Hong Kong pom muaj zog Inflows los ntawm Mainland Investors, Lub lis piam nyob rau hauv tshuaj xyuas

Lub Limtiam Ntsuam Xyuas

• Asian equities muaj ib lub lim tiam ntawm kev ua lag luam raws li Mainland cov tub ua lag luam nchuav rau hauv Hong Kong cov khoom lag luam, tos cov txiaj ntsig ntawm 20^th National Party Congress (NPC), uas tau tshwm sim txhua lub lim tiam.
• Lub tuam txhab hluav taws xob tsheb BYD tshaj tawm muaj zog ua ntej Q3 cov txiaj ntsig rau hnub Tuesday, qhia txog cov nyiaj tau los nce ntau dua 300%.
• Tebchaws Asmeskas cov npe hauv Tuam Tshoj cov khoom lag luam hauv internet tau poob qis rau hnub Wednesday ntawm cov xov xwm me me raws li qee qhov hais txog qhov kev kis tus kabmob tshiab tshiab hauv Suav teb yog qhov laj thawj rau kev poob qis.
• Kev kho mob cov khoom lag luam muaj lub lim tiam muaj zog ntawm kev cia siab txog cov cuab yeej kho mob thiab cov cai hloov kho hauv tsev kho mob los ntawm 20^th NPCs.

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias tau xaus rau lub lim tiam tsis muaj zog txawm tias ob peb lub lag luam kev ncaj ncees tau tswj hwm kev nce qib me me, suav nrog Is Nrias teb, Malaysia, thiab Indonesia.

Asia duas index ntaus lwm 52-lub lim piam qis raws li Nyiv lub yen poob -0.93%, Thai Baht poob -0.56%, thiab South Kauslim yeej poob -0.52%. Lub caij no, Tuam Tshoj tus Renminbi (CNY) poob -0.41%.

Nrog rau Party Congress tshwm sim, qhov no tsis yog lub lim tiam tsis muaj xov xwm phem nkaus xwb tab sis lub lim tiam tsis muaj xov xwm. Hong Kong ua tau zoo, zoo dua li qhov ntsuas pom. Cov khoom lag luam hauv Is Taws Nem tau sib xyaw ib hmos raws li Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent, uas tau nce +0.17%, Alibaba HK, poob -0.43%, Meituan, uas tau nce +0.57%, Kuaishou, poob -8.15%, Wuxi Biologics , uas poob -1.29%, NetEase, uas poob -4%, thiab JD.com, uas tau nce +0.8%. Kuv tsis paub yog tias hnub Thursday yuav xaus rau kev ua lag luam hauv qab, tab sis nws paub tseeb tias zoo li nws.

Muaj kev tshaj xov xwm me me ntawm qhov muaj zog nkag mus rau hauv Hong Kong los ntawm Mainland cov tub ua lag luam ntawm Southbound Stock Connect lub lim tiam no raws li Tencent pom lwm hnub muaj zog ntawm kev yuav khoom. Nws ua rau koj xav tsis thoob li cas cov tub ua lag luam paub tias tej zaum peb tsis ua. Kuv xav tias muaj kev nkag siab tias tom qab Pawg Neeg Sawv Cev, Tuam Tshoj tsoomfwv yuav tsom mus rau kev dhia-pib kev lag luam, raws li tau hais los ntawm ntau cov lus hais txog kev lag luam hauv Thawj Tswj Hwm Xi cov lus hais. Cov luv luv tuaj yeem pom qhov no ib yam nkaus, vim tias lawv qhov ntim yog lub teeb ntawm lub teeb-ntim hnub feem ntau.

Ib qho kev xav tsis zoo ntawm Tuam Tshoj yog qhov tsis muaj cov ntaub ntawv zoo. Tsis txawv li ntawm no hauv Teb Chaws Asmeskas lossis Europe, lub xov tooj ntawm tes yog cov cuab yeej tshawb nrhiav raws li "dawb" apps 'monetization qauv yog muag koj cov ntaub ntawv. Qhov no kuj muaj tseeb hauv Suav teb! Rau tus nqi tsim nyog, koj tuaj yeem them nyiaj kom paub seb cov neeg yuav khoom dab tsi ntawm cov vev xaib e-lag luam, dab tsi video games raug rub tawm, thiab lwm yam. Ib lub tuam txhab muag cov ntaub ntawv no tau hais tias NetEase cov nyiaj tau los ntawm kev ua si zoo li tsis muaj zog thaum peb mus rau Q3 cov nyiaj tau los. . Muaj qee tus neeg tsis ntseeg tias lub tuam txhab no muaj cov ntaub ntawv zoo ntawm cov kev kwv yees, txawm li cas los xij, tsuas yog lub sijhawm yuav qhia.

Tuam Tshoj Mainland tau sib xyaw ntawm cov xov xwm me me uas tsis yog Jiangsu Haili Cua Cua Hluav Taws Xob Cov Khoom Siv tau tshaj tawm ntawm cov chaw cog qoob loo loj, uas tau nqa nws cov khoom lag luam los ntawm +6.32% nrog rau thaj chaw ntsuab dav dav. Cov tub ua lag luam txawv teb chaws tau muag ib qho kev noj qab haus huv - $ 1.2 billion tus nqi ntawm Mainland cov khoom lag luam raws li kev nkag mus tsis zoo nyob rau lub Cuaj Hli thiab Lub Kaum Hli. Kuv tau hais tias cov nyiaj tau los ntawm kev lag luam muaj txiaj ntsig tau pom kev txhiv dim, uas tuaj yeem piav qhia txog kev tawm mus.

Hang Seng thiab Hang Seng Tech Indexs tau tawm -0.42% thiab -0.62%, feem, ntawm qhov ntim uas poob -25.88% los ntawm nag hmo, uas yog 76% ntawm 1-xyoo nruab nrab. 297 cov khoom lag luam nce siab, thaum 177 tsis kam. Main Board luv muag turnover poob -23.63% thaum hmo ntuj, uas yog 96% ntawm 1-xyoo nruab nrab, raws li 22% ntawm turnover yog luv. Cov kev ua tau zoo tshaj plaws yog cov khoom siv hluav taws xob, uas tau nce +1.89%, kev lag luam, uas tau nce +1.67%, thiab lub zog, uas tau nce +1.3%. Lub caij no, cov kev pabcuam kev sib txuas lus poob -0.8%, cov neeg siv khoom staples poob -0.46%, thiab cov neeg siv khoom txiav txim siab poob -0.46%. Cov haujlwm ua haujlwm siab tshaj plaws yog cov kev pabcuam tshaj lij, xov xwm, roj thiab roj, khoom siv kho mob, thiab cov khoom siv hluav taws xob, thaum cov khoom siv ruaj khov / khaub ncaws, kev tuav pov hwm, thiab khoom noj / dej haus / luam yeeb yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev txawm tias cov tub ua lag luam hauv tebchaws tau yuav $ 434 lab tus nqi ntawm Hong Kong cov khoom lag luam thaum hmo ntuj.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw, kaw +0.13%, -0.24%, thiab +0.42%, raws li qhov ntim tau poob -10.5% los ntawm nag hmo, uas yog 72% ntawm 1-xyoo nruab nrab. 2,023 cov khoom lag luam tau nce siab, thaum 2,407 cov khoom lag luam tsis kam. Kev loj hlob zoo tshaj qhov muaj txiaj ntsig zoo li cov kaus mom loj tau tawm ntawm lub kaus mom me me los ntawm cov npoo me me. Cov kev ua tau zoo tshaj plaws yog cov khoom siv hluav taws xob, uas tau nce +0.91%, lub zog, uas tau nce +0.78%, thiab kev lag luam, uas tau nce +0.68%. Lub caij no, staples poob -1.29%, kev pabcuam kev sib txuas lus poob -1.19%, thiab cov ntaub ntawv poob -0.91%. Cov kev ua haujlwm zoo tshaj plaws yog tsim hluav taws xob, maus taus, thiab kev kawm. Lub caij no, tshuaj lom neeg, khoom siv hauv chaw ua haujlwm, thiab tsev noj mov yog qhov phem tshaj plaws. Northbound Stock Connect ntim tau teeb raws li cov tub ua lag luam txawv teb chaws muag - $ 1.2 billion tus nqi ntawm Mainland stocks. Cov nyiaj tau txais txiaj ntsig tau tawm, CNY tsis kam -0.45% piv rau US duas rau 7.24, thiab tooj liab tau nce +1.45%.

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

• CNY rau USD 7.23 piv rau 7.21 nag hmo
• CNY rau EUR 7.10 piv rau 7.09 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.28% tiv tiag 1.22% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.73% piv rau 2.72% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.88% tiv tiag 2.87% nag hmo
• Tus Nqi Tooj Liab + 1.45% dhau ib hmo