Liu He's Speech Lifts Hong Kong

Xov Xwm Tseem Ceeb

Asian equities ua tau zoo nyob rau hmo ntuj raws li Hang Seng tau nce +7.04%, coj los ntawm kev ua tau zoo ntawm cov khoom lag luam hauv internet tom qab Vice Premier Liu He tau hais tawm hnub Wednesday hais txog ntau yam kev txhawj xeeb ntawm cov tub lag luam. Peb pom cov lus rov qab los ntawm CSRC, Tuam Tshoj SEC, thiab PBOC rov hais dua nws cov ntsiab lus tseem ceeb nag hmo thaum hmo ntuj Ministry of Commerce tau ua ib yam. Peb xav pom txhua tus tswj hwm ua ib yam xws li MIIT, NDRC, SAMR, thiab lwm yam thaum kawg cov tub ua lag luam yuav xav pom ua raws li cov ntsiab lus tau ua nag hmo.

Nco ntsoov Liu Nws yog ib tus neeg tseem ceeb heev yog li muaj qhov qhia meej los ntawm Tuam Tshoj los daws HFCAA. Nws cov lus hais txog vaj tse uas tau nqa cov khoom lag luam hauv Hong Kong thiab Tuam Tshoj ib hmos. Lub pob HFCAA tau ruaj khov ntawm Asmeskas sab los pab daws qhov teeb meem.

Kub tawm ntawm xov xwm, lub rooj sib tham Biden-Xi tau teem sijhawm rau hmo Friday. Peb yuav ua raws li qhov no kom ze thiab sib qhia peb cov khoom siv rau hnub Monday.

Nag hmo yog tsis muaj lus nug txog hnub "nyiam" tshaj plaws uas kuv tau ntsib. Puas yog nws tau txais nyiaj tiag los koom nrog lossis ib qho epic luv npog? Tsis muaj lus nug, cov neeg muag khoom luv luv tau muaj hnub ntxhib tab sis cov ntim qhia tias muaj cov neeg yuav khoom. Nco ntsoov Liu Nws cov lus tau tshaj tawm thaum nyob ib ncig ntawm 1 teev tsaus ntuj hnub Wednesday hauv zos uas yuav piav qhia cov neeg muag khoom luv luv hauv Hong Kong. Hong Kong qhov muag luv luv tau nce hnub Wednesday mus rau nws qib siab tshaj plaws hauv xyoo tas los txawm tias qhov ntim ntawd tau tawm -2.23% thaum hmo ntuj. Txaus siab rau pom kev tsis ntseeg los ntawm cov luv luv txawm tias lawv tau coj lwm lub pob ntawm qhov mob thaum hmo ntuj. Yog tias peb pom ntau cov catalysts, qhov upside tsuas yog nthuav dav los ntawm luv luv.

Thaum lub sij hawm US trading teev, muaj kev qhia ntawm cov neeg yuav khoom raws li qhov ntim. Alibaba muaj 44mm shares luv thaum kawg ntawm Lub Ob Hlis tab sis pauv 159mm shares nag hmo. Niaj hnub no qhov kev thim rov qab hauv Asmeskas-Tuam Tshoj ADRs tau xav tias yog Hong Kong cov khoom lag luam tsis tau nce ntau npaum li Asmeskas cov khoom lag luam xav tau nag hmo. Kev lag luam yog lub tshuab ua tau zoo uas suav nrog ntau qhov txiaj ntsig tau tshwm sim. US-Tuam Tshoj ADR cov nqi tau sawv cev rau qhov tshwm sim tsis zoo tshaj plaws ntawm lawv qhov tseem ceeb: HFCAA, Asmeskas thov Russia xws li kev rau txim rau Tuam Tshoj, kev muag se-tsawg xyoo, thiab lwm yam. Nag hmo, lub tshuab muaj peev xwm rov ntsuas qhov ua tau phem tshaj plaws los sawv cev. muaj peev xwm daws tau HFCAA. Qhov kev rov ntsuas dua no tuaj yeem txuas ntxiv mus! Lwm qhov tseem ceeb yog peb tab tom mus txog lub quarter kawg thaum cov thawj coj ua haujlwm yuav tsum tau tshaj tawm lawv cov tuav. Ntau tus thawj tswj hwm no tau poob qis rau Tuam Tshoj ADRs, yog li kev tawm tsam txuas ntxiv tuaj yeem yuam lawv rov qab mus rau qhov chaw.

Hang Seng Index yog +7.04% ntawm ntim -2.81% los ntawm nag hmo txawm tias tseem 202% ntawm 1-xyoo nruab nrab raws li Hang Seng Tech tau dhia +7.76%. Breadth tau muaj zog nrog 486 tus neeg nce qib thiab tsuas yog 28 tus neeg poob qis vim tias kev loj hlob ua lag luam tau siab dua nrog rau hauv internet, EV, kev kho mob, thiab vaj tse. Cov vaj tse tau dhia thaum cov tub ua lag luam pom Liu He hais lus tsom mus rau kev ua kom cov neeg tsim khoom lag luam ntau dhau los ntawm kev tsim teeb meem nyiaj txiag. Cov tub ua lag luam hauv tebchaws tau muag Tencent thiab Meituan tom qab muaj zog ob hnub sib sau ua ke txawm hais tias qhov loj ntawm kev muag khoom tsis tseem ceeb.

Shanghai, Shenzhen, thiab STAR Board tau nce +1.4%, +2.24%, thiab +1.53% ntawm ntim +7.16% los ntawm nag hmo uas yog 121% ntawm 1-xyoo nruab nrab. Ib txwm zoo kom pom kev nce mus rau qhov ntim muaj zog. Breadth kuj tseem muaj zog nrog 3,405 tus neeg nce qib thiab 891 tus neeg poob qis. Zoo ib yam li HK, vaj tse thiab kev noj qab haus huv yog qhov ua tau zoo tshaj plaws +3.97% thiab +3.77% thaum lub hnub ci tsis muaj zog ua rau cov khoom siv hluav taws xob tsuas yog qis qis -0.81% ntawm cov nqi roj tsis muaj zog. Northbound Tshuag tau zoo li cov tub ua lag luam txawv teb chaws tau yuav $ 844mm ntawm Mainland Tshuag. Bonds tau nce me ntsis / tiaj tus thaum CNY rallied piv rau US $ thiab tooj liab nce +0.85%.

PBOC cov lus

"… tsis tu ncua ua ntej thiab ua kom tiav cov kev daws teeb meem ntawm cov tuam txhab loj platform kom sai li sai tau, txhawb kev noj qab haus huv thiab ruaj khov ntawm kev lag luam platform, thiab txhim kho kev sib tw thoob ntiaj teb.

CSRC nqe lus

tsis tu ncua ua ntej thiab ua kom tiav cov kev daws teeb meem ntawm cov tuam txhab loj platform los ntawm kev ua qauv, pob tshab, thiab kev saib xyuas kom paub tseeb

CSRC 2^nd daim ntawv qhia

Txuas ntxiv ntxiv dag zog rau kev sib txuas lus nrog Asmeskas cov koom haum tswj hwm, thiab sib zog ua kom tau txais kev pom zoo ntawm Tuam Tshoj-Asmeskas kev soj ntsuam kev sib koom tes kom sai li sai tau.

Kub tawm ntawm xov xwm, Biden-Xi lub rooj sib tham tau teem sijhawm rau hmo Friday. Peb yuav ua raws li qhov no ze thiab sib koom peb qhov kev coj ua ib txwm nyob rau hnub Monday.

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

• CNY / USD 6.35 piv rau 6.35 nag hmo
• CNY / EUR 7.02 piv rau 7.00 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.79% piv rau 2.80% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.05% tiv tiag 3.05% nag hmo
• Tus Nqi Tooj Liab + 0.85% dhau ib hmo