Hong Kong Rally Txaus siab rau qhov ntsiag to

Xov Xwm Tseem Ceeb

Kev lag luam kev ncaj ncees Asian tau muaj hnub zoo li Hong Kong ua tau zoo dua thaum Mainland Tuam Tshoj thiab Is Nrias teb tau tawm.

Nattering nabobs ntawm negativity yog li tsom rau COVID qhov kev sib kis hauv Suav teb lawv zoo li ploj lawm Hong Kong kev lag luam rov qab. Sab saum toj sectors nyob rau hauv Tuam Tshoj thiab Hong Kong yog txiav txim siab, staples, thiab kev sib txuas lus! Daim ntawv ceeb toom tias CNY ruaj khov npaum li cas? Nws stability yog qhov tseem ceeb barometer ntawm kev pheej hmoo. Yog lawm, peb lub nroog Suav kev txav mus los qhia tau hais tias kev tsheb khiav thiab kev siv subway poob qis txawm hais tias ntau lub nroog tau pom kev ruaj khov. Txaus siab pom Hong Kong pom zoo dhia hauv ntim. Cov xov xwm loj yog qhov muaj peev xwm so ntawm sab hauv Suav teb quarantines tshwm sim thaum Lub Ib Hlis Ntuj mus txog 0 + 3 (tsis muaj thawj zaug cais tawm tom qab peb hnub ntawm tsev so cais tawm). Tsis tas li ntawd, CSRC hais txog nws txoj cai txhawb nqa rau kev lag luam vaj tsev tom qab PBOC thiab Xeev Pawg Neeg Saib Xyuas tau tshaj tawm, thiab WTO tau txiav txim siab rau Tuam Tshoj tawm tsam Asmeskas hauv kev sib cav txog kev lag luam rov qab mus rau yav dhau los kev tswj hwm. FedEx thiab Nike zoo dua li qhov kev xav tau nyiaj txiag tseem yog ib qho kev txhawb nqa nrog rau yav tom ntej Tuam Tshoj cov nyiaj tau los tsuas yog -3% xyoo dhau los.

Hong Kong qhov kev lag luam hnyav tshaj plaws yog Tencent +4.12%, Meituan +6.89%, thiab Alibaba HK +4.09% raws li internet thiab EV muaj hnub zoo. Hong Kong luv luv tau nyob ntsiag to thaum lub rooj sib tham no uas muaj tseeb niaj hnub no thiab txawm hais tias Alibaba HK qhov kev hloov pauv luv luv suav txog 34% ntawm tag nrho cov nyiaj tau los. Tuam Tshoj Mainland tau nce txhua hnub txawm tias muag tawm mus rau qhov ze kom kaw txawm tias cov haujlwm sib xyaw ua ke, thiab cov neeg ua lag luam txawv teb chaws yog cov neeg yuav khoom mus txog $ 403 lab. Cov thev naus laus zis huv si tau tawm txawm tias CATL (300750 CH) -1.18% tshaj tawm lawv cov German EV roj teeb cog tau nce thiab khiav. Peb feem ntau tau hais txog yuav ua li cas onshore Tuam Tshoj thiab offshore Tuam Tshoj yog ob qho kev lag luam sib txawv. Onshore Tuam Tshoj, 95% muaj los ntawm cov tub ua lag luam hauv Suav teb, qhia txog cov neeg Suav xav li cas txog Tuam Tshoj. Offshore Tuam Tshoj (Asmeskas ADRs thiab Hong Kong) yog qhov cuam tshuam ntawm cov tub ua lag luam txawv teb chaws xav txog Tuam Tshoj. Ob xyoos dhau los, peb tau pom zoo nyob rau sab ntug dej hiav txwv vim txhua qhov xov xwm tsis zoo los ntawm cov xov xwm txawv teb chaws uas hnyav rau kev xav. Tam sim no kuv yuav lean ntau dua rau ntawm ntug dej hiav txwv Tuam Tshoj.

Hang Seng thiab Hang Seng Tech tau nce +2.71% thiab +4.61% raws li qhov ntim nce +46.45% los ntawm nag hmo uas yog 82% ntawm 1-xyoo nruab nrab. 390 cov khoom lag luam nce siab thaum 94 cov khoom lag luam tsis kam. Main Board luv turnover nce +52.95% los ntawm nag hmo uas yog 72% 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 tau tawm ntawm lub kaus mom loj. Cov khoom lag luam saum toj kawg nkaus tau txiav txim siab nce +5%, kev sib txuas lus ua tiav nce +4.42%, thiab cov staples kaw siab dua +3.84% thaum cov ntaub ntawv tsuas yog qis qis -0.53%. Sab saum toj sub-sectors yog software, media, thiab khw muag khoom thaum cov ntaub ntawv thiab khoom noj khoom haus tsuas yog qis qis. Southbound Stock Connect ntim tau teeb pom kev zoo raws li cov tub ua lag luam hauv tebchaws tau yuav $ 99 lab ntawm Hong Kong cov khoom lag luam nrog Kuaishou qhov kev yuav khoom me me, Tencent thiab Meituan yog cov khoom lag luam nruab nrab.

Shanghai, Shenzhen, thiab STAR Board eased -0.46%, -0.72%, thiab -1.07% ntawm ntim +14.65% los ntawm nag hmo uas yog 70% ntawm 1-xyoo nruab nrab. 826 cov khoom lag luam tau nce siab thaum 3,850 cov khoom lag luam poob qis. Tus nqi tseem ceeb "ua tau zoo dua" yam tseem ceeb loj hlob raws li lub kaus mom loj tshaj lub kaus mom me me. Sab saum toj sectors yog kev sib txuas lus +1.62%, staples +1.5%, thiab kev txiav txim siab +0.57% thaum lub zog -2.13%, cov ntaub ntawv -1.85%, thiab tech -1.33%. Sab saum toj sub-sectors yog tshuaj lom neeg kev lag luam, kev kawm ntawv, thiab chaw ua hauj lwm mov thaum tshuaj, chiv, thiab tshuaj fiber ntau yog cov phem tshaj. Northbound Stock Connect ntim tau teeb raws li cov tub ua lag luam txawv teb chaws tau yuav $ 403 lab ntawm Mainland Tshuag. CNY yog qhov yooj yim piv rau US duas ntawm 6.98, Cov Nyiaj Txiag Nyiaj Txiag tau sib sau ua ke dua thiab tooj liab tau nce +0.52%.

Tuam Tshoj Lub Nroog Mobility Tracker

Qee cov nroj tsuag ntsuab raws li ntau lub nroog pom kev ruaj khov / nce me me txawm tias lwm tus tseem nyob rau lub caij nplooj zeeg dawb.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.98 piv rau 6.98 nag hmo
• CNY rau EUR 7.41 piv rau 7.41 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.85% piv rau 2.86% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.01% tiv tiag 3.03% nag hmo
• Tus Nqi Tooj Liab + 0.53% dhau ib hmo