PBOC Tham Down Renminbi Raws li Hong Kong luv nias lawv cov thawj koom ruam

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau sib xyaw ua ke, raws li Nyiv, Taiwan, thiab Kaus Lim Qab Teb tau kaw rau qhov kev ceeb toom zoo thaum cov cheeb tsam tseem tshuav tawm. Tuam Tshoj thiab Hong Kong tau qhib siab dua tab sis poob qis dua thoob plaws hnub ua lag luam kom kaw me me.

Tom qab lub zos nyob ze, Reuters tau tshaj tawm tias PBOC tau hais rau cov tsev txhab nyiaj kom npaj muag cov nyiaj US los txhawb cov renminbi. Hauv Suav teb, PBOC yog lub npe hu ua Big Momma. Vim nws cov txiaj ntsig txawv teb chaws loj heev, koj tsis xav nyob rau sab tsis ncaj ncees lawm ntawm PBOC, uas piav qhia CNY qhov kev tawm tsam ntawm +0.89% rau 7.13 ntawm nag hmo 7.20. Yog tias Fed khaws cov nqi nce mus, nws yuav nyuaj rau khaws CNY lossis lwm yam txiaj ntsig zoo dua piv rau US duas.

Hong Kong internet stocks tau sib xyaw hnub no nrog Tencent -1.24%, Alibaba HK +2.88%, Meituan +0.83%, thiab JD.com HK +0.5%. Hong Kong luv turnover yog qis dua ib hnub dhau ib hnub tab sis tseem muaj kev sib sau ua ke vim Meituan muaj 42% ntawm ntim luv, Tencent 21%, Alibaba HK 20%, thiab JD.com HK 33%. Ntawm qhov zoo, Bilibili tshaj tawm tias nws yuav ua rau Hong Kong nws yog thawj lub npe rau lub Kaum Hlis 3lawm, uas yuav tsum tso cai rau Southbound Stock Connect tsim nyog los ntawm thaum lub Kaum Ib Hlis.

Southbound Stock Connect raug kaw hnub no, tag kis, thiab lub lim tiam tom ntej rau Tuam Tshoj Golden Lub Limtiam hnub so. Bloomberg muaj ib tsab xov xwm hais txog PCAOB txoj haujlwm nrog Big Four US accounting firms Suav auditors, uas yog ib qho zoo rau kuv tias qhov kev soj ntsuam ua haujlwm tau tshwm sim. Lub Mainland tau tawm tab sis tsis ntau npaum li offshore Tuam Tshoj / Hong Kong raws li cov tub ua lag luam txawv teb chaws tau yuav $ 480mm ntawm Mainland Tshuag hnub no nyob rau hauv lub cim zoo. Tom qab hnub Monday tshaj tawm txog kev txhawb nqa cov khoom siv hauv tsev kho mob hloov kho, kev kho mob yog qhov ua tau zoo tshaj plaws.

Lub Hang Seng thiab Hang Seng Tech tau tawm -0.49% thiab -1.24% ntawm ntim -15.69% los ntawm nag hmo, uas yog 73% ntawm 1-xyoo nruab nrab. 114 cov khoom lag luam nce siab thaum 386 tsis kam. Main Board luv turnover poob los ntawm -17.64% los ntawm nag hmo, 91% ntawm 1-xyoo nruab nrab li 21% ntawm tag nrho cov trading yog luv. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom loj tshaj cov kaus mom me me. Consumer discretionary +0.81% thiab lub zog +0.38% tsuas yog cov sectors zoo li vaj tse -4.13%, tech -3.29% thiab industrials -1.93%. Cov ntu sab saum toj yog los ntawm kev kho mob thiab lub zog, xws li cov khoom kho mob thiab cov thee, thaum cov khoom siv thev naus laus zis thiab cov khoom siv tsheb yog qhov phem tshaj. Southbound Stock Connect raug kaw hnub no.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw -0.13%, -0.05%, thiab +0.55% ntawm ntim -3.61% los ntawm nag hmo, uas yog 63% ntawm 1-xyoo nruab nrab. 1,595 cov khoom lag luam tau nce siab thaum 2,943 cov khoom lag luam tsis kam. Tag nrho cov sectors tau zoo, nrog rau sab saum toj sectors kev kho mob +3.5%, cov ntaub ntawv +2.77%, thiab lub zog +2.69%, thaum vaj tse lagged +0.06%. Sab saum toj sub-sectors suav nrog cov cuab yeej kho mob, thee mining, lithium mining, thiab cov hlau muaj txiaj ntsig, thaum shipping marine, khw noj mov, thiab tshav dav hlau yog qhov phem tshaj. Cov tub ua lag luam txawv teb chaws tau yuav $ 480mm ntawm Mainland stocks ntawm Northbound Stock Connect ntawm cov ntim nruab nrab. Cov nyiaj tau txais txiaj ntsig tau tawm, CNY tau nce +0.89% piv rau US duas kaw ntawm 7.13, thiab tooj liab tau nce ze li 1%.

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

  • CNY / USD 7.14 piv rau 7.24 nag hmo
  • CNY / EUR 6.94 piv rau 6.91 nag hmo
  • Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.75% piv rau 2.74% nag hmo
  • Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.89% tiv tiag 2.87% nag hmo
  • Tus Nqi Tooj Liab + 0.96% dhau ib hmo

Tau qhov twg los: https://www.forbes.com/sites/brendanahern/2022/09/29/pboc-talks-down-renminbi-as-hong-kong-shorts-press-their-bets/