Internet & Rov qhib Plays Roll On

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias feem ntau siab dua li Hong Kong thiab Tuam Tshoj Mainland ua tau zoo dua thaum Thaib hnub so rau huab tais Bhumibol Adulyadej hnub yug lig. Kev txuas ntxiv rov qab ntawm COVID cov cai hla ntau lub nroog, tshwj xeeb tshaj yog Shanghai, tau coj mus rau lwm hnub muaj zog hauv Hong Kong, Tuam Tshoj, thiab tshwj xeeb tshaj yog Hong Kong cov npe hauv internet.

Cov xov xwm hauv av loj tau hais txog tus kws tshaj lij los ntawm Beijing Lub Tsev Haujlwm Saib Xyuas Kab Mob Ua Ntej, uas tau hais tias "cov kab mob thiab tshuaj lom ntawm Omicron kev sib koom ua ke ... tau poob qis heev piv nrog cov kab mob qub thiab Delta." Nrog rau qhov tsawg dua omicron variant piv rau thawj covid thiab delta, nws ua rau kev txiav txim siab hu rov qab txwv ntxiv nrog rau kev ntxhov siab ntawm cov pej xeem nyob ze li peb xyoos ntawm txoj cai nruj. Qhov no txawm hais tias muaj 4,247 tus neeg mob tshiab nrog rau 25,477 tus neeg mob asymptomatic tau tshaj tawm hnub no.

Nyob rau lub asthiv, Tuam Tshoj cov khoom lag luam hauv internet tau hu ua "zoo tshaj plaws Tuam Tshoj rov qhib kev ua si" vim tias cov tuam txhab raug cuam tshuam rau E-Commerce thiab kev mus ncig hauv online nrog rau "kev ntxhov siab" kev ntsuas, qhia los ntawm tus kws tshuaj ntsuam uas npog qhov chaw. Raws li kuv cov npoj yaig, Jonathan Shelon, tau hais lus nrov nrov, "Suav hauv internet cov khoom lag luam yog lub tshuab xa mus rau kev siv hauv tsev thaum nws tshwm sim hauv online." Ntawm peb lub rooj sib tham cov neeg ua lag luam lub lim tiam dhau los, Alibaba Tus Thawj Coj ntawm Kev Lag Luam Kev Sib Raug Zoo Robert Lin tau hais txog lub tuam txhab lub luag haujlwm tseem ceeb hauv kev muag khoom muag.

Cov luv luv npog lawv txoj haujlwm ua rau ntau tus neeg ua yeeb yam zoo tshaj plaws niaj hnub no, suav nrog Bilibili, uas tau nce +28% thiab Xpeng, uas tau nce +26%. Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent, uas tau nce +6.08%, Alibaba HK tau nce +9.26%, thiab Meituan, uas tau nce +3.75%.

Lub Politburo ntsib tag kis, uas yuav muab peb cov lus qhia txog kev lag luam kev lag luam tawm los ntawm Central Economic Work Conference (CEWC) uas yuav los tom ntej hauv kaum hnub.

Ib lub txhab nyiaj tus kws tshaj lij thoob ntiaj teb tau hloov kho Tuam Tshoj kom hnyav dua thawj zaug tom qab tau khaws nws qhov hnyav sib npaug rau ob xyoos. Cov tub ua lag luam uas tsis muaj zog Tuam Tshoj tej zaum yuav tau caum cov npe raws li qhov tshwm sim.

Tuam Tshoj Mainland muaj hnub zoo tshwj tsis yog rau cov khoom lag luam semiconductor. Lub Mainland cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Shijiazhuang Yiling Pharmaceutical, uas tau nce +8.29%, tus broker East Money, uas tau nce +4.97%, thiab Ping Ib Insurance, uas tau nce +5.96%, thiab Sungrow Power, uas poob -9.58% ntawm tsis muaj zog European thov. Cov nyiaj txiag muaj hnub zoo nyob rau hauv Mainland, nce +4.95% raws li kev tswj hwm nyiaj txiag txoj cai tso cai rau cov tsev txhab nyiaj los txhawb cov neeg tsim khoom muaj kev ntxhov siab. Cov tub ua lag luam txawv teb chaws tau yuav $ 848 lab tus nqi ntawm Mainland Tshuag hnub no. CNY muaj hnub muaj zog, nce +1.48% piv rau US duas kom kaw ntawm 6.96 CNY ib USD, thaum Asia duas index nce +0.47%.

Hang Seng thiab Hang Seng Tech indexes tau nce +4.51% thiab +9.27%, feem, ntawm qhov ntim uas tau nce +56.18% txij hnub Friday, uas yog 181% ntawm 1-xyoo nruab nrab. 470 cov khoom lag luam tau nce siab, thaum 41 cov khoom lag luam poob qis. Main Board luv muag turnover nce +46.31% txij hnub Friday, uas yog 148% ntawm 1-xyoo nruab nrab, raws li 14% ntawm turnover yog luv luv turnover. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom me me tshaj lub kaus mom loj. Tag nrho cov sectors tau zoo raws li cov neeg siv khoom txiav txim siab tau txais +7.9%, thev naus laus zis tau nce +6.96%, thiab cov kev pabcuam kev sib txuas lus tau nce +6.93%. Cov chaw ua haujlwm zoo tshaj plaws hauv Hong Kong yog cov cuab yeej kho mob, khw muag khoom, thiab cov khoom siv kho vajtse, thaum cov khoom siv hluav taws xob tau tawm. Southbound Stock Connect ntim tau siab vim cov tub ua lag luam hauv av tau muag ib qho nyiaj - $ 182 lab tus nqi ntawm Hong Kong cov khoom lag luam. Tencent yog qhov muag loj hauv qhov kev lag luam, thaum Meituan yog me ntsis kev yuav khoom, Kuaishou yog qhov yuav khoom nruab nrab, thiab Xpeng yog muag muag muag.

Shanghai, Shenzhen, thiab STAR Board diverged mus kaw +1.76%, +0.88%, thiab -0.45%, ntsig txog, ntawm ntim uas txo -22.35% los ntawm nag hmo, uas yog 111% ntawm 1-xyoo nruab nrab. 3,286 cov khoom lag luam tau nce siab, thaum 1,366 cov khoom lag luam tsis kam. Tus nqi tseem ceeb tshaj qhov tseem ceeb ntawm kev loj hlob, raws li lub kaus mom loj tshaj lub kaus mom me me. Tag nrho cov kev lag luam tau txais txiaj ntsig zoo vim cov kev pabcuam kev sib txuas lus tau nce +6.34%, nyiaj txiag tau nce +4.9%, thiab lub zog nce +3.13%. Cov haujlwm ua haujlwm zoo tshaj plaws hauv tebchaws Mainland yog kev sib tham, muaj ntau hom nyiaj txiag, thiab kev tsim kho. Lub caij no, cov cuab yeej tsim hluav taws xob, tsheb maus taus, thiab tshuaj lom neeg yog qhov phem tshaj plaws. Northbound Stock Connect ntim tau nruab nrab / siab raws li cov tub ua lag luam txawv teb chaws tau yuav ib qho $ 848 lab tus nqi ntawm Mainland stocks. CNY tau nce siab tshaj +1% txij hnub Friday piv rau US duas kom kaw ntawm 6.96 txij hnub Friday 7.05, Cov Nyiaj Txiag Nyiaj Txiag tau muag me ntsis, thiab tooj liab tau nce +0.59%.

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

• CNY rau USD 7.96 piv rau 7.05 Friday
• CNY ib EUR 7.34 piv rau 7.37 Friday
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.10% piv rau 1.20% rau hnub Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.89% piv rau 2.87% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 3.02% tiv thaiv 3.00% Hnub Friday
• Tus Nqi Tooj Liab + 0.59% dhau ib hmo