Cov Neeg Lag Luam Hauv Teb Chaws Yuav Hong Kong Stocks Raws li Kev Muag Khoom luv luv

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias tau poob qis ntawm lub teeb ntim ua ntej hnub no US CPI luam tawm, nrog Thaib hnub so. Asia duas txiaj txiaj qhov Performance index tau nce raws li US duas poob me ntsis thaum hmo ntuj. Nyob rau tib lub sijhawm, Tuam Tshoj tus renminbi (CNY) poob me ntsis piv rau US duas raws li nws nyob ze qhov kuv yuav hu rau qib tsis txaus ntseeg rau PBOC. Lub onshore (Shanghai thiab Shenzhen) piv rau offshore (Hong Kong) dynamic yog nyob rau hauv kev ua si nyob rau hauv nqe txiav txim thiab ntim. Cov tub ua lag luam hauv tebchaws tsis txaus siab rau US CPI luam tawm vim tias qhov ntim tau nruab nrab ntawm kev sib xyaw ua haujlwm hnub, nrog Shanghai -0.30% thiab Shenzhen + 0.25%. Hong Kong ntim tau teeb heev rau hnub poob vim kev lag luam poob qis dua tsis muaj xov xwm tseem ceeb. Lub rooj sib tham xov xwm los ntawm Lub Tsev Haujlwm Saib Xyuas Kev Noj Qab Haus Huv Hauv Lub Tebchaws tau txais kev saib xyuas ntau hauv kev ua lag luam sab nrauv, rov hais dua txog xoom covid / lub neej thawj txoj cai. Kuv tsis tau txais hnub no tus lej covid txawm tias nws pom tseeb cov neeg mob tau nce thoob plaws ntau lub nroog tom qab Golden Lub Limtiam mus ncig. Ib tus neeg ua haujlwm tau sau tseg tias txoj kev tsheb loj tsis tau poob qis txawm tias muaj kev txwv muaj zog qhia tias muaj kev zam me me rau kev kaw cia kom hnyav rau kev lag luam. Kev ntxhov siab yog nce rau xoom covid hauv Suav teb. Tsoomfwv yuav lees paub qhov no, raws li kuv xav tias / vam tias txoj cai tau hloov kho tom qab Party Congress, uas pib lub asthiv no.

Ntiv tes hla! Tawm tsam qhov teeb meem no, luv luv nias lawv cov thawj koom ruam (dua) nrog 17% ntawm Main Board trading luv luv hnub no, nrog Meituan pom 23% ntawm ntim luv luv, Tencent 10%, Alibaba HK 22%, thiab HSBC poob 53%. Tsim nyog sau cia tias JD.com HK poob ntawm cov npe luv. Tencent muaj lwm hnub muaj zog ntawm Mainland cov tub ua lag luam yuav los ntawm Southbound Stock Connect. Txawm hais tias Mainland kev lag luam tuav, cov tub ua lag luam txawv teb chaws tau muag ib qho kev noj qab haus huv - $ 1.117B nrog kev loj hlob / nyiam cov khoom lag luam xws li Shanghai-listed Kweichow Moutai, Tuam Txhab Nyiaj Txiag Tuam Txhab, Wuxi Apttect, Long Green Energy, Tongwei, thiab Ping An.

Lub caij no, hauv Shenzhen, CATL, Wuliangye Yibin, BYD, Luxshare, thiab Yunnan Zog Cov Khoom Tshiab tau muag tag nrho. Tom qab kaw, Cov Khoom Siv tau tshaj tawm txog kev kwv yees nyiaj txiag tsis zoo vim yog tsoomfwv Meskas txwv cov chip xa tawm mus rau Tuam Tshoj raws li Washington DC kawm ECON 101. Lub tuam txhab Santa Clara, California ntiav 60,000 tus neeg ua haujlwm thoob ntiaj teb, qhia txog qhov tseem ceeb ntawm chips rau California kev lag luam. Ib qhov xov xwm hauv Tuam Tshoj tau sau tseg tias Intel tau txais kev zam los ntawm tsoomfwv Meskas kom txuas ntxiv ua cov chips hauv Suav teb.

Lub Hang Seng Index thiab Hang Seng Tech tau poob qis -1.87% thiab -3.42%, feem, ntawm qhov ntim uas poob -24.65% los ntawm nag hmo, uas yog 68% ntawm 1-xyoo nruab nrab. 122 cov khoom lag luam nce siab, thaum 375 tsis kam. Main Board luv muag ntim tsis kam -38.51% los ntawm nag hmo, uas yog 68% ntawm 1-xyoo nruab nrab, raws li luv luv muag suav txog 17% ntawm Main Board trading. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob, thaum lub kaus mom loj "ua tau zoo dua" lub kaus mom me me. Kev siv hluav taws xob thiab kev noj qab haus huv tsuas yog cov haujlwm zoo, nce +0.87% thiab +0.52%, feem, thaum kev sib txuas lus poob -3.27%, vaj tse poob -3.25%, thiab cov neeg siv khoom txiav txim siab poob -2.96%. Cov haujlwm ua haujlwm zoo tshaj plaws yog biotech / life sciences, thaum software, khw muag khoom, thiab cov neeg siv khoom ruaj khov yog qhov phem tshaj. Southbound Stock Connect ntim tau nruab nrab txawm hais tias muaj kev cuam tshuam rau kev yuav khoom raws li cov tub lag luam hauv Mainland tau yuav $ 638 lab tus nqi ntawm Mainland stocks, nrog Tencent pom lwm hnub yuav muaj zog, Li Auto yog me me / nruab nrab net yuav, thaum Wuxi Biologics thiab Meituan yog ob qho tib si me me. net muas.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw -0.3%, +0.25%, thiab +0.17%, feem, ntawm qhov ntim uas tau nce +2.63% los ntawm nag hmo, uas yog 74% ntawm 1-xyoo nruab nrab. 3,215 cov khoom lag luam tau nce siab, thaum 1,301 cov khoom lag luam poob qis. Tsuas yog qhov zoo tshaj plaws yog kev kho mob +2.09%, thaum lub zog -4.18%, vaj tse -2.64%, thiab staples -1.71%. Cov sub-sectors saum toj kawg nkaus yog software, pharma, biotech, kev kawm, thiab kho vajtse, thaum thee, cawv, thiab petrochemical yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab / lub teeb txawm tias cov tub ua lag luam txawv teb chaws muag - $ 1.117B ntawm Mainland Tshuag hnub no. Treasury bonds rallied, CNY tau tawm -0.19% piv rau US $ 7.18, thiab tooj liab + 0.14%.

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

• CNY rau USD 7.19 piv rau 7.17 nag hmo
• CNY rau EUR 6.99 piv rau 6.96 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.73% piv rau 2.74% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.89% tiv tiag 2.90% nag hmo
• Tus Nqi Tooj Liab + 0.14% dhau ib hmo