Hong Kong Internet Stocks Rally On Didi Ua Raws Li & HFCAA Qhov rai Muaj peev xwm tsis luv

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias muaj kev ua tau zoo thaum hmo ntuj txawm tias peb yuav tsum txwv peb txoj kev txaus siab me ntsis raws li qhov ntim tau teeb.

Hong Kong cov khoom lag luam hauv Is Taws Nem muaj hmo ntuj muaj zog tom qab nag hmo Didi xov xwm uas yuav tsum tso nws txoj cai tswj hwm tom qab lub tuam txhab thiab tso cai rau lub tuam txhab rov ua haujlwm tag nrho. Rau zaum ob hauv ib lub lis piam, SEC Thawj Tswj Hwm Gensler tau hais rau Bloomberg txog cov kev sib tham tsis tu ncua los daws Txoj Cai Tswj Kev Lag Luam Txawv Tebchaws. Nws yog qhov ua tau tias Gensler tau sim sib txuas lus nrog Congress uas ua kom luv HFCAA tshem tawm qhov rais los ntawm peb xyoos mus rau ob xyoos yuav yog qhov yuam kev. Hauv kev mus ntsib nrog peb lub tuam txhab tshawb fawb nom tswv nag hmo, ACG Analytics, lawv ntseeg tias daim nqi them nyiaj semiconductor yav tom ntej tsis suav nrog kev luv luv HFCAA qhov rai ntawm qhov sib txuas no. Qhov ntawd yog qhov zoo vim nws tso cai rau ob tog los nrhiav txoj hauv kev los muab qhov teeb meem no mus pw.

Tsis tas li ntawd pab rau Hong Kong qhov chaw hauv internet yog tus thawj coj hauv Mainland portfolio tau tshaj tawm txog kev nce nws feem hauv Alibaba thiab Tencent. Hong Kong ntim tau lub teeb tab sis tsim nyog sau cia Hong Kong luv muag ntim tau poob qis heev thaum hmo ntuj. Hong Kong cov khoom lag luam hauv internet tseem luv luv txawm tias yuav tsum muaj kev ntxhov siab me ntsis raws li kev xav tau txhim kho tom qab-Didi xov xwm. Peb kuj muaj Q2 cov nyiaj khwv tau los nyob ib ncig ntawm lub ces kaum uas tuaj yeem ua rau lub zog rau qhov chaw.

Tuam Tshoj Mainland muaj ib hnub muaj zog ntawm lub teeb ntim raws li Shanghai kaw saum toj no 3,300 thiab Shenzhen saum 2,200 coj los ntawm kev tiv thaiv cov khoom lag luam tom qab Pelosi tau npaj mus rau Taiwan. Lub Xya Hli 1 thiab 5-xyoo qiv tus nqi tseem tshuav tsis hloov pauv raws li qhov xav tau. Cov khoom lag luam loj tshaj plaws hauv Mainland sib txawv ntawm qhov niaj hnub nrum ntawm hnyav tuav txawv teb chaws nyiam. Cov tub ua lag luam txawv teb chaws yog cov neeg yuav khoom ntawm Mainland cov khoom lag luam niaj hnub no rau lub suab ntawm $ 544mm tom qab nag hmo muag tawm.

Covid cov neeg mob hauv Hong Kong thiab Tuam Tshoj txuas ntxiv nce ntxiv tab sis tseem tsis muaj kev kaw hauv nroog. Nyob rau lub caij nplooj ntoo hlav no, tseem muaj pov thawj tias xoom covid txoj cai tau raug kho. Sib tham tias Macao casinos tuaj yeem rov qhib hnub Sunday.

Hang Seng thiab Hang Seng Tech tau nce +1.11% thiab +1.56% raws li ntim +6.34% los ntawm nag hmo uas yog 63% ntawm 1-xyoo nruab nrab. 307 cov khoom lag luam nce siab thaum 157 tsis kam. Hong Kong luv luv muag turnover poob -9.79% los ntawm nag hmo uas yog 56% ntawm 1-xyoo nruab nrab raws li luv luv turnover accounted rau 14% ntawm Hong Kong turnover. Kev loj hlob yam tseem ceeb tshaj niaj hnub no raws li lub kaus mom me me tshaj lub kaus mom loj. Cov khoom lag luam sab saum toj tau txiav txim siab +2.04%, kev kho mob +1.96%, thiab kev sib txuas lus +1.96% thaum cov khoom siv hluav taws xob thiab vaj tse tau tawm -0.4% thiab -1.55%. Sab saum toj sub-sectors yog cov kev kawm ntsig txog thiab cov yeeb yaj kiab online thaum cov khw muag khoom lag luam yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo vim cov neeg ua lag luam hauv av yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam nrog Tencent thiab Meituan pom kev yuav khoom thaum Li, Xpeng, thiab Kuaishou yog cov muag muag me me.

Shanghai, Shenzhen, thiab STAR Board tau nce +0.77%, +0.71%, thiab +1.66% ntawm ntim -4.47% los ntawm nag hmo uas yog 88% ntawm 1-xyoo nruab nrab. 2,877 cov khoom lag luam nce siab thaum 1,601 cov khoom lag luam poob qis. Kev loj hlob yam tseem ceeb tshaj tus nqi thaum lub kaus mom me me dua lub kaus mom loj. Cov khoom lag luam sab saum toj yog kev kho mob +1.03%, kev lag luam +0.68%, thiab kev lag luam +0.64% thaum vaj tse -0.51%, kev siv hluav taws xob -0.45%, thiab kev txiav txim siab yog tiaj tus. Sab saum toj sub-sectors yog tub rog / tiv thaiv kev lag luam ntxiv rau cov khoom siv hluav taws xob. Northbound Stock Connect ntim tau teeb raws li cov tub ua lag luam txawv teb chaws tau yuav $ 544mm ntawm Mainland Tshuag. Treasury bonds muaj hnub muaj zog, CNY eased piv rau US $ 6.75 thiab tooj liab poob -0.23%.

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

• CNY / USD 6.76 piv rau 6.74 nag hmo
• CNY / EUR 6.90 piv rau 6.92 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.77% piv rau 2.79% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.04% tiv tiag 3.06% nag hmo
• Tus Nqi Tooj Kub -0.23% dhau ib hmo