PCAOB Tshaj Tawm - Ua tiav Kev Nkag Mus Saib Xyuas Thiab Tshawb Fawb Cov Tuam Txhab Suav

Xov Xwm Tseem Ceeb

Hauv xov xwm loj heev, PCAOB tshaj tawm tias nws tau ua tiav kev nkag mus kuaj thiab tshawb xyuas cov tuam txhab Suav thawj zaug hauv keeb kwm. Qhov no tuaj yeem yog kauj ruam tseem ceeb ntawm kev daws teeb meem Txoj Cai Tswj Kev Lag Luam Txawv Tebchaws (HFCAA).

Peb tab tom nyeem thiab zom cov ntaub ntawv raws li nws tuaj. Ua haujlwm zoo ntawm ob sab rau kev ua haujlwm los daws qhov teeb meem; Nws qhia tau hais tias kev sib tham thiab kev sib txuas lus yog ib txwm yog txoj hauv kev zoo tshaj plaws.

Hauv xov xwm kev lag luam tsis tu ncua, Asian kev lag luam kev ncaj ncees tau poob qis tom qab Powell lub rooj sib tham xov xwm hawkish, raws li Hong Kong thiab Is Nrias teb ua tsis tau zoo hauv cheeb tsam. Asia duas index poob -0.5% thaum lub ntiaj teb duas Performance index +0.46%.

Hong Kong raug ntaus nrog kev sib tw ntawm kev muag khoom raws li Hong Kong qhov kev lag luam hnyav tshaj plaws yog Tencent -2.28%, Alibaba HK -4.02%, thiab Meituan -3.28%. Trip.com (TCOM, 9961 HK) + 3.55% tom qab tshaj tawm tom qab Asmeskas kaw.

Nws yog ib hmo nyob ntsiag to los ntawm xov xwm foundations; tsawg lub Kaum Ib Hlis cov ntaub ntawv pov tseg, uas suav nrog kev tsim khoom lag luam (2.2% piv rau qhov kev cia siab ntawm 3.5%) thiab cov khw muag khoom muag (-5.9% piv rau qhov kev cia siab -4%) tau qis dua qhov kev cia siab raws li COVID khiav tawm mus thoob plaws Tuam Tshoj raws li COVID kev txwv poob rau txoj kev. Hauv qhov zoo rau kev lag luam e-lag luam, kev muag khoom hauv online yog +1.2% thaum lub Kaum Ib Hlis. Cov tub ua lag luam yuav tsum tau tsom tsis yog ntawm daim iav saib tom qab tab sis saib ntawm lub qhov rooj.

Lub lim tiam no, Lub Xeev Pawg Thawj Coj tau tshaj tawm qhia peb txog kev noj haus hauv tsev yog qhov uas tsoomfwv txoj cai coj mus. Lub CEWC, Tuam Tshoj lub rooj sib tham kev lag luam loj, tau pib hnub no, muab lub hom phiaj GDP rau 2023 tab sis, qhov tseem ceeb tshaj, muab cov cai tshwj xeeb. Kuv tsis tuaj yeem ntxhov siab txaus tias DOMESTIC CONSUMPTION yuav yog tus yuam sij. Peb lub tuam txhab lag luam thoob ntiaj teb tau txo qis Q4 GDP kwv yees tab sis tsa lawv cov 2023 GDP kwv yees qhov tseem ceeb dua. Peb pom zoo kom pom lub hom phiaj GDP ntawm lossis siab dua 5% los ntawm tsoomfwv Suav tawm los ntawm CEWC. Cov ntaub ntawv niaj hnub no tsuas yog txhawb nqa qhov no tiv thaiv qhov cuam tshuam ntawm kev nce nqi qis hauv Suav teb thiab ntau cov hmoov qhuav, piv txwv li, kev txhawb nqa nyiaj txiag thiab nyiaj txiag. Lub Kaum Ib Hlis cov ntaub ntawv muag vaj tsev kuj tseem tsis muaj zog -9.8% YTD piv rau kev cia siab -9.2% thiab Lub Kaum Hli 8.8%. Tuam Tshoj Mainland tau sib xyaw nrog kev loj hlob sectors / stocks outperforming, raws li pov thawj los ntawm Shenzhen thiab STAR Board qhov zoo rov qab. Cov tub ua lag luam txawv teb chaws tau yuav $ 708mm ntawm Mainland stocks hnub no nrog kev nyiam rau kev loj hlob cov khoom lag luam.

Tag kis yog triple witching (yav tom ntej thiab cov kev xaiv tas sij hawm) thiab S&P, thiab FTSE Russell index rebalances. Lub Nasdaq 100 tab tom tshem tawm Baidu thiab NetEase vim lawv tsis nyob hauv 100 lub tuam txhab loj tshaj plaws uas tau teev tseg hauv Nasdaq los ntawm kev ua lag luam. Cov haujlwm tsis yog qhov loj heev txawm tias cov indexes tsis zoo rau kev yuav siab thiab muag qis. Qhia A: Nco ntsoov qhov Performance index uas tshem tawm Tencent, Baidu, thiab Weibo thaum Lub Kaum Hli 20, 2022. Ouch!

Lub Hang Seng thiab Hang Seng Tech poob -1.55% thiab -2.39% ntawm ntim -22.55%, uas yog 85% ntawm 1-xyoo nruab nrab. 91 cov khoom lag luam tau nce siab, thaum 404 tsis kam. Main Board luv turnover poob -22.48%, uas yog 64% ntawm 1-xyoo nruab nrab, raws li 13% ntawm turnover yog luv turnover. Tus nqi tseem ceeb "ua tau zoo dua" yam tseem ceeb loj hlob, thaum lub kaus mom loj "ua tau zoo dua" cov kaus mom me me. Qhov tsuas zoo sector yog vaj tse +0.04%, thaum txiav txim siab -2.86%, kev sib txuas lus -2.39%, thiab kev kho mob -2.34%. Semis tau nce, thaum cov khw muag khoom, xov xwm, thiab software yog cov neeg ua yeeb yam tsis zoo. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam hauv av tau yuav $ 244mm ntawm Hong Kong cov khoom lag luam, nrog Tencent, Meituan, thiab Kuaishou txhua qhov muag me me.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw -0.25%, +0.31%, thiab +0.51% ntawm ntim -5.22% los ntawm nag hmo, uas yog 81% ntawm 1-xyoo nruab nrab. 2,656 cov khoom lag luam tau nce siab, thaum 1,935 tsis kam. Kev loj hlob zoo tshaj qhov ua tau zoo ntawm tus nqi, thaum lub kaus mom me me dua lub kaus mom loj. Cov kev lag luam sab saum toj yog kev txiav txim siab +0.76%, tech +0.72%, thiab kev lag luam +0.39%, thaum lub zog -1.84%, kev sib txuas lus -1.78%, thiab nyiaj txiag -1.46%. Cov khoom lag luam sab saum toj yog cov khoom pib, hluav taws xob, thiab maus taus, thaum cov hlau muaj txiaj ntsig, zaub mov, 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 $ 708mm ntawm Mainland stocks. CNY poob rau US duas -0.25% rau 6.96, Treasury bonds poob, thiab tooj liab poob -0.77%.

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COVID qhov kev sib kis tau cuam tshuam rau kev khiav tsheb thiab kev siv subway, raws li tau hais hauv qab no.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.97 piv rau 6.95 nag hmo
• CNY rau EUR 7.40 piv rau 7.40 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.88% piv rau 2.87% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.03% tiv tiag 3.00% nag hmo
• Tus Nqi Tooj Liab -0.77%