NPC Pib, Premier Li qhia tias Tuam Tshoj txoj kev lag luam yuav tsis xav tau kev txhawb zog

National People's Congress (NPC) Hloov tshiab

Thawj Tswj Hwm Li tau xa Daim Ntawv Qhia Txog Kev Ua Haujlwm ntawm Tsoomfwv los pib National People's Congress. Thov saib cov ntsiab lus tseem ceeb ntawm nws qhov chaw nyob hauv qab no:

• GDP lub hom phiaj "nyob ib ncig ntawm 5%" - kev cia siab thiab kev cia siab ntawm txoj kev: 5.5%; Puas yog NPC sim ua raws li kev cog lus thiab xa tawm? Tuam Tshoj tuav nws GDP kev loj hlob nyob rau hauv 2021 tab sis nco nws nyob rau hauv 2022. Qhov tsis muaj kev txhawb zog yog xav tsis thoob, tab sis qhia tau hais tias kev lag luam tuaj yeem rov qab los ntawm nws tus kheej.
• CPI Lub Hom Phiaj: 3%
• Tsis txaus rau GDP Lub Hom Phiaj: 3% - Ib qho nce ntxiv ntawm Lub Kaum Ob Hlis CEWC kwv yees.
• Pro-consumption language reaffirms peb txoj kev ntseeg tias cov neeg siv khoom tuaj yeem ua ntej-thiab-nruab nrab xyoo no.
• Tsis muaj kev hloov pauv hauv Taiwan txoj cai.
• Kev Ua Haujlwm Lub Hom Phiaj: 12 lab txoj haujlwm tshiab hauv nroog, 5.5% poob haujlwm
• Cov peev nyiaj tiv thaiv: nce +7.2% rau $ 225 nphom, piv rau US $ 801 lab nyiaj tiv thaiv hauv xyoo 2021.

Cov lus tseem ceeb ntawm…

• PBOC txoj cai: "Txoj cai tswjfwm nyiaj txiag muaj txiaj ntsig thiab siv txoj cai tswj hwm nyiaj txiag"
• Qhib: "Peb yuav tsum nthuav dav kev nkag mus rau kev lag luam thiab txuas ntxiv qhib cov kev pabcuam niaj hnub no." "Nrog rau kev lag luam loj thiab qhib, Tuam Tshoj paub tseeb tias yuav muab lub sijhawm ua lag luam ntau dua rau cov tuam txhab txawv teb chaws hauv Suav teb."
• Kev Lag Luam: "Peb yuav tsum ua cov kauj ruam tseem ceeb kom pom Tuam Tshoj koom nrog Daim Ntawv Pom Zoo Tshaj Plaws thiab Kev Txhim Kho rau Kev Sib Koom Tes Sib Koom Tes (CPTPP) thiab lees paub rau lwm cov ntawv cog lus siab kev lag luam thiab kev lag luam."
• Leverage: "tiv thaiv thiab tiv thaiv tsoomfwv cov nuj nqis txaus ntshai"

Nco tseg rau Mark Mobius 'China Comments Overnight

Mark Mobius, tus tsim ntawm Mobius Capital Partners, tau hais txog kev tsis tuaj yeem tau txais nws cov nyiaj tawm ntawm Tuam Tshoj. Peb tsis muaj cov teeb meem zoo li no txav nyiaj mus rau hauv thiab tawm ntawm cov khoom lag luam hauv Suav teb los ntawm kev sib txuas hauv Tshuag. Tsis tas li ntawd, cov ntaub ntawv txhua hnub ntawm kev hla ciam teb muaj nyob rau ntawm Hong Kong Exchanges lub vev xaib. Nws cov lus yog cov lus coj txawv txawv, txawm hais tias kuv xav tias nws tau xa nyiaj los ntawm Shanghai bank account mus rau Hong Kong lossis lwm lub txhab nyiaj txawv teb chaws.

HSBC tau hais tias "... nws yuav tsum tau qhia meej tias peb tsis tau txais ib qho kev thov los ntawm Tuam Tshoj txoj cai tswjfwm kom txwv tsis pub xa nyiaj rov qab, thiab peb tsis tau ceeb toom txog kev hloov pauv txoj cai tam sim no hauv kev xa nyiaj hla ciam teb los ntawm Suav. tsoom fwv."

Lub Xeev Thawj Tswj Hwm ntawm Txawv Teb Chaws Txiaj Ntsig (SAFE) tau hais tias "Tsis muaj kev hloov pauv hauv Tuam Tshoj txoj cai hla ciam teb txawv teb chaws nkag mus rau txoj cai lij choj."

Xov Xwm Tseem Ceeb

Kev lag luam nyiaj txiag Asian tau sib xyaw ib hmos raws li Kaus Lim Qab Teb tau ua tiav. Thaib raug kaw vim muaj hnub so ua lag luam. Tuam Tshoj Mainland thiab Hong Kong tau tawm me ntsis raws li GDP lub hom phiaj ntawm 5% underwhelmed, piv rau qhov xav tau 5.5%.

Thaum tsaus ntuj, US nyiaj tau txais txiaj ntsig zoo li Asia Dollar Index poob -0.19% thiab CNY poob -0.41%. Cov nyiaj Asmeskas tau hnyav rau qhov ua tau zoo rau cov tub ua lag luam txawv teb chaws.

Tus nqi yam tseem ceeb thiab cov sectors outperformed hauv Hong Kong. Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Alibaba, uas poob -0.85%, Tencent, uas poob -1.25%, Tuam Tshoj Mobile, uas tau nce +3.23%, Meituan, uas tau nce +0.42%, thiab JD.com, uas tau nce + 1.41%.

Nws yog ib qho tsim nyog sau cia tias cov tub ua lag luam hauv tebchaws yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam niaj hnub no ntawm Southbound Stock Connect. Kev lag luam hauv av tau tawm vim Inspur poob -9.91% tom qab tau ntxiv rau hauv Teb Chaws Asmeskas cov npe tswj hwm.

Cov nyiaj khwv tau los hauv Internet yob rau lub lim tiam no. Trip.com yuav tshaj tawm tom qab Asmeskas kaw hnub no thiab JD.com yuav tshaj tawm hnub Thursday.

Lub Hang Seng thiab Hang Seng Tech diverged mus kaw +0.17% thiab -0.81%, feem, ntawm qhov ntim uas tau nce +3.12% txij hnub Friday, uas yog 87% ntawm 1-xyoo nruab nrab. 221 cov khoom lag luam nce siab thaum 250 cov khoom lag luam poob qis. Main Board luv turnover poob -0.35% txij hnub Friday, uas yog 83% ntawm 1-xyoo nruab nrab li 17% ntawm turnover yog luv luv turnover. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li lub kaus mom loj tshaj lub kaus mom me me. Cov kev ua tau zoo tshaj plaws yog lub zog, uas tau nce +1.4%, cov neeg siv khoom lag luam, uas tau nce +0.96%, thiab cov khoom siv hluav taws xob, uas tau nce +0.96%. Lub caij no, kev pabcuam kev sib txuas lus poob -1.01%, nyiaj txiag poob -0.48%, thiab cov neeg siv khoom txiav txim siab poob -0.4%. Cov subsectors ua tau zoo tshaj plaws yog khoom noj khoom haus, telecom, thiab semiconductors. Lub caij no, software, cov neeg siv khoom ruaj khov, thiab cov khoom siv kho mob yog qhov phem tshaj plaws. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam hauv av tau yuav cov nyiaj $ 289 lab tus nqi ntawm Hong Kong cov khoom lag luam xws li Tencent, Meituan, thiab Kuaishou yog tag nrho cov khoom me me.

Shanghai, Shenzhen, thiab STAR Board diverged mus kaw -0.19%, 0.0%, thiab +0.87%, feem, ntawm ntim uas tau nce +9.67% txij hnub Friday, uas yog 105% ntawm 1-xyoo nruab nrab. 2,181 cov khoom lag luam tau nce siab, thaum 2,441 cov khoom lag luam tsis kam. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li cov kaus mom me me tshaj lub kaus mom loj. Technology tsuas yog qhov zoo tshaj plaws, nce +0.57%, thaum nyiaj txiag poob -2.18%, vaj tse poob -2.14%, thiab lub zog poob -2.01%. Cov kev ua haujlwm zoo tshaj plaws yog cov cuab yeej tsim hluav taws xob, semiconductors, thiab telecom. Lub caij no, kev kawm, kev tuav pov hwm, thiab thee yog qhov phem tshaj plaws. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 10 lab tus nqi ntawm Mainland stocks thaum hmo ntuj. CNY poob -0.41% piv rau US duas rau 6.93 CNY ib USD, thaum Shanghai-ua lag luam tooj liab thiab hlau ob qho tib si poob.

Tuam Tshoj Lub Nroog Mobility Tracker

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.93 piv rau 6.90 Friday
• CNY ib EUR 7.40 piv rau 7.34 Friday
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.68% piv rau 1.68% rau hnub Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.88% piv rau 2.90% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 3.07% tiv thaiv 3.10% Hnub Friday
• Tus Nqi Tooj Kub -0.12% dhau ib hmo
• Steel Nqe -0.21% thaum hmo ntuj