Cov neeg ua lag luam txawv teb chaws tsa Tuam Tshoj faib rau hmo ntuj

Xov Xwm Tseem Ceeb

Kev lag luam nyiaj txiag hauv Asia tau siab dua li Hong Kong, Tuam Tshoj, thiab Singapore tau ua tiav, thaum Indonesia tau tawm ntau dua -2%.

Nyob ntsiag to los ntawm cov xov xwm pom txawm hais tias Hong Kong ntim muaj zog raws li Hang Seng Index tau nce +1.25%, kaw saum 21K qib tom qab xuas nrig ntaus los ntawm 20K qib ua ntej lub lim tiam no. Hong Kong cov khoom lag luam loj hlob muaj hnub muaj zog, coj los ntawm cov khoom lag luam hauv internet nrog Tencent +1.44%, Alibaba HK +3.32%, Meituan +5.42%, thiab JD.com HK +2.66%. Cov npe ob lub npe tsis sib sau ntau npaum li US ADRs nag hmo yog li peb tuaj yeem pom qhov tsis muaj zog ntawm ADRs hnub no.

Nrog cov kws tshaj lij cov tub ua lag luam qis dua Tuam Tshoj, nws yuav nthuav kom pom tias qhov poob ntawm ADRs hnub no yog yuav tom qab nag hmo kev txav mus los thiab tom qab cov tub ua lag luam txawv teb chaws tau yuav $ 1.8 billion tus nqi ntawm Mainland stocks hmo ntuj. Ua rau qhov teeb meem no hnyav dua yog peb Yogi Berra cov lus hais tias "Tuam Tshoj tsis tuaj yeem ua tau zoo yog tias Is Nrias teb ua tau zoo," uas yog qhov nthuav vim tias Is Nrias teb tau muaj qhov tsis zoo pib rau xyoo 2023 thiab ua tsis tau zoo hauv Tuam Tshoj thiab Hong Kong nyob rau peb lub hlis dhau los. Indonesia qhov tsis muaj zog yog vim "cov tub ua lag luam tab tom nrhiav kom nce kev faib nyiaj rau cov khw muag khoom pheej yig dua ... Yog li niaj hnub no yuav nthuav.

Tuam Tshoj Mainland hnub muaj zog tau hais txog qhov ua tau zoo ntawm cov khoom lag luam loj / mega-cap uas nyiam los ntawm cov neeg ua lag luam txawv teb chaws thiab hauv tsev. Txaus siab tias Tencent yog qhov muag muag muag hauv Southbound Stock Connect txawm tias Kuiashou muaj qhov tseem ceeb / nruab nrab net yuav. Thawj 18 cov khoom lag luam hnyav tshaj plaws hauv Tebchaws Meskas tau zoo, nrog EV roj teeb loj CATL +6.12%, cawv loj Kweichow Moutai +4.41%, cawv phooj ywg Wuliangye Yibin +5.81%, broker East Money +5.27% thiab Apple tus tswv GoerTek +9.99 %. Kev pabcuam tus kheej thiab kev coj ncaj ncees heev, tab sis kuv xav hais tias koj tsis xav tau tus thawj tswj haujlwm kom muaj cov khoom lag luam no.

Cov tub ua lag luam txawv teb chaws yuav noj qab haus huv $ 1.855 nphom ntawm Mainland Tshuag ntawm Northbound Stock Connect. Qhov kev txiav txim no qhia tau hais tias cov tub ua lag luam kws tshaj lij scrambling nce / pib lawv txoj haujlwm hauv Suav teb tom qab poob qis. Cov vaj tsev tau rov ua kom pom tseeb dua li CBRIC thiab PBOC tau hloov kho vaj tse qiv nyiaj tsim nyog kom nws yooj yim dua rau cov neeg yuav khoom hauv lwm qhov kev txhawb nqa. Lub Kaum Ob Hlis Ntuj Caixin Services PMI tau tso tawm ib hmos ntawm 48 piv rau qhov kev cia siab ntawm 46.8 thiab Kaum Ib Hlis 46.7. Raws li qhov ntsuas diffusion, nyeem qis dua 50 qhia txog kev cog lus ib hlis dhau ib hlis. Raws li peb tus phooj ywg Dave hais tias, "kev lag luam tsis muaj kev saib xyuas, yog li koj yuav tsum tsis txhob." Kev lag luam yog saib rau pem hauv ntej, piv txwv li, Tuam Tshoj rov qhib dua, thiab tsis rov qab saib, piv txwv li, xov xwm. Hong Kong txoj kev rov qhib dua suav nrog kev rov pib dua ntawm Macau ferry.

Kuv xav kom Tim Ferriss 'ob podcast sib tham nrog legendary investor Ed Thorp. Lawv thawj qhov kev sib tham suav nrog kev sib tham ntawm peb qhov kev tsis ncaj ncees, suav nrog kev ua yuam kev tseem ceeb, uas Thorp ua rau kev sib tham nrog Charlie Munger. Thorp txhais cov ntsiab lus yuam kev raws li "tus tib neeg nyiam ua qhov kev xav uas tsis yog qhov tseeb los ntawm cov pov thawj." Hauv kev nyiaj txiag, peb yuav tsum yog cov ntaub ntawv-tsav txawm tias ntau kuv pom lossis nyeem hauv xov xwm yog hyperbole. Ib yam dab tsi xav txog! Qhov tseem ceeb tshaj, mus saib Tim Ferris Show kev xam phaj nrog Thorp.

Lub Hang Seng thiab Hang Seng Tech tau nce +1.25% thiab +1.51% ntawm ntim +16.39% los ntawm nag hmo, uas yog 139% ntawm 1-xyoo nruab nrab. 312 cov khoom lag luam tau nce siab, thaum 183 cov khoom lag luam poob qis. Main Board luv turnover nce +19.9% ​​los ntawm nag hmo, 127% 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 cov kaus mom me me tau tawm ntawm lub kaus mom loj. Cov khoom lag luam sab saum toj tau txiav txim siab +3.46%, staples +2.64%, thiab kev kho mob +1.76%, thaum lub zog thiab nyiaj txiag tau tawm -0.1% thiab -0.14%. Cov khoom lag luam sab saum toj yog cov khw muag khoom, tsheb, thiab cov neeg siv khoom ruaj khov / khaub ncaws, thaum kev pov hwm, khoom siv kho mob, thiab cov khoom siv hauv tsev nyob hauv qab. Southbound Stock Connect ntim tau nruab nrab / siab raws li Mainland cov tub ua lag luam tau yuav $ 422mm ntawm Hong Kong cov khoom lag luam niaj hnub no, nrog Kuaishou qhov nruab nrab / loj net yuav, Meituan me me net yuav, thiab Tencent ib nrab muag muag.

Shanghai, Shenzhen, thiab STAR Board tau nce +1.01%, +1.59%, thiab +1.15% ntawm ntim +7.62% los ntawm nag hmo, uas yog 91% ntawm 1-xyoo nruab nrab. 2,849 cov khoom lag luam tau nce siab, thaum 1,680 cov khoom lag luam tsis kam. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li lub kaus mom loj tshaj lub kaus mom me me. Tag nrho cov sectors tau zoo: staples +4%, kev sib txuas lus +2..93%, thiab kev kho mob +2.49%. Cov sub-sectors saum toj kawg nkaus yog cawv, hluav taws xob hluav taws xob, tsev noj mov / ncig xyuas, khw muag khoom, dej, thiab txoj kev loj. Northbound Stock Connect ntim tau nruab nrab / siab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 1.855B ntawm Mainland Tshuag hnub no. CNY tau nce +0.35% piv rau US duas kaw ntawm 6.87. Cov nyiaj qiv nyiaj muag tawm nrog rau tooj liab -1.43%.

Tuam Tshoj Lub Nroog Mobility Tracker

Kev txav mus los txuas ntxiv mus rau qhov siab dua txawm hais tias daim ntawv qhia txog COVID tshiab qhia tau tias Tuam Tshoj yav qab teb tseem nyob hauv cov khoom tuab.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.87 piv rau 6.88 nag hmo
• CNY ib EUR 7.30 piv rau 7.29 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.83% tiv thaiv 2.81% Nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.95% tiv tiag 2.94% Nag hmo
• Tus Nqi Tooj Kub -1.43% dhau ib hmo