis tuaj rau hauv cov khoom lag luam. Nrog Q2 cov nyiaj khwv tau los lub caij nyob ib ncig ntawm lub ces kaum, uas tej zaum yuav teeb tsa epic luv muag npog. Ntiv tes hla!

Cov ntim tau zoo heev hauv Hong Kong, suav nrog kev muag khoom luv luv. Hong Kong EV cov khoom lag luam tau tawm txawm tias Mainland tshaj tawm xov xwm hais tias tsoomfwv Suav tab tom saib lwm qhov kev yuav khoom EV. Kev lag luam hauv av tau tuav tau zoo dua ntawm cov ntim qis me ntsis raws li nag hmo xov xwm hais txog kev qiv nyiaj qiv nyiaj tau txais txiaj ntsig +0.5% txawm tias vaj tse tau tawm -0.09%. PBOC qhov kev txhaj tshuaj ua kua dej nag hmo tau pab kev xav thaum hmo ntuj. Hluav taws xob ua si tau raug kaw vim los nag hnyav tau pab lub tshav kub tsis ntev los no hauv Suav teb, uas hnyav rau lub zog huv si xws li hnub ci thiab cua. Cov tub ua lag luam txawv teb chaws tau muag ib qho kev noj qab haus huv - $ 1.462B ntawm Mainland cov khoom lag luam nrog kev loj hlob / cov khoom lag luam xws li EV, hnub ci, cua, roj teeb, thiab kev txiav txim siab ua txhua yam kev ntaus. Nyuaj hais tias dab tsi ua rau muaj kev txav mus los, tab sis cov xov xwm nom tswv yuav yog qhov tseem ceeb.

Hang Seng thiab Hang Seng kaw -0.89% thiab -1.48% ntawm qhov ntim qis -27.66% los ntawm nag hmo, uas tsuas yog 60% ntawm 1-xyoo nruab nrab. 152 cov khoom lag luam nce siab thaum 320 tsis kam. Hong Kong luv muag turnover poob los ntawm -36.82% los ntawm nag hmo, uas yog 62% ntawm 1-xyoo nruab nrab raws li luv luv turnover accounted rau 17% ntawm Hong Kong turnover. Tus nqi tseem ceeb tshaj qhov kev loj hlob los ntawm cov paj me me raws li cov kaus mom me me tau ua tiav cov kaus mom loj. Lub zog tsuas yog qhov zoo tshaj plaws sector +0.52% thaum tech -2.26%, kev txiav txim siab -1.83% thiab kev siv hluav taws xob -1.31%. Shipping thiab logistic stocks yog lub sab saum toj sub-sector nrog rau cobalt thiab khoom kim heev, thaum lub Apple ecosystem underperformed nrog biotech thiab semis. Southbound Stock Connect ntim tau teeb pom kev zoo vim cov neeg ua lag luam hauv av yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam, nrog Tencent pom lwm hnub zoo ntawm kev yuav thaum Meituan thiab Kuiashou tau muag me me.

Shanghai, Shenzhen, thiab STAR Board diverged +0.04%, +0.14%, thiab -0.7% ntawm ntim tawm -2.34% los ntawm nag hmo, uas yog 92% ntawm 1-xyoo nruab nrab. 2,990 cov khoom lag luam nce siab thaum 1,435 tsis kam. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob, thaum lub kaus mom me me dua lub kaus mom loj. Cov sectors sab saum toj yog kev sib txuas lus +1.21%, nyiaj txiag +0.5% thiab lub zog +0.27% thaum muaj kev lag luam -1.72%, kev noj qab haus huv -1.14% thiab kev siv hluav taws xob -0.86%. Tech sub-sectors yog cov ua yeeb yam zoo tshaj plaws, xws li software, kho vajtse thiab huab, thiab kev ua si hauv online, thaum lub zog huv si xws li hnub ci thiab cua yog qhov phem tshaj. Northbound Stock Connect ntim tau teeb raws li cov tub ua lag luam txawv teb chaws muag - $ 1.462B ntawm Mainland Tshuag hnub no. Cov nyiaj qiv nyiaj tau txais txiaj ntsig tsawg, CNY tau txo qis me ntsis piv rau US $, thiab tooj liab tau nce +2.13%.

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

• CNY / USD 6.74 piv rau 6.74 nag hmo
• CNY / EUR 6.92 piv rau 6.84 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.79% piv rau 2.78% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.06% tiv tiag 3.05% nag hmo
• Tus Nqi Tooj Liab + 2.13% dhau ib hmo