Kev lag luam siab dua li cov tub lag luam tsis quav ntsej Nena's 99 Liab Balloons

Xov Xwm Tseem Ceeb

Asian equities tau qis dua ib hmos raws li Tuam Tshoj outperformed. Thov txim rau 1980s hit song reference!

Hong Kong cov ntawv teev npe hauv internet tau sib sau ua ke tom qab Asmeskas cov ntawv teev npe Suav cov khoom lag luam deflated rau hnub Friday ntawm nom tswv rhetoric. Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent, uas tau nce +0.83%, Meituan, uas rub James Bond, nce +0.07%, Alibaba, uas poob -0.1% piv rau US cov npe, uas poob -4.43% rau hnub Friday, JD.com, uas poob -1.43%, ua haujlwm zoo dua nws cov npe hauv Asmeskas, uas poob -5.7%, thiab Baidu, uas tau nce +1.92% ntawm lwm qhov kev tshaj tawm Ernie Bot, piv rau US cov npe, uas poob -6.13%.

Cov neeg ua lag luam hauv av yog cov neeg yuav khoom niaj hnub no ntawm Southbound Stock Connect raws li Hang Seng Index nyob saum 21,000 qib. Hong Kong's Main Board pom luv luv turnover nce mus rau 17% ntawm tag nrho cov turnover, uas tau nce ticked thaum lub sij hawm tsis ntev los no kho / rub rov qab. Cov neeg siv khoom staples yog qhov ua tau zoo tshaj plaws hauv Hong Kong, nce +1.97% (sab qaum teb Tuam Tshoj nrog rau Asmeskas Tuam Tshoj ADRs / feem ntau cov tub lag luam sab nraud ntawm Tuam Tshoj) thiab Tuam Tshoj Mainland, nce +2.16% (nyob rau hauv Tuam Tshoj / feem ntau muaj los ntawm cov tub ua lag luam hauv Suav teb) kev lag luam .

Cov xov xwm tseem ceeb yuav ua rau muaj kev cuam tshuam rau sab hnub poob ntawm Tuam Tshoj ntau dua li ntawm ntug dej hiav txwv Tuam Tshoj raws li cov lus tit-rau-tat UFO cov lus sib liam thiab cov xov xwm hnyav ntawm ntug dej hiav txwv ntau dua li ntawm ntug dej. Tau saib lub lag luam onshore rau kaum xyoo, nws yeej taug kev mus rau nws tus kheej lub nruas, muab kev sib raug zoo rau lub ntiaj teb kev ncaj ncees portfolios. Kev ua lag luam niaj hnub no yog qhov piv txwv zoo raws li Shanghai Composite tau nce +0.72% thiab Shenzhen tau nce +1.19% ntawm cov ntim muaj zog, raws li cov tub ua lag luam tsom rau cov ntaub ntawv nyiaj txiag muaj zog, tso tawm tom qab hnub Friday kaw. Cov tub ua lag luam txawv teb chaws yog net buyers ntawm onshore Tuam Tshoj ntawm Northbound Stock Connect.

Nws yog qhov nthuav tias kev lag luam vaj tsev tau nce hauv Hong Kong thiab qis hauv Suav teb, raws li Link REIT (823 H) poob -12.82% thiab tom qab ntawd raug ncua tom qab tshaj tawm cov khoom lag luam. Peb tau ceev faj txog cov khoom vaj khoom tsev raws li cov tuam txhab tshaj tawm cov khoom lag luam ntxiv los txhawb lawv daim ntawv tshuav nyiaj li cas, nyiam lawv cov ntawv cog lus txhawm rau txhawm rau rov qab los.

Cov tub ua lag luam Suav tau pom Pinduoduo ntau qhov kev tshaj tawm rau nws qhov kev pabcuam Temu E-Commerce thaum hmo ntuj Super Bowl.

Lub lim tiam dhau los, peb tau siv sijhawm nyob hauv Washington DC, ntsib nrog ntau tus tswvcuab ntawm Congress thiab lawv cov neeg ua haujlwm. Hauv kev txiav txim siab, lub sijhawm no Tuam Tshoj tsuas yog saib los ntawm lub teb chaws tiv thaiv lens, nrog kev xav me ntsis ntawm kev cuam tshuam ntawm ob txoj kev lag luam, cia nyob ib leeg muaj pes tsawg lub tuam txhab Asmeskas ua hauv Suav teb. Tsuas yog qhia tias vim li cas cov neeg sawv cev yuav tsum tau caij dav hlau mus ntsib ib leeg. Tuam Tshoj tsoomfwv tau hais txog Janet Yellen qhov kev npaj mus ntsib, uas cia siab tias yuav tso cai rau txhua yam kom txias.

Hnub Thursday dhau los, MSCI tau muab nws cov pro-forma rau lub hli-kawg index rebalance. Rau EM cov tub ua lag luam, Tuam Tshoj qhov hnyav yog 33.5%, txawm hais tias suav suav suav suav suav nrog 719 ntawm qhov ntsuas 1,382 cov khoom lag luam.

Hang Seng thiab Hang Seng Tech indexes sib cais kom kaw -0.12% thiab +0.29%, feem, ntawm qhov ntim uas txo -6.43% txij hnub Friday, uas yog 89% ntawm 1-xyoo nruab nrab. 267 cov khoom lag luam nce siab thaum 204 cov khoom lag luam poob qis. Main Board luv turnover poob -4.18% txij hnub Friday, uas yog 89% ntawm 1-xyoo nruab nrab li 17% ntawm turnover yog luv luv turnover. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw, thaum lub kaus mom loj tshaj lub kaus mom me me. Cov kev ua tau zoo tshaj plaws yog cov neeg siv khoom lag luam, uas tau nce +1.97%, kev pabcuam kev sib txuas lus, uas tau nce +1%, thiab cov khoom siv, uas tau nce +0.95%, thaum cov khoom siv hluav taws xob poob -0.24%, nyiaj txiag poob -0.32%, thiab thev naus laus zis poob - 0.59%. Cov khoom lag luam ua tau zoo tshaj plaws yog cov khoom noj / dej haus / luam yeeb, cov neeg siv khoom ruaj khov thiab cov kev pabcuam rau cov neeg siv khoom, thaum xov xwm, khoom noj khoom haus staples thiab technical hardware yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam hauv av tau yuav $ 405 lab tus nqi ntawm Hong Kong cov khoom lag luam xws li Tencent, Meituan, thiab Kuaishou yog tag nrho cov khoom me me.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw, kaw +0.72%, +1.19%, thiab -0.05%, ntawm qhov ntim uas tau nce +10.42% txij hnub Friday, uas yog 108% ntawm 1-xyoo nruab nrab. 3,281 cov khoom lag luam tau nce siab thaum 1,295 cov khoom lag luam tsis kam. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw raws li cov kaus mom me me tau tawm ntawm lub kaus mom loj me ntsis. Cov khoom lag luam sab saum toj yog cov neeg siv khoom lag luam, uas tau nce +2.16%, kev lag luam, uas tau nce +1.35%, thiab cov kev pabcuam kev sib txuas lus, uas tau nce +0.84%, thaum vaj tse poob -0.73%, lub zog poob -0.88%, thiab cov khoom siv hluav taws xob poob -0.91% . Cov kev ua haujlwm zoo tshaj plaws yog kev tsim kho tshuab, tshuaj lom neeg, thiab cov tshuab hnyav, thaum marine, banking, thiab kev ua liaj ua teb yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 101 lab tus nqi ntawm Mainland stocks. CNY poob -0.16% piv rau US duas rau 6.82 CNY ib USD, nyiaj txiag nkhaus flattened, thaum tooj liab thiab hlau yog ob qho tib si down.

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

• CNY rau USD 6.82 piv rau 6.81 nag hmo
• CNY rau EUR 7.30 piv rau 7.27 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.70% tiv tiag 1.60% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.89% piv rau 2.90% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.06% tiv tiag 3.06% nag hmo
• Tus Nqi Tooj Kub -0.48% dhau ib hmo
• Steel Nqe -0.67% thaum hmo ntuj