Investor Hu Rau Ntau Buybacks Los Ntawm Alibaba, GDP & Retail Sales Beat Expectations

Xov Xwm Tseem Ceeb

Kev lag luam nyiaj txiag hauv Asia tau qis dua vim tias Pakistan tau tawm ze li ntawm -3.5% tom qab hnub zoo hauv cheeb tsam hnub Monday. Hong Kong tau sib xyaw rau hnub Monday raws li cov khoom lag luam hauv is taws nem ua haujlwm tsis zoo thaum Tuam Tshoj Mainland muaj hnub muaj zog.

Raws li peb txav los ze rau Suav Xyoo Tshiab thiab Tuam Tshoj lub lis piam ntev, uas feem ntau hu ua lub ntiaj teb kev tsiv teb tsaws neeg coob tshaj plaws, txhua yam tau qeeb, raws li pom los ntawm Hong Kong thiab Tuam Tshoj Mainland Tuam Tshoj Tshuag lag luam ntim, Southbound Txuas ntim, thiab qeeb metro thiab tsheb khiav. Cov xwm txheej, raws li tau piav qhia los ntawm peb Cov Neeg Suav Loj Hauv Nroog Mobility Tracker. Peb yuav tsum tsis txhob xav ntau dhau ntawm kev ua lag luam kev txav mus rau lub lim tiam no, vim peb yuav tsum cia siab tias qee qhov kev hloov pauv thaum ntim tau nyias.

Tuam Tshoj lub Kaum Ob Hlis / Q4 / 2022 cov ntaub ntawv kev lag luam tso tawm tau tshwm sim thaum 10 teev sawv ntxov lub sijhawm hauv zos, feem ntau ua rau cov kev cia siab hauv qab no txawm tias qhov kev tso tawm tsis zoo li muaj kev cuam tshuam rau kev ua lag luam. Tuam Tshoj txoj kev suav pej xeem tau txais ntau cov xov xwm txawv teb chaws, txawm tias qhov kev tso tawm tsis yog qhov tseem ceeb hauv kev ua lag luam nag hmo. Cov tebchaws nyob hauv nroog loj, suav nrog Tuam Tshoj, tau pom cov pej xeem poob qis vim tias muaj menyuam yaus hauv cov tsev apartment nyuaj thiab kim. Peb tsis tau pom cov lus qhia txog yuav ua li cas tsoomfwv npaj yuav thim rov qab txoj kev, txawm tias nws tab tom los!

Tus Lwm Thawj Coj Liu Nws hais lus hauv Davos tau zoo heev thiab hais txog ntau tus neeg ua lag luam txawv teb chaws cov kev txhawj xeeb txog kev vam meej, vaj tse, thiab seb "lub teb chaws qhib rau kev koom tes thoob ntiaj teb tom qab peb xyoos ntawm kev cais tawm COVID," raws li Wall Street Journal. Cov vaj tse tau tawm ntawm cov xov xwm uas PWC tau tawm haujlwm ua Evergrande tus kws tshuaj xyuas, txawm li cas los xij, hauv Suav teb, Tus Lwm Thawj Coj tau hais txog kev txhawb nqa vaj tsev tau txais txiaj ntsig ntau. Tus Lwm Thawj Fwm Tsav Tebchaws tau teem sijhawm ntsib nrog US Treasury Secretary Janet Yellen hauv Davos, thaum tseem muaj kev sib tham tias Tus Thawj Fwm Tsav Tebchaws Blinken yuav mus ntsib Tuam Tshoj thaum Lub Ob Hlis.

Alibaba tau nce +1.19% hauv Hong Kong hnub Monday tom qab xov xwm hais tias lawv tau koom nrog hauv tsev kho kom zoo nkauj / rooj tog zaum hauv khw Red Star Macalline (1528 HK), uas tau nce +30% Hnub Monday. Alibaba HK tau nce ntxiv +1.36% Hnub Tuesday ntawm xov xwm Chewy tus tsim Ryan Cohen tau koom tes hauv Alibaba thiab tawm tswv yim rau kev yuav khoom ntau ntxiv raws li lub tuam txhab tus nqi pheej yig. Hauv Alibaba kev tiv thaiv, lawv tau ua phem rau cov neeg yuav khoom ntawm lawv cov Tshuag.

Kev kho mob tau tawm ntawm cov xov xwm uas Wuxi Biologics (2269 HK) poob -6.09% tom qab muag cov khoom ntawm luv nqi. Tencent tswj hwm qhov nce ntawm +0.97% raws li lawv qhov kev yuav khoom rov qab pib ua kom pom tseeb.

Kev lag luam hauv Mainland tau tawm txawm tias cov khoom siv hluav taws xob thiab STAR Board ob leeg muaj hnub zoo thaum cov tub ua lag luam txawv teb chaws tau yuav $ 1.4 billion tus nqi ntawm Mainland stocks ntawm Northbound Stock Connect. CNY poob qis me ntsis hauv tus nqi piv rau US duas ib hmos.

Hang Seng thiab Hang Seng Tech indexes poob -0.78% thiab -0.14%, feem, ntawm qhov ntim uas poob -9.98% los ntawm nag hmo, uas yog 100% ntawm 1-xyoo nruab nrab. 115 cov khoom lag luam tau nce siab, thaum 366 cov khoom lag luam tsis kam. Main Board luv muag turnover poob -2.68% los ntawm nag hmo, uas yog 88% ntawm 1-xyoo nruab nrab li 15% ntawm turnover yog luv. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li lub kaus mom loj "outperformed" me me caps. Kev sib txuas lus yog tib txoj haujlwm zoo, nce +0.37%, thaum kev kho mob poob -3.42%, cov khoom poob -1.98%, thiab cov neeg siv khoom staples poob -1.91%. Cov chaw ua haujlwm zoo tshaj plaws yog cov khoom siv hluav taws xob, software, thiab cov khw muag khoom, thaum cov chaw muag tshuaj, kev tuav pov hwm, thiab khoom noj khoom haus yog qhov ua tsis zoo. Southbound Stock Connect flows tau teeb pom kev zoo li cov neeg ua lag luam hauv av tau yuav $ 341 lab tus nqi ntawm Hong Kong cov khoom lag luam raws li Wuxi Biologics yog cov khoom lag luam hnyav tshaj plaws thaum hmo ntuj, nrog cov khoom me me nrog rau Kuaishou, Tencent, thiab Meituan, uas yog ob qho tib si muag.

Shanghai, Shenzhen, thiab STAR Board diverged mus kaw -0.1%, -0.03%, thiab +1.11%, ntsig txog, ntawm ntim uas tau poob -23.1% los ntawm nag hmo, uas yog 77% ntawm 1-xyoo nruab nrab. 1,819 cov khoom lag luam tau nce siab, thaum 2,751 cov khoom lag luam poob qis. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li cov kaus mom me me tshaj lub kaus mom loj. Tech tsuas yog qhov zoo tshaj plaws, nce +0.64%, thaum kev sib txuas lus poob -2.21%, kev kho mob poob -1.6%, thiab kev siv hluav taws xob poob -1.52%. Cov kev ua haujlwm zoo tshaj plaws yog kev kawm, uas tau txais +3%, semiconductors, uas tau nce +1.77%, thiab maus taus. Lub caij no, kev lag luam hav zoov, cov hlau muaj txiaj ntsig, thiab cov tshuaj yog qhov phem tshaj plaws. Northbound Stock Connect ntim tau teeb pom kev zoo li Mainland cov tub ua lag luam yuav noj qab haus huv $ 1.4 billion tus nqi ntawm Mainland stocks. CNY poob -0.55% piv rau US duas rau 6.77 CNY ib USD, Treasury bonds muag tawm, thiab tooj liab poob -0.06%.

Tuam Tshoj Lub Nroog Mobility Tracker

Ob qho tib si kev tsheb thiab kev siv metro tau poob qis thaum tib neeg tawm mus rau hnub so Suav Xyoo Tshiab. Tsis txhob xav ntau dhau qhov kev poob qis, vim lawv tseem yuav poob rau ob lub lis piam tom ntej.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.78 piv rau 6.72 nag hmo
• CNY rau EUR 7.35 piv rau 7.27 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.90% piv rau 2.90% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.06% tiv tiag 3.03% nag hmo
• Tus Nqi Tooj Kub -0.06% dhau ib hmo