MSCI thov Tuam Tshoj Ib Qhia Tawm Tawm, Hong Kong Shorts Press Again, Week In Review

Lub Limtiam Ntsuam Xyuas

• Hong Kong rov qab los ntawm nws cov hnub so hauv lub siab zoo raws li Hang Seng Index tau nce +5.9% rau hnub Wednesday ntawm ntau yam catalysts, suav nrog Hong Kong rov qhib dua rau kev mus ncig tsis txwv, US duas muaj peev xwm nce siab, thiab 20.^th National Party Congress, uas yuav pib rau 16^th.
• Kev mus ncig thiab vaj tsev cov khoom lag luam tau coj kev nce qib hauv lub lim tiam no hauv Hong Kong raws li cov tub ua lag luam zoo li xav tias yuav rov qab los hauv ob qhov chaw.
• Tuam Tshoj Mainland cov Tshuag thiab daim ntawv cog lus kev lag luam tau raug kaw lub lim tiam no rau lub Golden Week lub teb chaws hnub so thiab yuav rov qhib rau hnub Monday.

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias tau tawm thaum hmo ntuj ntawm lub teeb ntim raws li Fed nruj kev ntshai kev tswj hwm txawm tias thaj av tau tshaj tawm cov txiaj ntsig rau lub lim tiam. Qhov kev pom zoo yog tias Fed yuav nce cov paj laum kom txog thaum muaj qee yam tawg, piv txwv li muaj teeb meem nyiaj txiag / nyiaj txiag tshwm sim. Suab zoo li lub phiaj xwm kev ua si zoo…

Hnub no yog hnub kawg ntawm Tuam Tshoj Mainland lub Golden Lub Limtiam hnub so, thaum Pakistan raug kaw rau Mawlid-al-Nabi, hnub ntawm sab ntsuj plig uas cov Muslims ua kev zoo siab rau hnub yug ntawm tus Yaj Saub Muhammed. Cov nyiaj hauv Teb Chaws Asmeskas tau poob qis me ntsis thaum sawv ntxov no txawm hais tias Asia txiaj Performance index thiab Tuam Tshoj tus offshore renminbi tau tawm piv rau US duas.

Nws yog hnub ci ntsa iab heev hauv Hong Kong, nrog Tuam Tshoj tseem nyob rau hnub so, txhais tau tias tsis muaj kev txhawb nqa los ntawm Mainland cov tub ua lag luam. Hong Kong ntim tsuas yog 45% ntawm 1-xyoo nruab nrab, txawm hais tias Main Board luv muag tau nce ib hmos mus rau 59% ntawm 1-xyoo nruab nrab li 22% ntawm Main Board ntim yog luv. JD.com HK muaj 45% ntawm ntim luv, Alibaba muaj 20% luv, Meituan muaj 35% luv, thiab Tencent muaj 9% luv. Kuj ceeb tias, Hong Kong Tshuag Txauv thiab / lossis Hong Kong cov tswj hwm tsis tau muab cov kev txwv luv luv rau hauv qhov chaw, uas Taiwan tau ua ua ntej lub lim tiam no. Qib ntawm luv-muag yog txaj muag! Cov khoom lag luam hauv Is Taws Nem tau tawm txawm tias Li Auto HK poob -14.75%, rub Nio -10.47%, thiab Xpeng -6.04%. Kev sib tham sib txawv los ntawm qhov tsis muaj zog Golden Lub Limtiam pib muag mus rau ib tus tswv lag luam loj muag rau cov neeg ua lag luam uas tau tawg.

Tom qab Asmeskas kaw nag hmo, MSCIMSCI
tshaj tawm tias nws yuav hais lus rau nws cov neeg siv khoom txog nws Tuam Tshoj A Share suav nrog. Nco ntsoov tias MSCI ntxiv 20% ntawm qhov muaj peev xwm hnyav ntawm MSCI lub ntsiab lus ntawm Tuam Tshoj A shares hauv 2018 thiab 2019. MSCI tau nres qhov kev suav nrog vim qee yam ntawm Mainland A shares, uas suav nrog kev sib cog lus tib hnub (hnub koj yuav ib qho Tshuag, koj xa nyiaj ntsuab), omnibus trading (kev lag luam A shares rau ntau lub lag luam nyiaj), tsis muaj kev lag luam hnub so kev sib raug zoo ntawm Hong Kong thiab Mainland Tuam Tshoj, thiab tsis muaj MSCI Tuam Tshoj A yav tom ntej. Peb qhov teeb meem tau raug daws raws li MSCI Tuam Tshoj A50 yav tom ntej tau pib xyoo tas los hauv Hong Kong. Thaum Lub Yim Hli, Hong Kong Exchange tau tshaj tawm tias lawv yuav hloov kho lub sijhawm so so kom tshem tawm 13 hnub tsis yog kev lag luam, thiab kev lag luam omnibus tau raug daws. Yog lawm, T + 0 kev lag luam yog qhov teeb meem loj, tshwj xeeb tshaj yog rau cov tub ua lag luam passive. Yog vim li cas yog tias nyob rau hnub ntsuas qhov sib npaug, koj yuav tsum xa nyiaj ntsuab rau hnub ua lag luam rau Suav A shares, tab sis koj tsis tau txais cov nyiaj ntsuab los ntawm kev muag cov khoom tsis yog Suav rau ob hnub. Cov no tsuas yog cov teeb meem tseem ceeb tiv thaiv MSCI los ntawm kev mus rau pem hauv ntej nrog kev suav nrog, tab sis kev xav txog nom tswv kuj tseem yuav ncua kev tshaj tawm ntxiv. Peb yuav saib xyuas qhov kev txhim kho no ze.

Hang Seng thiab Hang Seng Tech indexes poob -1.51% thiab -3.3%, feem, ntawm qhov ntim uas poob -8.79% los ntawm nag hmo, uas tsuas yog 45% ntawm 1-xyoo nruab nrab. 57 cov khoom lag luam tau nce siab, thaum 446 cov khoom lag luam poob. Main Board luv turnover nce +6.78% los ntawm nag hmo, uas yog 59% ntawm 1-xyoo nruab nrab, raws li 22% ntawm cov ntim yog luv. Tus nqi yam tseem ceeb "ua tau zoo dua" (poob tsawg dua) kev loj hlob yam tseem ceeb raws li cov kaus mom loj "ua tau zoo dua" cov kaus mom me me. Tag nrho cov haujlwm tsis zoo vim lub zog poob -0.65%, staples poob -0.82%, thiab nyiaj txiag poob -1.1%, thaum vaj tse poob -3.3%, cov khoom poob -2.98%, thiab tech poob -2.69%. Cov haujlwm ua haujlwm zoo tshaj plaws yog cov khoom lag luam semiconductors thiab Macau twv txiaj yuam pov cov khoom lag luam, thaum lub tsheb, software, thiab cov khoom siv kho mob yog qhov phem tshaj. Southbound Stock Connect raug kaw hnub no.

Shnaghai, Shenzhen, thiab STAR Board rov qhib rau hnub Monday.