NetEase Surges On Game Approval, Baidu Introduces Fully Autonomous SUV

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias tau sib xyaw ib hmos ntawm lub teeb ntim raws li lub caij ntuj sov lull yog nyob rau hauv tag nrho cov nyhuv. Hong Kong tau poob qis heev, coj los ntawm Tencent -1.36%, Meituan -2.21%, thiab Alibaba HK -1.1% txawm tias Hang Seng Tech tau nce +0.12%, coj los ntawm NetEase +6.26% ntawm kev tshaj tawm nws qhov nrov nrov Diablo Immortal video game yuav tau pom zoo nyob rau hauv Suav teb. Yog lawm, kuv xav tias qub sau ntawv! Kuv xav tsis thoob me ntsis Tencent tau tawm thaum hmo ntuj vim qhov qhib kev pom zoo ntawm kev ua si hauv online yuav tsum yog tailwind. Tencent qhov teeb meem yog tias peb tsis paub muaj pes tsawg feem Prosus muag, ua rau muaj kev xav ntau dhau. Tsis tas li ntawd me ntsis xav tsis thoob hauv online gaming TV / video tus kws kho mob Bilibili HK tsuas yog nce +0.69%. Ib yam ntawm Baidu HK -1.07% raws li Baidu World ncaws tawm hmo ntuj nrog lub tuam txhab tshaj tawm Apollo RT6 autonomous EV. Lub tsheb muaj lub kauj log uas tuaj yeem txias thiab tsis pom zoo (Saib, Ma, tsis muaj tes!).

Peb kuj muaj Didi qhov raug nplua raug lees paub ntawm $ 1.2B, uas yog qhov zoo tshaj plaws los ntawm WSJ ua ntej lub lim tiam no.

Cov lus qhia thaum ntxov qhia tau hais tias US semiconductor nyiaj pab them nqi tsis suav nrog luv luv HFCAA delisting qhov rais. Nag hmo xov xwm ntawm Mainland lub hnub qub portfolio tus thawj coj yuav Alibaba thiab Tencent yuav tsum yog xov xwm zoo. Peb tau pom Tencent, Meituan, thiab Kuaishou pom me me yuav los ntawm Mainland cov tub ua lag luam ntawm Southbound Stock Connect. Thaum kawg nws yog ib qho kev tawm hmo ntuj raws li luv nias lawv cov thawj koom ruam me ntsis txawm tias tsom mus rau kev ua si hauv vaj tse ntau dua li hauv internet. Kev ua lag luam Mainland tau tawm txawm tias cov khoom lag luam semiconductor muaj hnub zoo nqa STAR Board +1.1%. Zuag qhia tag nrho kev ua lag luam tau tawm raws li Premier Li cov lus hais nag hmo tau sau tseg tias "kev txhawb nqa" tau los. Qhov no suav nrog vaj tse, nyiaj txiag thiab cov khoom lag luam txiav txim siab uas yuav tau txais txiaj ntsig ntawm kev txhawb nqa.

Stimulus tuaj tab sis incrementally thiab tsis loj heev. Lub tshuab thev naus laus zis huv huv tau tawm txawm tias Lub Ntiaj Teb Lub Zog Hluav Taws Xob Lub Rooj Sib Tham uas tau pib thaum hmo ntuj hauv Yibin nrog cov lus pom zoo los ntawm roj teeb lub zog CATL (300750 CH) -0.95%. CATL Tus Thawj Coj tau hais tias lub tuam txhab muaj 34% kev lag luam thoob ntiaj teb rau EV roj teeb thiab kev ua haujlwm hauv 55 lub teb chaws. Nancy Pelosi txoj kev mus rau Taiwan tej zaum yuav ua rau muaj kev nyuaj siab ntawm Mainland kev xav. Thawj Tswj Hwm Biden thiab Thawj Tswj Hwm Xi yuav muaj kev hu xov tooj yuav yog vim qhov kev tshaj tawm mus ncig. Niaj hnub no, cov neeg ua lag luam txawv teb chaws yog cov muag muag ntawm Mainland Tshuag - $ 406mm. CSI 1,000 yav tom ntej yuav sau tag kis thawj zaug, nrog ntau ETFs xav tias yuav pib. Raws li kuv cov npoj yaig Derek, 9 ntawm 1,000 cov khoom lag luam yog STAR 50 Index teev cov khoom lag luam. Tag nrho ntawm 67 STAR Board-listed stocks yog nyob rau hauv CSI 1,000.

Lub Hang Seng thiab Hang Seng Tech diverged los ntawm -1.51% thiab +0.12% ntawm ntim +13.81% los ntawm nag hmo uas yog 72% ntawm 1-xyoo nruab nrab. 148 cov khoom lag luam nce siab thaum 324 tsis kam. Hong Kong luv muag turnover nce +26.96% uas yog 72% ntawm 1-xyoo nruab nrab raws li Hong Kong luv muag turnover accounted rau 16% ntawm tag nrho cov turnover. Tus nqi thiab kev loj hlob yam tseem ceeb tau poob qis sib npaug li cov kaus mom me me tshaj lub kaus mom loj. Kev siv thev naus laus zis thiab kev noj qab haus huv tsuas yog cov haujlwm zoo +0.83% thiab +0.28% thaum vaj tse -4.58%, lub zog -2.51%, thiab nyiaj txiag -1.65%. Sab saum toj sub-sectors yog cobalt, Tik Tok-hais txog cov khoom lag luam, AppleAAPL
-Cov khoom lag luam muaj feem cuam tshuam, cov khoom lag luam cawv thiab ominously pam tuag stocks, thee stocks, real estate sub-sectors, and related industries such as property management and construction companies. Southbound Stock Connect ntim tau teeb pom kev zoo raws li cov neeg ua lag luam hauv av yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam nrog Tencent, Kuiashou, thiab Meituan net me me yuav thaum Li thiab BYD tau muag muag me me.

Shanghai, Shenzhen, thiab STAR Board diverged -0.99%, -0.75%, thiab +1.1% ntawm ntim +6.99% los ntawm nag hmo uas yog 94% ntawm 1-xyoo nruab nrab. 1,975 cov khoom lag luam tau nce siab thaum 2,436 cov khoom lag luam poob qis. Kev loj hlob outperformed tus nqi tab sis tsis heev npaum li me me caps outperformed loj kaus mom. Kev sib txuas lus thiab thev naus laus zis tsuas yog qhov zoo tshaj plaws niaj hnub no +0.78% thiab +0.41% thaum lub zog -3.19%, vaj tsev -2.61%, thiab cov khoom siv -2.01%. Sab saum toj sub-sectors yog semiconductor, SMIC-txog tuam txhab uas muag, thiab online game stocks thaum lithium, thee, thiab hluav taws xob yog qhov phem tshaj. Northbound Stock Connect ntim tau teeb raws li cov tub ua lag luam txawv teb chaws muag - $ 406mm ntawm Mainland Tshuag. Treasury bonds rallied, CNY eased -0.22% rau 6.77 piv rau US $ thiab tooj liab nce +0.23%.

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

• CNY / USD 6.77 piv rau 6.76 nag hmo
• CNY / EUR 6.90 piv rau 6.90 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.76% piv rau 2.77% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.03% tiv tiag 3.04% nag hmo
• Tus Nqi Tooj Liab + 0.23% dhau ib hmo