Kev Lag Luam Cheer Raws li Tus Lwm Thawj Coj lees paub COVID txwv Dial Rov Qab

Xov Xwm Tseem Ceeb

Cov neeg Esxias cov peev txheej tau txhawb nqa Powell cov lus hais tawm nag hmo thaum Indonesia tshaj tawm cov se ua lag luam uas cov tub ua lag luam tau muab Bronx zoo siab / tus ntiv tes xoo.

Tus Lwm Thawj Coj Sun Chunlan, paub txog kev siv Shanghai lub caij nplooj ntoo hlav kaw thiab tau txais lub npe menyuam yaus tus poj huab tais COVID raws li ib tus ntawm peb cov neeg ua haujlwm hauv Mainland, tau hais ntawm National Health Commission lub rooj sib tham los txhawb kev txo qis kev txwv. Nws tau sau tseg tias omicron tsis tshua muaj neeg tuag ntau dua li lwm yam kev hloov pauv thaum hais txog kev thawb loj kom tau txhaj tshuaj tiv thaiv cov neeg laus. Beijing, Shenzhen, thiab Guangzhou cov tsoomfwv hauv nroog tau tshaj tawm cov kev ntsuas yooj yim thaum lawv ua raws li tsoomfwv cov lus qhia.

Hong Kong tau qhib siab dua vim tias cov khoom lag luam hauv internet tau muaj hnub zoo, txawm tias tsis muaj zog npaum li Asmeskas cov ntawv teev npe Suav nag hmo. Hong Kong qhov kev lag luam hnyav tshaj plaws yog Tencent +2.51%, Meituan -0.37%, thiab Alibaba HK +3.63%. Kev lag luam Mainland kuj muaj hnub zoo, coj los ntawm kev loj hlob cov khoom lag luam. Cov khoom vaj khoom tsev tau rub rov qab rau hauv Hong Kong thiab Tuam Tshoj raws li cov tub ua lag luam dig muag muaj peev xwm dilution thaum cov neeg tsim khoom vaj tse pib tshaj tawm cov khoom tshiab los txhawb lawv cov nyiaj txiag. Yog hais tias kuv yog ib tug hedge fund, kuv yuav txiav txim siab luv luv cov khoom vaj tse thiab mus ntev daim ntawv cog lus.

Cov tub ua lag luam txawv teb chaws tau ua haujlwm nyob rau hauv Tuam Tshoj txoj kev lag luam onshore, yuav ib qho kev noj qab haus huv $ 1.615B ntawm Mainland stocks. Kweichow Moutai (600519 CH) +1.99%, Tuam Tshoj cov khoom lag luam hnyav tshaj plaws niaj hnub no thiab, feem ntau, tshaj tawm nag hmo cov nyiaj faib tshwj xeeb yuav them rau cov tswv lag luam. Cov neeg muag khoom luv luv hauv Hong Kong tau nyob ntsiag to ob peb lub lis piam dhau los raws li Main Board luv luv turnover poob mus rau 14% ntawm tag nrho cov turnover piv rau 18% nruab nrab YTD.

Ntawm peb lub rooj sib tham txhua xyoo nag hmo (replay muaj nyob rau ntawm kraneshares.com), NIO's CFO tau hais tias nws cia siab tias EV cov nyiaj pab yuav xaus rau xyoo tom ntej txawm tias hmo ntuj ib lub xov xwm hauv Mainland tau sau tseg tias yuav tsis muaj "tag nrho rub tawm ntawm kev txhawb nqa txoj cai rau cov haujlwm. ” Ironically, FTSE tshaj tawm tias XPeng yuav raug tshem tawm ntawm nws Tuam Tshoj 50 Performance index ntawm nruab nrab Lub Kaum Ob Hlis rebalance tom qab ib tug loj heev hnub nag hmo. EV Lub Kaum Ib Hlis muag muag muag muag raws li cov lus qhia ntxov rau tag kis no. Nws yog ib qho xwm txheej zoo nag hmo uas kuv pom zoo kom saib! Yog tias koj xav tau CICC's Equity Strategist's Deck, email rau peb ntawm [email tiv thaiv]. Kuv paub tseeb tias cov muag luv luv npog lawv txoj haujlwm yog qhov tseem ceeb. Koj puas tuaj yeem xav txog yog tias peb tau txais txiaj ntsig zoo rau PCAOB qhov kev tshuaj xyuas ntawm PWC, KPMG, thiab Deloitte? Sab saum toj ntawm kuv cov npe hnub so xav tau yog qhov txiaj ntsig zoo! Ntiv tes hla.

Hang Seng thiab Hang Seng Tech +0.75% thiab +1.08% ntawm ntim -10.59% los ntawm nag hmo, uas yog 161% ntawm 1-xyoo nruab nrab. 258 cov khoom lag luam nce siab, thaum 236 tsis kam. Main Board luv turnover poob -23.43% los ntawm nag hmo, uas yog 133% ntawm 1-xyoo nruab nrab, raws li 14% ntawm turnover yog luv turnover. Growth factor edged out value factor as me caps outpaced loj caps. Cov haujlwm sab saum toj yog kev sib txuas lus +2.67%, cov khoom siv +1.57%, thiab kev txiav txim siab +1.52%, thaum vaj tse -2.1%, kev siv hluav taws xob -1.89%, thiab lub zog -1.69%. Cov ntu sab saum toj yog khoom noj, software, thiab cov khoom siv ruaj khov, thaum lub zog, kev pabcuam kev lag luam, thiab cov khoom siv hauv tsev yog qhov phem tshaj. Southbound Stock Connect ntim tau siab vim cov neeg ua lag luam hauv av tau yuav $ 261 hli ntawm Hong Kong cov khoom lag luam, nrog Tencent thiab Xpeng ib qho muag me me, Kuaishou qhov muag nruab nrab yuav, thiab Meituan me me yuav.

Shanghai, Shenzhen, thiab STAR Board tau nce +0.45%, +1.26%, thiab +0.91% ntawm ntim +13.55% los ntawm nag hmo, uas yog 111% ntawm 1-xyoo nruab nrab. 3,044 cov khoom lag luam tau nce siab, thaum 1,542 cov khoom lag luam tsis kam. Kev loj hlob yam tseem ceeb tshaj qhov muaj nuj nqis, thaum lub kaus mom me me dua lub kaus mom loj. Cov haujlwm sab saum toj yog kev sib txuas lus +4.94%, staples +3.77%, thiab tech +2.46%, thaum lub zog tsuas yog qis qis -0.52%. Cov ntu sab saum toj yog cov khoom siv hauv chaw ua haujlwm, cov hlau muaj txiaj ntsig, thiab kev lag luam zaub mov, thaum tshav dav hlau, nyiaj txiag, thiab thee yog qhov phem tshaj plaws. Northbound Stock Connect ntim tau siab vim tias cov tub ua lag luam txawv teb chaws yuav noj qab haus huv $ 1.615B ntawm Mainland stocks. CNY tau nce me ntsis, +0.16% piv rau US duas kom kaw ntawm 7.08, Treasury bonds tau tiaj tus, thiab tooj liab +1.28%.

Tuam Tshoj Loj Tuam Tshoj Mobility Tracker

Lub tsheb tsheb tau nce mus rau hauv lub cim muaj zog ntawm kev so, thaum kev siv subway yuav raug ntaus hauv qab.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 7.08 piv rau 7.09 nag hmo
• CNY ib EUR 7.39 piv rau 7.34 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.86% tiv thaiv 2.89% Nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.00% tiv tiag 3.03% Nag hmo
• Tus Nqi Tooj Liab + 1.28% dhau ib hmo