Hong Kong Internet Tshuag Tshaj Tawm Lwm Hnub Muaj Zog

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau pib tsim nyog rau lub lim tiam coj los ntawm Philippines hnub muaj zog. Kaus lim qab teb tau tawm ntawm tech / loj hlob tsis muaj zog, thiab Nyiv yog hnub so. Lub Hang Seng kaw nyob rau hauv ib hnub siab ntawm +1.08%, coj los ntawm internet stocks raws li Hang Seng Tech Index tau nce +2.21%.

Ua ntej qhib hauv Hong Kong, Mainland xov xwm qhov chaw Caixin tau sau tseg tias Tencent qhov kev txiav tawm ntawm nws cov ceg txheem ntseeg nyob rau sab hnub tuaj Asia gaming / e-commerce tuam txhab Sea Ltd "tsis muaj dab tsi cuam tshuam nrog kev pheej hmoo".

Nyob rau lub asthiv, kuv tau nyeem ib qho kev pom zoo ntawm macroeconomic los ntawm Asia-based tuam txhab broker. Raws li ib tus neeg sab nrauv saib ntawm Asmeskas kev lag luam tus nqi piv rau Asia, nws tsis yooj yim rau kev ntseeg tias qhov kev sib npaug tuaj yeem tshwm sim. Daim ntawv tshaj tawm tau saib cov qauv ntsuas thoob plaws lub tebchaws ntxiv rau kev sib piv cov khoom lag luam loj tshaj plaws hauv Asmeskas los ntawm kev lag luam peev thiab tus nqi rau cov nyiaj tau los piv rau lawv cov neeg Esxias sib npaug. Kev ua lag luam nyiam ua qhov kev npaj txhij txog. Kev sib tw Asia hauv xyoo 2022 yuav ntes ntau tus tub ua lag luam hauv qab kev faib tawm tom qab kev ua tau zoo ntawm Asmeskas cov peev txheej txij li Ntiaj Teb Nyiaj Txiag Ntiaj Teb.

Txhua qhov chaw hauv Hong Kong tau nce ib hmos vim ze li ntawm 4 cov khoom lag luam nce mus rau txhua 1 cov khoom poob qis. Qhov ntim tau poob qis -5.79% txij hnub Friday, uas tsuas yog 84% ntawm 1-xyoo nruab nrab. Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent, uas tau nce +2.3%, Alibaba HK, uas poob -0.93% tom qab rov zoo dua lub lim tiam dhau los, thiab Meituan, uas tau nce +1.27% txawm tias ob peb lub npe muaj zog heev hnub suav nrog Kuaishou, uas tau nce +10.11%, JD Health, uas tau nce +11.64%, thiab Alibaba Health, uas tau nce +10.83%. Tencent thiab Meituan yog ob qho tib si yuav los ntawm Mainland cov tub ua lag luam ntawm Southbound Connect.

Ob qhov kev ua tau zoo tshaj plaws hauv Hong Kong thiab Tuam Tshoj Mainland yog kev kho mob thiab vaj tsev. Cov vaj tse tau tsav los ntawm hnub Friday cov xov xwm los ntawm cov neeg tswj xyuas tias cov tuam txhab muaj zog hauv qhov chaw tuaj yeem coj cov neeg tsis muaj zog siv nyiaj qiv nyiaj hauv tuam txhab, txawm hais tias peb tseem tsis tau pom qhov nce siab hauv M&A cov haujlwm.

Kev saib xyuas kev noj qab haus huv muaj hnub muaj zog vim tias Tuam Tshoj tseem tab tom tawm tsam cov kab mob coronavirus, ua rau muaj kev thov rau kev sim thiab tshuaj tiv thaiv.

Kev lag luam hauv av muaj ze li ntawm 3 cov khoom lag luam nce mus rau txhua 1 cov khoom poob qis vim Shanghai tau nce +0.39%, Shenzhen tau nce +0.59%, thiab STAR Board tau nce +0.98%. Cov ntim tau tawm -12.99% txij hnub Friday, uas yog 99.8% ntawm 1-xyoo nruab nrab.

Cov tsheb hluav taws xob, hnub ci, thiab cua tau tawm raws li cov tub lag luam thoob ntiaj teb, suav nrog hauv Suav teb, txo qis kev loj hlob rau tus nqi. Cov tub ua lag luam txawv teb chaws tau yuav $ 746 lab tus nqi ntawm Mainland Tshuag hnub no ntawm Northbound Stock Connect. Suav Cov Nyiaj Txiag Nyiaj Txiag tau sib xyaw ua ke, Tuam Tshoj cov txiaj ntsig piv rau duas las, thiab tooj liab tau nce ib hmos. 

Ib qho kev tawm tsam rau Asian Equity rally yog tias yog Fed nce tus nqi nws yuav ua rau muaj kev sib tw US duas. Qhov no yuav ua mob rau cov khoom lag luam uas suav nrog lwm cov txiaj ntsig. Vim hais tias Hong Kong duas yog pegged rau US duas, Hong Kong teev cov khoom lag luam yuav muaj qhov zoo dua lwm cov lag luam Esxias los ntawm kev pom txiaj. Txawm li cas los xij, Tuam Tshoj tus txheeb ze cov txiaj ntsig siab yuav tsum pab yog tias peb muaj kev sib tw ntau duas yog tias koj ntseeg tias Fed yuav nce tus nqi tiag tiag hauv 2022. Rau qhov nws tsim nyog, kuv nyob hauv lub yeej rog yuav muaj ntau dua taper tshaj li kev nce qib.   

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

• CNY / USD 6.37 piv rau 6.38 Hnub Friday
• CNY / EUR 7.20 tiv tiag 7.24 Hnub Friday
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.78% piv rau 1.76% rau hnub Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.81% piv rau 2.82% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 3.09% tiv thaiv 3.10% Hnub Friday
• Tus Nqi Tooj Liab + 0.56% dhau ib hmo