Monetary Easing Gains Momentum, Hong Kong Internet Tuav Up

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias yog lub hiav txwv liab, tshwj tsis yog rau cov txiaj ntsig me me los ntawm Hong Kong thiab Singapore. Nyiv tau tawm -2% raws li Sony tau haus luam yeeb -12.79% tom qab Microsoft / Activision tshaj tawm. 

Hang Seng Index tswj kom nce +0.06% thaum Hang Seng Tech Index tawm -0.98% ntawm cov ntim uas tau nce +2.36% los ntawm nag hmo, uas tsuas yog 70% ntawm 1-xyoo nruab nrab. Cov tub ua lag luam txawv teb chaws tab tom pib tuaj tos ntawm Tuam Tshoj cov lus piav qhia nyiaj txiag yooj yim, uas ua rau lawv qhov hnyav tsis txaus yuav txaus ntshai yog tias peb tau txais kev sib tw. Hong Kong internet stocks tsis poob ze li US cov npe nag hmo li Tencent +0.66% (Tencent US cov npe -5.14% nag hmo), Meituan -0.65% (US -0.71% nag hmo), Alibaba HK -1.74% (Asmeskas -2.26%) thiab JD.com HK +0.86% (US -0.43%).

JD cov tub lag luam yuav nkag mus rau Shopify's e-commerce platform thaum Shopify cov tub lag luam tuaj yeem nkag mus rau cov neeg muag khoom ntawm JD's platform. Alibaba HK tau xav nag hmo cov lus tsis txaus ntseeg txog yuav ua li cas Biden tuaj yeem txwv cov tuam txhab Asmeskas los ntawm kev nkag mus rau Alibaba huab cua hauv Asmeskas. Hong Kong cov npe hauv internet tau yooj yim thaum kawg ntawm hnub ntawm Reuters tsab ntawv ceeb toom, tias raws li "qhov chaw paub txog qhov teeb meem," cov tuam txhab hauv internet platform yuav raug txwv los ntawm kev nqis peev loj. Cov kab lus tau nthuav dav rov hais dua los ntawm ntau qhov chaw xov xwm. Tag kis no Cyberspace Administration tau tshaj tawm hauv lawv lub vev xaib tias tsab xov xwm tsis muaj tseeb. 

Txawm li cas los xij, cov npe Hong Kong tuav tau zoo dua li Asmeskas cov npe. Cov vaj tsev yog qhov ua tau zoo tshaj plaws hauv Hong Kong +5.47% thiab Tuam Tshoj +0.97% raws li kev lag luam tau pom tias yog tus neeg tau txais txiaj ntsig ntawm kev daws teeb meem nyiaj txiag. Kev saib xyuas kev noj qab haus huv tau tawm hauv Hong Kong -1.76% thiab Tuam Tshoj -2.51% ntawm cov lus ceeb toom ntau cov tshuaj hormones tau ntxiv rau hauv lub tebchaws cov npe tshuaj raws li cov tub ua lag luam tshwm sim thawj zaug / nug cov lus nug tom qab. Tencent yog qhov muag me me thaum Meituan yog qhov yuav me me los ntawm Mainland cov tub ua lag luam ntawm Southbound Stock Connect, txawm tias yav dhau los yuav rov qab Tshuag dua ib hmos. 

Shanghai poob -0.33%, Shenzhen poob -0.92%, thiab STAR Board poob -1.36% raws li Mainland tau ua pa los ntawm kev ua tau zoo tsis ntev los no, tshwj xeeb tshaj yog nyob rau hauv lub teeb ntawm Suav Xyoo Tshiab, uas pib hnub Friday tom ntej. Cov ntim tau tawm -10.71% los ntawm nag hmo, uas yog 101% ntawm 1-xyoo nruab nrab. Tag kis, peb yuav tshawb xyuas seb qhov nyiaj qiv nyiaj yuav raug txiav li cas, uas yuav yog kev txhawb nqa ntxiv rau kev lag luam vaj tsev raws li kev qiv nyiaj raws li nws. 

Lithium, roj teeb, thiab lub ntiaj teb tsis tshua muaj npe tau pib nyuaj rau xyoo. CATL tau tawm -2.86% thaum Tianqi Lithium -5.9% hmo ntuj txawm tias cov tub ua lag luam txawv teb chaws yog cov neeg yuav khoom ntawm yav dhau los ntawm Northbound Stock Connect. Cov tub ua lag luam txawv teb chaws yuav $ 602mm ntawm Mainland Tshuag hnub no ntawm Northbound Stock Connect. Tuam Tshoj 10 Xyoo Treasury daim ntawv cog lus tawm los yog 2.73% nyob rau hauv tus nqi rally, thaum CNY yog qhov yooj yim piv rau US $ thiab tooj liab tawm -0.01%.

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

• CNY / USD 6.35 piv rau 6.35 nag hmo
• CNY / EUR 7.20 piv rau 7.22 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.73% piv rau 2.74% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.03% tiv tiag 3.05% nag hmo
• Tus Nqi Tooj Kub -0.01% dhau ib hmo