Tsis muaj qhov xav tsis thoob hauv lub Plaub Hlis Cov ntaub ntawv raws li kev kaw haujlwm hnyav ntawm Kev Ua Lag Luam

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau nce siab dua tom qab Asmeskas kev lag luam tau nce siab dua rau hnub Friday txawm tias Tuam Tshoj tau tawm thiab ntau lub khw tau raug kaw rau hnub Vesak, yog ib hnub dawb ceev tshaj plaws rau cov neeg ntseeg.

Tuam Tshoj lub Plaub Hlis kev lag luam tso tawm yog qhov xav tau dud vim Shanghai qhov kev kaw cia. Kev muag khoom muag tau tsav qis dua los ntawm kev poob qis hauv -22.7% poob hauv khw muag khoom noj txawm hais tias cov khw muag khoom hauv online tau rov qab los rau xyoo dhau los txij li lub Plaub Hlis kawg.

Hong Kong cov khoom lag luam hauv internet tau sib xyaw ua ke hauv cov lus teb raws li Meituan poob -2.45%, Tencent poob -1.24, Alibaba HK tau nce +2.92%, Kuaishou nce +0.81%, thiab JD.com HK tau nce +0.2%. JP Morgan pawg kws tshuaj ntsuam tau hloov kho ntau yam hauv Suav teb hauv internet tom qab lawv lub Peb Hlis 15^th "uninvestable" downgrade uas cim qhov qis. Tencent muaj qhov me me tawm los ntawm cov neeg ua lag luam hauv Mainland ntawm Southbound Stock Connect thaum Meituan muaj lwm qhov me me yuav.

Lub caij khwv tau los rau Suav teb cov npe hauv internet pib lub lim tiam no. Tencent Music Entertainment yuav tshaj tawm tom qab Asmeskas kaw hnub no, JD.com tshaj tawm tag kis, thiab Tencent yuav tshaj tawm tom qab kaw hauv Hong Kong hnub Wednesday. Lub caij no, Baidu tau tshaj tawm nws daim ntawv tshaj tawm 2021 ESG thaum hmo ntuj.

Ib qho kev tshaj tawm hnub no tau sau tseg tias cov khoom siv hluav taws xob tshiab tau nce ntau dua +40% piv rau lub sijhawm no xyoo tas los. Xpeng thiab Nio tau nce hauv Hong Kong thaum Li Auto pauv qis.

Lub Tuam Txhab Tuam Txhab Tuam Txhab Tuam Txhab (PBOC), Tuam Tshoj lub tuam txhab nyiaj hauv nruab nrab, tsis tau txo qis Qhov Nruab Nrab-Term Lending Facility (MLF) raws li tau xav. Txawm li cas los xij, lub tsev txhab nyiaj hauv nruab nrab tau txo qis tus nqi qiv nyiaj rau cov neeg yuav tsev thawj zaug rau 4.4% los ntawm 4.6%. Cov vaj tsev yog ib qho kev ua tau zoo hauv Suav teb thiab Hong Kong vim qhov kev txav mus los ua rau muaj kev txhawb nqa txuas ntxiv rau kev lag luam.

Cov tub ua lag luam txawv teb chaws tau muag cov khoom noj qab haus huv $ 1.2 nphom ntawm Mainland Tshuag hnub no. Kev muag khoom txawv teb chaws yog qhov nthuav vim cov neeg tsim cai txuas ntxiv teeb tsa txoj cai txhawb nqa. Lub caij no, Mainland xov xwm tau hu ua hauv qab hauv cov khoom lag luam. Peb yuav pom!

Niaj hnub no Wall Street Journal sau tseg Congress cov txheej txheem kev sib haum xeeb uas tshwm sim nyob rau hauv America Competes Act. Tsab cai lij choj tuaj yeem ua luv luv lub qhov rais ntawm Lub Tuam Txhab Nyiaj Txiag Txawv Tebchaws (HFCAA) mus rau ob xyoos los ntawm peb xyoos tshwj tsis yog tias qhov kev pab cuam ntawd raug cuam tshuam rau kev sib haum xeeb. Qhov no txhais tau tias kev tshem tawm tuaj yeem tsawg dua ib xyoos. Nws zoo li cov neeg tswj hwm ntawm ob sab ntawm Pacific tau ua tiav los ntawm kev daws teeb meem thiab kev pom zoo tuaj yeem tshaj tawm sai sai. Kev ua kom luv luv ntawm lub qhov rais yog qhov teeb meem vim tias ntau tus neeg muag khoom hauv Asmeskas thiab cov neeg saib xyuas tsis tso cai rau ADR hloov dua siab tshiab, uas yuav txhais tau tias lawv cov neeg muag khoom txoj haujlwm tuaj yeem mus rau xoom.

Hang Seng thiab Hang Seng Tech Index thaws ib ncig ntawm chav tsev kom kaw +0.26% thiab +0.01%, feem, ntawm qhov ntim uas yog -20% qis dua hnub Friday, uas tsuas yog 64% ntawm 1-xyoo nruab nrab. 297 cov khoom lag luam tau nce siab thiab 167 tsis kam. Kev loj hlob zoo tshaj qhov ua tau zoo ntawm tus nqi thaum lub kaus mom me me dua lub kaus mom loj. Cov haujlwm ua tau zoo tshaj plaws yog vaj tsev, uas tau nce +2.9%, kev noj qab haus huv, uas tau nce +1.19%, thiab kev txiav txim siab, uas tau nce +0.86% thaum kev sib txuas lus tawm -1.1% thiab nyiaj txiag tawm -0.18%. Cov neeg lag luam hauv av yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam ntawm Southbound Stock Connect txawm tias Tencent yog qhov muag me me thiab Meituan yog qhov yuav khoom.

Shanghai, Shenzhen, thiab STAR Board tau tawm -0.34%, -0.28%, thiab -1.41%, feem, ntawm qhov ntim uas yog +4% siab dua hnub Friday, uas yog 73% ntawm 1-xyoo nruab nrab. 1,989 cov khoom lag luam nce siab thaum 2,190 cov khoom lag luam tsis kam. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob nrog rau thiab cov kaus mom loj tshaj lub kaus mom me me, tsom rau kev lag luam Hong Kong. Cov haujlwm ua tau zoo tshaj plaws yog lub zog, uas tau nce +2.06%, vaj tse, uas tau nce +1.29%, thiab kev sib txuas lus, uas tau nce +0.56%. Lub caij no, kev kho mob poob -2.1%, tech poob -1.45%, thiab nyiaj txiag poob -1.06%. Cov tub ua lag luam txawv teb chaws tau muag ib qho kev noj qab haus huv $ 1.2 billion tus nqi ntawm cov khoom lag luam hauv av niaj hnub no ntawm Northbound Stock Connect. Cov txiaj ntsig ntawm 10-Xyoo Treasury tau nce me ntsis thaum CNY tawm me ntsis piv rau US duas thiab tooj liab tau nce +0.72%.

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

• CNY / USD 6.79 piv rau 6.79 nag hmo
• CNY / EUR 7.06 piv rau 7.07 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.26% tiv tiag 1.26% 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 3.01% tiv tiag 3.00% nag hmo
• Tus Nqi Tooj Liab + 0.72% dhau ib hmo