Olive Ceg Pave Txoj Kev Rau Biden-Xi Indonesia Lub Rooj Sib Tham

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau nce siab dua txawm tias Nyiv, Tuam Tshoj, thiab Hong Kong tau tawm.

Ob Hong Kong thiab Tuam Tshoj tau qhib muaj zog tab sis tuaj tawm thaum sawv ntxov siab thoob plaws hnub ua lag luam. CNY tau yooj yim piv rau US duas tom qab nag hmo qhov kev tawm tsam loj, vim tias Asia duas index qis dua ib hmos. Muaj cov xov xwm me me thaum hmo ntuj txawm hais tias cov ntawv tshaj tawm luam yeeb tau hnyav rau "vice" cov khoom lag luam, suav nrog cov khoom lag luam cawv Kweichow Moutai, uas poob -4.31%, thiab Wuliangye Yibin, uas poob -4.39%, ob qho tib si yog onshore Tuam Tshoj index hnyav hnyav.

Hong Kong cov khoom lag luam hnyav tshaj plaws yog Tencent, uas tau nce +0.76%, Alibaba HK tau nce +4.09%, Meituan, uas tau nce +1.62%, Hong Kong Exchanges poob -3.34%, thiab JD.com HK, uas tau nce. +5.86%. Hong Kong cov ntawv teev npe hauv internet tau muaj hnub zoo tab sis tsis yog yuav luag zoo li lawv cov neeg sib tw hauv Teb Chaws Asmeskas, uas ua rau muaj kev thim rov qab hauv Asmeskas cov npe ntawm Tuam Tshoj cov tuam txhab hauv internet tag kis no. Kuv tsis muaj qhov tsis ntseeg tias ib qho tseem ceeb ntawm nag hmo qhov kev txav mus los hauv Teb Chaws Asmeskas cov ntawv teev npe Tuam Tshoj (ADRs) yog luv luv.

Tag kis no tau tshaj tawm tias Thawj Tswj Hwm Xi tau hais tias Tuam Tshoj txaus siab ua haujlwm nrog Asmeskas, nrog rau Thawj Tswj Hwm Biden cov lus hais tias Asmeskas tsis nrhiav kev tsis sib haum xeeb nrog Tuam Tshoj. Cov lus pom zoo ua rau txoj hauv kev rau lub rooj sib tham hauv Indonesia ntawm G-20. Lub taub hau ntawm ob lub teb chaws Yelemees thiab Fabkis yuav mus xyuas Tuam Tshoj lub hlis tom ntej. General MotorsGM
' Cov nyiaj tau los nag hmo muab piv txwv zoo vim li cas Asmeskas thiab Tuam Tshoj yuav tsum tau ua raws li lub tuam txhab tsim tau $ 10.4 billion ntawm cov nyiaj tau los hauv Suav teb thaum Q3. Fremont CA raws li lub tuam txhab semiconductor KLAKLAC
muab piv txwv ntawm cov txiaj ntsig yog tias Asmeskas thiab Tuam Tshoj tsis tuaj yeem ua raws li lub tuam txhab cia siab tias yuav poob $ 900 lab nyiaj hauv 2023 vim yog US chip export txwv. CNBC xam phaj tus Congressman uas sawv cev rau Silicon Valley thiab KLA nag hmo. Tsim nyog saib!

Lub Hang Seng thiab Hang Seng Tech tau nce +0.72% thiab +1.11%, feem, ntawm qhov ntim uas poob -5.98% los ntawm nag hmo, uas yog 100% ntawm 1-xyoo nruab nrab. 279 cov khoom lag luam nce siab thaum 198 tsis kam. Main Board luv turnover poob -1.49% los ntawm nag hmo uas yog 96% ntawm 1-xyoo nruab nrab li 16% ntawm tag nrho cov turnover yog luv turnover. Tus nqi thiab kev loj hlob tau sib xyaw thaum lub kaus mom loj tshaj lub kaus mom me me. Cov khoom lag luam sab saum toj yog cov khoom siv nce +2.64%, kev txiav txim siab nce +2.61%, thiab tech ua tiav siab dua + 1.06% thaum cov khoom siv hluav taws xob poob -2.77%, vaj tsev poob qis -2.26% thiab kev kho mob tiav -0.92%. Cov sub-sectors saum toj kawg nkaus yog cov khw muag khoom, kev tuav pov hwm, thiab cov khoom siv hluav taws xob, thaum lub tsheb, cov khoom lag luam, thiab cov khoom siv hluav taws xob yog qhov phem tshaj. Southbound Stock Connect ntim tau siab vim tias cov neeg ua lag luam hauv av tau yuav $ 709 lab ntawm Hong Kong cov khoom lag luam nrog Tencent lwm qhov kev yuav khoom muaj zog, Meituan ib qho nruab nrab net yuav, thiab Kuaishou qhov muag me me.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw -0.55%, -0.64%, thiab +0.17% ntawm ntim +1.17% los ntawm nag hmo uas yog 94% ntawm 1-xyoo nruab nrab. 2,464 cov khoom lag luam tau nce siab thaum 2,048 cov khoom lag luam poob qis. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li cov kaus mom me me tshaj lub kaus mom loj. Kev sib txuas lus thiab vaj tsev tsuas yog qhov zoo tshaj plaws tau txais +0.64% thiab +0.02%, thaum staples poob -4.14%, kev siv hluav taws xob poob -4.1%, thiab kev lag luam tiav -1.89%. Cov subsectors saum toj kawg nkaus suav nrog cov hlau muaj txiaj ntsig, software, thiab internet thaum haus cawv, tsim hluav taws xob, thiab kev kho mob / biotech yog qhov phem tshaj. Northbound Stock Connect ntim tau siab / nruab nrab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 132 lab ntawm Mainland stocks. Bonds rallied nrog 10 Xyoo Treasury daim ntawv cog lus tawm los ntawm 2%. CNY poob -0.77% piv rau US $ 7.22 thiab tooj liab nce +1.1%.

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

• CNY rau USD 7.23 piv rau 7.17 nag hmo
• CNY rau EUR 7.26 piv rau 7.19 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.70% piv rau 2.70% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.86% tiv tiag 2.86% nag hmo
• Tus Nqi Tooj Liab + 1.10% dhau ib hmo