JD Thiab Alibaba Lead Internet Rally, PBOC Txais Ant's Financial Holding Company Daim Ntawv Thov, Lub Limtiam Saib Xyuas

Lub Limtiam Ntsuam Xyuas

• Hong Kong thiab Tuam Tshoj Mainland yog tib lub khw hauv Asia nrog kev ua tau zoo rau lub lim tiam.
• Southbound Stock Connect ntim tau nce siab rau hnub Monday raws li Mainland cov tub ua lag luam tau nce cov khoom lag luam hauv Tencent, Meituan, thiab Li Auto, ntawm lwm cov npe loj hlob, thaum rov muaj kev txaus siab rau cov khoom siv thev naus laus zis thiab kev muag khoom ua ntej zoo thaum lub sijhawm 6/18 lub khw noj mov.
• Lub Tuam Txhab Tuam Txhab Tuam Txhab Tuam Txhab (PBOC), Tuam Tshoj lub tuam txhab nyiaj hauv nruab nrab, txwv tsis pub teeb tsa kev txiav nyiaj rau lub sijhawm qiv nyiaj nruab nrab, uas xav tau rau hnub Wednesday.
• Tuam Tshoj tau tshaj tawm ib qho txiaj ntsig ntawm kev lag luam zoo tshaj qhov kev cia siab rau hnub Wednesday, suav nrog kev nce siab me ntsis hauv cov khw muag khoom muag.
• Cov peev nyiaj Asian tau raug txiav rau hnub Thursday raws li Swiss National Bank tau nce cov paj laum los ntawm 50 lub hauv paus ntsiab lus, uas xa cov peev txheej pheej hmoo qis dua thoob plaws ntiaj teb. Lub txhab nyiaj Swiss tau ua raws li US Fed cov lus tshaj tawm ntawm 75 lub hauv paus taw tes tus nqi nce, qhov siab tshaj plaws txij li xyoo 1994.

Hnub Friday Cov Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau qis dua, tshwj tsis yog Hong Kong thiab Tuam Tshoj Mainland, uas tau tshaj tawm cov txiaj ntsig zoo txawm tias nag hmo Asmeskas kev lag luam poob qis. Hong Kong thiab Tuam Tshoj Mainland tsuas yog Asian cov lag luam sib luag nrog kev ua tau zoo rau lub lim tiam. Tej zaum lawv yuav xaus yog tib lub khw thoob ntiaj teb los xaus lub lim tiam nrog kev ua tau zoo raws li Tebchaws Europe thiab Asmeskas tau raug ntaus. Nco ntsoov tias Tuam Tshoj tau yooj yim thaum lub tuam txhab nyiaj hauv nruab nrab thoob ntiaj teb tau nruj heev.

Reuters tau tshaj tawm tias, raws li "cov peev txheej," Cov Neeg Lub Tuam Txhab Nyiaj Txiag ntawm Tuam Tshoj (PBOC) tau lees txais Ant Group daim ntawv thov los ua ib lub tuam txhab tuav nyiaj txiag, uas tuaj yeem tsim txoj hauv kev rau IPO. Alibaba 1/3^rd kev ua tswv cuab ntawm fintech loj heev ua rau nws tau txais txiaj ntsig loj. Yog tias koj ntseeg tias Ant's rub IPO cim qhov pib ntawm Tuam Tshoj txoj kev tswj hwm hauv internet, cov xov xwm niaj hnub no tuaj yeem coj los ua lub cim ntawm nws qhov kawg. Qhov tseem ceeb yog qhov Ant xov xwm tawm tuaj tom qab qhov ze hauv Hong Kong xws li US-listed China ADRs yuav muaj hnub zoo hnub no tsis hais txog xov xwm Ant.

Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog JD.com, uas tau nce +6.09%, Alibaba HK tau nce +2.05%, Meituan, uas tau nce +5.23%, thiab Tencent, uas tau nce +0.49%. Raws li tau hais dhau los, qhov ua ntej 618 e-lag luam muag cov xwm txheej zoo li muaj zog.

Hong Kong qhov kev tawm tsam yog qhov muaj zog uas tuaj ntawm 131% ntawm 1-xyoo nruab nrab. FTSE Russell thiab S&P indices rebalance hnub no thiab peb yuav muaj Quad Witching hauv Teb Chaws Asmeskas, ob qho tib si uas tuaj yeem pab txhawb rau cov khoom loj hauv Asia. Tsis tas li ntawd, qee qhov kev sib tham hauv qab no ntawm US / Tuam Tshoj tau tshwm sim, uas tuaj yeem ua rau muaj kev xav zoo.

Hong Kong luv luv muag ntim tau nce, yog li peb muaj kev sib ntaus sib tua ntawm ntev thiab luv shaping. Kuv nyiam qhov ntev raws li peb tau mus rau lub hli / quarter-kawg thiab cov tub ua lag luam tshaj lij uas muaj qhov hnyav ntawm qhov chaw yuav xav tau "qhov rais hnav khaub ncaws" piv txwv li ntxiv cov khoom lag luam rau lawv cov ntaub ntawv ua ntej tshaj tawm lawv cov kev tuav pov hwm rau cov tub ua lag luam.

Cov nyiaj kawm ntawv online tau raug cuam tshuam nrog cov txiaj ntsig tau txais txiaj ntsig hauv Hong Kong thiab Tuam Tshoj Mainland tom qab lawv tsis ntev los no muaj zog nce siab dua.

Tuam Tshoj Mainland muaj hnub muaj zog thiab tseem tau coj los ntawm kev loj hlob cov khoom lag luam, tshwj xeeb tshaj yog lithium-txog thiab hluav taws xob tsheb (EV) cov roj teeb ntsig txog cov khoom lag luam, suav nrog hnub no cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi, CATL, uas tau nce +5.6% ntawm cov xov xwm uas nws yuav yuav dov tawm lub roj teeb tshiab. Tawm ntawm 35 qhov kev lag luam hnyav tshaj plaws los ntawm tus nqi hauv Suav teb, tsuas yog ib qho poob!

Cov tub ua lag luam txawv teb chaws yuav noj qab haus huv $ 1.37 billion tus nqi ntawm Mainland cov khoom lag luam niaj hnub no, uas ua rau tag nrho cov nyiaj tau los rau ib lub lim tiam ntawm $ 2.6 billion. Mainland ntim tau muaj zog, tshaj RMB 1 trillion hauv 9 tawm ntawm 10 hnub ua lag luam dhau los. Shanghai (+3,300), Shenzhen (+2,100), thiab Hang Seng (+21,000) kaw saum toj no loj puag ncig. Cov lej no tsis txhais tau dab tsi, tab sis peb lub hlwb ua rau lawv xav tias tseem ceeb, yog li lawv tsim nyog sau cia.

Nag hmo, Yicai Global tau tshaj tawm tias Air China tab tom rov pib ya mus rau Asmeskas, Europe, thiab Asia. Qhov no yog qhov muaj peev xwm qhia tau tias xoom covid / lub neej-thawj txoj cai raug muab tshem tawm.

Hang Seng thiab Hang Seng Tech indexes tau nce +1.1% thiab +2.33%, feem, ntawm qhov ntim uas yog +17.56% siab dua nag hmo, uas yog 131% ntawm 1-xyoo nruab nrab. 246 cov khoom lag luam nce siab thaum 233 tsis kam. Hong Kong luv muag ntim tau nce +24.42% los ntawm nag hmo, uas yog 146% ntawm 1-xyoo nruab nrab. Cov yam ntxwv loj hlob zoo dua tus nqi thiab cov nyiaj faib tawm, thaum lub kaus mom me me dua lub kaus mom loj. Cov khoom lag luam sab saum toj yog cov neeg siv khoom txiav txim siab, uas tau nce +2.86%, kev noj qab haus huv, uas tau nce +2.51%, thiab cov neeg siv khoom noj khoom haus, uas tau nce +1.37%. Lub caij no, lub zog poob -1.39%, kev siv hluav taws xob poob -0.98%, thiab kev lag luam poob -0.57%. Sab saum toj sub-sectors yog cobalt thiab internet thaum kev kawm online yog qhov ua tau zoo tshaj plaws. Southbound Stock Connect ntim tau nruab nrab / siab raws li Mainland cov tub ua lag luam yuav Hong Kong cov khoom lag luam. Kuaishou yog qhov me me yuav ntawm Southbound Stock Connect, thaum Tencent thiab Meituan yog qhov muag me me.

Shanghai, Shenzhen, thiab STAR Board tau nce +0.96%, +1.16%, thiab +1.22%, feem, ntawm qhov ntim uas yog +1.23% siab dua nag hmo, uas yog 102% ntawm 1-xyoo nruab nrab. 1,916 cov khoom lag luam nce siab thaum 2,458 cov khoom lag luam tsis kam. Kev loj hlob yam tseem ceeb tshaj qhov muaj nuj nqis niaj hnub no, thaum lub kaus mom loj tau ua tiav cov kaus mom me me los ntawm tus nqi me me. Cov kev lag luam sab saum toj yog kev kho mob, uas tau nce +2.76%, cov ntaub ntawv, uas tau nce +2.56%, staples, uas tau nce +2.47%, thiab kev lag luam, uas tau nce +2.4%. Lub caij no, kev sib txuas lus poob -0.48%, lub zog poob -0.1%, thiab vaj tse poob -0.07%. Cov sub-sectors saum toj kawg nkaus yog lithium thiab roj teeb ntsig txog cov khoom lag luam, thaum kev kawm online yog qhov laggard. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 1.37 billion tus nqi ntawm Mainland stocks hnub no. Cov nyiaj tau txais txiaj ntsig tau tiaj tus, CNY tau txais txiaj ntsig me ntsis piv rau US duas, thiab tooj liab tau haus luam yeeb, poob -1.65% ntawm tus nqi.

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

• CNY / USD 6.71 piv rau 6.70 nag hmo
• CNY / EUR 7.03 piv rau 7.05 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.18% tiv tiag 1.18% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.78% piv rau 2.77% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.98% tiv tiag 2.98% nag hmo
• Tus Nqi Tooj Kub -1.65% dhau ib hmo