Growth Stocks Rule The Day as Value Sectors Underperform

Xov Xwm Tseem Ceeb

Kev lag luam nyiaj txiag hauv Asia tau sib xyaw ua ke thaum hmo ntuj, vim tias cov khoom lag luam loj hlob zoo dua hauv cheeb tsam. Kev loj hlob Tshuag thiab kev loj hlob sector outperformance tshwm sim nyob rau hauv Hong Kong thiab Taiwan. Hong Kong cov khoom lag luam hauv internet tau muaj hnub zoo, coj los ntawm Alibaba HK +1.21% thiab JD.com HK +2.69% tsawg Tencent -012% txawm tias lawv tseem yuav rov qab. Hauv kev lag luam Mainland, kev loj hlob cov khoom lag luam tau muaj zog vim cov hnub ci cov khoom lag luam ripped, xws li Sungrow +9.09% thiab Trina Hnub Ci +7.73% ntawm cov cai txhawb kev tsim kho tshiab siv cov hnub ci vaj huam sib luag. EV ecosystem muaj hnub zoo hauv Hong Kong thiab Tuam Tshoj.

Ntawm qhov tod tes, cov khoom lag luam muaj txiaj ntsig tau muaj hnub txaus ntshai hauv Hong Kong thiab Tuam Tshoj. Cov nyiaj txiag thiab vaj tsev lag luam yog qhov ua tau phem tshaj plaws hauv kev lag luam thiab tau tawm ntawm kev txhawj xeeb tias cov neeg yuav tsev tsev tsis tiav tsis them lawv cov nqi tsev. Muaj 160 txoj haujlwm zoo li no thoob plaws kaum rau lub xeev, feem ntau hauv cov nroog qis. Lub luag haujlwm tiag tiag tsis yog qhov kawg ntawm lub ntiaj teb rau ib lub txhab nyiaj koom nrog txawm tias cov tub ua lag luam tua thawj / nug cov lus nug tom qab. Qhov xwm txheej tau txais kev saib xyuas ntawm PBOC, uas yog qhov tsim nyog los muab qhov teeb meem no mus pw. Bloomberg Xov Xwm tau hais tias qhov kev txhawb nqa tseem ceeb hauv kev tsim kho yuav los txawm tias kuv tsis pom dab tsi ntawm qhov no. Yog tias muaj tseeb, tej zaum qhov kev tsom mus rau kev tsim cov complexes. Lwm qhov kev lag luam uas muaj hnub nyuaj hauv ob lub khw yog cov khoom siv hluav taws xob, coj qis dua los ntawm cov tuam txhab hluav taws xob. Tus neeg ua txhaum yog qhov tseem ceeb thaum tshav kub kub nthwv dej tshwm sim hauv Suav teb ua ke nrog cov dej nag tsawg uas ua rau cov tuam txhab hluav taws xob raug mob.

Muaj ob qhov kev txhim kho nyob rau hmo ntuj hauv US ADR tshem tawm / Tuav Cov Tuam Txhab Txawv Tebchaws Lub Tuam Txhab Txhaum Cai Xov Xwm:

1) WSJ xam phaj Gary Gensler, hais tias yuav tsis pom kev daws teeb meem. Kuv yuav chalk uas tawm tswv yim txog Kev Sib Tham 101, raws li kev sib tham tab tom tuaj.

2) Peb tus phooj ywg Marcel pom ib tsab xov xwm Bloomberg News uas suav nrog cov lus hais los ntawm California Congressman Brad Sherman, yog ib tus kws tsim qauv ntawm HFCAA. Sherman tau hais tias qhov kev daws teeb meem yuav tshwm sim "txog me ntsis tom qab feeb kawg." Bloomberg sau hais tias, "Nws tau kwv yees tias Beijing yuav kawg rub qee lub tuam txhab "kev tawm tswv yim" tawm ntawm Asmeskas kev sib pauv tab sis nws yuav koom tes nrog US Public Company Accounting Oversight Board kom tsis txhob tshem tawm cov qhab nia ntawm lwm cov khoom hauv Suav teb.

Qhov no ua raws li peb qhov kev xav tias SOEs yuav tsum raug tshem tawm vim lawv cov kev tshuaj xyuas yuav muaj cov ntaub ntawv rhiab heev. Cov tuam txhab ntiag tug tsis muaj dab tsi zais, yog li cia lawv ua raws li PCAOB tus qauv thoob ntiaj teb. Peb txoj kev saib xyuas kom tuav Hong Kong qhia cov chav kawm tshaj US ADRs yog ua raws li lub peev xwm rau kev daws teeb meem kawg. Vam tias, ob tog tuaj yeem muab qhov teeb meem no mus pw.

Kuv lees paub ntau qhov kev txhawj xeeb txog Tuam Tshoj rov nkag mus rau qhov kev kaw tag nrho. Koj tuaj yeem nyob saum qhov no li cas? Mus rau Hong Kong Disneyland thiab Shanghai Disneyland. Qhov kev txhawj xeeb no tsis yog teeb meem ntev npaum li koj tuaj yeem tau txais cov tsev so. Muaj cov mob covid hauv Hong Kong thiab Tuam Tshoj, tab sis peb tsis pom kev kaw hauv nroog. Peb pom cov cheeb tsam, cov zej zog, lossis cov tsev apartment nkag mus rau hauv kev kaw, tsis yog tag nrho lub nroog.

Lub Hang Seng thiab Hang Seng Tech diverged los ntawm -0.22% thiab +0.89% ntawm ntim +4.08% los ntawm nag hmo, uas yog 80% ntawm 1-xyoo nruab nrab. 245 cov khoom lag luam nce siab thaum 225 tsis kam. Hong Kong luv luv muag turnover poob los ntawm -7.19% los ntawm nag hmo, 84% ntawm 1-xyoo nruab nrab, thaum luv muag turnover accounted rau 17% ntawm Hong Kong ntim. Kev loj hlob yam tshwm sim zoo dua li cov txiaj ntsig muaj txiaj ntsig tau muaj hnub nyuaj thaum lub kaus mom me me ua tau zoo dua lub kaus mom loj. Cov haujlwm sab saum toj yog kev kho mob +4.04%, kev txiav txim siab +1.28% thiab tech +0.87% thaum nyiaj txiag -2.53%, kev siv hluav taws xob -2.22% thiab vaj tse -1.56%. Cov sub-sectors sab saum toj yog EV thiab EV roj teeb ntsig txog, xws li lithium, them, thiab roj cell, nrog rau nws pib, thaum cawv, cua, cobalt, thiab hluav taws xob nroj tsuag yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb raws li Mainland cov tub ua lag luam yuav Tencent me me thaum muag Meituan me.

Shanghai, Shenzhen, thiab STAR Board diverged -0.08%, +0.79%, thiab +2.28% ntawm ntim +9.36% los ntawm nag hmo, uas yog 95% ntawm 1-xyoo nruab nrab. 2,435 cov khoom lag luam tau nce siab thaum 2,023 cov khoom lag luam poob qis. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo niaj hnub no, thaum lub kaus mom me me tau ua tiav qhov loj. Cov khoom lag luam sab saum toj yog kev kho mob +1.35%, kev lag luam +1.29% thiab tech +0.77% thaum kev siv hluav taws xob -2.81%, vaj tse -2.22% thiab nyiaj txiag -2.15%. Sab saum toj sub-sectors hnub ci thiab EV roj teeb muaj feem xyuam xws li lithium thiab CATL cov chaw muag khoom, thaum cov khoom siv hluav taws xob, cov chaw tsim hluav taws xob, thiab cov tuam txhab vaj tsev yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws muag - $ 135mm ntawm Mainland stocks. Cov nyiaj qiv nyiaj tau nce siab thaum CNY eased -0.44% rau 6.74 thiab tooj liab poob -0.69%.

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

• CNY / USD 6.75 piv rau 6.73 nag hmo
• CNY / EUR 6.75 piv rau 6.76 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.79% piv rau 2.81% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.06% tiv tiag 3.06% nag hmo
• Tus Nqi Tooj Kub -0.69% dhau ib hmo