Mainland txav raws li Apple Ecosystem yoov Thiab Hong Kong Shorts Scramble

Xov Xwm Tseem Ceeb

Cov peev nyiaj Asian tau ua raws li nag hmo qhov kev txav mus los hauv Asmeskas cov peev txheej siab dua. Nyiv plam qhov kev lom zem thaum nws yog hnub so rau Mountain Day, uas raws li Wikipedia, muab "lub cib fim kom paub txog roob thiab txaus siab rau cov koob hmoov los ntawm roob." Kuv yuav coj cov lus qhia ntawd rau kuv tus kheej!

Qhov txawv ntawm ib hnub twg, vim nag hmo Asia kev ua lag luam tau ua phem heev thaum hnub no tau muaj koob meej. Yog tias Teb Chaws Asmeskas kev nce nqi txuas ntxiv mus rau nruab nrab / caij nplooj zeeg, Fed tsis zoo li yuav nce siab ntau npaum li cas (Saib peb cov nyiaj tau los ntawm peb cov npoj yaig Nancy Davis kom paub ntau ntxiv txog qhov no). Qhov no yog qhov zoo rau cov khoom tsis yog US $ denominated raws li ADXY (Asian txiaj Performance index, DXY yog lub ntiaj teb no txiaj Performance index) txaus siab rau +0.41% nag hmo piv rau US $ tom qab ib tug ntev swb. Nco ntsoov, cov paj laum sib txawv ntawm cov teb chaws feem ntau txav cov nyiaj.

Thaum tsaus ntuj CNY, Tuam Tshoj tus txiaj, txaus siab rau kev noj qab haus huv +0.23% rau 6.73 los ntawm 6.75 piv rau US $. Qhov no yuav yog tus qauv tseem ceeb los saib (ADXY thiab CNY). Cov tub ua lag luam txawv teb chaws yuav noj qab haus huv $ 1.973 billion tus nqi ntawm Mainland stocks ntawm Northbound Stock Connect. Lub Mainland tau coj siab dua los ntawm cov neeg lag luam txawv teb chaws nyiam cov khoom lag luam, Apple cov khoom lag luam ecosystem, thiab cov khoom lag luam muag khoom lag luam. Ib tus kws tshuaj ntsuam Mainland ntseeg tias iPhone 14 tus nqi yuav nce 15% txawm tias qhov kev thov siab, uas muaj txiaj ntsig zoo li Airpod tus tsim Goertek (002241 CH) +9.99%. Kuv tsis yog Apple kws tshaj lij, raws li FYI. Kev ua lag luam hauv Mainland tau nce siab vim tias kev lag luam pauv tau ntau dua RMB 1 trillion thawj zaug hauv 5 hnub ua lag luam. PBOC's 2nd overview tso tawm qhia txog kev saib xyuas kev lag luam thiab kev txhawb nqa.

Hong Kong tau muaj zog txav los ntawm kev lag luam hauv internet raws li Hong Kong qhov kev lag luam hnyav tshaj plaws yog Alibaba HK +4.32% raws li cov tub ua lag luam tab tom pib nkag siab txog Softbank cov khoom muag tau muab ci rau hauv Tshuag, Tencent +2.71%, Meituan +4.01% thiab JD. com HK +1.28%. Kev saib xyuas kev noj qab haus huv tau rov zoo los ntawm kev txav mus los tom qab raug tsoo nag hmo tsis muaj laj thawj. Hong Kong ntim tsis muaj zog li peb xav pom. Hong Kong luv muag turnover poob los ntawm -24% raws li ib feem ntawm kev txav mus los yuav tau luv luv. Cov tub ua lag luam hauv tebchaws tau zoo dua ntawm Hong Kong cov khoom lag luam yuav qhov zoo + $ 121mm ntawm Hong Kong cov khoom lag luam niaj hnub no. Lub Hang Seng tau kaw siab dua 20k hnub no ntawm 20,082.

Lub Hang Seng thiab Hang Seng Tech tau nce +2.4% thiab +3.67% ntawm ntim, nqis -7.35% los ntawm nag hmo, uas yog 61% ntawm 1-xyoo nruab nrab. 437 cov khoom lag luam nce siab thaum 46 tsis kam. Hong Kong luv muag turnover poob los ntawm -24.32% los ntawm nag hmo, uas yog 55% ntawm 1-xyoo nruab nrab. Kev loj hlob yam tseem ceeb yog, rau feem ntau, siab dua tus nqi raws li cov kaus mom loj tshaj cov kaus mom me me. Tag nrho cov sectors yog ntsuab, nrog kev kho mob +4.66%, tech +4.6%, thiab kev txiav txim siab +3.72%, thaum vaj tse yog qhov laggard ntawm +0.76%. Cov sub-sectors saum toj kawg nkaus yog Apple ecosystem cov khoom lag luam, cov khoom siv ncaws pob, thiab cov koom haum tshawb fawb cog lus (pharma tuam txhab uas muag ua haujlwm rau lwm lub tuam txhab), thaum cov nyiaj rho npe poob qis. Southbound Stock Connect ntim tau teeb pom kev zoo li cov neeg ua lag luam hauv av tau yuav + $ 121 hli ntawm Hong Kong cov khoom lag luam hnub no nrog Tencent, Meituan, Li Auto, thiab Tianqi Lithium net yuav.

Shanghai, Shenzhen, thiab STAR Board tau nce +1.6%, +1.66%, thiab +1.47% ntawm ntim +10.54% los ntawm nag hmo, uas yog 100%. 3,476 cov khoom lag luam tau nce siab, thaum 1,046 cov khoom lag luam poob qis. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom me me tshaj lub kaus mom loj. Tag nrho cov sectors tau zoo raws li cov sectors saum toj kawg nkaus yog nyiaj txiag +3.49%, kev sib txuas lus +3.12%, thiab kev noj qab haus huv +3.09%, thaum lub zog poob ntawm +0.85%. Sab saum toj sub-sectors yog Tshuag brokers, electronics, thiab lub Apple ecosystem, thaum lub hnub ci, nws pib qhov chaw thiab precious hlau yog laggards. Northbound Stock Connect ntim tau nruab nrab / lub teeb raws li cov tub ua lag luam txawv teb chaws yuav noj qab haus huv $ 1.973B ntawm Mainland stocks nrog Kweichow Moutai, Tuam Txhab Lag Luam Tuam Txhab, thiab Longi Green Energy net yuav, thaum Tongwei yog muag muag. Cov nyiaj tau txais txiaj ntsig tau sib sau ua ke, CNY tau txais txiaj ntsig +0.23% piv rau US $, thiab tooj liab tau nce +1.22%.

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

• CNY / USD 6.74 piv rau 6.76 nag hmo
• CNY / EUR 6.97 piv rau 6.92 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 2.91% tiv tiag 2.91% nag hmo
• Tus Nqi Tooj Liab + 1.22% dhau ib hmo