Hong Kong Internet Stocks Outperform Nyob rau Hmo Ntuj Nrho Hauv Asia

Xov Xwm Tseem Ceeb

Asian equities muaj ib hmo tsaus ntuj tom qab US kev ncaj ncees tsis muaj zog nag hmo nrog rau qhov tseem ceeb ntawm tech/loj hlob stocks mus rau tag kis US cov nyiaj hli thiab nyiaj poob hauj lwm tso tawm. Cov tub ua lag luam tab tom sib tham nrog Fed feeb, uas qhia tias Fed yuav rov qab lawv cov lus sib tham nyuaj nrog cov nqi siab dua.

Kuv zoo siab tau tshaj tawm tias Hang Seng yog ib qho ntawm ob peb lub lag luam kev lag luam nce ib hmos, nce +0.72% coj los ntawm internet stocks raws li Hang Seng Tech Index tau nce +1.37%.

Koj puas pom Alibaba lub ntim nag hmo hauv Asmeskas? Kuv tau ua nrog rau ob peb ntawm peb lub koom haum brokers. Alibaba lub US ADR pauv 36 lab shares nag hmo piv rau nws 1-xyoo nruab nrab ntawm 20 lab shares raws li tus nqi pauv yog $3.74 billion. Qhov ntawd yog Charlie Munger effect kuv xav tias. Txawm li cas los xij, Hong Kong lub ntim yog lub teeb, nqis -13% los ntawm nag hmo, uas tsuas yog 81% ntawm 1-xyoo nruab nrab. Peb xav pom cov ntim muaj zog nyob rau ib hnub.

Hang Seng Index yog zaum ntawm 23,000 qib, uas yuav tsum yog qib kev txhawb nqa. Hong Kong cov npe hauv internet tau muaj hnub muaj zog thaum lub tshuab huv huv ecosystem muaj lwm hnub nyuaj. Cov tub ua lag luam hauv tebchaws tau yuav Tencent thiab Meituan ntawm Southbound Stock Connect.

Lub Kaum Ob Hlis Ntuj Caixin Tuam Tshoj Kev Pabcuam PMI tau los ntawm 53 piv rau qhov kev cia siab ntawm 51.7 thiab Kaum Ib Hlis 52.1 txawm hais tias nws tsis tshwm sim los ua kev lag luam tawm. Premier Li cov lus hais txog kev txo cov se tau ua rau muaj kev txaus siab thaum nws hais tias cov se yuav tsum raug txiav los txhawb kev lag luam thiab kev lag luam. Nws zoo li kev txhawb nqa txoj cai tswjfwm tsuas yog nce ntxiv.

Infrastructure stocks yog tus yeej hauv Hong Kong thiab Tuam Tshoj ntawm kev sib tham uas nws tau pom tias yog ib txoj hauv kev los txhawb kev lag luam vim tias cov cement stocks muaj hnub muaj zog. Kuj tseem muaj kev sib tham ntxiv ntawm cov renminbi pilot program nthuav dav thoob tebchaws. Peb cia siab tias yuav siv ua ntej lub caij ntuj no Olympics. Nattering nabobs ntawm negativity yuav siv sij hawm los tham txog US duas demise tab sis qhov no yog tsis muaj tseeb.

Kev lag luam hauv Mainland tau tawm txawm tias kev lag luam tawm hauv lawv cov hnub qis qis thaum Shanghai kaw -0.25%, Shenzhen -0.1%, thiab STAR Board -0.93%. Qhov ntim tau tawm -12.42% los ntawm nag hmo uas tsuas yog siab dua qhov nruab nrab 1 xyoo. Cov ntaub ntawv tsuas yog kev lag luam hauv ntsuab + 0.85% txawm hais tias hauv Suav teb liab txhais tau tias nce thiab ntsuab txhais tau tias qis. Advancers tau tshaj tawm cov neeg tsis txaus siab 2 rau 1 hauv qhov cim zoo. Cov khoom siv thev naus laus zis thiab dej cawv tau raug tshem tawm raws li Mainland cov khoom lag luam hnyav tshaj plaws, Kweichow Moutai -2.06%, CATL -1.1%, thiab tus broker East Money -3.17%, kuj yog cov khoom lag luam txawv teb chaws loj.

Cov tub ua lag luam txawv teb chaws muag - $ 1.04B ntawm Mainland stocks uas yog thawj hnub muag txij lub Kaum Ob Hlis 22^nd. Suav Cov Nyiaj Txiag Nyiaj Txiag tau tawm ntawm qhov kov nrog rau cov txiaj piv rau US duas thiab tooj liab.

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

• CNY / USD 6.38 piv rau 6.37 nag hmo
• CNY / EUR 7.22 piv rau 7.21 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.82% piv rau 2.80% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.09% tiv tiag 3.08% nag hmo
• Tus Nqi Tooj Liab -0.51%