Game On For Tencent & NetEase Amid Kev Pom Zoo Kev Ua Si tshiab

Xov Xwm Tseem Ceeb

North Asia tau tawm tshwj tsis yog Hong Kong, thaum South Asia tau tshaj tawm cov txiaj ntsig me me ntawm lub teeb ntim. Hong Kong qhib siab dua thawj zaug txij li hnub Friday dhau los, kaw nce +1.56%, txawm tias tawm hauv ib hnub siab ntawm +2.59%. Qhov ntsuas tau dhau 20,000 qib hauv kev lag luam thaum sawv ntxov, txawm tias ploj mus thaum yav tav su.

Kev ua si hauv online thiab cov tuam txhab video tau muaj hnub muaj zog ntawm kev tshaj tawm kev pom zoo tshiab ntawm kev ua si los ntawm cov neeg tsim khoom, suav nrog Tencent, uas tau nce +1.87%, thiab NetEase, uas tau nce +1.15%. Lub caij no, Bilibili tau nce +2.79%, thiab Kuaishou tau nce +3.75%, tau txais txiaj ntsig los ntawm kev xav zoo nyob ib puag ncig kev pom zoo ua si. Tencent's Hong Kong shares pom muaj zog yuav ntawm Southbound Stock Connect piv rau nws cov keeb kwm nruab nrab raws li lub tuam txhab tshiab Tsim txiaj Kev ua yeeb yaj kiab yog pom tau tias muaj kev cuam tshuam loj sab nraud ntawm Tuam Tshoj. Hong Kong-cov npe hauv internet cov khoom lag luam tsis tau nce siab li ib hmos raws li lawv cov neeg koom nrog hauv Teb Chaws Asmeskas tau ua nag hmo. Alibaba tau nce +1.39% hauv Hong Kong thaum hmo ntuj piv rau qhov nce +4.21% hauv Asmeskas nag hmo, thaum JD.com nce +1.14% hauv Hong Kong piv rau +4.18% nce hauv Asmeskas nag hmo.

Rov qhib kev ua yeeb yam tau muaj hnub zoo hauv Hong Kong thiab Tuam Tshoj Mainland raws li kev txwv kev mus ncig txuas ntxiv raug hu rov qab thiab cov tub ua lag luam npaj rau 0 + 3 txoj cai cais tawm yuav pib thaum Lub Ib Hlis 8^th.

Tesla qhov tsis muaj zog hnyav ntawm lub tsheb hluav taws xob (EVs), thiab pib ua si raws li CATL (Ticker: 300750 CH) tau tawm -2.37% thiab BYD (Ticker: 1211 HK) tau tawm -0.57%. Tuam Tshoj raws li thoob ntiaj teb EV chaw tsim tshuaj paus NIO (Ticker: 9866 HK) raug ntaus nrog -10.8% poob ntawm kev taw qhia tsis muaj zog, uas tsis pab kev lag luam. Lub caij no, Xpeng (Ticker: 9868 HK) poob -9.69%, thiab Li Auto (Ticker: 2015 HK) poob -6.66%.

Cov tub lag luam hauv av tau nquag ua haujlwm hmo ntuj tom qab peb hnub nyob rau hauv Shanghai, Shenzhen, thiab STAR Board coj lawv mus rau cov nyiaj tau los ntawm cov xov xwm me me. Lub caij no, cov tub ua lag luam txawv teb chaws tau khaws cov khoom lag luam, ua kev yuav khoom ntawm $ 561 lab tus nqi ntawm Mainland stocks.

Hang Seng thiab Hang Seng Tech indexes tau nce +1.56% thiab +2.14%, feem, ntawm qhov ntim uas tau nce +52.52% los ntawm nag hmo, uas yog 98% ntawm 1-xyoo nruab nrab. 351 cov khoom lag luam tau nce siab, thaum 142 cov khoom lag luam tsis kam. Main Board luv muag turnover nce +67.3% los ntawm nag hmo, uas yog 105% ntawm 1-xyoo nruab nrab li 19% ntawm tag nrho cov turnover yog luv. Cov yam ntxwv loj hlob tau tawm ntawm cov txiaj ntsig zoo li lub kaus mom loj tshaj lub kaus mom me me. Cov kev ua tau zoo tshaj plaws yog cov khoom siv hluav taws xob, uas tau nce +7.43%, thev naus laus zis, uas tau nce +4.5%, thiab kev noj qab haus huv, uas tau nce +3.34%, thaum vaj tse tsuas yog qis qis, poob qis los ntawm -0.62% tag nrho. Cov kev ua haujlwm zoo tshaj plaws yog cov khoom siv hluav taws xob, cov khoom siv hluav taws xob, thiab cov khoom siv kho mob. Lub caij no, autos, telecom, thiab vaj tse yog qhov ua tau zoo tshaj plaws. Southbound Stock Connect ntim tau teeb pom kev zoo raws li cov tub ua lag luam hauv tebchaws tau tsim cov nyiaj tau los ntawm $ 263 lab tus nqi ntawm Hong Kong cov ntawv teev npe raws li Tencent pom tus tsov ntxhuav feem ntawm kev yuav nrog Tencent thiab Meituan, txawm tias qis dua.

Shanghai, Shenzhen, thiab STAR Board tau tawm -0.26%, -0.95%, thiab -0.61%, feem, ntawm qhov ntim uas poob -2.78% los ntawm nag hmo, uas yog 70% ntawm 1-xyoo nruab nrab. 905 cov khoom lag luam tau nce siab, thaum 3,752 cov khoom lag luam tsis kam. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li lub kaus mom loj tshaj lub kaus mom me me. Cov kev ua tau zoo tshaj plaws yog cov khoom siv hluav taws xob, uas tau nce +2.03%, vaj tse, uas tau nce +0.48%, thiab kev noj qab haus huv, uas tau nce +0.39%. Lub caij no, cov neeg siv khoom txiav txim siab poob -2.04%, kev sib txuas lus poob -1.37%, thiab kev lag luam poob -1.2%. Cov haujlwm ua haujlwm tau zoo tshaj plaws yog kev lag luam hluav taws xob, kev tuav pov hwm, thiab tuam txhab nyiaj, thaum kev kawm, tsheb, thiab aviation yog qhov ua tau zoo tshaj plaws. Northbound Stock Connect ntim tau teeb raws li cov tub ua lag luam txawv teb chaws tau yuav $ 561 lab tus nqi ntawm Mainland Tshuag. CNY eased piv rau US duas los ntawm -0.22% rau 6.98, Treasury yield nkhaus flattened, thiab tooj liab nce +0.29%.

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Txoj kev tsheb khiav yog kev txhim kho sai sai thaum kev siv metro los ntawm qhov qis qis thaum tib neeg kawm nyob nrog tus kab mob.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.98 piv rau 6.96 nag hmo
• CNY rau EUR 7.43 piv rau 7.41 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 0.80% tiv tiag 0.80% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.85% piv rau 2.87% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.03% tiv tiag 3.03% nag hmo
• Tus Nqi Tooj Liab + 0.29% dhau ib hmo