Onshore & Offshore Diverge Raws li Hong Kong luv paj nce

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau poob rau ib hmos thaum peb lub lag luam uas tau kaw hnub Monday Kaus Lim Qab Teb, Nyiv, Malaysia, thiab Taiwan ua rau muaj kev poob qis vim Tuam Tshoj yog qhov tsis tshua muaj qhov kaj hauv cheeb tsam.

Teb Chaws Asmeskas Fed thiab tsoom fwv tsis ua phooj ywg ntawm cov neeg ua lag luam thoob ntiaj teb vim Fed cov paj laum nce siab ua rau muaj kev puas tsuaj thoob ntiaj teb thaum Asmeskas kev txwv rau kev xa tawm semiconductor slammed Taiwan, uas poob -4.35% raws li semiconductor heavyweight Taiwan Semiconductor poob -8.33% thiab South Kauslim. Kosdaq ua tiav -4.15%. Nag hmo yog thawj zaug ntau cov lus tawm tswv yim hauv Teb Chaws Asmeskas tau tso US Tshuag lag luam poob ncaj qha rau US cov neeg tsim cai. Qee lub sij hawm, cov neeg sau xov xwm tib yam yuav lees paub ntau yam tseem ceeb hauv Teb Chaws Asmeskas txoj cai, xws li kev lag luam tariffs thiab deglobalization yog inflationary li peb tus phooj ywg Brian tau taw qhia tsis ntev los no.

Cia kuv tawm ntawm kuv lub thawv xab npum. Nag hmo hluav taws xob tsheb (EV) roj teeb tsim CATL (300750 CH) tau nce +5.97% tom qab tshaj tawm tias Q3 cov txiaj ntsig tuaj yeem nce peb npaug. Peb kuj muaj Tuam Tshoj Association of Automobile Manufacturers (CAAM) tshaj tawm tias 2.672 lab lub tsheb tau tsim nyob rau lub Cuaj Hli, uas yog +11.5% xyoo dhau los, thiab muag ntawm 2.61 lab, uas yog +9.5% xyoo dhau los. EVs tam sim no yog 27.1% ntawm kev muag khoom raws li kev tsim khoom tau nce +110% rau 755 txhiab thaum tseem muag 708 txhiab, uas yog nce ntawm +93.9%. Tsis tas li ntawd kev pab yog tsoomfwv cov lus cog tseg rau Tuam Tshoj lub hom phiaj txo cov pa roj carbon monoxide, nrog rau kev siv tshuab ntsuab ntsuab muaj lub luag haujlwm nce ntxiv.

Tom qab kaw, lub Cuaj Hlis tshiab qiv nyiaj thiab kev sib sau nyiaj txiag yeej qhov kev cia siab thiab tau nce ntau. Kev txhawb nqa txoj cai tau tshwm sim meej meej thaum PBOC tau rov pib dua Pledged Supplementary Lending (PSL) uas muab nyiaj qiv los txhawb kev tsim vaj tsev. Kev lag luam hauv av tau tswj hwm qhov kev nce qib me me thaum Hong Kong tau tawm vim tias COVID-19 txwv kev ntshai ua ke nrog lub caij ntuj no / mob khaub thuas yuav los ua rau muaj kev txhawj xeeb txog kev noj. Hang Seng Index thiab Hang Seng Tech tau tawm -2.23% thiab -3.55% vim tias kev loj hlob thiab cov khoom lag luam hauv internet tau raug mob hnyav. Kev muag luv luv suav txog 22% ntawm Main Board turnover, uas tau nqis los ntawm nag hmo 25%. Lub Hang Seng Index yog abbreviated li HSI, uas qhia meej meej rau Huge Short Interest. Txawm tias luv luv pom tau hais tias txaj muag qhov xwm txheej no dhau los ua cov khoom lag luam hauv internet luv luv poob, txawm tias Ping Ib Insurance muaj 47% ntawm cov ntim luv hnub no! Lub Hang Seng poob qis dua 17,000, uas ua rau ntau qhov kev lees paub / cov khoom tsim tau raug tshem tawm, nrog rau qhov ntsuas tau kaw ntawm 16,832. Cov npe EV hauv Hong Kong tau poob qis txawm tias muaj xov xwm zoo. Ib qho tseem ceeb yog CNY qhov tsis muaj zog tsis ntev los no piv rau US duas, vim nws kaw -0.15% ntawm 7.16. Cov tub ua lag luam hauv tebchaws tau ua kev noj qab haus huv ntawm Hong Kong cov khoom lag luam ntawm qhov poob qis li Tencent (700 HK) tau yuav 1.37 lab shares hnub no. Tencent tau yuav 1 lab shares ib hnub txij li nruab nrab Lub Yim Hli.

Hang Seng Index thiab Hang Seng Tech Index poob -2.23% thiab -3.55% ntawm ntim -4.1% los ntawm nag hmo, uas yog 73% ntawm 1-xyoo nruab nrab. 115 cov khoom lag luam nce siab, thaum 364 poob. Main Board luv muag poob -13.09% los ntawm nag hmo, uas yog 95% ntawm 1-xyoo nruab nrab, raws li 22% ntawm tag nrho cov trading yog luv hnub no. Tus nqi tseem ceeb "ua tau zoo dua" yam tseem ceeb loj hlob raws li cov kaus mom me me tshaj lub kaus mom loj. Kev siv hluav taws xob tsuas yog qhov zoo tshaj plaws tau txais +0.36%, thaum txiav txim siab -3.75%, kev sib txuas lus -3.73%, thiab vaj tse -2.99% tag nrho poob. Cua, hnub ci, nuclear, thiab hluav taws xob sub-sectors outperformed, thaum cawv, khw muag khoom, software, thiab semiconductors yog qhov phem tshaj. Southbound Stock Connect ntim tau nruab nrab / teeb raws li Mainland cov tub ua lag luam yuav noj qab haus huv $ 397 lab ntawm Hong Kong cov khoom lag luam niaj hnub no, nrog Tencent kev yuav khoom noj qab haus huv, Li Auto qhov yuav me me, thiab Meituan me me muag.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw +0.19%, +0.61%, thiab -0.51% ntawm ntim -9.93%, uas yog 57% ntawm 1-xyoo nruab nrab. 2,779 cov khoom lag luam tau nce siab, thaum 1,753 cov khoom lag luam poob qis. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom loj tshaj lub kaus mom me me. Cov khoom lag luam sab saum toj yog cov khoom siv hluav taws xob +2.35%, cov khoom siv +1.24%, thiab kev lag luam +1.09% thaum vaj tse -2.75%, kev sib txuas lus -1.53%, thiab kev kho mob -1.3% kaw. Cov haujlwm ua haujlwm zoo tshaj plaws yog lithium roj teeb, daim phiaj hluav taws xob, qhov chaw pib, thiab kev thauj mus los hauv hiav txwv, thaum cov khoom siv hluav taws xob, biotech, khoom siv hauv chaw ua haujlwm, thiab tsev noj mov yog qhov phem tshaj. Cov nyiaj tau txais txiaj ntsig tau tawm, CNY tau tawm -0.15% piv rau US duas rau 7.166, thiab tooj liab tau nce +1.63%.

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

• CNY rau USD 7.17 piv rau 7.15 nag hmo
• CNY rau EUR 6.97 piv rau 6.94 nag hmo
• Yield ntawm 10-Xyoo Tsoom Fwv Nyiaj Txiag 2.74% piv rau 2.74% nag hmo
• Yield ntawm 10-Xyoo Tuam Txhab Nyiaj Txiag Nyiaj Txiag Nyiaj Txiag 2.91% piv rau 2.91% nag hmo
• Tus nqi tooj liab +1.63% nag hmo