Jerome Powell & US Dollar Lub Caij Ntuj Sov Ntiaj Teb Wrecking Pob Ncig Mus Ntxiv

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias tau sib xyaw / qis dua ib hmos raws li Kaus Lim Qab Teb, Is Nrias teb, thiab Cov Neeg Esxias Sab Qab Teb tau tswj hwm cov txiaj ntsig me me thaum Nyiv, Hong Kong, thiab Tuam Tshoj tau tawm. Cov khoom lag luam thoob ntiaj teb tau poob qis ua ntej ntawm Fed's Jackson Hole lub rooj sib tham thiab cov specter ntawm ntau dua US cov paj laum. ADXY, Asia US dollar Performance index, ntaus lwm 52-lub lim tiam qis hnub no, tog mus rau theem kawg pom thaum lub Cuaj Hlis 30, 2004. Ib qho yuav tsum xav txog ntau npaum li cas kev tua neeg hauv tsev thiab thoob ntiaj teb Fed tuaj yeem coj ua ntej kev thuam, thiab kev tshaj xov xwm piav qhia tsis zoo. . Txawm hais tias qhib siab dua, Hong Kong thiab Tuam Tshoj tau tawm txawm tias yog vim li cas sib txawv.

"Txawm tias" yog lo lus ntawm hnub hauv Hong Kong raws li Kuaishou poob los ntawm -8.12% "txawm tias" cov txiaj ntsig nyiaj txiag muaj zog. JD.com HK nce tsuas yog +0.18% "txawm tias" zoo dua li cov txiaj ntsig xav tau nag hmo. Tencent tau tawm -0.9% "txawm hais tias" yuav rov qab shares rau 4 hnub ua ke hnub no. Baidu HK tau tawm -0.69% "txawm hais tias" tus broker hauv zos tau pib them nyiaj nrog qhov ua tau zoo thiab lub tuam txhab tau ntxiv rau Hang Seng Index hauv ib lub lis piam. Ib zaug ntxiv, luv luv nias lawv Hong Kong bets li luv muag turnover yog ntawm 90% 1-xyoo nruab nrab piv rau tag nrho cov turnover tsuas yog ntawm 75%. Xpeng HK tau tawm -12.18% tom qab sib xyaw cov txiaj ntsig nyiaj txiag thiab qhov kev pom tsis muaj zog ua rau NIO HK -5.05% thiab Li Auto HK -5.35%. Kuv tau xav tias Hong Kong stocks trading hauv Hong Kong $s, uas yog pegged rau US $, yuav muab qee qhov kev nyab xeeb rau US $ lub ntiaj teb wrecking pob txawm tias tsis tau tshwm sim. Ping An (2318 HK) thiab Anta Sports (2020 HK) tswj hwm kev nce qib ntawm +2.56% thiab +3.97% tshaj tawm cov txiaj ntsig zoo.

Tuam Tshoj Mainland tau poob siab hnub ua rau qis dua los ntawm kev loj hlob cov khoom lag luam, tshwj xeeb tshaj yog cov thev naus laus zis huv ecosystem. Niaj hnub no yog ib qho ntawm qhov phem tshaj qhov dav / nce qib piv rau cov neeg poob qis uas kuv tau pom txij li lub caij ntuj sov xyoo 2015, tsuas yog 536 cov khoom lag luam nce siab piv rau 4,162 poob. Ntiaj teb no EV roj teeb txiag CATL (300750 CH) tau tawm -5.91% tom qab qhib +2.9% ntawm cov nyiaj tau txais tom qab cov nyiaj tau los muaj zog heev. Cov Tshuag tau nce ntau dua 600% txij li lub Cuaj Hlis 2019 uptrend. Hnub ci npe raug ntaus tom qab peb lub koomhaum tseemfwv tau hais tias lawv yuav saib mus rau hauv kev lag luam photovoltaic tus nqi thiab cov cai tswjfwm. Vim yog qhov kev thov hauv tsev thiab thoob ntiaj teb rau Suav hnub ci vaj huam sib luag, muaj kev txhawj xeeb tias cov tuam txhab lag luam yuav hoarding inputs. Hnub ci qhov tsis muaj zog kis mus rau lwm cov khoom lag luam loj hlob, cov haujlwm, thiab STAR Board. Tom qab kaw, Longi Green Energy (601012) -2.8% tau tshaj tawm cov txiaj ntsig nyiaj txiag muaj zog uas ua haujlwm tau zoo tshaj qhov kwv yees. Cov tub ua lag luam txawv teb chaws yog cov muag muag ntawm Mainland Tshuag hnub no - $ 963mm. Tom qab kaw, Premier Li thiab Xeev Pawg Neeg Saib Xyuas tau hais txog rau txoj cai los txhawb kev lag luam. Tuam Tshoj lub tshav kub kub tseem hnyav rau cov khoom siv hluav taws xob raws li cua daj cua dub chim rau Hong Kong.

Hang Seng thiab Hang Seng Tech poob -1.2% thiab -2.77% ntawm ntim +14.43% los ntawm nag hmo, uas yog 75% ntawm 1-xyoo nruab nrab. 84 cov khoom lag luam tau nce thaum 394 cov khoom lag luam poob. Hong Kong luv luv muag turnover nce +5.97% los ntawm nag hmo, uas yog 90% ntawm 1-xyoo nruab nrab raws li luv luv muag suav txog 20% ​​ntawm cov khoom lag luam. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom loj tshaj cov kaus mom me me. Lub zog tsuas yog qhov zoo tshaj plaws +0.6% thaum cov khoom siv -2.9%, tech -2.64% thiab kev txiav txim siab -2.02%. Sab saum toj sub-sectors suav nrog roj, petrochemical, thiab shale gas stocks, thaum online video, telemedicine, thiab EV-hais txog sub-sectors xws li lithium, roj teeb, thiab them nyiaj yog qhov phem tshaj. Southbound Stock Connect ntim tau nruab nrab raws li cov neeg ua lag luam hauv av muag - $ 59 hli ntawm Hong Kong cov khoom lag luam, nrog Meituan pom lwm hnub muaj zog, Li Auto qhov kev yuav me me, BYD, Tencent, thiab Kuaishou yog qhov muag me me.

Shanghai, Shenzhen, thiab STAR Board tau nqis -1.86%, -3.01%, thiab -3.46% ntawm ntim +12.63% los ntawm nag hmo, uas yog 107% ntawm 1-xyoo nruab nrab. 536 cov khoom lag luam tau nce siab thaum 4,162 cov khoom lag luam nce siab. Tus nqi yam tseem ceeb tshaj qhov kev loj hlob niaj hnub no raws li cov kaus mom loj tshaj lub kaus mom me me. Tag nrho cov sectors poob qis, nrog nyiaj txiag "ua tau zoo" los ntawm -0.67% thaum tech -3.88%, industrials -3.75%, thiab kev txiav txim siab -3.52%. Kev tuav pov hwm thiab biotech yog nyob ntawm ob peb cov khoom ntsuab, thaum muaj kev lag luam sub-sectors thiab Tesla'ssecosystem yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws muag - $ 96mm ntawm Mainland Tshuag hnub no. Cov nyiaj tau txais txiaj ntsig tau tawm hnub no, CNY poob -0.47% piv rau US $ 6.86, thiab tooj liab tau nce +0.8%.

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

• CNY / USD 6.87 piv rau 6.85 nag hmo
• CNY / EUR 6.82 piv rau 6.79 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.61% piv rau 2.61% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.80% tiv tiag 2.80% nag hmo
• Tus Nqi Tooj Liab + 0.80% dhau ib hmo