Cov neeg lag luam txawv teb chaws yuav Tuam Tshoj hauv qhov loj

Xov Xwm Tseem Ceeb

Kev lag luam nyiaj txiag hauv Asia tau sib xyaw ua ke raws li Tuam Tshoj, Kaus Lim Qab Teb, thiab Indonesia tau ua tiav thaum Hong Kong, Nyiv, Is Nrias teb, thiab Philippines qis dua.

Shanghai thiab Shenzhen tau nce +0.49% thiab +0.67%, nrog rau yav dhau los tshem tawm 3,200 index theem lub lim tiam dhau los thaum Shenzhen kaw tshaj 2,100 hmo ntuj thawj zaug txij thaum nruab nrab Lub Cuaj Hli. Lub Rooj Tswjhwm Saib STAR tau nce +1.68% thaum hmo ntuj txawm tias nws lag luam Shanghai thiab Shenzhen. Ib qho tseem ceeb yog tias feem ntau STAR Board cov khoom lag luam tsis tau yooj yim los ntawm Northbound Stock Connect. Cov tub ua lag luam txawv teb chaws tau yuav $ 1.386B ntawm Mainland cov khoom lag luam thaum hmo ntuj, nqa tag nrho lub xyoo mus rau $ 13.223B, tshaj tag nrho rau txhua xyoo 2022! Muaj cov tub ua lag luam tawm muaj faib rau Tuam Tshoj loj!

Rau hnub thib ob ua ke, Hong Kong yog tom qab ib hnub nyuaj rau US-Tuam Tshoj ADRs tab sis tsis poob ntau npaum li. Hang Seng thiab Hang Seng Tech tau tawm -1.36% thiab -2.46% ntawm cov hnub qis tab sis sib tsoo siab dua, kaw -0.12% thiab -1.65%. Ib qho tseem ceeb hauv Teb Chaws Asmeskas-Tuam Tshoj ADRs tsis muaj zog yog ib zaj dab neeg los ntawm Mainland media qhov chaw uas tsoom fwv Suav yuav tsim ib lub caij-hailing app uas yuav sib tw nrog Full Truck Alliance thiab Didi. Ntau qhov chaw tshaj xov xwm tau thawb zaj dab neeg tawm, uas ua rau cov khoom lag luam nyuaj. Ntawm Twitter (ahern_brendan), Kuv tau hais tawm kuv qhov kev tsis ntseeg ntawm zaj dab neeg no vim qhov muag-tawm kis mus rau lwm tus Tuam Tshoj ADRs. Tag kis no peb tau qhia meej los ntawm Ministry of Transportation tias lawv tsis koom nrog hauv app. Ib qho tseem ceeb yog qee qhov tau txais txiaj ntsig ua ntej Lub Xyoo Tshiab raws li Hong Kong cov lag luam hnyav tshaj plaws yog Tencent +0.74%, Alibaba HK -1.67%, Meituan -2.08, Kuaishou -6% ntawm kev muag khoom loj, BYD +2.26% ntawm kev muag khoom muaj zog Txog tam sim no nyob rau lub Ib Hlis thiab JD.com HK -1.53%. Southbound Stock Connect tau raug kaw hnub no raws li qhov ntim tau poob -27% los ntawm nag hmo. Qhov no yog vim li cas Tuam Tshoj ADRs yuav tsum tseem nyob hauv Hong Kong, vim 1/3 ntawm Hong Kong ntim los ntawm cov tub ua lag luam hauv Suav teb.

Cov tuam txhab hauv Is Taws Nem muaj kev sib tham ua ntej lub sijhawm ntsiag to nrog cov kws tshuaj ntsuam ua ntej Q4 cov txiaj ntsig nyiaj txiag hauv Lub Ob Hlis. Tus yuam sij yuav yog lawv qhov kev xav rau Q1 thiab Q2 raws li Tuam Tshoj txoj kev rov qhib dua. Txog tam sim no, cov tuam txhab ua suab nrov hauv lawv qhov kev xav! Kev nqis peev ncaj qha txawv teb chaws hauv Suav teb tau nce +6.3% hauv 2022, raws li kev tshaj tawm ib hmos.

Hang Seng thiab Hang Seng Tech poob -0.12% thiab -1.65% ntawm ntim -27.57% los ntawm nag hmo, uas yog 73% ntawm 1-xyoo nruab nrab. 246 cov khoom lag luam nce siab, thaum 244 cov khoom lag luam tsis kam. Main Board luv turnover poob -17.98% los ntawm nag hmo, 73% ntawm 1-xyoo nruab nrab, raws li 17% ntawm tag nrho cov turnover yog luv turnover. Cov khoom lag luam sab saum toj yog vaj tse -2.67%, cov khoom siv +1.06%, thiab kev noj qab haus huv +0.79%, thaum lub zog -1.71%, tech -0.89%, thiab kev txiav txim siab -0.86%. Cov ntu sab saum toj yog cov neeg siv khoom siv, vaj tsev, thiab ntau hom nyiaj txiag, thaum xov xwm, khw muag khoom, thiab zaub mov / staples yog qhov phem tshaj. Southbound Stock Connect raug kaw hnub no.

Shanghai, Shenzhen, thiab STAR Board tau nce +0.49%, +0.67%, thiab +1.68% ntawm ntim +7.71% los ntawm nag hmo, uas yog 75% ntawm 1-xyoo nruab nrab. 3,221 cov khoom lag luam tau nce siab, thaum 1,349 cov khoom lag luam poob qis. Cov haujlwm sab saum toj yog kev sib txuas lus +1.45%, kev kho mob +1.33%, thiab tech +1.24%, thaum cov khoom siv hluav taws xob -1%, staples -0.89%, thiab kev lag luam -0.51%. Cov khoom lag luam sab saum toj yog cov khoom siv hauv chaw ua haujlwm, software, thiab chaw muag tshuaj, thaum kev lag luam hav zoov, tshav dav hlau, thiab dej qab zib yog qhov phem tshaj. Northbound Stock Connect ntim nruab nrab / lub teeb raws li cov tub ua lag luam txawv teb chaws tau yuav $ 1.384B ntawm Mainland stocks. CNY muag tawm -0.4% piv rau US duas kaw ntawm 6.78, Treasury bonds rallied, thiab Shanghai Copper +0.92%.

Tuam Tshoj Lub Nroog Mobility Tracker

Subway thiab tsheb khiav yog poob thaum cov neeg mus so rau lub Lunar Xyoo Tshiab.

Hmo Kawg Ua Yeeb Yam

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

  • CNY rau USD 6.79 piv rau 6.75 nag hmo
  • CNY rau EUR 7.34 piv rau 7.32 nag hmo
  • Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.92% piv rau 2.92% nag hmo
  • Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.08% tiv tiag 3.08% nag hmo
  • Tus Nqi Tooj Liab + 0.92% dhau ib hmo

Tau qhov twg los: https://www.forbes.com/sites/brendanahern/2023/01/19/foreign-investors-buy-china-in-size/