Cov tub lag luam tos US CPI & Internet khwv tau nyiaj

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias tau sib xyaw ua ke ntawm lub teeb ntim ua ntej hnub no US CPI tso tawm raws li kev lag luam zoo li tau ntes mus rau Fed qhov tsom rau kev nce nqi.

Txawm hais tias muaj kev sib tw muaj zog hauv Asmeskas ADRs, Hong Kong cov khoom lag luam hauv internet ua tsis tau raws li cov tub ua lag luam tau rub lub brakes ntawm cov khoom muaj nqis uas tau pom los ntawm qhov ntim poob -13% thaum Main Board luv nqi poob -41%. Hong Kong qhov kev lag luam hnyav tshaj plaws yog Tencent -2.07%, Alibaba HK -1.44%, Meituan -0.34%, thiab JD.com HK -1.83%. Kev khwv nyiaj hauv Is Taws Nem pib lub lim tiam tom ntej nrog Alibaba, Baidu, thiab NetEase txhua qhov kev tshaj tawm.

Txuas REIT poob -1.37% tom qab nag hmo poob ntawm -12.82% tom qab tshaj tawm tshaj tawm cov khoom lag luam ntxiv. Tsim nyog ceeb toom Link REIT yog ib feem ntawm MSCI Hong Kong uas yog ib feem ntawm kev lag luam tsim thiab tsis yog MSCI Tuam Tshoj. Nco ntsoov Hong Kong Txauv, AIA, thiab Macao twv txiaj yuam pov stocks yog technically tsis Suav tuam txhab uas muag vim lawv cov neeg nyob hauv tsev nyob hauv Hong Kong.

Hang Seng kaw saum 21k qib raws li cov nqi lag luam muaj hnub muaj zog hauv ob lub khw. Xov xwm hais tias Asmeskas Tus Thawj Fwm Tsav Tebchaws Antony Blinken tuaj yeem ntsib nrog nws tus kws lij choj Suav Wang Yi ntawm Munich Security Conference yog qhov tsis yog qhov tseem ceeb txawm tias nws yuav yog thawj kauj ruam zoo. Tsis tas li ntawd, qhov tsis yog qhov tseem ceeb yog Ford's EV roj teeb kev sib koom tes tshaj tawm nrog CATL (300750 CH) -1.95% uas yog qhov xav tsis thoob. Tsim nyog sau cia, peb yog ib qho ntawm cov tswv lag luam saum toj kawg nkaus hauv Teb Chaws Asmeskas ntawm Shenzhen cov npe khoom lag luam, txawm tias ntau tshaj li ib qho ntawm tsib tus thawj coj loj tshaj plaws hauv Teb Chaws Asmeskas. Shanghai tswj hwm qhov nce me me +0.28% thaum Shenzhen swb -0.08% raws li cov nqi lag luam tau ua tiav hauv Suav teb ib yam. Northbound Stock Connect ntim tau lub teeb nrog rau $ 87 lab ntawm kev yuav khoom. Hauv kev tshaj xov xwm nyiaj txiag hauv Suav teb, tus kws tshaj lij nyiaj txiag Lian Ping tau hais tias Tuam Tshoj txoj kev lag luam vaj tsev yuav qis dua los ntawm lub quarter thib ob vim yog tsoomfwv txoj cai txhawb nqa.

Hang Seng thiab Hang Seng Tech poob -0.24% thiab -1.01% raws li qhov ntim -12.85% los ntawm nag hmo uas yog 77% ntawm 1-xyoo nruab nrab. 201 cov khoom lag luam nce siab thaum 272 cov khoom lag luam poob. Main Board luv turnover poob -41.92% los ntawm nag hmo uas yog 52% ntawm 1-xyoo nruab nrab raws li 12% ntawm turnover yog luv turnover. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li lub kaus mom loj tshaj lub kaus mom me me. Cov khoom lag luam sab saum toj yog cov khoom siv hluav taws xob tau nce +1.28%, cov ntaub ntawv kaw siab dua +0.71%, thiab vaj tse nce +0.58% thaum kev kho mob poob -1.77%, kev sib txuas lus kaw qis -1.74%, thiab kev txiav txim siab tiav -0.99%. Cov khoom lag luam sab saum toj yog khoom noj / staples, cov khoom siv hauv tsev, thiab cov khoom siv hluav taws xob thaum cov chaw muag tshuaj / biotech, software, thiab khw muag khoom yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub lag luam hauv av muag - $ 478 lab ntawm Hong Kong cov khoom lag luam nrog Tencent ib nrab muag / loj muag, Meituan ib qho loj yuav, thiab Kuaishou ib qho khoom me me.

Shanghai, Shenzhen, thiab STAR tau sib xyaw +0.28%, -0.08%, thiab -0.13% raws li ntim -6.6% los ntawm nag hmo uas yog 101% ntawm 1-xyoo nruab nrab. 2,149 cov khoom lag luam tau nce siab thaum 2,412 cov khoom lag luam poob qis. Tus nqi tseem ceeb tshaj qhov kev loj hlob yam tseem ceeb thaum lub kaus mom me me nce lub kaus mom loj los ntawm ib feem me me. Cov khoom lag luam sab saum toj yog cov khoom siv +1.18%, zog +0.63%, thiab nyiaj txiag +0.56% thaum kev sib txuas lus tsis zoo Wayne Gretzky -0.99%, staples -0.35%, thiab industrials -0.14%. Sab saum toj sub-sectors yog petrochemical, tshuaj fiber ntau, thiab dej qab zib thaum catering tourism, telecom, thiab internet yog qhov phem tshaj. Northbound Stock Connect ntim tau teeb raws li cov tub ua lag luam txawv teb chaws tau yuav $ 87 lab ntawm Mainland Tshuag. CNY tau nce +0.04% piv rau US duas, Cov Nyiaj Txiag Nyiaj Txiag tau sib sau ua ke, thaum tooj liab thiab hlau sib txawv.

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Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.81 piv rau 6.82 nag hmo
• CNY rau EUR 7.33 piv rau 7.30 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.89% piv rau 2.89% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.05% tiv tiag 3.06% nag hmo
• Tus Nqi Tooj Liab + 0.54% dhau ib hmo
• Steel Nqe -0.62% thaum hmo ntuj