PBOC & Lub Xeev Pawg Saib Xyuas Kev Ua Si Hauv Is Taws Nem thiab Kev Siv Khoom Noj

Xov Xwm Tseem Ceeb

Asian equities tau ntau dua. Tuam Tshoj Mainland tau tawm, thiab Australia rov qab los ntawm nag hmo hnub so tawm -2.08% raws li cov khoom lag luam rov qab. Ob daim xov xwm tseem ceeb tau tsav Hong Kong siab dua thiab cov ntsiab lus ntawm Tuam Tshoj Mainland siab dua.

PBOC tau hais tias, "Txhawm rau kev txhim kho kev noj qab haus huv ntawm lub platform kev lag luam, kev txhim kho kev ua haujlwm ntawm cov tuam txhab loj platform yuav raug txhawb kom tsis tu ncua." Lub platform kev lag luam hais txog cov khoom lag luam loj hauv internet uas xa Hang Seng Tech Index +2.87% raws li cov khoom lag luam hauv internet muaj hnub muaj zog xws li Tencent +2.57%, Meituan +4.83%, Alibaba HK +3.73%, JD.com HK +5.68%, thiab Kuaishou +4.97%.

Lub Xeev Pawg Neeg Saib Xyuas, uas zoo ib yam li Biden lub txee, muaj npe 20 txoj cai los txhawb kev noj, sau tseg tias cov neeg siv khoom siv tau suav txog ze li 70% ntawm Tuam Tshoj GDP hauv Q1. Ntau lub tuam txhab hauv internet yog cov neeg siv khoom siv, raws li ze li 1/3 ntawm Tuam Tshoj cov khw muag khoom muag online. Lub Xeev Pawg Thawj Coj tau tshaj tawm tau tshem tawm Mainland staples sector +1.39%, coj los ntawm cawv loj Kweichow Moutai +1.43%, thiab cov neeg sib tw Wuliangye Yibin +2.26%. Kuj tseem muaj kev sib tham txog txoj cai txhawb nqa rau cov neeg tsim vaj tsev raws li Hong Kong thiab Tuam Tshoj cov vaj tsev vaj tse tau nce +1.02% thiab +1.14%. Hang Seng, Hang Seng Tech, Shanghai, thiab Shenzhen tau tawm ntawm lawv qhov kev nce qib hauv ib hnub ntawm +1.96%, +1.54%, -0.29%, thiab -0.01% raws li cov tub lag luam tau nce hauv ib hnub. Kev loj hlob sectors outperformed nqi sectors hnub no. Peb xav pom cov ntim ntau dua nyob rau hnub rov qab. Peb tseem muaj kev sim loj hauv Beijing nrog 21 tus neeg mob uas tau lees paub Covid, thaum Shanghai tseem nyob hauv kev kaw. Ironically tus nqi lag luam raug rub los ntawm cov khoom lag luam tsis muaj zog vim tias Tuam Tshoj raug kaw. CNY rebounded piv rau US $ +0.25% tom qab PBOC FX cia txav ib hmos.

Kuv pom tias Tuam Tshoj FDA pom zoo tshuaj tiv thaiv covid-19 tom qab kaw ntawm lub vev xaib xov xwm Suav. Kuv mam li saib rau qhov no vim tias cov tshuaj tiv thaiv Covid muaj zog yuav tso cai rau tsoomfwv txav mus deb ntawm nws txoj cai kaw / cais tawm.

Hang Seng Index thiab Hang Seng Tech Index tau nce +0.33% thiab +2.87% ntawm qhov ntim tawm -8% los ntawm nag hmo, 84% ntawm 1-xyoo nruab nrab. Muaj 247 tus neeg nce qib thiab 224 tus neeg tsis lees paub. Hong Kong luv muag ntim tau poob los ntawm -23% los ntawm nag hmo, uas yog cov plaub hau saum toj no 1-xyoo nruab nrab. Kev loj hlob cov khoom lag luam coj txoj hauv kev raws li Hong Kong internet tshaj tawm hnub muaj zog raws li kev txiav txim siab +3.66%, kev sib txuas lus +3.08%, thiab kev noj qab haus huv +1.61%, thaum nyiaj txiag -1.79%, cov ntaub ntawv -1.71%, thiab lub zog -1.43%. Cov neeg ua lag luam hauv av yog qhov tsawg kawg nkaus yuav ntawm Hong Kong cov khoom lag luam ntawm Southbound Stock Connect raws li Tencent yog qhov muag me me thaum Meituan thiab Kuaishou yog net yuav.

Shanghai, Shenzhen, thiab STAR Board kaw -1.44%, -2.11%, thiab -1.84% ntawm ntim -5.93% los ntawm nag hmo, uas yog 77% ntawm 1-xyoo nruab nrab. Muaj 950 cov khoom lag luam nce qib thiab 3,461 cov khoom poob qis. Cov tuam txhab loj thiab cov yam ntxwv zoo tshaj niaj hnub no raws li kev kho mob +1.64%, staples +1.44% thiab vaj tse +1.18% thaum lub zog -3.3%, cov ntaub ntawv -2.39% thiab tech -2.33%. Kev noj haus ua si muaj hnub muaj zog thaum semis tsis muaj zog. Cov tub ua lag luam txawv teb chaws yuav + $ 235mm ntawm Mainland Tshuag hnub no ntawm Northbound Stock Connect. Cov nyiaj khaws cia nyiaj txiag tau tawm me ntsis, CNY rov zoo dua li US $ +0.25%, thiab tooj liab ntaus -1.27%.

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

• CNY / USD 6.54 piv rau 6.57 nag hmo
• CNY / EUR 6.99 piv rau 7.05 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.83% piv rau 2.82% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.05% tiv tiag 3.05% nag hmo
• Tus Nqi Tooj Liab -1.27%