LPR Txiav & WHO Pom Zoo Ntawm Tuam Tshoj Cov Tshuaj Tiv Thaiv Catalyze Kev Lag Luam, Lub Limtiam Hauv Kev Tshuaj Xyuas

Lub Limtiam Ntsuam Xyuas

• Nws tseem yog lwm lub lim tiam ntawm kev ua lag luam rau Asian equities, uas mirrored US. Txawm li cas los xij, Hong Kong thiab Tuam Tshoj Mainland tau nce rau lub lim tiam.
• Tuam Tshoj tau tshaj tawm cov cim kev lag luam tseem ceeb rau lub hlis ntawm lub Plaub Hlis rau hnub Monday, qhia txog kev poob qis hauv txhua pawg tshwj tsis yog rau kev nqis peev ruaj khov raws li Shanghai qhov kev kaw haujlwm hnyav rau kev lag luam lub hli tas los. Cov khw muag khoom muag tau tsav qis los ntawm lub caij nplooj zeeg ntawm -22.7% hauv khw muag khoom noj, txawm hais tias kev muag khoom hauv online tau rov qab los +5.2% xyoo-rau-hnub txij li lub Plaub Hlis kawg.
• Lub caij khwv tau los pib lub lim tiam no rau cov tuam txhab hauv internet. Tencent Music Kev Lom Zem tau tshaj tawm cov txiaj ntsig sib xyaw, JD yeej qhov kev cia siab ntawm cov kab saum toj kawg nkaus, thiab Tencent tau tshaj tawm cov nyiaj tau los ntawm kev loj hlob ib xyoos dhau ib xyoos, tsis ntev los ntawm cov kws tshuaj ntsuam kev cia siab.
• Tus Lwm Thawj Coj Liu Nws tau mus koom lub rooj sib tham tseem ceeb ntawm tsoomfwv rau hnub Tuesday hu ua "Txhawb Kev Txhim Kho Kom Zoo thiab Kev Noj Qab Haus Huv ntawm Digital Economy," uas ua rau muaj kev sib tw luv luv hauv Hong Kong cov npe hauv internet.
• Nyob rau lub lim tiam no video hloov tshiab, Dr. Xiaolin Chen tham txog plaub qhov laj thawj yog vim li cas nws ntseeg tias Tuam Tshoj txoj kev lag luam hauv internet tuaj yeem saib zoo dua.

Hnub Friday Cov Xov Xwm Tseem Ceeb

Cov peev nyiaj Esxias feem ntau siab dua ib hmos vim tsuas yog Malaysia poob qis, thiab tsuas yog -0.02%.

Ob Lub Tuam Txhab Tuam Txhab Tuam Txhab thiab Hong Kong muaj hmo ntuj muaj zog thaum cov tub ua lag luam tau txhawb PBOC qhov kev txiav txim siab txiav 5-xyoo qiv nyiaj thawj tus nqi (LPR) mus rau 4.45% los ntawm 4.6%, qis dua qhov xav tau 4.55%. Qhov no yog tus nqi uas cov tsev txhab nyiaj siv rau kev qiv nyiaj. Cov nqi vaj tsev thiab cov tsev muag khoom tau poob qis xyoo dhau los. Uas ua rau lub dovish txav.

Txhua qhov kev lag luam hauv Tuam Tshoj Mainland thiab Hong Kong tau zoo niaj hnub no, txawm li cas los xij, qhov tseem ceeb, vaj tsev yog qhov ua tau zoo hauv ob lub lag luam, txawm tias tus nqi txiav. Tab sis, Western xov xwm tau hais tias kev ua lag luam tau nce vim kev txiav tus nqi. Thaum tus nqi txiav tawm yog qhov tseem ceeb hauv nag hmo qhov txiaj ntsig zoo, lwm cov khoom siv hluav taws xob tau ua si, suav nrog Premier Li cov lus hais los ntawm nag hmo. Tsis tas li ntawd, Hong Kong cov khoom lag luam hauv internet yuav tsum tau ua kom nrawm nrog lawv cov neeg sib tw hauv Asmeskas.

Premier Li cov lus hais tau txhawb nqa rau cov tuam txhab hauv internet thiab cov npe txawv teb chaws. Qhov hais txog cov npe txawv teb chaws yog qhov qhia tau tias kev daws teeb meem rau Txoj Cai Tuav Txawv Tebchaws Tuam Txhab Txhaum Cai (HFCAA) tuaj yeem tuaj sai sai. Qhov no yog kev kwv yees nkaus xwb ntawm kuv, tab sis cov lus tshaj tawm hnub so tuaj yeem tuaj rau ob peb lub lis piam tom ntej. ntiv tes hla!

Lwm qhov kev cuam tshuam rau Tuam Tshoj txoj kev ua lag luam muaj zog thaum hmo ntuj yog Lub Koom Haum Saib Xyuas Kev Noj Qab Haus Huv Ntiaj Teb (WHO) pom zoo ntawm CanSino Biologics 'ib koob tshuaj tiv thaiv kab mob, uas tau xa mus rau lub tuam txhab Hong Kong-cov npe koom nrog nce los ntawm +9.78% thiab nws cov ntawv teev npe Mainland tau nce los ntawm + 12.14%. Lub caij no, kev saib xyuas kev noj qab haus huv yog qhov ua tau zoo hauv ob lub khw.

Nws yog qhov phem heev uas cov ntim tsis tau siab dua me ntsis, uas yuav qhia tau tias muaj kev ntseeg ntau dua ntawm kev rov qab los tam sim no.

Cov tub ua lag luam txawv teb chaws yuav noj qab haus huv + $ 2.1 billion tus nqi ntawm Mainland cov khoom lag luam niaj hnub no, nce cov nyiaj tau los rau lub lim tiam rau $ 2.3 billion.

Lub tsheb fais fab (EV) tsim NIO's Hong Kong cov chav kawm tau nce +9.55% thaum hmo ntuj thiab yuav ntxiv rau Hang Seng Tech Index rau Lub Rau Hli 13^th.

Hang Seng Index thiab Hang Seng Tech Index tau nce +1.30% thiab +4.74%, feem, ntawm qhov ntim uas yog +1.28% siab dua nag hmo, uas yog 85% ntawm 1-xyoo nruab nrab. Muaj 416 cov khoom lag luam nce qib thiab tsuas yog 72 cov khoom poob qis. Hong Kong qhov muag luv luv tau poob qis - los ntawm 7.89% los ntawm nag hmo, uas yog 96% ntawm 1-xyoo nruab nrab. Lub caij no, kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig thaum lub kaus mom loj dua lub kaus mom me. Tag nrho cov kev lag luam tau nyob hauv ntsuab raws li kev saib xyuas kev noj qab haus huv tau nce +5.36%, cov neeg siv khoom txiav txim siab tau nce +4.43%, thiab thev naus laus zis tau nce +4.1%. Interestingly, luam yeeb, e-luam yeeb, thiab cawv stocks yog qhov ua tau zoo tshaj plaws sub-sectors. Txawm li cas los xij, cov khoom lag luam hauv Is Taws Nem tau tuav cov npe lag luam hnyav tshaj plaws raws li Tencent tau nce +3.53%, Meituan tau nce +4.53%, Alibaba HK tau nce +5.64%, thiab JD.com HK tau nce +5.91%. Southbound Stock Connect trading yog sib npaug ntawm kev yuav thiab muag raws li Tencent thiab Meituan tau muag muag los ntawm qhov me me.

Shanghai, Shenzhen, thiab STAR Board tau nce +1.6%, +1.59%, thiab +0.87%, feem, ntawm qhov ntim uas tau nce +14.42% los ntawm nag hmo, uas yog 85% ntawm 1-xyoo nruab nrab. Muaj 3,037 cov khoom lag luam nce qib thiab 1,255 cov khoom poob qis. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig tshwj tsis yog lub npe lub zog thaum lub kaus mom me me tau ua tiav lub kaus mom loj los ntawm cov npoo me me. Tag nrho cov sectors tau nyob rau hauv ntsuab raws li lub zog tau nce +4.68%, cov neeg siv khoom staples tau nce +4.37%, thiab kev saib xyuas kev noj qab haus huv tau nce +4.06%. Cov neeg nyiam hauv tsev thiab txawv teb chaws tau nyob rau saum toj ntawm cov npe lag luam hnyav tshaj plaws raws li tus broker East Money Information tau nce +3.07%, cawv stocks Kweichow Moutai thiab Wuliangye Yibin tau nce 2.51% thiab +5.83%, feem, thiab EV roj teeb CATL tau nce +1.89%. . Coal yog ib qho ntawm cov kev ua tau zoo tshaj plaws nrog rau cov dej cawv. Northbound Stock Connect ntim tau me me tab sis peb pom kev yuav khoom ntawm $ 2.1 nphom los ntawm cov tub ua lag luam txawv teb chaws. 10-xyoo Treasury bonds eased, CNY txaus siab rau +0.55% piv rau US duas, thiab tooj liab nce +0.6%.

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

• CNY / USD 6.68 piv rau 6.71 nag hmo
• CNY / EUR 7.06 piv rau 7.11 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.31% tiv tiag 1.35% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.79% piv rau 2.78% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.00% tiv tiag 2.99% nag hmo
• Tus Nqi Tooj Liab + 0.60% dhau ib hmo