Hong Kong Internet Stocks Tau Txais Ntawm Biden Xi Lub Rooj Sib Tham

Xov Xwm Tseem Ceeb

Cov kev lag luam hauv Asia tau muaj hnub zoo thaum Tuam Tshoj thiab Hong Kong ua tau zoo dua tom qab Thawj Tswj Hwm Biden thiab Xi tau txais txiaj ntsig zoo hauv Bali nrog rau kev txhawb nqa ntxiv rau kev lag luam vaj tsev.

Hong Kong cov khoom lag luam hauv internet ripped siab dua coj los ntawm Hong Kong qhov kev lag luam hnyav tshaj plaws los ntawm tus nqi Tencent +10.51%, Alibaba HK +11.05%, thiab Meituan +6.33%. Post Party Congress nws rov qab los ua lag luam rau tsoomfwv Suav vim tias muaj ntau qhov teeb meem tseem ceeb tau daws nrog tam sim no tias tsoomfwv txoj haujlwm tau ruaj ntseg rau tsib xyoos tom ntej: Asmeskas-Tuam Tshoj kev sib raug zoo, xoom-COVID txoj cai thiab vaj tse. Kev rov pib dua ntawm kev sib txuas lus ntawm Teb Chaws Asmeskas thiab Tuam Tshoj yog ib kauj ruam tseem ceeb heev nrog kev sib tham tom qab los ntawm Secretary of State Blinken uas nws mus ntsib Tuam Tshoj yog ua haujlwm. Taiwan, Ukraine, thiab Russia sib tham kuj tseem ceeb. COVID yog thoob plaws Tuam Tshoj raws li 1,621 tus neeg mob tshiab COVID thiab 16,151 tus neeg mob asymptomatic tau tshaj tawm. Txawm hais tias qhov no peb tsis pom kev kaw qhov tseem ceeb raws li qhov dynamic xoom-COVID eases txwv txoj cai.

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Peb tseem tab tom pom kev txhawb nqa tseem ceeb rau cov neeg tsim khoom muaj kev ntxhov siab. Cov teeb meem no tau hnyav heev rau cov neeg ua lag luam txawv teb chaws kev xav thiab kev siv hauv tsev hauv Suav teb. Ib qho teeb meem tseem ceeb, Txoj Cai Tswj Kev Lag Luam Txawv Tebchaws (HFCAA) / ADR tshem tawm, tuaj yeem daws tau zoo raws li Biden Xi lub rooj sib tham.

Peb muaj ib hnub muaj zog heev nyob rau hauv Hong Kong nrog rau tag nrho cov sectors zoo thiab luv luv turnover poob rau 15% ntawm tag nrho cov turnover. Pom tseeb, qhov kev daws teeb meem zoo rau HFCAA yuav yog lwm qhov tseem ceeb txawm tias peb tseem muaj Q3 cov nyiaj tau los nrog Tencent qhia tag kis tom qab Hong Kong kaw, nrog rau Alibaba thiab NetEase.NTES
Thursday, thiab JD.com Friday. Forward-saib Q4 kev kwv yees yuav yog ib qho tseem ceeb raws li cov tuam txhab hais txog yuav ua li cas dynamic xoom-COVID tuaj yeem nce kev noj haus hauv tsev ntau dua li rov qab saib Q3 cov txiaj ntsig. Kev ua lag luam tsis quav ntsej txhua yam txog niaj hnub no cov ntaub ntawv rov qab saib kev lag luam raws li lub Kaum Hlis kev muag khoom muag, kev tsim khoom lag luam, thiab kev nqis peev ruaj khov tag nrho cov kev cia siab tsis txaus los ntawm kev nce me me. Yav dhau los tsis muaj teeb meem rau yav tom ntej.

Tuam Tshoj Mainland tau muaj hnub zoo vim tias cov khoom lag luam semiconductor yog cov khoom lag luam sab saum toj ntawm Asmeskas-Tuam Tshoj kev sib tham. Mega / loj cap loj hlob cov khoom lag luam uas nyiam ntawm cov thawj coj hauv tsev thiab txawv teb chaws tau coj lub lag luam siab dua nrog Tuam Tshoj cov lag luam loj tshaj plaws cawv loj Kweichow Moutai +3.59%, broker East Money +5.36%, thiab EV roj teeb loj CATL +2.32%. Cov tub ua lag luam txawv teb chaws yuav noj qab haus huv $ 1.157 billion ntawm Mainland stocks hnub no tom qab nag hmo $ 2.349 billion ntawm kev yuav khoom, thiab hnub Friday $ 2.066 billion ntawm kev yuav khoom. Cov nyiaj qiv nyiaj tau muag tawm ntawm cov khoom lag luam txaus siab thaum CNY tau nce +0.47% piv rau US duas kom kaw ntawm 7.04. Tshaj tawm Hong Kong / ua ntej Asmeskas kev lag luam, Tencent Music Kev Lom Zem (TME US, 1698 HK) tuav cov nyiaj tau los thiab hloov kho cov nyiaj tau los kwv yees txawm tias hloov kho EPS tsis nco me ntsis.

Hang Seng thiab Hang Seng Tech tau nce +4.11% thiab +7.3% raws li ntim +0.09% los ntawm nag hmo uas yog 166% ntawm 1-xyoo nruab nrab. 447 cov khoom lag luam nce siab thaum 62 tsis kam. Main Board luv turnover nce +7.14% los ntawm nag hmo uas yog 146% ntawm 1-xyoo nruab nrab li 15% ntawm turnover yog luv turnover. Tus nqi thiab kev loj hlob tau sib xyaw ua ke raws li cov kaus mom me me tshaj lub kaus mom loj. Tag nrho cov kev lag luam tau zoo thaum kev sib txuas lus tiav siab dua +9.96%, kev txiav txim siab tau nce +7.76%, thiab tech kaw nce +5.2%. Sab saum toj sub-sector yog software, khw muag khoom, thiab semis. Southbound Stock Connect ntim yog 2X qhov nruab nrab raws li cov tub ua lag luam hauv tebchaws tau yuav + $ 32 lab ntawm Hong Kong cov khoom lag luam niaj hnub no nrog Tencent ib qho me me yuav tom qab nag hmo qhov loj loj yuav, Kuaishou yog ib qho muag me me, thiab Meituan yog muag muag muag.

Shanghai, Shenzhen, thiab STAR Board tau nce +1.64%, +2.05%, thiab +2.85% feem ntawm ntim -1.16% los ntawm nag hmo uas yog 109% ntawm 1-xyoo nruab nrab. 4,045 cov khoom lag luam tau nce siab thaum 578 cov khoom lag luam poob qis. Kev loj hlob yam tseem ceeb tshaj tus nqi tseem ceeb thaum lub kaus mom me me dua lub kaus mom loj. Tag nrho cov sectors tau zoo, coj los ntawm tech kaw siab dua +3.71%, staples nce +2.26%, thiab cov nqi hluav taws xob tiav +2.08%. Sab saum toj sub-sectors yog semis, cov khoom siv hluav taws xob, thiab cov khoom siv hauv chaw ua haujlwm thaum cov hlau muaj txiaj ntsig thiab kev thauj mus los tsuas yog cov haujlwm tsis zoo. Northbound Stock Connect ntim tau nruab nrab / siab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 1.157 billion ntawm Mainland stocks. Tuam Tshoj Treasury bonds tau muag tawm, CNY tau nce +0.47% piv rau US duas kom kaw ntawm 7.04, thaum tooj liab ua tiav qis -0.9%.

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

• CNY rau USD 7.04 piv rau 7.07 nag hmo
• CNY rau EUR 7.33 piv rau 7.29 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.81% piv rau 2.84% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.96% tiv tiag 2.97% nag hmo
• Tus Nqi Tooj Kub -0.90% dhau ib hmo