Kev lag luam saib mus tom ntej Raws li Beijing & Guangzhou dhau los ntawm COVID Peak

Xov Xwm Tseem Ceeb

Asian equity tau ntau dua los pib 2023 tshwj tsis yog rau Nyiv, uas tau siv lwm hnub so hnub no.

Ob Hong Kong thiab Tuam Tshoj qhib qis dua nrog Hang Seng nqis -2.41% / Hang Seng Tech nqis -2.66% / Shanghai nqis -0.52% / Shenzhen down-0.45% txawm tias kev lag luam sib tsoo siab dua nyob rau hnub ua lag luam nrog kev loj hlob ntawm cov khoom lag luam. Tsim nyog taw qhia txog qhov dav dav ntawm kev noj qab haus huv ntau npaum li cov neeg nce qib tau dhau los ntawm cov neeg poob qis hauv Hong Kong thiab Tuam Tshoj.

Cov xov xwm me me ntawm kev lag luam tsiv raws li ob peb lub nroog tseem ceeb, suav nrog Beijing thiab Guangzhou, zoo li dhau los ntawm qhov kawg ntawm lawv qhov kev tiv thaiv COVID nrog lub Ib Hlis 8.^th txawv teb chaws kev txwv kev tshem tawm ntawm lub qab ntug. Thawj Tswj Hwm Xi tau hais txog COVID hauv nws qhov kev hais lus Xyoo Tshiab hais tias "tam sim no peb tau nkag mus rau theem tshiab ntawm COVID cov lus teb uas muaj kev nyuaj nyuaj. Txhua leej txhua tus tab tom tuav nrog kev nruj heev, thiab qhov kaj ntawm kev cia siab yog nyob ntawm peb pem hauv ntej. " Tuam Tshoj yog lub teb chaws loj hauv thaj chaw, vim tias ntau lub nroog tseem nyob hauv qhov hnyav ntawm qhov tshwm sim. Tuam Tshoj tus COVID rov qhib kev lag luam tawm tsam cov keeb kwm yav dhau los ntawm kev faib cov tub ua lag luam yog vim li cas peb ntseeg tias kev lag luam tuaj yeem zom ntau dua. Kev lag luam tsis quav ntsej txog Lub Kaum Ob Hlis Caixin Manufacturing PMI kev nyeem ntawv ntawm 49 piv rau qhov kev cia siab ntawm 49.1 thiab Kaum Ib Hlis 49.4 vim tias kev lag luam thoob ntiaj teb txo kev thov los ntawm lub ntiaj teb cov chaw tsim khoom.

Kev pib zoo rau Asmeskas Tuam Tshoj kev sib raug zoo kev nom kev tswv raws li Secretary of State Antony Blinken thiab yav dhau los Tuam Tshoj Ambassador rau Teb Chaws Asmeskas thiab tshiab Txawv Teb Chaws Minister Qin Gang tau hais rau lub Xyoo Tshiab. Hong Kong tau coj los ntawm kev saib xyuas kev noj qab haus huv, rov qhib kev ua si xws li Macao casinos, airlines, thiab khw noj mov. EVs nce siab dua li Li Auto HK nce +10.48%, Xpeng HK +7.82%, thiab thoob ntiaj teb EV thawj coj BYD HK +4.67% ntawm kev muag khoom lub Kaum Ob Hlis muaj zog nrog Nio HK lagging +2.17%. Hong Kong internet plays muaj hnub muaj zog nrog Hong Kong qhov kev lag luam hnyav tshaj plaws los ntawm tus nqi Tencent +3.35%, Meituan +1.2%, thiab Alibaba HK +2.78%. Hong Kong luv ntim tau khaws txawm tias tseem nyob nruab nrab raws li Alibaba lub sijhawm luv luv tau dhia mus rau 21% ntawm tag nrho cov nyiaj tau los ntawm hnub Friday 8%. Kev loj hlob cov khoom lag luam coj Tuam Tshoj Mainland siab dua li Shenzhen tau nce +1.44% piv rau Shanghai's +0.88%. Cov peev nyiaj loj loj loj tau txais txiaj ntsig los ntawm cov tub ua lag luam hauv tsev thiab txawv teb chaws tau ntau dua txawm tias ob peb lub npe tseem ceeb tau tawm me ntsis. Cov tub ua lag luam txawv teb chaws muag - $ 93 lab ntawm Mainland stocks. CNY poob me ntsis piv rau duas tom qab muaj zog nce mus rau xyoo kawg.

Hang Seng thiab Hang Seng Tech tau nce +1.84% thiab +2.53% ntawm ntim +38.65% txij hnub Friday uas yog 96% ntawm 1-xyoo nruab nrab. 396 cov khoom lag luam nce siab thaum 88 cov khoom lag luam tsis kam. Main Board luv luv turnover nce +34.18% txij hnub Friday uas yog 90% ntawm 1-xyoo nruab nrab li 16% ntawm turnover yog luv turnover. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom loj tshaj lub kaus mom me me. Txhua qhov haujlwm tau zoo nrog kev siv hluav taws xob +3.68%, kev sib txuas lus +3.3% thiab kev kho mob +3.12%. Sab saum toj sub-sectors yog autos, khoom noj khoom haus thiab software thaum cov khoom siv hauv tsev / tus kheej yog tib qho kev tsis zoo. Southbound Stock Connect ntim tau lub teeb / nruab nrab raws li cov neeg ua lag luam hauv av tau yuav $ 543mm ntawm HK cov khoom lag luam nrog Tencent ib nrab yuav, Kuaishou qhov muag me me, thiab Meituan muag muag muag.

Shanghai, Shenzhen, thiab STAR Board tau nce +0.88%, +1.44%, thiab +2.08% feem ntawm ntim +30.58% txij hnub Friday uas yog 85% ntawm 1-xyoo nruab nrab. 4030 cov khoom lag luam nce siab thaum 665 cov khoom lag luam tsis kam. Tag nrho cov sectors tau zoo tshwj tsis yog staples -0.46% nrog kev sib txuas lus nce +4.95%, tech nce +2.66%, thiab cov khoom tiav siab dua +1.99%. Sab saum toj sub-sectors yog xov tooj, software, thiab computer hardware thaum tshav dav hlau, dej qab zib, thiab tsev noj mov yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab / lub teeb raws li cov tub ua lag luam txawv teb chaws muag - $ 93 lab ntawm Mainland stocks. CNY poob -0.23% piv rau US duas rau 6.91, Treasury bonds rallied, thiab tooj liab poob -0.68%.

Tuam Tshoj Lub Nroog Mobility Tracker

Hmoov tsis zoo, peb tau khiav mus rau qhov teeb meem cov ntaub ntawv tag kis no. Thov txim! Thaum muaj peb yuav tshaj tawm hauv Twitter ntawm @ChinaLastnight.com thiab @ahern_brendan

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.91 piv rau 6.90 Friday
• CNY ib EUR 7.28 piv rau 7.36 Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.82% piv rau 2.84% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 2.97% tiv thaiv 3.01% Hnub Friday
• Tus Nqi Tooj Kub -0.68% dhau ib hmo