Cov Neeg Lag Luam Hauv Teb Chaws Yuav Lub Dip Raws li COVID Rollback Rolls On

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau qis dua, vim Philippines muaj hnub zoo thiab Tuam Tshoj tshaj tawm qhov nce me me.

Hong Kong tau tawm thaum hmo ntuj txawm hais tias tsis ze li ntau npaum li Asmeskas tau teev npe Tuam Tshoj ADRs poob nag hmo uas yuav tsum ua rau muaj kev rov qab los ntawm ADRs hnub no thaum Shanghai thiab Shenzhen tswj kev nce me me. Cov tub lag luam hauv tebchaws tau yuav hnub no Hong Kong poob nrog kev noj qab haus huv $ 910 lab ntawm Hong Kong cov khoom lag luam tau yuav hnub no ntawm Southbound Stock Connect. Hong Kong qhov kev lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent -0.7%, Meituan -0.29% thiab Alibaba HK -3.02%. Tuam Tshoj Mainland tau coj los ntawm kev loj hlob cov khoom lag luam nyiam los ntawm cov neeg ua lag luam hauv tsev thiab txawv teb chaws thiab rov qhib kev ua si nrog cov dej cawv muaj hnub muaj zog. Kev kho mob raug kaw vim cov tub ua lag luam pab nyiaj rau lawv cov haujlwm rov qhib dua. Cov vaj tsev yog qhov tseem ceeb tshaj plaws hauv Hong Kong raws li nag hmo xov xwm ntawm kev txhawb nqa hauv txhab nyiaj tshiab txawm tias peb tau pom lwm qhov kev tshaj tawm kev ncaj ncees tshaj tawm.

Tuam Tshoj txuas ntxiv thim rov qab COVID ntsuas thoob plaws lub tebchaws raws li Beijing tsoomfwv hauv nroog tau tshaj tawm cov kev kuaj mob tsis zoo yuav tsis tsim nyog nkag mus rau thaj chaw pej xeem. Tsis tas li ntawd, nees nkaum lub nroog tau tshem tawm kev txwv kev mus ncig rau cov tsheb npav thiab subways. Hauv kev saib TV nyiaj txiag nag hmo, tsis yog ib qho ntawm plaub tus thawj coj ua lag luam yuav nqis peev hauv Suav teb niaj hnub no. Kuv nyiam nws li kev tsis ntseeg siab ua rau kev lag luam bull. Nws tau cia siab tias cov kev ntsuas rov qab tshiab yuav raug tshaj tawm tag kis. Yog lawm, yuav muaj qhov haum thiab pib rau Tuam Tshoj tus COVID rov qab los li niaj hnub no ib leeg yuav muaj 4,988 tus neeg mob tshiab nrog rau 22,859 tus neeg mob asymptomatic tshiab. Peb kuj tseem muaj kev sib txuas lus ntawm Asmeskas thiab Tuam Tshoj raws li Bloomberg Xov Xwm muaj ib tsab xov xwm ua rau tag kis no hais tias "Beijing tau pib koom tes nrog Asmeskas kev siv zog kom ntseeg tau tias Asmeskas cov thev naus laus zis tsis raug xa mus rau Tuam Tshoj cov tub rog ...". Cov kauj ruam tsim nyog los xyuas kom meej tias cov chips semiconductor nkag mus rau hauv video game console piv rau nuclear warhead.

Tshaj tawm rov qab rau xyoo 2007, Peter Tertzakian phau ntawv zoo heev "Ib txhiab Barrels Ib Thib Ob" ua rau kuv xav txog lub zog thiab kev siv tshuab huv. Los ntawm muab keeb kwm ntawm lub zog hloov pauv, phau ntawv qhia txog qhov nyuaj ntawm kev dhia ntawm ib lub zog mus rau ib qho tshiab. Nws tsis tau txhais hais tias cov kev hloov pauv no tsis tshwm sim, tab sis lawv siv sijhawm. Kuv ntseeg tag nrho cov thev naus laus zis huv si txawm tias kuv nkag siab txog qhov cuam tshuam los yog qhov tsis muaj nws muaj nyob rau ntawm qhov kev hloov pauv ntawd. Kev siv hluav taws xob huv huv yuav pab hloov huab cua txawm tias 100% cuam tshuam rau txoj haujlwm, cov nroog, thiab txawm tias lub xeev thiab lub tebchaws. Puas muaj leej twg pom qhov twg Saudi Arabia cov nyiaj txiag muaj txiaj ntsig tau nqis peev? Nws yuav tsum tau npaj rau lub ntiaj teb lub zog xav tau zoo li cas hauv ib puas xyoo. Tuam Tshoj tau paub zoo txog kev xa tawm deflation txawm tias nws lub luag haujlwm hauv kev xa tawm lub zog huv xws li hnub ci vaj huam sib luag, EVs, thiab cua tshuab cua tsis zoo. Puas yog lub ntsiab lus ntawm cov xov xwm tsis zoo hauv Suav teb uas tau tsav los ntawm kev tsis muaj peev txheej los npaj cov haujlwm, cov nroog, thiab xeev? Tej zaum nws tsis yog kev sib cav tiv thaiv, tab sis qhov kev pheej hmoo tshwm sim los ntawm Tuam Tshoj cov khoom xa tawm? Tej yam xav txog.

Lub Hang Seng thiab Hang Seng Tech eased -0.4% thiab -1.82% ntawm ntim -26% los ntawm nag hmo uas yog 134% ntawm 1-xyoo nruab nrab. 237 cov khoom lag luam nce siab thaum 256 cov khoom lag luam poob qis. Main Board luv turnover poob -19.08% los ntawm nag hmo uas yog 119% ntawm 1-xyoo nruab nrab li 15% ntawm turnover yog luv turnover. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob thaum lub kaus mom me me dua lub kaus mom loj. Cov khoom lag luam saum toj kawg nkaus yog vaj tsev +1.9%, kev siv hluav taws xob +0.93%, thiab lub zog +0.85% thaum kaw qis yog kev kho mob -3.6%, kev txiav txim siab -1.84%, thiab kev sib txuas lus -1.45%. Cov khoom lag luam sab saum toj yog cov khoom siv hauv tsev, vaj tse, thiab zaub mov thaum cov chaw muag tshuaj, khw muag khoom, thiab xov xwm yog qhov phem tshaj. Southbound Stock Connect ntim yog 2X qhov nruab nrab 1 xyoo raws li Mainland cov tub ua lag luam yuav noj qab haus huv $ 910 lab ntawm Hong Kong cov khoom lag luam nrog Meituan me me muag muag, Tencent, thiab Kuaishou me net muag.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw +0.02%, +0.26%, thiab -0.05% ntawm ntim -5.34% los ntawm nag hmo uas yog 105% ntawm 1-xyoo nruab nrab. 1,561 cov khoom lag luam nce siab thaum 3,066 cov khoom lag luam tsis kam. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom loj tshaj cov kaus mom me me. Cov khoom lag luam sab saum toj yog cov khoom lag luam nce +1.68%, kev txiav txim siab nce +0.8%, thiab tech kaw siab dua +0.37% thaum kev sib txuas lus poob -2.19%, kev siv hluav taws xob poob -1.95%, thiab kev kho mob poob -0.85%. Cov sub-sectors saum toj kawg nkaus yog cawv, khw noj mov, thiab tshuaj lom neeg thaum lub xov tooj, kev tsim kho, thiab roj tawm tsam. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 77 lab ntawm Mainland stocks. CNY poob -0.4% piv rau US duas rau 6.99, Treasury bonds poob, thiab tooj liab eased -0.48%.

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

• CNY rau USD 6.99 piv rau 6.96 nag hmo
• CNY rau EUR 7.35 piv rau 7.34 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.92% piv rau 2.89% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.04% tiv tiag 3.02% nag hmo
• Tus Nqi Tooj Kub -0.48% dhau ib hmo