Mainland Outperforms Raws li Tencent Weighs ntawm Hong Kong

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian muaj hmo ntuj tshwj tsis yog Tuam Tshoj thiab Indonesia, uas ob qho tib si tswj tau nyiaj tsawg. Hong Kong cov khoom lag luam hauv internet tau tawm tom qab Tencent cov txiaj ntsig nyiaj txiag me me thiab kev pom zoo nag hmo. Shanghai qhov kev kaw cia tau yooj yim tab sis yuav tsis raug kaw kom txog thaum kawg ntawm lub hli, hnyav rau kev lag luam thiab cov nyiaj tau los tshaj tawm hauv Q2. Qhov no yuav tsum tsis txhob ua surprise rau leej twg. Cov npe hauv internet tau dhau los ntawm 2000-zoo li drawdown raws li cov khoom lag luam twb cuam tshuam ntau yam xov xwm phem. Nco ntsoov Hong Kong / US ADRs, uas kuv hu ua offshore Tuam Tshoj ua lag luam, muaj kev cuam tshuam cov neeg ua lag luam txawv teb chaws txoj kev xav rau Tuam Tshoj. Nyob rau hauv sib piv, lub onshore lag luam, muaj xws li Shanghai & Shenzhen exchanges, qhia txog Mainland Suav investor sentiment.

Peb muaj WSJ tsab xov xwm ntawm "Tuam Tshoj Insists Party Elite Shed Overseas Assets ..." tag kis no. Tsis muaj pov thawj yog tias muaj tseeb / tsis muaj tseeb txawm hais tias Dr. Kissinger cov lus hauv nag hmo daim ntawv qhia txog Tuam Tshoj txoj kev lag luam tseem ceeb rau sab hnub poob. Kuv tuaj yeem sib txawv ntawm Western xov xwm piav qhia nrog Mainland nyiaj txiag xov xwm kev tsom xam.

Premier Li cov lus hais txog kev txhawb nqa kev lag luam yog lub ntsiab lus tseem ceeb tshaj plaws vim tias cov neeg tsim cai tau txais txiaj ntsig zoo rau kev lag luam thiab nws cov teeb meem. Peb kuj muaj SOE regulator (State-Owned Assets Supervision and Administration Commission) pom zoo cov tuam txhab "nce kev txhaj tshuaj ntawm cov khoom muaj txiaj ntsig zoo rau hauv cov tuam txhab teev npe," piv txwv li, cov nyiaj faib thiab kev yuav rov qab. Tebchaws Europe lub zog ntsuab thawb tau txais txiaj ntsig zoo rau Tuam Tshoj hnub ci thiab cua tuam txhab lag luam, uas muaj hnub muaj zog. Ib qho ntawm cov ncauj lus tseem ceeb ntawm Tuam Tshoj nyiaj txiag yog "Vim li cas Asmeskas cov khoom lag luam poob qis dua?" uas dispels cov dab neeg uas cov neeg nyob hauv Suav teb tsis paub tias muaj dab tsi tshwm sim thoob ntiaj teb. Cov vaj tsev yog qhov ua tau zoo tshaj plaws hauv Suav teb thiab Hong Kong vim tias cov nqi qiv nyiaj yuav raug txiav rau hnub Friday. Qee tus neeg ua lag luam txawv teb chaws tau pom qhov no raws li Northbound Stock Connect pom + $ 759mm ntawm kev yuav khoom thaum hmo ntuj.

Lub Hang Seng thiab Hang Seng Tech qhib qis dua thiab nyob ntawd, kaw -2.54% thiab -3.98% ntawm ntim +7.49% los ntawm nag hmo, 84% ntawm 1-xyoo nruab nrab. Muaj 113 tus neeg nce qib piv rau 356 tus neeg tsis txaus siab. Hong Kong luv muag ntim tau nce 9.4%, uas yog 104% ntawm 1-xyoo nruab nrab. Tus nqi tseem ceeb tshaj qhov ua tau zoo tab sis tsis yog los ntawm qhov tseem ceeb ntawm qhov sib piv piv rau kev loj hlob. Cov kaus mom me me tshaj lub kaus mom loj. Cov vaj tsev tsuas yog qhov zoo tshaj plaws ntawm +0.19%, thaum kev sib txuas lus -5.8%, kev txiav txim siab -4.91%, thiab tech -2.83%. Cov neeg lag luam hauv av yog cov neeg yuav khoom ntawm Hong Kong ntawm Southbound Stock Connect, nrog rau Tencent thiab Meituan pom kev yuav khoom.

Shanghai, Shenzhen, thiab STAR Board tau nce +0.36%, +0.58%, thiab +2.2% ntawm ntim +4.61% los ntawm nag hmo, 74% ntawm 1-xyoo nruab nrab. 2,190 cov khoom lag luam tau nce siab thaum 2,125 cov khoom lag luam tsis kam. Kev loj hlob yam tseem ceeb tshaj qhov tseem ceeb ntawm tus nqi, thaum lub kaus mom me me dua lub kaus mom loj. Cov vaj tsev yog qhov ua tau zoo tshaj plaws hauv kev lag luam +2.22%, kev siv hluav taws xob +1.57%, tech +1.54% thiab kev lag luam +1.09% thaum staples -0.59%, nyiaj txiag -0.56% thiab kev sib txuas lus -0.3%. Cleantech ecosystem yog qhov ua tau zoo tshaj, nrog lub hnub ci thiab cua lub npe zoo dua. Cov tub ua lag luam txawv teb chaws yuav + $ 759mm ntawm Mainland Tshuag hnub no ntawm Northbound Stock Connect. Bonds tau tiaj tus, CNY tau tawm ntawm US $, thiab tooj liab tawm ntawm qhov kov.

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

• CNY / USD 6.75 piv rau 6.74 nag hmo
• CNY / EUR 7.10 piv rau 7.09 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.78% piv rau 2.78% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.99% tiv tiag 2.99% nag hmo
• Tus Nqi Tooj Kub -0.54% dhau ib hmo