Kev loj hlob Tshuag Clipped, Tuam Tshoj & Teb Chaws Asmeskas sib cav nrog qeeb GDP kev loj hlob, lub lim tiam hauv kev tshuaj xyuas

Lub Limtiam Ntsuam Xyuas

• Asian equities muaj ib tug sib tov tab sis feem ntau yog siab dua lub lim tiam raws li kev lag luam zom cov Fed tus nqi txiav ntawm 75 lub hauv paus ntsiab lus, raws li tau xav, nyob rau hnub Wednesday thiab ib tug bailout fund rau Tuam Tshoj cov neeg tsim vaj tsev, uas muaj ib lub lim tiam tsis hloov nyob rau hauv lub lag luam kev ncaj ncees.
• Alibaba tshaj tawm hnub Tuesday tias nws pawg thawj coj saib xyuas tau txiav txim siab thov rau cov npe tseem ceeb hauv Hong Kong, uas tuaj yeem qhib cov khoom lag luam mus rau Mainland cov tub ua lag luam ntawm Southbound Stock Connect.
• Tebchaws Asmeskas Senate rau hnub Tuesday tau tshaj tawm $ 280 billion America COMPETES daim nqi, uas yuav tsis suav nrog kev muab los ua kom luv luv ntawm Cov Tuam Txhab Txawv Tebchaws Lub Tuam Txhab Txhaum Cai Raws Cai uas tau suav nrog hauv tsab cai dhau los.
• Biden thiab Xi Jinping tau hais ob teev rau hnub Thursday thaum sawv ntxov thaum Gary Gensler, hauv tsab ntawv tshaj tawm rau Lub Tsev Haujlwm Saib Xyuas Kev Ua Haujlwm Zoo, tau hais tias nws xav tau cov txheej txheem rau kev mus ntsib Tuam Tshoj mus xyuas peb "sai sai" kom tsis txhob tso npe.

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau sib xyaw ua ke thaum hmo ntuj vim Hong Kong lagged raws li Tuam Tshoj cov thawj coj tsis kam hais txog 5.5% GDP kev loj hlob lub hom phiaj ntawm lub rooj sib tham Politburo thiab kev loj hlob thiab cov khoom lag luam hauv internet tau raug txiav.

Hauv kev tshaj tawm tom qab lub rooj sib tham Politburo lub lim tiam no, Tuam Tshoj cov thawj coj tau tawm tawm ib qho kev sib tham ntawm 5.5% GDP kev loj hlob lub hom phiaj thiab tau hais tias lub teb chaws yuav tsum hloov "ua tiav qhov txiaj ntsig zoo tshaj plaws thaum ua raws li txoj cai nruj-xoom." Tuam Tshoj cov thawj coj kev lag luam tau qhia thaum pib ntawm lub xyoo tias lawv yuav txav deb ntawm cov phiaj xwm GDP tshwj xeeb, yog li qhov no tsis yog qhov xav tsis thoob. Thaum lawv tau tshaj tawm 5.5% GDP lub hom phiaj, lub taub hau rau kev lag luam tau nce ntxiv. Lub caij no, Asmeskas kev rov qab los tau qeeb qeeb, raws li nag hmo tsab ntawv ceeb toom ntawm kev poob qis hauv US GDP hauv lub quarter thib ob. Qhov no kuj yuav muaj kev cuam tshuam tsis zoo rau Suav teb. Peb yuav tsum nco ntsoov tias muaj teeb meem rau kev loj hlob ntawm lub ntiaj teb no.

Alibaba thiab Meituan ob leeg poob los ntawm -6% thaum hmo ntuj. Raws li ib tug tsab xov xwm hauv South China Morning Post, Hangzhou txoj cai tau hu lub platform tshaj kev nyab xeeb khoom noj. Cov xov xwm tuaj ib yam li Tuam Tshoj tau qhia txog kev yooj yim ntawm lub sijhawm ntev ntawm kev tshuaj xyuas kev tswj hwm rau kev lag luam platform. Nws yog qhov nthuav tias qhov no tau tawm ntawm Hangzhou thiab tsis yog Beijing, vim nws ya tawm tsam kev rov hais dua los ntawm Politburo lub lim tiam no uas lub voj voog kev tswj hwm dhau lawm. Qhov no zoo li ib rooj plaub ntawm "tua thawj zaug thiab nug cov lus nug tom qab."

Tsis tas li ntawd qhov hnyav ntawm kev loj hlob ib hmos tau poob qhov kev cia siab txog qhov nrawm Ant Group IPO thiab cov tub ua lag luam nug Alibaba lub sijhawm rau kev suav nrog Southbound tom qab nws cov shares tau dhau los ua ob lub npe tseem ceeb hauv New York thiab Hong Kong. Cov nyiaj tau los hauv Internet pib lub lim tiam tom ntej nrog Alibaba hnub Thursday. Nws yuav nthuav kom pom tias Tuam Tshoj cov lag luam hauv internet tau ua li cas nyob rau hauv lub quarter thib ob, uas tau hloov mus ua ib qho qeeb rau US tech raws li cov nyiaj tau los tshaj tawm txog tam sim no. Apple tau sau tseg tias Tuam Tshoj txoj kev kaw cia muaj qhov cuam tshuam loj rau nws cov khoom tsim, ua rau nws cov txiaj ntsig poob. Qhov no qhia tau hais tias, hmoov tsis, US thev naus laus zis thiab cov tuam txhab hauv internet muaj kev cuam tshuam rau ntau qhov kev pheej hmoo zoo ib yam li Tuam Tshoj internet. Qhov ci ntsa iab yog tias tom kawg ua lag luam ntawm tus nqi qis dua.

Yuav ua li cas yog tias Alibaba ntaus lub lim tiam tom ntej? Muab tus nqi pessimism twb tau tsim rau hauv tus nqi, peb tuaj yeem pom cov khoom lag luam rov qab tau zoo heev hauv av. Thiab, yog tias nws plam, peb tuaj yeem mus qis npaum li cas?

Cov vaj tse tau qis dua hmo ntuj hauv Hong Kong thiab Tuam Tshoj Mainland. Lub Politburo tau muab qee cov lus txhawb nqa ntawm kev pab cov neeg tsim khoom muaj kev ntxhov siab ua tiav lawv cov haujlwm. Txawm li cas los xij, nws tsis tau mus kom deb li deb mus rau qhov teeb meem loj. Lub teb chaws Garden Holdings poob -4% hauv Hong Kong.

Biden lub rooj sib tham nrog Xi zoo li tau mus zoo txaus, raws li lawv qhov kev sib tham tau ntev li 2 teev. Tshaj tawm, ob tus thawj coj kuj tau pom zoo los ntsib tus neeg nyob ze yav tom ntej. Txawm li cas los xij, cov lus nug tseem nyob ntawm seb Pelosi puas yuav mus nrog nws mus ntsib Taiwan.

Hang Seng thiab Hang Seng Tech Indexs poob -2.26% thiab -4.86%, feem, thaum hmo ntuj ntawm qhov ntim uas tau nce +44% los ntawm nag hmo, uas yog ze li ntawm 1-xyoo nruab nrab. Hong Kong luv muag turnover nce +64% thaum hmo ntuj. Nws yog ib hmo sib xyaw los ntawm qhov kev pom zoo, tab sis tus nqi muaj nqis muaj ntug me ntsis. Cov neeg ua lag luam hauv av tau muag kwv yees li $ 90 lab tus nqi ntawm Hong Kong cov khoom lag luam thaum hmo ntuj ntawm Southbound Stock Connect.

Shanghai, Shenzhen, thiab STAR Board kaw -0.89%, -1.00%, thiab +1.79%, feem, ntawm qhov ntim uas ze li ntawm nag hmo. Cov tub ua lag luam txawv teb chaws tau muag $ 250 lab tus nqi ntawm Mainland stocks thaum hmo ntuj ntawm Northbound Stock Connect.

Tsoom fwv cov nyiaj tau los poob qis me ntsis thaum hmo ntuj, CNY tau tiaj tus piv rau nyiaj duas thiab euro, thiab tooj liab tau nce +0.69%.

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

• CNY / USD 6.75 piv rau 6.75 nag hmo
• CNY / EUR 6.86 piv rau 6.86 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.15% tiv tiag 1.05% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.76% piv rau 2.79% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.93% tiv tiag 2.95% nag hmo
• Tus Nqi Tooj Liab + 0.69% dhau ib hmo