Mainland nce ntawm PBOC qhov txiaj ntsig cuam tshuam

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias muaj ib hmo sib xyaw ntawm cov teeb ntim tom qab hnub so nag hmo.

Cov xov xwm xov xwm muaj qhov tsis zoo dua li niaj zaus raws li COVID kev kaw haujlwm hauv Chengdu thiab tam sim no Guiyang tseem ua kom pom tseeb. Tsim nyog ceeb toom Hong Kong muaj ze li 10k tus neeg mob COVID tshiab niaj hnub no txawm hais tias muaj kev yooj yim txuas ntxiv ntawm kev txwv kev mus ncig. Lub Yim Hli Caixin Tuam Tshoj Kev Pabcuam PMI hnub so tso tawm yog 55 piv rau qhov kev cia siab ntawm 54 thiab Lub Xya Hli 55.5. Zoo li tsis yooj yim sua xav txog cov xov xwm, txoj cai? Kev tshawb fawb Caixin yog ua los ntawm IHS Markit uas nyuam qhuav tau los ntawm S&P Dow Jones rau cov ntaub ntawv tsis ntseeg. Cov xov xwm tseem tsis tau pab tab sis ob hnub txav hauv Hong Kong cov khoom lag luam hauv internet sib tw rau hnub Friday ADR kev poob qis uas tau tsav los ntawm FT tsab xov xwm uas Tencent yuav rho tawm los ntawm lawv cov peev txheej xws li Meituan thiab Kuishou. Nws tsis muaj teeb meem tias lub tuam txhab tsis kam lees tsab xov xwm.

Tencent tus tub ua lag luam thaum ntxov Naspers tab tom muag nws txoj haujlwm los pab nyiaj rov qab. Berkshire Hathaway txiav nws txoj haujlwm BYD tau hnyav rau nws cov Tshuag. Tencent yuav lwm 1.12 lab shares ib hmos uas lawv tau ua txij thaum Lub Yim Hli 19^th. Tom qab ntawd muaj US $ s relentless lub peb hlis ntuj siab dua li Bloomberg JP Morgan Asia Dollar Index tsis kam mus rau lwm 52-lub lim piam qis. Lub PBOC tau saib kom coj mus rhaub cov brakes ntawm renminbi tus swb thaum nws txiav cov tuam txhab nyiaj txawv teb chaws cia qib los ntawm 2% raws li CNY tsis kam mus rau 6.95 piv rau US $.

Cov neeg muag khoom luv luv Hong Kong txuas ntxiv nias lawv cov thawj koom ruam tawm tsam kev tshaj xov xwm backdrop nrog 24% ntawm tag nrho cov lag luam hauv Tencent tau muag luv luv, Meituan 19%, JD.com HK 31%, thiab Alibaba HK 12%. Nco ntsoov qhov kev tsis zoo no hnyav rau Hong Kong, Tuam Tshoj txoj kev lag luam offshore / cov tub ua lag luam txawv teb chaws lub ntsiab lus ntawm Tuam Tshoj, ntau dua li Shanghai thiab Shenzhen Tshuag Txauv, kev lag luam onshore / cov neeg lag luam hauv Suav teb 'lub ntsiab lus ntawm Tuam Tshoj. Exhibit A: Niaj hnub no kev ua lag luam ua lag luam raws li kev lag luam onshore rallied. Tom qab kaw, Thawj Tswj Hwm Xi tuaj koom ntawm lub rooj sib tham tsom mus rau kev lag luam thiab cov thev naus laus zis tseem ceeb tau sau cov xov xwm. Cov tub ua lag luam txawv teb chaws tau muag ib qho kev noj qab haus huv - $ 560 lab ntawm Mainland stocks ntawm Northbound Stock Connect tom qab nag hmo - $ 1.098 billion ntawm Mainland stocks.

Lub Hang Seng thiab Hang Seng Tech kaw -0.12% thiab +0.07% raws li tom qab nag hmo poob ntawm -1.16% thiab -1.92% ntawm ntim -16.48% los ntawm nag hmo uas yog 63% ntawm 1-xyoo nruab nrab. 283 cov khoom lag luam tau nce siab thaum 187 cov khoom lag luam tsis kam. Hong Kong luv muag turnover poob -8.61% los ntawm nag hmo uas yog 71% ntawm 1-xyoo nruab nrab raws li luv luv turnover accounted rau 19% ntawm tag nrho cov turnover. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li cov kaus mom me me tshaj lub kaus mom loj. Cov khoom lag luam saum toj kawg nkaus yog vaj tsev +4.39%, cov khoom siv +1.7%, thiab tech +1.23% thaum kev sib txuas lus -1.02%, industrials -0.37%, thiab staples -0.3%. Sab saum toj sub-sectors yog kev kawm online, e-luam yeeb / luam yeeb, hnub ci thiab semis thaum zaub mov / dej haus, khw muag khoom, thiab cov lag luam tsheb yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam hauv av tau yuav $ 120 lab ntawm Hong Kong cov khoom lag luam niaj hnub no nrog Tencent pom kev yuav khoom nruab nrab thiab Meituan pom muag muag muag.

Shanghai, Shenzhen, thiab STAR Board tau nce +1.36%, +1.21%, thiab +1.11% tom qab nag hmo -0.07%, -0.57%, thiab -1.04% ntawm ntim +13.54% uas yog 84% ntawm 1-xyoo nruab nrab. 3,128 cov khoom lag luam tau nce siab thaum 1,334 cov khoom lag luam tsis kam. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li lub kaus mom loj tshaj lub kaus mom me me. Cov khoom lag luam sab saum toj yog cov khoom siv +2.32%, vaj tsev +2.1%, thiab kev txiav txim siab +1.83% thaum kev kho mob thiab nyiaj txiag tau tawm -0.27% thiab -0.09%. Sab saum toj sub-sectors yog hnub ci, hluav taws xob tsim hluav taws xob, thiab petrochemical thaum biotech thiab ntau qhov kev kho mob sub-sectors yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab / lub teeb raws li cov tub ua lag luam txawv teb chaws muag - $ 560 lab ntawm Mainland stocks. Cov nyiaj qiv nyiaj tau nce siab, CNY poob rau 6.95 piv rau US $, thiab tooj liab tau nce +1.47%.

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

• CNY / USD 6.96 piv rau 6.91 Hnub Friday
• CNY / EUR 6.91 tiv tiag 6.90 Hnub Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.61% piv rau 2.62% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 2.78% tiv thaiv 2.80% Hnub Friday
• Tooj Tooj Nqe + 1.47%