Hot Pot Chain Haidilao Issues Hot Forecast

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau qis dua ib hmos, txawm hais tias Asia Dollar Index yog tiaj tus li CNY tau nce +0.13% piv rau US duas, kaw ntawm 6.95 CNY ib USD.

Hong Kong cov khoom lag luam tsis poob ze li ntawm lawv cov neeg koom nrog hauv Teb Chaws Asmeskas tau ua rau hnub Friday raws li Tencent tau tiaj tus, piv rau qhov poob ntawm -2.13% hauv Asmeskas (hauv-tus-counter) rau hnub Friday, Alibaba poob -0.72% , piv rau lub caij nplooj zeeg ntawm -5.48% hauv Asmeskas, Baidu tau nce +1.98%, piv rau lub caij nplooj zeeg ntawm-3.94% hauv Asmeskas, JD.com poob -0.22%, piv rau lub caij nplooj zeeg ntawm -3.97% hauv Asmeskas , thiab NetEase tau nce +0.65%, piv rau -5.13% hauv Asmeskas. Hong Kong qhov tsis muaj kev xav tsis zoo yuav tsum ua rau muaj kev cuam tshuam rau US-listed Suav Tshuag tag kis no.

Cov lauj kaub kub saw Haidilao tau nce +13.71% ntawm kev tshaj tawm cov txiaj ntsig zoo. Lub tuam txhab cia siab tias cov nyiaj tau los poob qis dua 15.8% hauv 2022 los ntawm 2021 qib, txawm tias cov nyiaj tau los tsis tsawg dua RMB 1.3 billion piv rau 2021 poob ntawm RMB -4.2 billion. Lub tuam txhab tau sau tseg tias "... kev ua haujlwm ntawm peb cov khw noj mov hauv Tuam Tshoj Mainland thiab lwm thaj chaw tau txhim kho tau zoo nyob rau lub hli dhau ib hlis txij li lub Rau Hli 2022 vim yog sab hnub tuaj ntawm COVID-10 kev sib kis ...". Qhov no yog qhov muaj peev xwm nyeem tau zoo ntawm Tuam Tshoj cov neeg siv khoom rov qab los hauv online. Txawm li cas los xij, pab pawg tswj hwm kom meej meej pab thiab!

Cov tub ua lag luam hauv tebchaws tau yuav qhov poob rov qab rau qhov kev noj qab haus huv ntawm $ 770 lab tus nqi ntawm net Hong Kong Tshuag hnub no los ntawm Southbound Stock Connect.

Li Auto tau nce +2.1% ua ntej ntawm cov txiaj ntsig nyiaj txiag, uas lub tuam txhab tau tshaj tawm tom qab kev lag luam kaw, raws li cov nyiaj tau los thiab kev kwv yees kev xa khoom tsheb yeej qhov kwv yees. Tus khub EV tsim Xpeng HK tau nce +0.29% tom qab hnub Friday tshaj tawm tias nws yuav ntxiv rau Hang Seng Tuam Tshoj Kev Lag Luam Index (HSCEI).

Lub Hang Seng Index tsis tau tuav mus rau qib 20,000, txawm tias tau pauv mus rau qhov nqaim thaum hmo ntuj. Main Board luv luv muag ntim tau nce mus rau 19% ntawm tag nrho cov turnover, raws li HSBC pom 40% ntawm turnover yog luv luv turnover, nce los ntawm hnub Friday 25%.

Tuam Tshoj Mainland tau tawm me ntsis raws li National People's Congress (NPC) pib lub asthiv no nrog CPPCC pib lub lim tiam no. Qhov "Dual Sessions" yuav lees paub Tuam Tshoj txoj kev coj noj coj ua, txawm hais tias peb paub pab pawg los ntawm Lub Kaum Hli Party Congress. Qhov tseem ceeb tshaj, peb yuav tau txais cov tswv cuab ntawm cov cai tswjfwm kev lag luam tau lees paub, txawm hais tias peb paub lub Kaum Ob Hlis CEWC qhia txog qhov tseem ceeb ntawm kev noj haus hauv tsev.

Cov tub ua lag luam txawv teb chaws muag $ 276 lab tus nqi ntawm Mainland cov khoom lag luam rau 4^th ncaj hnub muag.

Geopolitical tensions tau pom tseeb hnyav rau ntawm ntug dej hiav txwv Tuam Tshoj (Asmeskas thiab Hong Kong cov npe) raws li Washington DC's Tuam Tshoj infatuation nce mus txog qhov siab tshiab, txawm tias cov nyiaj muaj zog tseem yog ib qho tseem ceeb cuam tshuam cov khoom muaj nqis thoob ntiaj teb. Ua li cas, Tuam Tshoj txoj kev thaj yeeb nyab xeeb ntawm Ukraine yog qhov phem? Qhov ntawd yog lub taub hau khawb rau kuv. Yuav ua li cas Asmeskas paub tias Tuam Tshoj tab tom txiav txim siab xa riam phom rau Russia yog tias peb tsis soj ntsuam lawv?

Cov tuam txhab lag luam uas ploj lawm Tuam Tshoj Renaissance Thawj Tswj Hwm thiab CEO Bao Fu tab tom pab tswj hwm, raws li peb tau hais rau lub lim tiam dhau los. Kev ntiav neeg ua haujlwm tshiab ntawm nws tus tswv haujlwm ua ntej tau raug tshawb xyuas txij li lub caij nplooj zeeg.

Lub Tsev Haujlwm Saib Xyuas Kev Ruaj Ntseg tau hais tias Covid tuaj yeem los ntawm lub chaw kuaj mob Suav, txawm tias tsis muaj kev ntseeg siab ntau. Ib zaug ntxiv, qhov kev npau suav no nrog Tuam Tshoj yog qhov txawv rau kuv. Ib qho laj thawj tuaj yeem yog tias nws cuam tshuam cov xov xwm thiab cov neeg xaiv tsa los ntawm cov teeb meem tiag tiag uas Asmeskas tab tom ntsib.

Kev poob siab ntawm daim ntawv tshaj tawm hnub so ntawm kev nce nqi hauv EM lub teb chaws ua ntej lub lim tiam no tso tawm CPIs. Raws li tsab ntawv ceeb toom:

Weibo thiab Full Truck Alliance tshaj tawm cov txiaj ntsig nyiaj txiag rau hnub Wednesday.

Lub Hang Seng thiab Hang Seng Tech indexes tau tawm -0.33% thiab -0.52%, feem, ntawm qhov ntim uas poob -3.35% txij hnub Friday, uas yog 90% ntawm 1-xyoo nruab nrab. 130 cov khoom lag luam nce siab, thaum 353 cov khoom lag luam tsis kam. Main Board luv muag turnover nce +7.70% txij hnub Friday, uas yog 101% ntawm 1-xyoo nruab nrab, raws li 19% ntawm turnover yog luv turnover. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom loj tshaj lub kaus mom me me. Cov neeg siv khoom staples thiab cov kev pabcuam kev sib txuas lus tau nce +0.62% thiab +0.30%, feem, thaum cov ntaub ntawv poob -2.35%, kev siv hluav taws xob poob -1.92%, thiab kev kho mob poob -1.56%. Cov kev ua haujlwm zoo tshaj plaws suav nrog zaub mov, dej haus, luam yeeb, cov khoom siv, thiab software. Lub caij no, cov khoom siv, cov khoom siv hluav taws xob, thiab cov xov xwm yog cov ua haujlwm tsis zoo. Southbound Stock Connect ntim tau teeb pom kev zoo raws li cov neeg ua lag luam hauv tebchaws tau yuav $ 770 lab tus nqi ntawm Hong Kong cov khoom lag luam, vim Tencent yog qhov yuav muaj zog, Meituan yog ib qho kev yuav khoom nruab nrab, thiab Kuiashou yog qhov me me yuav.

Shanghai, Shenzhen, thiab STAR Board tau tawm -0.28%, -0.74%, thiab -0.44%, feem, ntawm qhov ntim uas tau nce +3.95% txij hnub Friday, uas yog 83% ntawm 1-xyoo nruab nrab. 997 cov khoom lag luam tau nce siab, thaum 3,697 cov khoom lag luam poob qis. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom loj tshaj cov kaus mom me me. Cov kev ua tau zoo tshaj plaws yog cov neeg siv khoom lag luam, uas tau nce +0.83%, lub zog, uas tau nce +0.33%, thiab vaj tse, uas tau nce +0.16%. Lub caij no, kev pabcuam kev sib txuas lus poob -1.32%, kev kho mob poob -0.88%, thiab cov neeg siv khoom txiav txim siab poob -0.84%. Cov haujlwm ua haujlwm zoo tshaj plaws yog cawv, chiv, thiab thee, thaum internet, khoom siv hauv chaw ua haujlwm, thiab kev kawm yog qhov ua tau zoo tshaj plaws. Northbound Stock Connect ntim tau teeb / nruab nrab raws li cov tub ua lag luam txawv teb chaws muag aa net - $ 276 lab tus nqi ntawm Mainland stocks nrog Ping Ib Insurance, Kweichow Moutai, thiab Longi Green zog yog muag me me. CNY tau nce +0.13% piv rau US duas rau 6.95 CNY ib USD, nyiaj txiag nkhaus steepened, thiab Shanghai tooj liab thiab hlau tau ob leeg tawm.

Yav Tom Ntej Webinar

Koom nrog peb hnub Thursday, Lub Peb Hlis 2nd ntawm 11 teev sawv ntxov EST rau peb qhov webinar:

Muab Volatility mus ua hauj lwm: Kev loj hlob thiab nyiaj tau los ntawm Tuam Tshoj Internet Covered Hu

Nyem no mus sau npe

Tuam Tshoj Lub Nroog Mobility Tracker

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.95 piv rau 6.96 Friday
• CNY ib EUR 7.35 piv rau 7.34 Friday
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.77% piv rau 1.62% rau hnub Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.91% piv rau 2.91% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 3.10% tiv thaiv 3.09% Hnub Friday
• Tus Nqi Tooj Kub -1.21% dhau ib hmo
• Steel Nqe -0.40% thaum hmo ntuj