Kev lag luam nce siab ntawm Epic Txawv Teb Chaws Kev Lag Luam Raws li Cov Lag Luam Hauv Is Taws Nem nce phab ntsa ntawm kev txhawj xeeb, Lub Limtiam Hauv Kev Ntsuam Xyuas

Lub Limtiam Ntsuam Xyuas

• Tuam Tshoj lub Kaum Ob Hlis CPI tau tso tawm ntawm +1.8% piv rau Kaum Ib Hlis +1.6%, ntsib kev cia siab ntawm 1.8%.
• Hnub Wednesday, Lub Tuam Txhab Nyiaj Txiag Ntiaj Teb tau txiav nws 2023 thoob ntiaj teb GDP kev loj hlob kwv yees nyob rau hauv ib nrab, txawm hais tias nws cia siab tias Tuam Tshoj txoj kev loj hlob GDP yuav ua ntej ntawm pob.
• Lub Koom Haum Tuam Txhab Tsheb Hauv Tuam Tshoj tau tshaj tawm Lub Kaum Ob Hlis thiab 2022 cov ntaub ntawv muag khoom qhia tias 4 lab EVs tau muag hauv Suav teb xyoo 2022, 5X ntau dua hauv Asmeskas.
• Jack Ma tau tso tseg feem ntau ntawm nws cov ceg txheem ntseeg hauv kev lag luam nyiaj txiag loj heev Ant Group, ua rau txoj hauv kev rau kev tswj hwm roj hmab zaum kawg nrog rau lub peev xwm IPO.

Hnub Friday Cov Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau xaus rau lub lim tiam hauv ntsuab, tshwj tsis yog Nyiv thiab Thaib, thaum Hong Kong, Tuam Tshoj, thiab Philippines tau ua tiav zoo dua.

Cov khoom lag luam thoob ntiaj teb tau muaj kev ua tau zoo xyoo dhau los txog tam sim no (knocking on wood). Xov xwm heev hmo ntuj! Peb Suav xov xwm pheej hmoo barometer ua dab tsi? Nco ntsoov, peb siv Tuam Tshoj tus txiaj raws li qhov pheej hmoo barometer kom nkag siab yog tias "xov xwm" cuam tshuam / qee yam uas yuav tsum txhawj xeeb rau peb. CNY txaus siab rau +0.17% piv rau US duas kom kaw ntawm 6.72! Tag nrho cov xov xwm tsis zoo Western xov xwm? Kev lag luam ncaj ncees tsis tu siab vim Hang Seng tau nce +1.04%, Hang Seng Tech kaw ntau dua los ntawm +1.51%, Shanghai tiav +1.01%, Shenzhen tau nce +0.9%, thiab STAR Board tau nce +0.01%.

Txoj cai ua ntej qhib hauv Hong Kong, Lub Sijhawm Nyiaj Txiag tau tshaj tawm ib tsab xov xwm hu ua "Tuam Tshoj txav mus rau 'kub shares' hauv Alibaba thiab Tencent units". Nws tsis yog txog thaum ob peb nqe lus rau hauv kab lus uas lub hauv paus ntawm tsab xov xwm raug nthuav tawm. Puas yog "cov neeg sib cais tau piav qhia txog qhov teeb meem" yog qhov chaw ntseeg tau? Kuv tsis muaj qhov qhia tau, tab sis tus yuam sij yog lub lag luam kiag li tsis quav ntsej txawm tias Western xov xwm thawb FT tsab xov xwm tawm. Kuv tsis pom ib qho hais txog qhov no hauv Mainland media li FYI. Yog tias muaj tseeb, muaj kev sib cav thiab qhov qhia tau tias cov tuam txhab tau txais txiaj ntsig los ntawm tsoomfwv raws li lawv txoj kev vam meej yuav muaj txiaj ntsig zoo rau lawv thiab. Kuv xav tias peb tuaj yeem pom cov xeev hauv zos txhawb nqa cov tuam txhab txawm tias peb yuav pom.

Hong Kong tau tiaj tus, txawm tias me ntsis wobbly thaum qhib, tab sis tau sib tham tom qab hauv kev sib tham raws li Reuters tau tshaj tawm tias "Didi Global txoj kev caij-hailing thiab lwm yam apps rov qab rau hauv khw app hauv tsev sai li sai tau lub lim tiam tom ntej". Reuters qhov chaw? "Tsib qhov chaw hais rau Reuters, tseem muaj lwm lub cim qhia tias lawv cov kev tswj hwm ob xyoos ntawm kev lag luam thev naus laus zis tau xaus."

Cov ntaub ntawv luam tawm Lub Kaum Ob Hlis tau tshaj tawm, qhia tias kev xa tawm thiab kev xa tawm tau poob qis xyoo dhau los, txawm tias tsis yog qhov tob npaum li kev kwv yees. Nco ntsoov tias peb yuav tsum cia siab tias Tuam Tshoj txoj kev xa tawm mus qeeb raws li kev thov thoob ntiaj teb rau lub ntiaj teb lub Hoobkas qeeb. Cov ntaub ntawv xa tawm kuj yog qhov qhia tau tias kev lag luam thoob ntiaj teb tau qeeb, hmoov tsis. Cov ntaub ntawv ntshuam tsis muaj zog txawm tias cov khoom lag luam poob qis yog qhov tseem ceeb xws li, piv txwv li, cov khoom siv roj av tau nce ntxiv, tab sis tus nqi ntawm cov roj ntshuam tau poob qis vim cov roj nqi poob.

Hong Kong qhov kev lag luam hnyav tshaj plaws los ntawm tus nqi yog Alibaba HK, uas tau nce +1.71% ntawm cov xov xwm nws yuav ua haujlwm ntawm kev siv tsheb ntse nrog Geely Automobile (175 HK), uas poob -0.98%, Tencent +2.03% ntawm kev yuav khoom los ntawm Mainland cov tub ua lag luam, thiab Meituan -1.04% raws li US dual teev hauv internet thiab hluav taws xob tsheb (EV) tuam txhab uas muag nrog rau kev loj hlob plays muaj ib hnub muaj zog. Hong Kong rov qhib kev ua si zoo li Macao casinos thiab airlines muaj hnub zoo. Tag nrho cov kev lag luam hauv Hong Kong tau zoo, tsawg dua li cov khoom siv thaum nce cov khoom lag luam poob qis ze li ntawm 4 mus rau 1. Cov kev kho mob hauv Hong Kong tau nce +4.6%, coj los ntawm Wuxi Biologics Cayman (2269 HK), raws li ob tus kws tshuaj ntsuam tau tsa lawv qhov kev ntaus nqi / nqi. phiaj. Lub Rooj Tswjhwm Saib Xyuas Lub Vev Xaib luv luv tau nce mus rau 17% ntawm kev hloov pauv raws li Alibaba lub sijhawm luv luv yog 23% ntawm tag nrho cov khoom lag luam, NetEase 32%, thiab Tencent's 17%. Tag nrho cov sectors hauv Suav teb tau nce hnub no raws li cov txiaj ntsig muaj txiaj ntsig zoo dua.

Hauv Suav teb, tham hais tias PBOC yuav tso cov nyiaj tau los rau hauv cov nyiaj txiag ua ntej Suav Xyoo Tshiab pab kev xav. Mainland qhov kev lag luam hnyav tshaj plaws yog CATL +1.38%, Kweichow Moutai +2.89%, Wuliangye Yibin +2.68%, Ping An Insurance +2.83%, East Money +3.08%, LONGi Green Zog +0.02%, thiab BYD +0.46%. Cov no yog cov khoom lag luam loj hlob uas nyiam los ntawm cov tub ua lag luam hauv tsev thiab txawv teb chaws tab sis kuv xav hais tias koj tsis xav tau tus thawj tswj hwm los yuav lawv! Cov tub ua lag luam txawv teb chaws tau yuav $ 1.984 billion ntawm Mainland stocks ntawm Northbound Stock Connect nrog rau tag nrho ib lub lim tiam mus rau ib tug loj heev $6.519 billion. Semis tau poob qis dua rau hnub raws li Asmeskas cov rooj sib tham nrog Nyiv thiab Netherlands txhawm rau txwv kev xa tawm thev naus laus zis mus rau Tuam Tshoj hnyav ntawm qhov chaw. Muaj zog hnub thiab lub lim tiam!

Ob lub tuam txhab hauv Suav teb tau hais tias lawv yuav tshem tawm ntawm NYSE. Suab phem, txoj cai? Tsis yog! Ob lub tuam txhab yog Lub Xeev Cov Tuam Txhab Lag Luam uas muaj cov ntaub ntawv rhiab uas tuaj yeem nthuav tawm hauv kev tshuaj xyuas los ntawm PCAOB. PCAOB yog ib feem ntawm SEC piv txwv li, tsoomfwv Meskas, hauv kev txav uas peb tau pom los ntawm lwm cov SOE. Nws qhia tau tias cov tuam txhab ntiag tug raug tso cai ua raws li HFCAA. Nov yog xov xwm zoo!!!

Hang Seng thiab Hang Seng Tech indexes tau nce +1.04% thiab +1.51%, feem, ntawm qhov ntim uas poob -16.65% los ntawm nag hmo, uas yog 106% ntawm 1-xyoo nruab nrab. 388 cov khoom lag luam nce siab, thaum 104 cov khoom lag luam tsis kam. Main Board luv turnover poob -11.56% los ntawm nag hmo, uas yog 103% ntawm 1-xyoo nruab nrab li 17% ntawm turnover yog luv turnover. Kev loj hlob yam tseem ceeb tshaj qhov muaj nuj nqis, thaum lub kaus mom me me dua lub kaus mom loj. Cov haujlwm ua tau zoo tshaj plaws yog kev kho mob +4.6%, staples +2.26%, thiab kev sib txuas lus +2.12% thaum cov khoom siv hluav taws xob tsuas yog qhov tsis zoo -0.32%. Cov chaw ua haujlwm zoo tshaj plaws yog cov tshuaj / biotech, khoom siv kho mob, thiab xov xwm, thaum semis, zaub mov / staples, thiab cov khoom siv hluav taws xob. Southbound Stock Connect ntim tau teeb pom kev zoo li cov neeg ua lag luam hauv av tau yuav $ 261 lab ntawm Hong Kong cov khoom lag luam, nrog Tencent ib nrab yuav, BYD ib qho me me yuav, thiab Meituan thiab Li Auto yog cov muag muag me me.

Shanghai, Shenzhen, thiab STAR Board tau nce +1.01%, +0.9%, thiab +0.01%, feem, ntawm qhov ntim uas tau nce +3.27% los ntawm nag hmo, uas yog 77% ntawm 1-xyoo nruab nrab. 2,796 cov khoom lag luam tau nce siab, thaum 1,808 cov khoom lag luam tsis kam. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li lub kaus mom loj NW nyuam qhuav tawm ntawm lub kaus mom me me. Tag nrho cov kev lag luam tau zoo, nrog rau cov neeg siv khoom lag luam +3.33%, kev kho mob +3.01%, thiab nyiaj txiag +2.17% nrog tech +0.36%. Cov khoom lag luam sab saum toj yog cov dej qab zib, cov khoom siv hauv tsev, thiab cov nyiaj txiag sib txawv thaum cov khoom siv hluav taws xob, kev lag luam roj, thiab cov khoom siv sib txuas lus. Northbound Stock Connect ntim tau teeb / nruab nrab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 1.984 billion ntawm Mainland stocks. CNY tau muaj zog txav mus rau US duas, +0.17%, kaw ntawm 6.72, Treasury bonds tau muag tawm, thiab Shanghai tooj liab tau nce +0.26%.

Tuam Tshoj Lub Nroog Mobility Tracker

Txoj kev sib txuas ntxiv txhim kho. Txawm hais tias kev tsheb khiav hauv Shanghai thiab Chengdu tau dov dhau los, kev siv metro tseem nyob ruaj khov hauv ob lub nroog. Lub Caij Nplooj Ntoos Hlav / Suav Xyoo Tshiab mus ncig yog pib tuaj tos, txawm hais tias kev lag luam tau qhib raws li cov xov xwm hauv Mainland tau sau tseg 37.88 lab tus tib neeg taug kev tsuas yog hnub thib tsib. Cov neeg mob COVID txuas ntxiv nce sai hauv ntau lub xeev.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.72 piv rau 6.75 nag hmo
• CNY rau EUR 7.26 piv rau 7.27 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.90% piv rau 2.88% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.03% tiv tiag 3.00% nag hmo
• Tus Nqi Tooj Liab + 0.26% dhau ib hmo