Kev lag luam Tos PBOC, Internet Tshuag Ua Si Catch Up

Xov Xwm Tseem Ceeb

nag hmo muaj cua daj cua dub loj hauv NYC. Cua quaj zoo li cua daj cua dub, ua rau kuv tsaug zog ntau zaus. Kuv pw tsaug zog zoo ib yam li cov lag luam Esxias, uas tau sib xyaw ua ke ib hmos. Nyiv rov qab los ntawm nag hmo poob, Is Nrias teb tau ntaus lwm qhov, thiab Hong Kong rov qab los ntawm nws plaub hnub so nrog lub suab nrov. Hong Kong-cov npe hauv internet cov khoom lag luam tau ntes tau tom qab tsis ntev los no poob rau hauv lawv cov npe hauv Asmeskas cov npe ADR tom qab raug kaw dhau hnub Friday thiab hnub Monday.

Muaj ob peb qhov tsis zoo "cov xov xwm" uas tsis tshwm sim rau kuv txhawj xeeb txawm tias cov tub ua lag luam tseem ua haujlwm nrog kev tua thawj zaug thiab nug cov lus nug tom qab lub hlwb. Nag hmo cov lus tshaj tawm los ntawm Didi ntawm kev tshem tawm ntawm NYSE yam tsis tau nrhiav Hong Kong cov npe hnyav rau kev xav. Muaj kev sib tham txog cov tuam txhab xa khoom tau hais kom tsis txhob rub cov neeg nyob hauv Shanghai, txawm tias qhov ntawd tsis yog qhov xav tsis thoob.

Bilibili cov npe Hong Kong tau tawm -10.92% txawm hais tias tsis lees paub cov lus xaiv tias nws tau tso cov neeg ua haujlwm. Txawm li cas los xij, kev soj ntsuam tom qab ntawm cov tuam txhab video hauv online tau xa cov subsector nqis. Tuam Tshoj tech sector yog nyob rau hauv xws li ib tug hnyav xov xwm microscope uas tej "tshaj tawm" yog txhais raws li qhov kawg ntawm lub ntiaj teb no.

Tawm tsam keeb kwm yav dhau los ntawm cov khoom lag luam siab uas tsav tus nqi / kev loj hlob hloov thiab qhov xwm txheej txaus ntshai hauv Ukraine, ntau dua beta tech / kev loj hlob cov khoom lag luam tau noj cov brunt ntawm cov neeg ua lag luam angst thoob ntiaj teb. Ib qho tseem ceeb tsom xam pom qhov kev pom no, raws li niaj hnub no hauv Hong Kong, cov nyiaj faib thiab cov txiaj ntsig tau nce +2.02% thiab +1.85%, feem, thaum kev loj hlob thiab tsis hloov pauv tau tawm -1.26% thiab -3.66%, feem. Ib qho xwm txheej zoo sib xws tau tshwm sim thaum hmo ntuj hauv Tuam Tshoj Mainland raws li tus nqi lag luam tau nce +2.16% thaum kev loj hlob thiab qhov tsis sib haum xeeb tau tawm -0.44% thiab -0.66%, feem. Thaum kuv nkag siab qhov teeb meem nrog tuav lub sijhawm ntev dua thiab / lossis cov khoom lag luam tsis muaj txiaj ntsig hauv ib puag ncig tus nqi nce, ntau ntawm Tuam Tshoj cov khoom lag luam hauv internet tsis tshua muaj txiaj ntsig piv rau Asmeskas cov khoom lag luam hauv internet / thev naus laus zis thiab tab tom ua lag luam ntawm ib nrab ntawm qhov ntau ntawm tom kawg, nyob nruab nrab. Cov tub ua lag luam yuav xav tias yuav muaj kev nruj dua PBOC txoj cai teb txawm hais tias muaj kev sib cav rau kev nce ntxiv.

Shanghai, Shenzhen, thiab Hang Seng tau zaum ntawm kev txhawb nqa qib (piv txwv li cov lej loj loj) ntawm 3,200, 2,000, thiab 21,000, raws li, ua rau ob peb hnub tom ntej. Hmo no, tus nqi qiv nyiaj tshiab yuav tshaj tawm. Cov neeg muag khoom luv luv hauv Hong Kong tau nias lawv cov thawj koom ruam thaum hmo ntuj nyob nruab nrab ntawm qhov nruab nrab nruab nrab thaum lub ntim tag nrho yog lub teeb. Qhov no yog qhov qhia tau tias cov neeg yuav khoom tab tom nrhiav cov catalysts ua ntej nkag mus. Nws yeej zoo li qhov kev xav tsis zoo, hauv kuv lub tswv yim.

Lub Tuam Txhab Tuam Txhab Tuam Txhab Tuam Txhab (PBOC) thiab Lub Xeev Kev Tswj Xyuas Kev Lag Luam Txawv Tebchaws (SAFE) cov lus tshaj tawm thaum hmo ntuj ntawm kev txhawb nqa kev lag luam tau txais kev mloog xov xwm me ntsis, thaum Ant Group txoj kev koom tes nrog Singapore lub tuam txhab them nyiaj mobile 2C2P tau txais tsawg dua. Qhov no txhais tau hais tias kev lag luam thoob plaws Tuam Tshoj tuaj yeem ua tiav rau kev sib tw vim tias kev ua lag luam nyiam ua yam tsawg kawg nkaus.

Lub Hang Seng Index tau tawm -2.28%, coj qis los ntawm tech / loj hlob plays raws li Hang Seng Tech poob -3.79% raws li ntim tau nce +16.86%, tsuas yog 79% ntawm 1-xyoo nruab nrab. Cov neeg poob qis dua cov neeg nce qib los ntawm 4 mus rau 1 vim tias txhua qhov kev lag luam poob qis. Kev saib xyuas kev noj qab haus huv tau xav tsis thoob yog qhov ua tau zoo tshaj plaws vim yog tus kabmob coronavirus hauv Suav teb, poob -4.13%. Cov neeg ua lag luam hauv av yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam niaj hnub no raws li Tencent thiab Meituan yog net yuav. Hong Kong qhov muag luv luv yog 108% ntawm 1-xyoo nruab nrab.

Shanghai, Shenzhen, thiab STAR Board tau tawm -0.05%, -0.11%, thiab -1.46%, feem, raws li tus nqi stocks / sectors outperformed kev loj hlob. Cov ntim tau nce +0.3% los ntawm nag hmo, 72% ntawm 1-xyoo nruab nrab. Muaj 2,170 cov khoom lag luam nce qib thiab 2,144 cov thom khwm poob qis vim lub zog tau nce +2.94%, coj los ntawm cov thee thiab cov khoom lag luam nuclear, thaum kev kho mob poob -2.37% thiab tech poob -2.03%. Cov tub ua lag luam txawv teb chaws tau muag net $ 304 lab tus nqi ntawm Mainland stocks ntawm Northbound Stock Connect. Lub Treasury yield nkhaus tau nce me ntsis, CNY tau tawm ntawm US duas, thiab tooj liab tau nce +0.31%.

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

• CNY / USD 6.39 piv rau 6.37 nag hmo
• CNY / EUR 6.89 piv rau 6.88 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.38% tiv tiag 1.40% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.82% piv rau 2.81% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.05% tiv tiag 3.04% nag hmo
• Tus Nqi Tooj Liab + 0.31% dhau ib hmo