JD.com & CATL Cov txiaj ntsig yeej qhov kev cia siab

Xov Xwm Tseem Ceeb

Cov kev lag luam hauv Asia tau qis dua nrog Is Nrias teb, Thaib, thiab Indonesia ua tau zoo dua.

Qhov kev nqis tes ua tiag tiag tau tshwm sim tom qab kev lag luam kaw nrog ntau lub tuam txhab teev npe hauv Hong Kong tshaj tawm cov txiaj ntsig peb lub hlis twg thiab cov tuam txhab teev npe hauv Suav teb tshaj tawm cov txiaj ntsig ib nrab xyoo suav nrog ob lub tuam txhab tseem ceeb JD.com (JD US, 9618 HK) thiab lub ntiaj teb EV roj teeb tsim CATL (300750 CH). JD.com muaj lub quarter muaj zog heev txawm hais tias muaj kev sib tw macro ib puag ncig uas tsis tshua muaj kev cia siab raws li cov nyiaj tau los nce 5.4% xyoo dhau los (YoY) rau RMB 267.6 billion (US $ 40 billion) piv rau kev cia siab ntawm RMB 261 billion nce los ntawm RMB 253 billion YoY, Kho Net Cov Nyiaj Tau Los RMB 6.5 billion (US $ 1 billion) piv rau kev cia siab ntawm RMB 4.42 billion nce los ntawm RMB 4.6 billion YoY, thiab Kho EPS RMB 4.06 (US $ 0.61) piv rau kev cia siab ntawm RMB 2.80 nce los ntawm RMB 2.90 YoY. Shenzhen-daim ntawv teev npe CATL tau tshaj tawm cov nyiaj tau los RMB 113 billion piv rau kev kwv yees ntawm RMB 102 billion los ntawm RMB 44 billion YoY, cov nyiaj tau los tau nce +82% rau RMB 8.17 billion thiab EPS nce mus rau RMB 3.50 los ntawm RMB 1.93 YoY.

Hong Kong tawm tsam raws li Hong Kong qhov kev lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent +0.71%, Alibaba HK -0.11%, thiab Meituan -1.4% raws li cov tub ua lag luam hauv tebchaws txiav cov khoom lag luam ua ntej hnub Friday cov nyiaj tau los tso tawm raws li cov npe hauv internet tau sib xyaw rau hmo txawm tias muaj kev ua tau zoo hauv US ADRs nag hmo. Cov neeg muag khoom luv luv hauv Hong Kong tau nias lawv cov thawj koom ruam dua li 21% ntawm tag nrho cov khoom lag luam luv luv nrog Tencent, Meituan, Alibaba HK, thiab JD.com HK pom kev nce luv luv hnub no. JD luv yuav zoo li yuav hnov ​​qee qhov mob. Kev ua lag luam Mainland tau tiaj tus txawm tias muaj ntau lub kaus mom loj / mega muaj hnub zoo thiab tsis ntev los no cov nyiaj qiv nyiaj tseem ceeb txiav. Cov tub ua lag luam txawv teb chaws muag $ 1.3 nphom ntawm Mainland cov khoom lag luam ntawm Northbound Stock Connect. Nws yog qhov tseeb tias vaj tsev yog qhov tseem ceeb heev los ntawm tsoomfwv. Tsoom fwv cov ntaub ntawv teev tseg txog kev tiv thaiv thawj domino los ntawm kev poob / txhim kho rau hauv kev kub ntxhov yog qhov zoo heev. Yog lawm, cov duab ntawm Shanghai's Pudong tig tawm lub teeb lub tsev ua haujlwm garner sab hnub poob xov xwm xov xwm, qhov no tsis yog ib qho xwm txheej hauv Suav teb. Lub US $ tseem nce ntxiv txawm tias tsuas yog nce me me piv rau CNY ib hmos.

Hang Seng thiab Hang Seng Tech poob -0.78% thiab -0.26% feem ntawm ntim +4.26% los ntawm nag hmo uas yog 65% ntawm 1-xyoo nruab nrab. 121 cov khoom lag luam nce siab thaum 357 tsis kam. Hong Kong luv muag turnover nce +24.9% los ntawm nag hmo uas yog 85% ntawm 1-xyoo nruab nrab raws li luv luv turnover accounted rau 21% ntawm tag nrho cov turnover. Kev loj hlob thiab tus nqi tseem ceeb ob qho tib si ua tau zoo niaj hnub no thaum lub kaus mom loj tshaj lub kaus mom me me. Cov khoom lag luam sab saum toj yog lub zog +1.53, kev siv hluav taws xob +0.84%, thiab kev sib txuas lus +0.72% thaum kho mob -1.91%, tech -1.75%, thiab nyiaj txiag -1.21%. Sab saum toj sub-sectors suav nrog thee, roj, roj, thiab kev kawm online thaum CRO, nws pib, thiab biotech yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb / nruab nrab raws li Mainland cov tub lag luam muag - $ 5 lab ntawm Hong Kong Tshuag nrog Meituan pom lwm hnub muag khoom noj qab haus huv, Tencent muag me me, thiab Kuaishou yuav me me tom qab hnub yuav khoom zoo nag hmo.

Shanghai, Shenzhen, thiab STAR Board kaw -0.05%, -0.04%, thiab 0.0% ntawm ntim -2.42% los ntawm nag hmo uas yog 94% ntawm 1-xyoo nruab nrab. 2,126 cov khoom lag luam nce siab thaum 2,342 cov khoom lag luam tsis kam. 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 lub zog +2.17%, kev siv hluav taws xob +0.76%, thiab kev lag luam +0.01% thaum staples -1.32%, kev noj qab haus huv -1.32%, thiab kev sib txuas lus -1.25%. Sab saum toj sub-sectors suav nrog roj, roj, thiab hnub ci thaum CRO, Tik Tok ecosystem, biotech, thiab cawv yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws muag $ 1.347 billion ntawm Mainland Tshuag hnub no. Cov nyiaj qiv nyiaj tau muag tawm, CNY tau nqis me ntsis -0.03% piv rau US $ thiab tooj liab tawm -0.1%.

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

• CNY / USD 6.85 piv rau 6.84 nag hmo
• CNY / EUR 6.79 piv rau 6.85 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.61% piv rau 2.59% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.80% tiv tiag 2.79% nag hmo
• Tus Nqi Tooj Kub -0.10% dhau ib hmo