Dutch Kho Rau JD, Hong Kong Internet Gains

Xov Xwm Tseem Ceeb

Cov tub ua lag luam Asian tsis hnov ​​​​qab txog Fed Chair Powell cov lus tsis txaus ntseeg ntawm cov paj laum nce siab rau hnub Friday vim tias cov peev txheej tau pib muaj zog rau lub lim tiam, tshwj tsis yog Indonesia. Hong Kong thiab Mainland Tuam Tshoj tau coj ntau dua los ntawm kev loj hlob sectors, tshwj xeeb tshaj yog Hong Kong cov npe hauv internet stocks, tshwj tsis yog Tencent, uas poob -1.56% ntawm cov ntim loj.

Tencent tau nce +4.16% thaum tus neeg ua lag luam Prosus tshaj tawm tias nws yuav "pib muag tsawg tus lej ntawm cov khoom lag luam hauv Tencent" los pab nyiaj rau cov khoom lag luam rov qab. Prosus kuj tau tshaj tawm tias nws twb tau muag 131 lab shares ntawm JD.com (JD US, 9618 HK) uas nws tau txais los ntawm Tencent tus tswv cuab-tus phooj ywg spin-off, xa JD.com HK shares siab dua los ntawm +6.24%. Cov tub lag luam hauv tebchaws tau hnov ​​​​txog cov xov xwm los ntawm kev tua thawj zaug thiab nug cov lus nug tom qab vim lawv yog cov muag khoom ntawm Tencent ntawm Southbound Stock Connect.

Lub Hang Seng kaw saum toj no 22k qib, loj, puag ncig, tsis muaj tus lej, tab sis Hong Kong lub khw loj (cov khoom tsim) tuaj yeem ua rau muaj kev yuav khoom ntxiv.

Cov tsheb hluav taws xob (EVs), tsheb, thiab lithium tau siab dua hauv Hong Kong thiab Tuam Tshoj Mainland ntawm cov lus ceeb toom tias Beijing tsoomfwv hauv nroog yuav muab kev pab nyiaj txiag rau EV tsheb yuav. Hong Kong Exchanges (388 HK) tau nce +6.95%, muaj peev xwm pab tau los ntawm kev sib tham uas Thawj Tswj Hwm Xi tuaj yeem tuaj koom rau hnub Friday kev ua lag luam hnub so. Xi txoj kev mus ncig Hong Kong yav dhau los tau suav nrog kev txhawb nqa nyiaj txiag thiab txoj cai, uas tau ua rau muaj kev cia siab yav dhau los.

Kev lag luam Mainland shrugged tawm lub Tsib Hlis cov txiaj ntsig kev lag luam, uas poob -6.5% xyoo dhau los txawm tias xyoo-rau-hnub rov qab los tseem yog +1%. Qhov kev tso tawm tsis muaj zog txhawb ntxiv kev txhawb nqa kev lag luam. Cov tub ua lag luam txawv teb chaws tau yuav ib qho kev noj qab haus huv $ 1.086B ntawm cov khoom lag luam hauv av niaj hnub no raws li lub Rau Hli inflows muaj zog heev. Kuv lub asthiv nyeem ntawv suav nrog lub tuam txhab lag luam loj thoob ntiaj teb kev tshawb fawb daim ntawv sau tseg tias Tuam Tshoj yog -4% qis dua hauv cov nyiaj lag luam tawm tshiab. Houston!!! UW thaum lub lag luam sib tw zoo li qhov no yog qhov zoo los rub cov tub ua lag luam mus rau hauv cov khoom lag luam, tshwj xeeb tshaj yog HK internet stocks.

Hang Seng thiab Hang Seng Tech indexes tau nce +2.35% thiab +4.71%, feem, ntawm qhov ntim uas yog +34.77% siab dua hnub Friday, uas yog 141% ntawm 1-xyoo nruab nrab. 394 cov khoom lag luam tau nce thaum 96 tsis kam. Hong Kong luv muag turnover nce +56.35% txij hnub Friday, uas yog 153% ntawm 1-xyoo nruab nrab. Kev loj hlob zoo tshaj qhov ua tau zoo ntawm tus nqi thaum lub kaus mom loj tshaj lub kaus mom me. Cov khoom lag luam sab saum toj yog thev naus laus zis, uas tau nce +6.78%, cov neeg siv khoom txaus siab, uas tau nce +4.08%, thiab cov khoom siv, uas tau nce +3.64%. Lub caij no, kev siv hluav taws xob thiab kev sib txuas lus tau tawm -1.07% thiab -0.21%, feem. Kev saib xyuas kev noj qab haus huv online thiab Apple cov khoom lag luam ecosystem tau ua tau zoo tshaj plaws thaum kev kawm online yog qhov ua tau zoo tshaj plaws. Southbound Stock Connect ntim tau siab heev vim cov tub ua lag luam hauv av yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam thaum Tencent tau muag thiab Kuaishou, Li Auto, thiab Meituan tau yuav.

Shanghai, Shenzhen, thiab STAR Board tau nce +0.88%, +1.11%, thiab +0.17%, feem, ntawm qhov ntim uas tau nce +6.16% txij hnub Friday, uas yog 114% ntawm 1-xyoo nruab nrab. 2,524 cov khoom lag luam nce siab thaum 1,811 cov khoom lag luam poob qis. Kev loj hlob zoo tshaj qhov ua tau zoo ntawm tus nqi thaum lub kaus mom loj tshaj lub kaus mom me. Cov kev lag luam sab saum toj yog lub zog, uas tau nce +3.98%, cov neeg siv khoom staples tau nce +2.02%, thiab cov neeg siv khoom txiav txim siab, uas tau nce +1.77% thaum cov khoom siv hluav taws xob tawm -0.4%. Cov subsectors saum toj kawg nkaus yog cov thee, lithium, thiab cov av tsis tshua muaj thaum cov cement stocks yog qhov phem tshaj plaws. Northbound Stock Connect ntws yog nruab nrab / siab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 1.1 billion tus nqi ntawm Mainland Tshuag hnub no. Cov nyiaj qiv nyiaj tau muag tawm hnub no, CNY tau txais txiaj ntsig me ntsis piv rau US duas, thiab tooj liab raug ntaus dua.

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

• CNY / USD 6.69 piv rau 6.69 Hnub Friday
• CNY / EUR 7.08 tiv tiag 7.06 Hnub Friday
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.18% piv rau 1.17% rau hnub Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.83% piv rau 2.80% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 3.03% tiv thaiv 3.01% Hnub Friday
• Tus Nqi Tooj Kub -1.54% dhau ib hmo