Lub Rau Hli Caixin PMI Tau Txais Kev Cia Siab, Lub Limtiam Hauv Kev Ntsuam Xyuas

Lub Limtiam Ntsuam Xyuas

• Kev ua tau zoo ntawm Neeg Esxias tau sib xyaw rau lub lim tiam no. Hong Kong thiab Tuam Tshoj Mainland tau coj kev nce qib hauv Asia rau lub lim tiam thiab rau peb lub hlis twg.
• Cov khoom lag luam hauv Is Taws Nem tau siab dua lub lim tiam no ntawm cov xov xwm zoo hais txog kev so ntawm Tuam Tshoj txoj cai COVID Zero thiab cov nyiaj tau los zoo tso tawm los ntawm qhov chaw mus ncig Trip.com rau hnub Tuesday.
• Tianqi Lithium, cov ntaub ntawv loj heev uas tau teev tseg rau pej xeem hauv Tuam Tshoj Mainland tau ntau xyoo, tshaj tawm tias nws yuav mus nrhiav cov npe thib ob hauv Hong Kong, qhov chaw uas nws npaj yuav nce mus txog $ 1.7 billion.
• Nyob rau hauv ib lub cim qhia tias kev lag luam kev lag luam tau rov qab los hauv Suav teb, lub Rau Hli tsis tsim khoom PMI, tshaj tawm hnub Thursday, tuaj txog ntawm 54.7 piv rau kwv yees li 50.5 thiab Tsib Hlis 47.8.

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias sab hnub tuaj tau tswj hwm qhov kev nce qib me me thaum sab qaum teb Asia tau tawm vim Taiwan poob -3.26%.

Taiwan qhov tsis muaj zog tuaj raws li cov khoom siv hluav taws xob txuas ntxiv pom qhov mob. Taiwan Semiconductor poob -4.73% ntawm qhov ntim siab heev. Ib yam li qhov kev thov semiconductor pib poob thiab qhov kawg ntawm lub voj voog nce siab, Congress tab tom npaj muab ntau dua $ 50 nphom rau Asmeskas cov tuam txhab semiconductor.

Rau lub lim tiam Hong Kong, Tuam Tshoj Mainland, thiab Malaysia yog tib lub lag luam kev ncaj ncees los tshaj tawm cov txiaj ntsig zoo. Hong Kong tau kaw hnub no rau 25^th hnub tseem ceeb ntawm UK txoj kev xa khoom ntawm Hong Kong rau Tuam Tshoj. Nws yog ib qho tsim nyog sau cia tias Hong Kong cov ntaub ntawv COVID suav yog 3,000 hnub no, lwm qhov qhia tias xoom COVID / lub neej thawj txoj cai tau hloov pauv.

Nws yog ib hmo nyob ntsiag to tag nrho lwm yam tshaj li qhov tso tawm ntawm Lub Rau Hli Caixin Manufacturing purchasing managers index (PMI). PMI tau los ntawm 51.7 piv rau qhov kev cia siab ntawm 50.2 thiab lub Tsib Hlis 48.1, coj los ntawm cov khoom lag luam raws li kev txiav txim tshiab tau nce. PMIs yog diffusion indexes thiab nyeem saum toj 50 qhia nthuav dav thaum nyeem ntawv qis dua 50 qhia txog kev cog lus. Caixin PMI yog hu ua "private PMI" raws li kev tshawb fawb tau ua los ntawm IHS Markit, uas nyuam qhuav sib koom nrog S&P Dow Jones.

Kev lag luam hauv av tau tawm ntawm qhov kov raws li kev huv tech ecosystem outperformed. Lithium plays outperformed, coj los ntawm Tianqi Lithium, uas tau nce +6.57%, thiab Ganfeng Lithium, uas tau nce +5.56%. Lub caij no, lub tuam txhab roj teeb CATL poob -2.13% thiab BYD poob -1.29%. Lub rau hli ntuj electric tsheb muag cov ntaub ntawv raug tso tawm thiab Nio, Xpeng, thiab Li Auto tag nrho pom muaj zog xyoo dhau-xyoo feem pua ​​​​nce hauv cov zis ntim. Rau cov neeg nyob hauv Asmeskas, txaus siab rau peb hnub so!

Puas muaj leej twg tau nyeem txog Indian Thawj Tswj Hwm Modi hu xov tooj nrog Putin? Nws yog funny li cas western media ua tsis tau tejyam qhia rau nws. Is Nrias teb tau muaj npe tsis ntev los no vim tsis ua raws li lwm tus tswv cuab ntawm "Quad" hauv kev rau txim rau Russia thiab txwv tsis pub yuav nws cov roj thiab roj. Is Nrias teb cov thawj coj tau txiav txim siab tias kev lag luam cuam tshuam los ntawm kev txwv kev xa khoom hauv Lavxias yuav zoo heev.

Hong Kong lub khw lag luam tau kaw ib hmos.

Lub Shanghai, Shenzhen, thiab STAR Board tau tawm -0.32%, -0.21%, thiab -1.5%, feem, ntawm cov ntim uas poob los ntawm -9.49% los ntawm nag hmo, uas yog 97% ntawm 1-xyoo nruab nrab. 1,756 cov khoom lag luam nce siab thaum 2,656 tsis kam. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob thaum lub kaus mom loj dua lub kaus mom me. Cov khoom siv hluav taws xob thiab cov khoom siv tsuas yog cov haujlwm zoo, nce +2.43% thiab +1%, feem, thaum kev sib txuas lus poob -1.45%, tech poob -1.14%, thiab kev txiav txim siab poob -1.04%. Lithium thiab lub zog huv si yog cov sub-sectors sab saum toj thaum kev kawm online thiab cov neeg mus ncig ua si yog qhov phem tshaj plaws. Northbound Stock Connect tau kaw hnub no. Cov nyiaj qiv nyiaj tau txais thaum CNY poob me ntsis piv rau US duas thiab tooj liab raug ntaus, poob -2.51% 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 6.98 piv rau 7.01 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.32% tiv tiag 1.40% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.83% piv rau 2.82% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.06% tiv tiag 3.05% nag hmo
• Tus Nqi Tooj Kub -2.51% dhau ib hmo