Hong Kong's Typhoon Tears Internet Shorts To Shreds As Alibaba Thiab JD.com nce

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias tau muaj hnub zoo nrog Hong Kong muaj hnub zoo heev txawm tias thaum sawv ntxov, 9: 30 rau tav su tom qab noj su ib teev ua ntej kev lag luam yav tav su pib thaum 1 teev tsaus ntuj, raug hu tawm vim muaj cua daj cua dub.

Hong Kong teev cov khoom lag luam hauv internet ya raws li pov thawj los ntawm Hong Kong qhov kev lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent +4.84%, Alibaba HK +8.75%, Meituan +8.04%, thiab JD.com HK +11%. Cov lus xaiv tau ya tias Suav cov tswj hwm tau ntsib nrog Big Four lub tuam txhab nyiaj txiag ntawm kev tso cai PCAOB kev tshuaj xyuas. Tsis muaj ib yam dab tsi tshwm sim tam sim no ntawm qhov no. Nws puas muaj tseeb? Tseeb, tsis ntev los no tsib lub Xeev Cov Tuam Txhab Lag Luam raug rho tawm los ntawm Asmeskas yog qhov zoo vim yog cov ntaub ntawv rhiab hauv lawv cov kev tshuaj xyuas. Cov lus xaiv yuav yog cuav. Qhov tseem ceeb yog cov lus xaiv yog lub txim taws ntawm hluav taws tos kom ci.

Cov neeg muag khoom luv luv hauv Hong Kong tau nias lawv cov thawj koom ruam ntawm Hong Kong internet stocks raws li peb tau sau txog rau lub lis piam. Txawm hais tias Hang Seng Index ze li ntawm 19,000, ib theem loj ntawm kev txhawb nqa kev puas siab puas ntsws, luv luv nias lawv cov thawj koom ruam. Nrog rau tag nrho cov xov xwm tsis zoo ntawm Tuam Tshoj ua ke nrog lub caij ntuj sov ntim, leej twg tuaj yeem liam lawv? Qhov teeb meem rau cov luv luv yog nws ua rau lawv yooj yim txav tau zoo li niaj hnub no. Tsim nyog sau cia tias luv luv tau nce lawv cov thawj koom ruam niaj hnub no. Meituan muaj 28% ntawm nws tag nrho ntim luv nrog Tencent muaj 20%, Alibaba HK 14%, thiab JD.com HK 25%. Niaj hnub no txoj kev txav tuaj yeem muaj qee cov ceg vim li no thaum lub zog tau txais kev lom zem ntawm kev ua haujlwm luv luv.

Niaj hnub no qhov kev txav mus los cuam tshuam qhov mob ntawm cov thawj coj lag luam tawm tshiab uas tau poob qis hauv Suav teb / Hong Kong thiab hnyav dua Is Nrias teb uas tau kaw hnub no. Is Nrias teb yog ib qho kev nyiam tshaj plaws txawm tias muaj txiaj ntsig saum ntuj ceeb tsheej thiab cov txiaj ntsig poob ntawm lub txaj thaum Hong Kong, tshwj xeeb tshaj yog Hong Kong cov khoom lag luam hauv internet, yog tus nqi qis thiab hauv cov txiaj ntsig pegged rau US duas! Ib tus neeg tsim nyog yuav hais tias qhov kev tawm tsam niaj hnub no tau tsav los ntawm Thawj Tswj Hwm Li thiab Lub Xeev Pawg Thawj Coj cov lus tshaj tawm peb tau kov rau nag hmo qhia txog kev txhawb nqa kev lag luam thiab kev txhawb nqa. Cov xov xwm no tau tawm tom qab Asia kaw nag hmo. Hloov tawm qhov kev txhawb nqa loj dua li qhov xav tau ntawm US $ 146 nphom rau kev tsim kho vaj tse. Qhov no puas yog qhov tseem ceeb hauv Hong Kong? Yog lawm, tab sis cov lus xaiv tus neeg soj ntsuam tau loj dua IMO. Shanghai tau nce hnub no +1% txawm tias Shenzhen thiab STAR Board tau tawm. Tsis xav tsis thoob li cov vaj tsev tsom mus rau kev txhawb nqa pab qub kev lag luam cov khoom lag luam uas muaj feem ntau yuav teev nyob rau hauv Shanghai dua li Shenzhen. Kuj piav qhia txog kev loj hlob tsis zoo ntawm tus nqi hauv Suav teb niaj hnub no.

Hang Seng thiab Hang Seng Tech tau nce +3.63% thiab +6.01% raws li qhov ntim yog -8.57% los ntawm nag hmo txawm tias nws tsuas yog ib nrab hnub. 412 cov khoom lag luam nce siab thaum 73 cov khoom lag luam poob qis. Hong Kong luv muag turnover poob -14.56% los ntawm nag hmo kuj vim yog ib nrab hnub raws li luv luv muag turnover accounted rau 19% ntawm tag nrho cov turnover. Kev loj hlob yam tseem ceeb tshaj tus nqi raws li lub kaus mom loj tshaj lub kaus mom me me. Tag nrho cov sectors tau zoo nrog kev txiav txim siab +6.99%, kev sib txuas lus +5.42%, thiab lub zog +3.57% thaum kev lag luam lag luam poob ntawm +1.07%. Cov subsectors saum toj kawg nkaus yog internet ntsig txog xws li Ant ntsig txog cov khoom lag luam, video online, thiab e-lag luam thaum tswj vaj tse thiab zaub mov yog qhov phem tshaj. Southbound Stock Connect ntim tau nruab nrab txawm tias ib nrab hnub raws li Mainland cov tub ua lag luam muag - $ 216 lab ntawm Mainland stocks nrog Meituan pom kev yuav khoom rau 1^st lub sij hawm nyob rau hauv 15 hnub trading. Tencent yog qhov me me yuav thiab Kuaishou me me muag.

Shanghai, Shenzhen, thiab STAR Board diverged +0.97%, -0.24%, thiab -1.22% ntawm ntim cia -12% los ntawm nag hmo uas yog 94% ntawm 1-xyoo nruab nrab. 1,583 cov khoom lag luam tau nce siab thaum 2,939 cov khoom lag luam poob qis. Tus nqi tseem ceeb tshaj qhov kev loj hlob zoo li lub kaus mom loj tshaj lub kaus mom me me. Cov khoom lag luam saum toj kawg nkaus yog lub zog +5.94%, kev siv hluav taws xob +2.27%, thiab vaj tsev +1.99% thaum kev lag luam thiab thev naus laus zis tawm -0.17% thiab -0.37%. Cov subsectors saum toj kawg nkaus yog cov thee, kev tuav pov hwm, thiab cawv thaum lub tuam txhab hnub ci thiab hluav taws xob yog qhov phem tshaj. Northbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam txawv teb chaws tau yuav $ 243 lab ntawm Mainland stocks. Cov nyiaj qiv nyiaj muag tawm, CNY txaus siab rau US $ +0.11% rau 6.85, thiab tooj liab poob -0.51%.

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

• CNY / USD 6.85 piv rau 6.87 nag hmo
• CNY / EUR 6.84 piv rau 6.82 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.64% piv rau 2.61% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.83% tiv tiag 2.80% nag hmo
• Tus Nqi Tooj Kub -0.51% dhau ib hmo