Hong Kong Tshem Tawm Cov Kev Txwv Mus Los Hauv Tebchaws

Xov Xwm Tseem Ceeb

Asian equities tau dav dav dua li Tuam Tshoj, Taiwan, thiab South Kauslim ua tsis tau zoo txawm hais tias qhov ntim tau teeb ua ntej hnub no US CPI tso tawm thiab tag kis Asmeskas cov paj laum nce siab. Hong Kong ntim tau tawm -21% los ntawm nag hmo, thaum Hong Kong luv luv turnover, ib qho kev qhia ntawm cov neeg ua lag luam muaj kev pheej hmoo txaus ntshai, poob -41% los ntawm nag hmo.

Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent, uas tau nce +0.25%, Meituan, uas tau nce +2.05%, Alibaba, uas yog tiaj tus, thiab Kuaishou, uas tau nce +4.49% raws li cov tub ua lag luam zoo siab rau qhov txuas ntxiv rov qab ntawm COVID txwv raws li Hong Kong tau tshem tawm tag nrho cov cai ntawm cov neeg tuaj ncig sab hauv.

Tom qab kaw, Berkshire Hathaway tshaj tawm tias nws tau txiav nws txoj haujlwm BYD los ntawm 1.3mm shares, txawm tias lawv tseem muaj 15% / 164mm shares.

Kev lag luam hauv av tau tawm ntawm qhov kov, coj qis dua los ntawm tech thiab semiconductors raws li cov tub lag luam hauv zos txhawj xeeb txog Asmeskas rub Nyiv thiab Netherlands rau hauv kev txwv cov khoom siv semi-conductor, uas yuav muaj kev sib tw ntawm World Trade Organization (WTO). Nws yog tsim nyog sau cia tias Hong Kong semiconductors muaj hnub muaj zog ntawm kev ntseeg tias tsoomfwv Suav yuav muab nyiaj pab rau cov tuam txhab xws li. Nag hmo qhov tepid credit yog qhov tseem ceeb thiab.

Lub Rooj Sib Tham Kev Lag Luam Hauv Nruab Nrab (CEWC) tau thawb rov qab rau lub asthiv no txij hnub Thursday txog kev txhawj xeeb txog COVID. Tuam Tshoj tus Ambassador ntawm Teb Chaws Asmeskas tau hais tias Mainland txwv kev mus ncig yuav raug tshem tawm sai sai. Cov ntug dej hiav txwv Renminbi (CNH) thiab Asia duas index tau sib sau ua ke tom qab US CPI luam tawm, qhov teeb meem zoo rau cov khoom muaj nqis.

Lub Hang Seng thiab Hang Seng Tech tau nce +0.68% thiab +0.73% ntawm ntim -21.83% los ntawm nag hmo, uas yog 100% ntawm 1-xyoo nruab nrab. 218 cov khoom lag luam tau nce siab, thaum 260 cov khoom lag luam poob qis. Main Board luv turnover poob -41.78% los ntawm nag hmo, 71% ntawm 1-xyoo nruab nrab, raws li 12% ntawm turnover yog luv. Cov txiaj ntsig kev loj hlob muaj qhov me me ntawm cov nqi lag luam txawm tias lub kaus mom loj tshaj lub kaus mom me me handily. Cov khoom lag luam sab saum toj yog staples +0.57%, tech +0.54%, thiab kev txiav txim siab +0.27%, thaum kev noj qab haus huv -1.04%, vaj tse -0.82%, thiab cov ntaub ntawv -0.72%. Cov sub-sectors saum toj kawg nkaus yog semis, neeg siv kev pabcuam, thiab kev thauj mus los, thaum xov xwm, tshuaj, thiab khoom siv. Southbound Stock Connect ntim tau nruab nrab raws li Mainland cov tub ua lag luam tau yuav $ 213mm ntawm Hong Kong cov khoom lag luam, nrog Shandong Xinhua Pharmaceutical qhov kev lag luam hnyav tshaj plaws raws li kev yuav khoom me me, Tencent me me muag, Kuaishou thiab Meituan ob qho tib si me me yuav.

Shanghai, Shenzhen, thiab STAR Board tau tawm -0.09%, -0.56%, thiab -1.51% ntawm ntim -10.01% los ntawm nag hmo, uas yog 86% ntawm 1-xyoo nruab nrab. 1,951 cov khoom lag luam tau nce siab, thaum 2,661 cov khoom lag luam poob qis. 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 haujlwm sab saum toj yog lub zog +0.78%, staples +0.72%, thiab nyiaj txiag +0.52%, thaum tech -2.01%, industrials -1.01%, thiab kev noj qab haus huv -0.7%. Cov sub-sectors saum toj kawg nkaus yog ntawv, txoj kev loj, thiab kev thauj mus los, thaum software, cov khoom siv hluav taws xob tsim hluav taws xob, thiab cov tshuab ua haujlwm hauv qab. Northbound Stock Connect ntim tau teeb pom kev zoo raws li cov tub ua lag luam txawv teb chaws yog cov khoom me me ntawm Shenzhen kev loj hlob cov khoom lag luam tshaj Shanghai tus nqi lag luam raws li qhov muag me me nrog tag nrho cov muag muag ntawm - $ 135mm. CNY poob -0.05% piv rau US duas rau 6.98, Treasury bonds muag tawm, thiab tooj liab eased -0.56%.

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Ob qho tib si kev tsheb thiab kev siv metro tau poob qis tsis ntev los no raws li COVID kis. Nws yog ib qho tsim nyog saib cov qauv no vim tias ib lub nroog yuav tsum tau taw qhia cov lus saum toj saud kom rov qhib dua thaum ntsuas qhov muaj peev xwm nce mus pw hauv tsev kho 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 6.97 nag hmo
• CNY rau EUR 7.34 piv rau 7.37 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.90% piv rau 2.89% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.06% tiv tiag 3.05% nag hmo
• Tus Nqi Tooj Kub -0.56% dhau ib hmo