Lub Tuam Txhab Tuam Txhab Tuam Txhab Tshaj Tawm, Hong Kong tuav

Xov Xwm Tseem Ceeb

Asian equities tau pib zoo rau lub lim tiam tshwj tsis yog rau Taiwan, uas tsis tau kov. Tuam Tshoj Mainland xov xwm tshaj tawm hais tias Nancy Pelosi zoo li yuav mus ntsib Taiwan tag kis, txawm tias qhov no tsis tau lees paub.

Nyob rau lub asthiv, Tuam Tshoj tau tshaj tawm cov ntaub ntawv PMI uas qis dua qhov xav tau. Lub Mainland tau muab qhov kev tso tawm ua qhov zoo vim nws qhia tias vim li cas tsoomfwv xav tau kev txhawb nqa kev lag luam. Lub lim tiam dhau los, Pawg Neeg Saib Xyuas Lub Xeev tau hais tias thaum lub pob "loj heev" tsis ua si, peb tuaj yeem cia siab tias yuav muaj qee qhov kev txhawb nqa ntxiv.

Kev lag luam hauv Mainland tau teb zoo rau cov lus pom zoo los txhawb kev noj nrog rau qhov tseem ceeb ntawm tsheb, hluav taws xob tsheb (EV) kev txhawb nqa, thiab cov cai zoo rau cov khoom siv hauv tsev. Lub Tuam Txhab Tuam Txhab Tuam Txhab tsib lub lag luam loj tshaj plaws los ntawm cov ntsiab lus no: Chongqing Changan Auto, uas tau nce +9.6%, EV roj teeb tsim CATL, uas tau nce +5.17%, Tianqi Lithium, uas tau nce +1.8%, BYD, uas tau nce +3.18% , thiab Anhui Jianghuai Auto, uas tau nce +9.99%. Kweichow Moutai poob -0.43% txawm hais tias tus thawj tswj hwm cov cuab yeej cuab tam loj hauv Tuam Tshoj tau ntxiv cov khoom lag luam rau nws cov khoom lag luam saum toj kawg nkaus.

Lub Hang Seng tswj tau qhov nce me me, kov yeej kev poob thaum sawv ntxov. Txawm li cas los xij, Hang Seng Tech Index tau tawm me ntsis vim qhov tsis muaj zog hauv Tencent, uas poob -2.35%, thiab Alibaba, uas poob -3.76% hauv Hong Kong thaum hmo ntuj, txawm tias lwm cov khoom lag luam hauv internet tswj tau me me. Muaj kev sib tham loj heev txog Tencent's ADR pom kev hloov pauv loj rau hnub Friday, uas tuaj yeem ua rau kev yuav khoom ntawm cov Tshuag hauv Hong Kong. Cov kev poob no daj ntseg piv rau hnub Friday qhov muag tawm hauv cov khoom lag luam no 'tus neeg sib tw hauv Teb Chaws Asmeskas. Nws yog qhov nthuav kom nco ntsoov tias Alibaba lub US ADR tau raug txiav txim siab zoo ua ntej ntawm SEC qhov kev tso tawm ntawm nws qhov kev zam tsis tau ntxiv rau Txoj Cai Tuav Txawv Tebchaws Tuam Txhab Txhaum Cai (HFCAA) cov npe tsis ua raws. Kuv tsis yog tus kws qhia kev ntseeg, tab sis muaj cov lus qhia meej meej.

Thaum lub asthiv dhau los, Alibaba tau hais tias nws tau mob siab rau nws cov npe hauv Asmeskas. Kuv tsis pom lub tuam txhab kev txav mus los ua kom Hong Kong yog thawj qhov chaw teev npe raws li kev tawm tsam US ADR vim tias qhov kev txav mus los kuj ua rau txoj hauv kev rau Mainland cov tub ua lag luam los yuav cov Tshuag ntawm Southbound Stock Connect. Hnub Friday kev txav mus los hauv Asmeskas hauv Alibaba tau coj txawv txawv raws li cov xov xwm tsuas yog tsom mus rau cov xov xwm ntawm kev xa khoom hauv tsev noj mov tham nrog Hangzhou txoj cai, tab sis tau tshaj tawm tag nrho tsoomfwv cov lus zoo txog kev xaus kev siv tshuab thiab kev tswj hwm hauv internet. Qhov teeb meem ntawm no yog qhov tsis muaj cov neeg yuav khoom vim tias cov luv luv yuav tsum nias lawv cov thawj koom ruam ntawm cov xov xwm tsis zoo tawm tsam cov keeb kwm yav dhau los ntawm lub teeb lub caij ntuj sov. Thaum tsis muaj cov neeg yuav khoom, luv luv, nrog qee qhov kev pab los ntawm cov ncauj lus tsis zoo, yog thawb cov lus piav qhia.

Hong Kong-cov npe EV thiab cov npe muaj feem cuam tshuam kuj muaj hnub muaj zog, txhawb los ntawm cov lus pom los ntawm cov neeg tsim cai lij choj thiab cov lej muag khoom hauv lub Xya Hli, uas tau tawm ntawm lub hli dhau ib hlis, tab sis muaj zog heev xyoo dhau los.

Lub Hang Seng thiab Hang Seng Tech Indexs diverged mus kaw +0.05% thiab -0.17%, feem, ntawm ntim uas poob -11.38% txij hnub Friday, uas yog 84% ntawm 1-xyoo nruab nrab. Tsuas yog 116 cov khoom lag luam nce siab thaum 357 cov khoom lag luam tsis kam. Hong Kong luv luv muag turnover tau tawm -8.48% txij hnub Friday, uas yog 99% ntawm 1-xyoo nruab nrab, thaum luv muag turnover suav rau 19% ntawm tag nrho cov turnover. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom loj tshaj cov kaus mom me me. Tsuas yog cov neeg siv khoom staples thiab lub zog tau zoo, nce +0.4% thiab +0.1%, feem. Lub caij no, kev lag luam poob -1.59%, kev sib txuas lus poob -1.56%, thiab cov ntaub ntawv thiab kev noj qab haus huv yog ob qho tib si tawm -1.32%. Autos thiab EV-hais txog sub-sectors suav nrog lithium, yog cov neeg ua yeeb yam zoo tshaj plaws, nrog rau kev mus ncig online, thaum hluav taws xob siv hluav taws xob thiab kev saib xyuas kev noj qab haus huv yog ib qho kev ua haujlwm tsis zoo. Southbound Stock Connect ntim tau teeb pom kev zoo raws li cov neeg ua lag luam hauv av yog cov neeg yuav khoom ntawm Hong Kong cov ntawv teev npe. Tencent pom qhov tseem ceeb hauv Mainland yuav nrog Meituan thiab Hong Kong-teev Tuam Tshoj ETF, txawm tias Kuaishou pom kev muag khoom los ntawm Mainland cov tub ua lag luam.

Shanghai, Shenzhen, thiab STAR Board tau nce +0.21%, +0.97%, thiab +1.03%, feem, ntawm qhov ntim uas poob -1.9% txij hnub Friday, uas yog 93% ntawm 1-xyoo nruab nrab. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo niaj hnub no thaum lub kaus mom me me nce lub kaus mom loj. Cov kev ua tau zoo tshaj plaws yog lub zog, uas tau nce +2.05%, cov neeg siv khoom txiav txim siab, uas tau nce +1.64%, thiab kev lag luam +1.19%, uas tau txais, thaum vaj tse poob -2.41%, nyiaj txiag poob -1.27% thiab kev siv hluav taws xob poob -0.97% . Autos thiab EV-hais txog sub-sectors yog cov ua tau zoo tshaj plaws sub-sectors, thaum lub vaj tse thiab infrastructure sub-sectors yog cov phem tshaj. Northbound Stock Connect ntim tau teeb raws li cov tub ua lag luam txawv teb chaws tau yuav $ 354 lab tus nqi ntawm Mainland Tshuag hnub no. CNY tau tawm me ntsis piv rau US duas thaum tooj liab nce +1.71%.

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

• CNY / USD 6.77 piv rau 6.74 Hnub Friday
• CNY / EUR 6.93 tiv tiag 6.88 Hnub Friday
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.15% piv rau 1.15% rau hnub Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.73% piv rau 2.76% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 2.90% tiv thaiv 2.93% Hnub Friday
• Tus Nqi Tooj Liab + 1.71% dhau ib hmo