Mainland Rebounds Ntawm Zero COVID Dial Rov Qab, Cov Khoom Siv Khomob Qiv Qiv nce Sector

Xov Xwm Tseem Ceeb

Teb Chaws Asmeskas cov nyiaj nce siab parabolic tau ua pa, tso cai rau qee lub lag luam Esxias rov qab los ib hmos. Tuam Tshoj Mainland tau sib sau ua ke ntawm txoj cai qhia meej txog kev txhawb nqa rau kev lag luam kev ncaj ncees nrog rau cov teeb pom kev zoo thiab kev sib tham nyob ib puag ncig muaj peev xwm rov qhib dua.

Kev kho mob yog qhov ua tau zoo tshaj plaws hauv Hong Kong thiab Tuam Tshoj Mainland. Lub National Health Commission tshaj tawm tias nws yuav muab nyiaj qiv rau tsev kho mob rau kev hloov kho khoom siv kho mob.

Muaj cov lus ceeb toom hais tias Tuam Tshoj Mainland yuav sai sai txo qhov kev txwv tsis pub neeg tuaj xyuas, tej zaum txwv rau cov neeg tuaj xyuas nyob hauv nroog. Lub caij no, muaj qee qhov kev xav tias tag nrho lub tebchaws yuav rov qhib dua xyoo 2023 lossis txawm tias sai tom qab lub rooj sib tham tog hauv lub Yim Hli. Qhov kev sib tham no tuaj yeem ua rau muaj qhov rov qab los ntawm A shares thaum hmo ntuj.

Lub Tuam Txhab Tuam Txhab Tuam Txhab Tuam Txhab, Tuam Tshoj lub tuam txhab nyiaj hauv nruab nrab, tau txhaj $ 25 nphom rau hauv cov nyiaj txiag los ntawm kev ua haujlwm rov qab, tom qab txhaj tshuaj zoo li nag hmo. Nyob rau sab ntxeev, lub tuam txhab nyiaj hauv nruab nrab kuj tau siv 20% kev pheej hmoo-tso tseg los pab cuam tshuam qhov poob ntawm Renminbi piv rau US duas. Qhov no ua rau nws kim dua muag yuan los yuav duas-raws li daim ntawv cog lus derivatives. PBOC tab tom sim txhawb kev lag luam thaum ua kom tus Yuan nyob rau theem tsim nyog piv rau US duas.

Cov npe hauv Is Taws Nem tau sib xyaw ua ke ib hmos ntawm qee qhov kev noj nyiaj, txawm tias Meituan thiab JD.com ua tau zoo dua li qhov muag luv luv tseem siab. Tus kheej tuav Tik Tok-tus tswv Bytedance tshaj tawm ib feem yuav-rov qab muaj nqis txog $ 3 nphom. Alibaba Cloud tau tsim kev koom tes nrog ib lub tuam txhab South Africa los muab kev pabcuam huab cua hauv lub tebchaws ntawd. Qhov no tuaj raws li Ministry of Commerce tshaj tawm cov phiaj xwm los txhawb kev hla ciam teb E-Commerce ntxiv.

Nag hmo peb tau pom qhov xwm txheej ntawm ntug dej hiav txwv piv rau kev sib txawv ntawm ntug dej hiav txwv raws li Mainland kev lag luam tau nce siab thaum Hong Kong tau nce tsawg dua 1%. Cov khoom lag luam loj hlob tau zoo dua nyob deb ntawm Mainland ib yam nkaus.

Hang Seng thiab Hang Seng Tech tau nce +0.03% thiab +0.55% ntawm ntim -6.54% los ntawm nag hmo, uas yog 77% ntawm 1-xyoo nruab nrab. 318 cov khoom lag luam tau nce siab thaum 166 cov khoom lag luam poob qis. Main Board luv muag turnover poob -3.32% los ntawm nag hmo, uas yog 91% ntawm 1-xyoo nruab nrab, raws li luv luv trading accounted rau 20% ntawm tag nrho cov trading. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom loj me me me me. Cov khoom lag luam sab saum toj yog kev kho mob +2.9%, staples +1.99%, thiab kev lag luam +1.77% thaum kev siv hluav taws xob -1.12%, nyiaj txiag -1.02%, thiab tech -0.48% poob qis. Sab saum toj sub-sectors suav nrog kev kawm online, pharma, thiab kev ncig mus ncig, thaum roj, REITs, thiab Apple ecosystem ua haujlwm tsis zoo. Southbound Stock Connect ntim tau nruab nrab / teeb raws li Mainland cov tub ua lag luam tau yuav $ 101 lab ntawm Hong Kong cov khoom lag luam, nrog Tencent qhov kev yuav khoom muaj zog, Meituan ib nrab / muaj zog yuav, thiab Li Auto ib qho me me.

Shanghai, Shenzhen, thiab STAR Board tau nce 1.4%, 2.07%, thiab 1.52%, feem, ntawm qhov ntim uas txo qis -0.41% los ntawm nag hmo, uas yog 66% ntawm 1-xyoo nruab nrab. 3,902 cov khoom lag luam nce siab, thaum 713 tsis kam. Cov haujlwm sab saum toj yog kev kho mob +4.81%, kev sib txuas lus +2.96%, thiab staples 2.28% thaum lub zog -0.74%, kev siv hluav taws xob -0.28%, thiab cov khoom siv -0.01% poob qis. Cov chaw ua haujlwm zoo tshaj plaws yog cov cuab yeej kho mob, cov khoom lag luam ntsig txog kev mus ncig, thiab cov tshuaj siv dav dav, thaum thee, lithium mining, thiab hnub ci yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab / lub teeb raws li cov tub ua lag luam txawv teb chaws tau yuav $ 456 lab ntawm Mainland Tshuag hnub no. Treasury bonds rallied, CNY eased -0.5% piv rau US $ 7.17, thaum tooj liab rallied James Bond style +0.07%.

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

• CNY / USD 7.17 piv rau 7.16 nag hmo
• CNY / EUR 6.91 piv rau 6.89 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.71% piv rau 2.72% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.84% tiv tiag 2.85% nag hmo
• Tus Nqi Tooj Liab + 0.07% dhau ib hmo