Hong Kong Is Taws Nem Siab Ua Ntej Ntawm Alibaba Cov txiaj ntsig Raws li Caixin Kev Pabcuam PMI Tshaj li qhov kev cia siab

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian muaj hnub zoo rau lub caij ntuj sov ntim tshwj tsis yog rau Tuam Tshoj Mainland. Pelosi txoj kev mus ntsib Taiwan tsis tau ua rau Ntiaj Teb Tsov Rog III raws li qee tus tau ntshai. Lub dav hlau taug qab lub vev xaib FlightAware tau sau tseg tias Pelosi lub davhlau yog lub dav hlau saib tshaj plaws hauv lawv lub vev xaib thiab app.

Lub offshore Yuan (CNH) yog version ntawm Tuam Tshoj tus txiaj uas pauv thaum lub sij hawm US teev. Peb siv nws los ua tus ntsuas ntsuas qhov loj npaum li cas "xov xwm" cov khoom vim tias cov khoom lag luam tau yooj yim txav mus los, thaum lub lag luam txiaj yog qhov tob dua. Nws yog qhov nthuav kom pom CNH kev sib tw piv rau US duas nag hmo, uas tau muab cov lus qhia tias qhov kev mus ncig no tej zaum tsis tseem ceeb npaum li cov xov xwm tau tshaj tawm. Kev tiv thaiv cov khoom lag luam thiab cov khoom siv hluav taws xob yog ob qhov ua tau zoo tshaj plaws hauv cov haujlwm hauv Hong Kong thiab Tuam Tshoj raws li cov tub ua lag luam exhaled tom qab tso qee qhov hedges.

Hong Kong tau coj siab dua los ntawm cov khoom lag luam hauv internet raws li cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi suav nrog Tencent, uas tau nce +2.58% ntawm 4.^th Hnub ncaj ntawm kev yuav khoom los ntawm Mainland cov tub ua lag luam txawm tias tsis zoo li peb hnub dhau los (daim duab hauv qab), Alibaba HK, uas tau nce +3.79% ua ntej tag kis cov txiaj ntsig nyiaj txiag, thiab Meituan, uas tau nce +0.51%.

Tuam Tshoj Mainland tau tawm ntawm ntau dua li cov tub ua lag luam hauv zos tau txhawj xeeb heev txog qhov muaj peev xwm teb rau Pelosi qhov kev mus ntsib los ntawm kev pheej hmoo-tawm vim tias Cov Nyiaj Txiag Nyiaj Txiag tau sib sau ua ke.

Thaum tsaus ntuj, Caixin qhia lawv Lub Xya Hli Kev Pabcuam PMI. Qhov no yog qhov kev tso tawm muaj zog uas kuv tuaj yeem lav tias koj yuav tsis pom cov xov xwm.

Mainland huv tech plays xws li EV, hnub ci, thiab cua tau tawm tom qab lub teeb khwv tau los ntawm Longi Green Energy -4.58%. Tsis pab yog lub ntiaj teb roj teeb tsim CATL -3.79% tshaj tawm tias lawv yuav ncua sijhawm lawv lub Hoobkas North America los txhawb Ford thiab Tesla's EV kev siv zog. Tsis paub meej lub ntsiab lus raws li lawv cov neeg sib tw yuav zoo siab ua tiav qhov khoob. Net-net Pelosi qhov kev mus ntsib yuav tsum qhia txog kev sib koom ua ke ntawm Asmeskas thiab Tuam Tshoj txoj kev lag luam nrog ib leeg. Nws yog tsim nyog sau cia ntau lub tuam txhab Asmeskas uas muaj cov nyiaj tau los ntawm Tuam Tshoj loj tau poob qis dua li Asmeskas kev lag luam nyiaj txiag nag hmo.

Tus neeg muag tsheb online Autohome (ATHM US) yeej cov nyiaj tau los thiab kho EPS tag kis no.

Lub Hang Seng thiab Hang Seng Tech tau nce +0.4% thiab +1.24% ntawm ntim, nqis -19.11% los ntawm nag hmo, uas yog 70% ntawm 1-xyoo nruab nrab. 200 cov khoom lag luam nce siab thaum 265 tsis kam. Hong Kong luv muag turnover poob los ntawm -14.99% los ntawm nag hmo, 82% ntawm 1-xyoo nruab nrab, raws li luv luv turnover accounted rau 19% ntawm tag nrho cov turnover. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom loj tshaj cov kaus mom me me. Cov khoom lag luam sab saum toj yog kev sib txuas lus +2.39%, kev txiav txim siab +1.89% thiab kev kho mob +0.22% thaum vaj tse -1.99%, tech -0.83% thiab cov ntaub ntawv -0.81%. Cov sub-sectors saum toj kawg nkaus yog cov khoom tiv thaiv thiab cov cuab yeej siv xws li huab, software, thiab semis, thaum cov neeg ua yeeb yam hauv qab yog hlau, hluav taws xob hluav taws xob, cov tswj vaj tse, hlau ore, thiab cawv. Southbound Stock Connect ntim tau teeb pom kev zoo li cov neeg ua lag luam hauv av yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam, nrog Tencent pom lwm hnub yuav tsis loj li peb hnub dhau los, Meituan me me net yuav, thiab Kuaishou me me muag.

Shanghai, Shenzhen, thiab STAR Board diverged -0.71%, -0.98%, thiab +0.5% ntawm ntim -5.89% los ntawm nag hmo, uas yog 104% ntawm 1-xyoo nruab nrab. 2,505 cov khoom lag luam tau nce siab thaum 1,961 cov khoom lag luam poob qis. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw, thaum lub kaus mom me me tau ua tiav cov kaus mom loj. Kev kho mob thiab thev naus laus zis tsuas yog cov haujlwm zoo +0.52% thiab +0.14% thaum vaj tse -2.72%, kev txiav txim siab -2.1% thiab kev lag luam -1.68%. Sab saum toj sub-sectors yog semis thiab tiv thaiv cov khoom lag luam, thaum lub hnub ci, lithium, thiab cua yog qhov phem tshaj plaws. Northbound Stock Connect ntim tau teeb / nruab nrab raws li cov tub ua lag luam txawv teb chaws muag - $ 155mm ntawm Mainland Tshuag hnub no. Nyiaj txiag daim ntawv cog lus muaj ib hnub muaj zog; CNY tau nce +0.11% piv rau US $ 6.75, thiab tooj liab yog tiaj tus.

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

• CNY / USD 6.76 piv rau 6.76 Nag hmo
• CNY / EUR 6.88 piv rau 6.92 Nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.72% tiv thaiv 2.73% Nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.90% tiv tiag 2.91% Nag hmo