EV & Auto Stocks nce Thaum Lub Kaum Ob Hlis Thiab 2022 Cov Ntaub Ntawv Raws li Tesla Kev Lag Luam Kev Lag Luam poob qis

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau sib xyaw ua ke thaum hmo ntuj vim Is Nrias teb ua tsis tau zoo hauv cheeb tsam.

Teeb ntawm xov xwm thaum hmo ntuj raws li Hong Kong cov khoom lag luam tau ua pa tom qab lawv qhov kev sib tw muaj zog uas yog qhov zoo. Nws pib thiab hluav taws xob tsheb (EVs) tau muaj zog hmo ntuj hauv Hong Kong thiab Tuam Tshoj raws li kev txhawb nqa txoj cai tau tshaj tawm nqa BYD HK +2.88%, Geely Auto +6%, Li Auto HK +6.75%, XPeng HK +4.36%, thiab Nio HK +6.17%. Raws li WSJ thiab CnEVPost, Tuam Tshoj Cov Neeg Nrog Tsheb Koom Tes tau tshaj tawm lub Kaum Ob Hlis thiab 2022 cov ntaub ntawv muag khoom qhia tias 4 lab EVs tau muag hauv 2022, 5X ntau dua hauv Asmeskas, ntxiv rau lwm 1.5 lab ntsaws hauv hybrids raws li tag nrho cov neeg caij tsheb muag khoom muag nce + 1.95% rau 20.5 lab. 27.6% ntawm tag nrho cov neeg caij tsheb muag khoom yog lub zog tshiab (EV thiab ntsaws). Tesla xa 439,000 EVs hauv Suav teb uas yog +37% txij xyoo 2021, txawm tias lub Kaum Ob Hlis muag poob -33% ib hlis rau ib hlis los ntawm 62,000 txog 41,000 vim tias lawv qhov kev lag luam poob qis los ntawm 10.45% hauv Kaum Ib Hlis mus rau 6.55% thaum Lub Kaum Ob Hlis. Tesla qhov kev txiav tawm hauv Suav teb tsis ntev los no tau hais tias yuav muaj kev cuam tshuam zoo rau lub Ib Hlis muag.

Hong Kong qhov kev lag luam hnyav tshaj plaws yog Alibaba HK -0.82% txawm tias tshaj tawm xov xwm ze rau Hangzhou ua haujlwm nrog lub tuam txhab tau tshem tawm cov khoom lag luam ua ntej US, Tencent +0.11%, thiab Meituan -1.16%. Baidu HK tau tawm -0.61% txawm hais tias ncaws tawm lawv 2022 Baidu Tsim cov xwm txheej nrog cov lus hais los ntawm CEO thiab tus tsim Robin Li nrog rau qhov tseem ceeb ntawm lub tuam txhab EV thiab AI kev siv zog. Bilibili HK tau tawm -4.29% tom qab tshaj tawm cov khoom lag luam kom so tawm cov nuj nqis hloov pauv txawm tias nws zoo li ua tau zoo mus ntev rau lawv txoj haujlwm. Lub Hang Seng tau tawm tab sis raug kaw saum 21k thaum peb txuas ntxiv mus pom cov kws tshuaj ntsuam kev hloov kho tshiab thiab cov tswv yim sib npaug pom zoo rau Tuam Tshoj. Macao twv txiaj yuam pov stocks rallied ntawm rov qhib. Hong Kong luv luv nyob twj ywm ntsiag to hauv lwm qhov qhia tias txoj hauv kev tshwm sim.

Tuam Tshoj Mainland cov lag luam loj tshaj plaws yog EV roj teeb tsim CATL +3.7%, Chongqing Changan Auto +6.88%, thiab BYD +1.22% nrog cov khoom lag luam loj hlob tshaj cov nqi lag luam. Cov tub ua lag luam txawv teb chaws tau yuav $ 855 lab ntawm cov khoom lag luam loj hauv Northbound Stock Connect. Tom qab kaw, Lub Kaum Ob Hlis Ntuj Nyiaj Txiag yog 1.31T piv rau qhov kev cia siab ntawm 1.85T thiab Kaum Ib Hlis 1.99T, Cov qiv tshiab 1.4T piv rau qhov kev cia siab 1.2T thiab Kaum Ib Hlis 1.21T thiab M2 nce 11.8%. Cov nyiaj tau los tag nrho poob thaum cov ntaub ntawv qiv nyiaj tsis tuaj. M2 yog qhov nthuav vim tias cov tsev txhab nyiaj hauv nruab nrab tau nce cov paj paj, tab sis ntau tus tau txo lawv cov ntawv txheeb xyuas piv txwv li, kom muaj nuj nqis nruj. Tuam Tshoj yooj yim thaum lub ntiaj teb nruj! Tuam Tshoj tsoomfwv tau ua pauj rau Kaus Lim Qab Teb thiab Nyij Pooj cov kev cai COIVD rau cov neeg tuaj ncig Suav. CNY eased me ntsis piv rau US duas. Tuam Tshoj Treasury bonds muag uas yuav qhia tau tias cov tub ua lag luam faib rau cov peev txheej tshaj cov nyiaj tau los.

Bloomberg Xov Xwm muaj ib tsab xov xwm nthuav tawm nag hmo hu ua "Cov Khoom Muag Siab Tshaj Plaws Ua Lag Luam Nrog Cov Nyiaj Tsis Txaus" uas suav nrog kev ua haujlwm ntawm Wall Street lub tuam txhab Asia cov kws tshuaj ntsuam xyuas. Ob lub ntsiab lus tseem ceeb: Kev tswj hwm thoob ntiaj teb thiab Kev Lag Luam Kev Lag Luam (EM) cov nyiaj tau qis dua Tuam Tshoj, Asmeskas ntiaj teb thiab EM cov nyiaj sib koom ua ke tau poob qis dua Tuam Tshoj ntau dua li cov peev txheej tswj hwm sab nraud Asmeskas. Xav txog ntau yam ntawm ob qho tib si! Txawm hais tias qhov kev tawm tsam, muaj qhov tsis ntseeg tseem ceeb uas yog vim li cas kuv ntseeg tias kev lag luam mob siab dua.

Hang Seng thiab Hang Seng Tech Index poob -0.27% thiab -0.27% ntawm ntim -16.03% los ntawm nag hmo uas yog 104% ntawm 1-xyoo nruab nrab. 187 cov khoom lag luam nce siab thaum 291 tsis kam. Main Board luv turnover poob -15.82% los ntawm nag hmo uas yog 88% ntawm 1-xyoo nruab nrab li 15% ntawm turnover yog luv turnover. Tus nqi thiab qhov kev loj hlob tau sib xyaw ua cov kaus mom loj "ua tau zoo dua" cov kaus mom me me. Lub zog thiab kev txiav txim siab tsuas yog qhov zoo tshaj plaws tau txais +0.16% thiab +0.02% thaum vaj tse poob -1.12%, kev kho mob -0.89%, thiab nyiaj txiag -0.84%. Sab saum toj sub-sectors yog autos, neeg siv khoom, thiab semis, thaum media, pharma, thiab insurance yog cov ua yeeb yam hauv qab. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam hauv av tau muag $ 734 lab ntawm Hong Kong cov khoom lag luam nrog Xpeng ib qho me me yuav, thaum Li Auto, Tencent, thiab Meituan yog muag muag.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw -0.21%, +0.29%, thiab +0.17% feem ntawm ntim -7.37% los ntawm nag hmo uas yog 82% ntawm 1-xyoo nruab nrab. 1,677 cov khoom lag luam tau nce siab thaum 2,963 cov khoom lag luam poob qis. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li cov kaus mom me me tshaj lub kaus mom loj. Cov khoom lag luam sab saum toj tau txiav txim siab kaw siab dua +1.66%, kev kho mob nce +1.36%, thiab thev naus laus zis +0.4% thaum nyiaj txiag poob -1.19%, lub zog kaw qis -0.89%, thiab kev siv hluav taws xob -0.77%. Sab saum toj sub-sectors yog tsheb, maus taus, thiab hav zoov kev lag luam thaum kev tuav pov hwm, petrochemical, thiab tshuaj fiber ntau yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab / lub teeb raws li cov tub ua lag luam txawv teb chaws yuav $ 855 lab ntawm Mainland stocks. CNY tau tawm ntawm qhov kov piv rau US duas -0.13% kaw ntawm 6.78, Treasury bonds muag tawm, thiab tooj liab tau nce +1.37%.

Tuam Tshoj Lub Nroog Mobility Tracker

Txoj kev taug mus tsis zoo txawm hais tias COVID qhov kev sib kis tau nyob hauv thaj chaw sib cais.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.78 piv rau 6.77 nag hmo
• CNY rau EUR 7.28 piv rau 7.27 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.86% piv rau 2.84% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.01% tiv tiag 2.96% nag hmo
• Tus Nqi Tooj Liab + 1.37% dhau ib hmo