Hong Kong Stocks dhau los ua Oasis ntawm Ntsuab Hauv Hiav Txwv Liab, Lub Limtiam Hauv Kev Ntsuam Xyuas

Lub Limtiam Ntsuam Xyuas

• Tuam Tshoj tshaj tawm hnub Monday tias lub teb chaws GDP loj hlob zoo dua li qhov xav tau +8% hauv 2021, txawm tias Q4 GDP poob siab tsuas yog +4%.
• Txoj cai tswjfwm nyiaj txiag yooj yim yog lo lus tseem ceeb hauv Suav teb lub lim tiam no raws li PBOC tshaj tawm kev txiav rau qhov chaw qiv nyiaj nruab nrab (MLF), thim rov qab, thiab qiv nyiaj thawj tus nqi (LPR), lees paub qhov txo qis hauv lub xyoo tshiab.
• Biden Thawj Tswj Hwm tau tshaj tawm hnub Tuesday tias nws yuav saib xyuas lub teb chaws kev nyab xeeb cuam tshuam ntawm Alibaba cov kev pabcuam huab hauv Asmeskas. Txawm li cas los xij, lub tuam txhab Asmeskas huab lag luam sawv cev rau ib feem ntawm lub tuam txhab cov nyiaj tau los.
• Hong Kong-sau npe Tuam Tshoj cov khoom lag luam hauv internet tau txais txiaj ntsig zoo rau hnub Thursday vim tias cov tub ua lag luam tau txhawb nqa kev yooj yim thiab tsis muaj kev tswj hwm tsis meej.

Hnub Friday Cov Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias muaj lwm hnub nyuaj los xaus lub lim tiam tsis zoo, txawm hais tias Hong Kong thiab Philippines tau dhau los ua ob qho tib si tswj hwm kev nce qib me me. Rau lub lim tiam, feem ntau kev lag luam tau tawm -1% rau -2% txawm hais tias South Kauslim tau tawm ntawm qhov tshwj xeeb tob -3.54%, Is Nrias teb qis dua los ntawm -3.85%, Malaysia tau tawm los ntawm -2.88%, thiab Taiwan poob -3.16%. .

Nco ntsoov tias Hong Kong txoj kev nce siab thiab Is Nrias teb txoj kev poob qis tuaj yeem ua rau tus thawj tswj hwm mob hnyav vim lawv qhov hnyav hauv Suav teb hauv internet thiab rog Is Nrias teb. Yog tias qhov kev sib tw ntxov no tuaj yeem ua tau, nws tuaj yeem "yuam" cov nyiaj loj rov qab rau hauv qhov chaw. Lwm qhov catalyst yog qhov tseeb yooj yim uas US las yuav ntxiv dag zog rau Fed tus nqi hikes, ua rau lub taub hau tseem ceeb rau EM txiaj. Hong Kong cov khoom lag luam yog cov npe hauv Hong Kong Dollars, uas yog pegged rau US duas, muab cov npoo ntawm kev nyab xeeb hauv ib puag ncig zoo li no. 

Lub Hang Seng tau nce +2.36% rau lub lim tiam thaum Shanghai tau nce +0.26% ua tsaug rau nws tus nqi skew thiab Shenzhen poob -1.74% ua tsaug rau nws txoj kev loj hlob skew. Thaum tsaus ntuj, Hang Seng tau nce +0.05% ntawm qhov ntim uas poob -13.57% los ntawm nag hmo, uas yog 95% ntawm 1-xyoo nruab nrab. Qhov ntawd tsis yog hnub ntim tsis zoo rau Hong Kong vim tias Hang Seng yog nyob ntawm 25,000 qib. Hong Kong cov ntawv teev npe hauv internet tau sib xyaw ib hmos vim tias cov khoom lag luam siab tshaj plaws los ntawm tus nqi pauv yog Tencent, uas tau nce +0.68%, Alibaba HK, uas poob -3.35%, thiab Meituan, uas yog tiaj tus.

Tencent's WeChat thiab Bytedance's TikTok tau suav nrog hauv Teb Chaws Asmeskas daim nqi tiv thaiv kev ntseeg siab txawm tias daim nqi yuav muaj teeb meem dhau mus. TikTok twb tau hloov nws cov neeg siv khoom Asmeskas rau Asmeskas av thaum Tencent muaj tsawg tus neeg siv Asmeskas (tsis yog kuv tus poj niam yuav siv WeChat).

Tencent thiab Meituan pom lwm hnub ntawm kev yuav khoom los ntawm Mainland cov tub ua lag luam ntawm Southbound Stock Connect. Lub Sijhawm Nyiaj Txiag tau tshaj tawm tias Suav TV documentary txog kev noj nyiaj txiag suav nrog Ant qhov kev yuav av ntawm tus nqi luv. Kuv tsis pom qhov no hauv Mainland media li FYI, txawm hais tias tsab xov xwm zoo li ntseeg tau. Lub nroog thiab lub xeev zoo li muab cov tuam txhab tawg rau thaj av thiab them se txhua lub sijhawm, yog li kuv tsis paub meej tias qhov no puas yog qhov phem.

Cov npe ntawm cov neeg siv khoom lag luam hauv Hong Kong tau nce +2.15% coj los ntawm cov khoom lag luam cawv ua ntej Suav Xyoo Tshiab, cov khoom tau nce +1.3% raws li kev tsim khoom siv suav nrog cov cement tau txais tom qab nag hmo LPR txiav.

Cov vaj tse tau nce +1.11% ntawm LPR txiav thiab sib tham tias Evergrande tab tom coj tus kws tshaj lij ntxiv los taw qhia nws cov nuj nqis. Tus tsim khoom vaj khoom tsev Lub Tebchaws Garden tau tshaj tawm $ 500 lab tus nqi ntawm cov ntawv cog lus hloov pauv, txhawb nqa lawv daim ntawv tshuav nyiaj li cas vim qee qhov kev txwv nyiaj txiag tau raug tshem tawm rau cov tsim tawm.

Kev lag luam hauv av tau tawm txawm tias muaj kev pov hwm ntawm Premier Li cov lus hais txog kev txhawb nqa kev lag luam raws li Shanghai poob -0.91, Shenzhen poob -1.32%, thiab STAR Board poob -1.2%. Cov ntim tau tawm -12.81% los ntawm nag hmo, uas yog 95% ntawm 1-xyoo nruab nrab. Cov khoom lag luam cawv tau nce tag nrho raws li Kweichow Moutai tau nce +0.79% thiab Wuliangye Yibin tau nce +1.89%.

Kev kho mob tsis muaj zog hauv Hong Kong thiab Tuam Tshoj txawm tias Fosun Pharma tau nce +5.98% ntawm cov tshuaj tshiab.

Peb tseem nyob rau hauv tus nqi / kev loj hlob rotation nyob rau hauv Tuam Tshoj raws li nyiam kev loj hlob cov ntsiab lus thiab sectors yog sib npaug nrog cov nqi plays. Breadth tau tawm nrog ze li ntawm 2 decliners piv rau 1 advancer li loj / mega caps (tus nqi) tuav tau zoo dua li nruab nrab thiab me (loj hlob). Peb muaj lwm hnub loj ntawm kev yuav los ntawm cov tub ua lag luam txawv teb chaws ntawm Northbound Stock Connect raws li hnub no tag nrho yog $ 1.382B, uas coj lub lim tiam tag nrho rau $ 4.602 billion. Wow! Suav Cov Nyiaj Txiag Nyiaj Txiag tau sib sau ua ke dua nrog tooj liab thiab CNY tau tiaj tus.

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

• CNY / USD 6.34 piv rau 6.34 nag hmo
• CNY / EUR 7.19 piv rau 7.19 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.89% tiv tiag 1.86% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.71% piv rau 2.72% 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 + 0.64% dhau ib hmo