Hang Seng & Shanghai Composite Approach Key Theem Rau Txoj Cai Txhawb

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias feem ntau tawm ntawm lub teeb ntim txawm tias ob peb lub tebchaws tau txais txiaj ntsig me me. Australia tau zam Fed thiab Putin qhov kev nce ntxiv ua rau muaj kev pheej hmoo tawm hnub vim yog hnub so rau kev quaj ntsuag tus poj huab tais tuag. Hong Kong tau ua raws li Asmeskas cov npe Suav cov khoom lag luam sab qab teb tab sis tsis poob mus deb, uas yuav tsum ua rau muaj kev rov qab los hauv Asmeskas kev lag luam. Fed Chair Powell cov lus nyuaj rau yav tom ntej hikes hnyav rau cov khoom muaj nqis. Tuam Tshoj cov txiaj ntsig poob -0.37% thaum hmo ntuj mus rau 7.07 los ntawm 7.04 raws li Asia duas index ntaus 52 qis txawm tias lub txhab nyiaj ntawm Nyij Pooj "kev cuam tshuam" los cuam tshuam lub cev qhuav dej hauv Yen piv rau duas.

Sib tham hais tias Thawj Tswj Hwm Xi cov lus hais txog Tuam Tshoj tswj kev npaj ua tub rog tau hais tias tau hnyav rau US-Tuam Tshoj ADRs nag hmo txawm tias tsis muaj cov neeg yuav khoom yog tus neeg ua txhaum tiag txawm tias muaj pob zeb hauv qab kev ntsuas thiab qib nqi rau qhov chaw. Reuters tau tshaj tawm tias "… 10 tus neeg ua haujlwm los ntawm Tuam Tshoj Securities Regulatory Commission (CSRC) thiab Ministry of Finance (MOF) tau tuaj txog hauv Hong Kong thiab koom nrog kev tshuaj xyuas, uas tau pib rau hnub Monday ...". Nco ntsoov, tshem tawm qhov kev pheej hmoo tau ua rau cov thawj coj ua haujlwm los ntawm kev hnyav dua / tuav cov npe thiab tiv thaiv cov npe hauv kev muag khoom zoo li nag hmo. Dutch tau teev tseg thiab cov neeg ua lag luam thaum ntxov hauv Tencent, Prosus 'pace ntawm muag hauv Tencent qeeb me ntsis raws li lub tuam txhab yuav rov qab nws cov shares uas yog qhov zoo.

Trip.com (TCOM US, 9961 HK) tau tshaj tawm cov txiaj ntsig Q2 sib xyaw tom qab Asmeskas kaw txawm tias qhov kev pom zoo yuav pab tau hnub no. TCOM tseem yuav tau txais txiaj ntsig los ntawm cov xov xwm ib hmos tias Hong Kong txoj cai rau cov qhua yuav raug hloov kho thaum Lub Kaum Hli tsis yog lub Kaum Ib Hlis raws li lub nroog npaj qhib rau cov qhua. Lub Hang Seng Index tab tom mus txog qhov loj puag ncig ntawm 18,000, thaum Shanghai Composite zaum ze ntawm 3,100 qib. Ua txhaum cov qib no tsis muaj qab hau tab sis kev puas siab puas ntsws tsis zoo. Nws tuaj yeem yog lub sijhawm rau kev tshaj tawm txoj cai tseem ceeb ntxiv los txhawb cov neeg lag luam kev ntseeg siab. Hong Kong luv luv txuas ntxiv nias lawv cov thawj koom ruam raws li Tencent muaj 26% ntawm nws cov ntim muag luv luv, Meituan 25%, Alibaba HK 17%, thiab JD.com HK 35%. Cov tub ua lag luam hauv tebchaws tau yuav qhov noj qab haus huv $ 488mm ntawm Hong Kong cov khoom lag luam niaj hnub no ntawm Southbound Stock Connect, vim nws zoo rau pom ib tus neeg yuav poob. Kev lag luam hauv av tau tuav zoo dua li Hong Kong txawm tias cov tub ua lag luam txawv teb chaws muag - $ 516mm ntawm Mainland Tshuag ntawm Northbound Stock Connect. Txaus siab tias cov khoom vaj khoom tsev tau tawm txawm tias tau txais kev cai lij choj hauv Mainland kev yuav khoom. Tom qab kaw, nws tau tshaj tawm tias Premier Li tau ua tus thawj tswj hwm lub rooj sib tham hauv Lub Xeev tau tsom mus rau kev lag luam.

Hang Seng thiab Hang Seng Tech poob -1.61% thiab -1.7% ntawm ntim +4.79% los ntawm nag hmo, uas yog 67% ntawm 1-xyoo nruab nrab. 90 cov khoom lag luam nce siab thaum 401 cov khoom lag luam poob. Main Board luv ntim poob los ntawm -1.27% los ntawm nag hmo, 79% ntawm 1-xyoo nruab nrab, raws li luv luv trading accounted rau 20% ntawm tag nrho cov turnover. Tus nqi tseem ceeb tshaj qhov kev loj hlob niaj hnub no raws li cov kaus mom loj tshaj lub kaus mom me me. Lub zog yog tib qho kev lag luam hauv ntsuab +0.96% thaum cov neeg ua yeeb yam hauv qab tau txiav txim siab -2.09%, kev lag luam -1.6% thiab kev sib txuas lus -1.23%. Sab saum toj sub-sectors suav nrog kev kawm online, thee, thiab hlau, thaum cawv, tsheb, thiab khw muag khoom yog qhov phem tshaj. Southbound Stock Connect ntim tau lub teeb / nruab nrab raws li Mainland cov tub ua lag luam tau yuav $ 488mm ntawm Mainland stocks nrog Tencent raws li kev yuav khoom nruab nrab, Meituan li ib nrab / me muag, Sunny Optical raws li muag me me, thiab Xpeng raws li kev yuav me me.

Shanghai, Shenzhen, thiab STAR Board tau tawm -0.27%, -0.62%, thiab +0.56% ntawm ntim +0.26%, uas yog 63% ntawm 1-xyoo nruab nrab. 1,559 cov khoom lag luam nce siab thaum 2,956 cov khoom lag luam tsis kam. Tus nqi thiab kev loj hlob zoo sib xyaw ua ke, thaum lub kaus mom loj tshaj lub kaus mom me me. Lub zog tsuas yog qhov zoo tshaj plaws +2.39%, thaum vaj tse -2.09%, kev kho mob -2.06%, thiab kev sib txuas lus -1.86%. Cov sub-sectors saum toj kawg nkaus suav nrog cov thee, hnub ci, thiab cov tub rog / tiv thaiv lub npe, thaum lub chaw muag tshuaj, mus ncig, aviation, thiab EV yog qhov phem tshaj. Northbound Stock Connect ntim tau teeb / nruab nrab raws li cov tub ua lag luam txawv teb chaws muag - $ 516mm ntawm Mainland Tshuag hnub no. Cov nyiaj qiv nyiaj tau muag me ntsis, CNY poob -0.37% piv rau US $ 7.07, thiab tooj liab eased -0.26%.

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

  • CNY / USD 7.08 piv rau 7.05 nag hmo
  • CNY / EUR 6.98 piv rau 6.99 nag hmo
  • Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.65% piv rau 2.65% nag hmo
  • Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.80% tiv tiag 2.79% nag hmo
  • Tus Nqi Tooj Kub -0.26% dhau ib hmo

Tau qhov twg los: https://www.forbes.com/sites/brendanahern/2022/09/22/hang-seng-shanghai-composite-approach-key-levels-for-policy-support/