Kev Ua Lag Luam Cheer Dynamic Zero COVID, Tus Saib Xyuas Kev Mob Hauv Nroog Loj, Lub Limtiam Saib Xyuas

Lub Limtiam Ntsuam Xyuas

• Cov neeg tshawb xyuas los ntawm US Public Company Accounting Oversight Board (PCOB) tau tawm hauv Hong Kong, uas cov tub ua lag luam tau coj los ua ib qho kev pom zoo tias lawv tau mus ncig xyuas cov ntawv txheeb xyuas cov neeg soj ntsuam ntawm US-listed Suav tuam txhab uas muag.
• Lub lim tiam no, peb tau pom qee qhov kev zam txim los ntawm Tuam Tshoj txoj cai xoom KEVID raws li cov xwm txheej txuas ntxiv mus hauv Suav teb yam tsis muaj kev cuam tshuam thoob plaws nroog. Peb yuav tshaj tawm cov ntaub ntawv ywj pheej ntawm kev khiav tsheb hauv cov nroog tseem ceeb hauv Suav teb tsis tu ncua los kuaj xyuas lub teb chaws txoj kev vam meej hauv kev txo qis kev txwv.
• Peb tau kawm hnub Thursday tias Thawj Tswj Hwm Biden yuav ntsib nrog Thawj Tswj Hwm Xi ntawm sab sab ntawm lub rooj sib tham G20 hauv Bali, Indonesia.
• Hnub no yog Hnub Ib Leeg (11/11), lub npe hu ua hnub ntawm kev muag khoom ntau lub lis piam rau Suav E-Commerce platforms. Xyoo no, Alibaba's Tmall Global tau koom tes nrog cov khw muag khoom thoob plaws Tebchaws Meskas kom muab cov neeg siv khoom suav nrog tib qhov kev cog lus uas lawv tau siv los ntawm kev mus xyuas cov khw muag khoom ntawm tus kheej. Peb sau Tmall qhov kev tso tawm los ntawm Woodbury Commons ntawm no hauv New York hauv lub lim tiam no video.

Hnub Friday Cov Xov Xwm Tseem Ceeb

Nyob zoo Veterans Day! Asian equity markets yog lub hiav txwv ntsuab thaum hmo ntuj raws li cov tub ua lag luam zoo siab rau nag hmo US CPI luam tawm raws li US dollar Performance index poob -0.99%, Asia Dollar Index tau nce +0.68%, thiab Renminbi tau nce +0.86% piv rau duas.

Hong Kong thiab Tuam Tshoj Mainland tau ua tau zoo tshaj rau nag hmo lub Xeev Pawg Saib Xyuas Kev Tshaj Tawm ntawm qhov kev nce ntxiv ntawm xoom covid txoj cai. Hong Kong tau txais "nitrous oxide" thaum sawv ntxov thaum tav su thaum Lub Xeev Pawg Saib Xyuas tau tshaj tawm nees nkaum lub ntsiab lus hais txog qhov tsis muaj zog tiv thaiv COVID vim tias cov thawj coj hauv nroog yuav tau txais kev tswj hwm ntau ntxiv los kho cov cai. Tsoomfwv tau qhia tias nws paub txog cov pej xeem kev ntxhov siab los ntawm kev tshem tawm cov kev sim COVID loj, tshem tawm kev cais tawm ntawm tsoomfwv lub chaw rau kev cais tawm hauv tsev rau cov neeg raug thiab rau cov neeg tawm hauv thaj chaw uas muaj kev sib kis. Tsoom fwv kuj yuav tsum tsis txhob sim txheeb xyuas cov neeg nyob ze. Cov tub ua lag luam txawv teb chaws tau txhawb nqa lwm qhov txo qis rau cov neeg taug kev nkag mus rau qhov kev txwv tsis pub nkag mus, tso nws los ntawm 7 hnub mus rau 5 hnub ua raws li 3 hnub hauv tsev / tsev so. Ib qho kev thawb rau kev txhaj tshuaj tiv thaiv nrog rau qhov tseem ceeb rau cov neeg laus thaum cov tshuaj khaws cia thiab kev npaj hauv tsev kho mob tshwm sim. Nco ntsoov tias xoom COVID yuav tsis ploj mus ib hmos, tab sis ntau ntxiv. Nws yog tsim nyog sau cia tias muaj 1,150 tus neeg mob covid tshiab nyob hauv Suav teb thaum hmo ntuj nrog rau lwm qhov 9,385 tus neeg mob asymptomatic.

Yuav muaj kev saib xyuas zoo rau lub nroog loj ntawm Guangzhou, uas tau cuam tshuam nrog kev sib kis nrog 2,583 tus neeg mob tshiab tau tshaj tawm hnub no, ntawm 2,358 tus neeg mob asymptomatic. Lub Tsev Haujlwm Saib Xyuas Kev Noj Qab Haus Huv Hauv Nroog Guangzhou tau hais tias nws yuav ua raws li Pawg Neeg Saib Xyuas Lub Xeev tau nees nkaum lub ntsiab lus.

Major City Mobility Tracker, Cuam Tshuam Ntawm Cua

Friday's Key News (Ntxiv mus)

Hong Kong tau nce ntau dua li Asmeskas cov ntawv teev npe Tuam Tshoj cov khoom lag luam tau ua nag hmo, uas ua rau muaj hnub zoo rau Asmeskas cov ntawv teev npe Suav hnub no. Hang Seng Tech Index dhia +10.05% ntawm qhov ntim siab heev. Cov neeg muag khoom luv puas tau khiav dhau hnub no? Yog lawm, luv luv npog undoubtedly yog ib qho tseem ceeb, raws li muaj pov thawj los ntawm Hong Kong outperforming Mainland Tuam Tshoj, txawm tias muaj coob tus neeg ua lag luam yog underweight qhov chaw, uas, cia siab tias, muab lub rally ceg.

Peb kuj muaj Biden thiab Xi lub rooj sib tham nyob rau lub lim tiam tom ntej vim kuv muaj kev ntxhov siab tag nrho los ntawm kev tsis nkag siab txog kev cuam tshuam ntawm Asmeskas thiab Tuam Tshoj kev lag luam li cas, nrog rau kev ua tau zoo ntawm US cov tuam txhab ntau lub teb chaws cov nyiaj tau los hauv Suav teb. Koj puas paub Texas yog lub xeev xa khoom loj tshaj plaws rau Tuam Tshoj? LNG, roj, thiab semiconductors yog tag nrho cov tseem ceeb xa mus rau Tuam Tshoj los ntawm lub xeev. Qhov no yog qhov tseeb.

Nws yog qhov nthuav tias cov tub ua lag luam hauv tebchaws tau txais cov txiaj ntsig me me hauv Hong Kong cov khoom lag luam niaj hnub no raws li Southbound Stock Connect pom qhov nyiaj me me tawm hnub no. Cov tub ua lag luam txawv teb chaws yuav noj qab haus huv $ 2 nphom tus nqi ntawm Mainland Tshuag ntawm Northbound Stock Connect. Mega-cap loj hlob Tshuag, uas yog ob qho tib si hauv tsev thiab txawv teb chaws nyiam, muaj hnub muaj zog. Cov vaj tsev yog qhov zoo tshaj plaws sector nyob rau hauv Tuam Tshoj Mainland, qhov twg nws tau txais +9.98%, thiab Hong Kong, qhov twg nws tau txais +13.17% raws li Mainland xov xwm tau sau tseg lub Association ntawm nyiaj txiag Institutional Institutional Investors yuav txhawb lub sector raws li PBOC cov lus hais txog kev txhawb nqa. Kev lag luam tsis sib haum xeeb tshaj plaws hauv ntiaj teb yog Suav cov tuam txhab tsim khoom vaj khoom tsev, uas tuaj yeem rub tawm rau cov txiaj ntsig zoo ntawm ntau dua 10%.

Hnub no yog Hnub Ib Leeg, Tuam Tshoj lub npe nrov E-commerce muag khoom noj khoom haus. Kev cia siab tshwm sim Alibaba topping xyoo tas los + $ 3 trillion tus nqi ntawm cov khoom muag yuav tsis tshwm sim. Txawm li cas los xij, kev muag khoom tseem yuav sawv cev loj heev rau cov tuam txhab E-Commerce.

Qhov no yuav yog lub lim tiam loj rau cov nyiaj khwv tau los nrog Tencent, Alibaba, NetEase, thiab JD.com tau tshaj tawm!

MSCI tau tshaj tawm lawv cov ntawv tshaj tawm rau lub Kaum Ib Hlis Ib Hlis Ib Hlis Ib Xyoo Index Review, uas yuav tsum muaj cov thawj tswj hwm cov cuab yeej cuab tam kom rov sib npaug lawv cov nyiaj tau los thiab ETFs, yog li lawv ua raws li cov qauv ntsuas tshiab. Tuam Tshoj muaj 36 qhov kev ruaj ntseg ntxiv thiab 34 tshem tawm, thaum Is Nrias teb muaj 6 qhov ntxiv thiab Kaus Lim Qab Teb muaj 1 ntxiv thiab 10 tshem tawm. Tuam Tshoj tseem yog nyob deb ntawm lub teb chaws loj tshaj plaws nyob rau hauv MSCI Emerging Markets Index nrog 723 ntawm nws 1,389 tuav yog Tuam Tshoj raws li qhov hnyav ntawm 30.2%. Asia yog 76.5% ntawm EM kev lag luam peev.

Hang Seng thiab Hang Seng Tech indexes dhia +7.74% thiab +10.05%, feem, ntawm qhov ntim uas tau nce +98.23% los ntawm nag hmo, uas yog 148% ntawm 1-xyoo nruab nrab. 490 cov khoom lag luam nce siab thaum 23 tsis kam. Main Board luv muag nce +125.66% los ntawm nag hmo, uas yog 121% ntawm 1-xyoo nruab nrab, raws li 14% ntawm turnover yog luv turnover. Cov txiaj ntsig muaj txiaj ntsig tau nthuav tawm cov txiaj ntsig kev loj hlob raws li cov kaus mom me me tshaj lub kaus mom loj. Tag nrho cov kev lag luam tau txais txiaj ntsig zoo thaum vaj tse tau nce +13.08%, cov neeg siv khoom txiav txim siab tau nce +11.99%, thiab cov kev pabcuam kev sib txuas lus tau nce +11.35%. Cov chaw ua haujlwm zoo tshaj plaws yog cov khw muag khoom, software, thiab cov neeg siv khoom ruaj khov. Southbound Stock Connect ntim tau siab heev ntawm 2X qhov nruab nrab raws li Mainland cov tub ua lag luam muag - $ 138 lab tus nqi ntawm Hong Kong cov khoom lag luam raws li Kuaishou yog qhov muag me me nrog rau Tencent.

Shanghai, Shenzhen, thiab STAR Board tau nce +1.69%, +1.31%, thiab +0.02%, feem, ntawm qhov ntim uas tau nce +46.6% los ntawm nag hmo, uas yog 126% ntawm 1-xyoo nruab nrab. 2,707 cov khoom lag luam nce siab thaum 1,836 tsis kam. Tus nqi tseem ceeb tshaj qhov kev loj hlob zoo li lub kaus mom loj tshaj lub kaus mom me me. Tag nrho cov sectors tau zoo, coj los ntawm vaj tse, uas tau nce +9.87%, nyiaj txiag, uas tau nce +5.07%, thiab cov neeg siv khoom staples, uas tau nce +4.63%. Cov chaw ua haujlwm zoo tshaj plaws yog vaj tsev, cov hlau muaj txiaj ntsig, thiab cov khoom siv hauv tsev thaum tshav dav hlau, biotech, thiab cov khoom siv lom zem yog qhov phem tshaj. Northbound Stock Connect ntim tau siab vim tias cov tub ua lag luam txawv teb chaws tau yuav ib qho nyiaj $ 2 billion tus nqi ntawm cov khoom lag luam hauv av niaj hnub no. Cov nyiaj tau txais txiaj ntsig tau muag tawm raws li CNY tau nce +0.86% piv rau US duas kom kaw ntawm 7.10 piv rau nag hmo 7.19 raws li tooj liab tau nce +1.44%.

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

• CNY rau USD 7.10 piv rau 7.19 nag hmo
• CNY rau EUR 7.32 piv rau 7.31 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.20% tiv tiag 1.22% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.74% piv rau 2.70% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.87% tiv tiag 2.83% nag hmo