PCAOB Tuaj Txog Hauv Hong Kong, EU Txoj Cai xa cov hnub ci Tshuag qis dua

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau sib xyaw tab sis feem ntau qis dua ib hmos vim qhov tsis paub tseeb nyob ib puag ncig Asmeskas cov paj laum txuas ntxiv mus thoob ntiaj teb kev lag luam.

Hnub no yog qhov thim rov qab nag hmo vim Hong Kong tswj hwm qhov nce thaum Mainland kev lag luam poob qis. Raws li cov lus ceeb toom, ib pab pawg los ntawm US Public Company Accounting Oversight Board (PCOB) tuaj txog hauv Hong Kong lub lim tiam no los tshuaj xyuas cov ntawv txheeb xyuas ntawm Tuam Tshoj cov tuam txhab lag luam uas tau teev npe hauv Asmeskas los ntawm xyoo tas los nyiaj txiag. Raws li Mainland xov xwm tshaj tawm, Tuam Tshoj lub tsev txhab nyiaj tau txo qis cov nqi tso nyiaj rau lawv cov neeg siv khoom. Qhov no ua rau kev nkag siab zoo li nws yog ib qho pov thawj ntxiv ntawm lub teb chaws txoj cai yooj yim, kom sib piv nrog cov teb chaws Western.

Xi Jinping, Is Nrias teb tus Narendra Modi, thiab Vladimir Putin tau ntsib ntawm Tuam Tshoj-coj Shanghai Kev Koom Tes Summit hauv Uzbekistan los tham txog ntau yam ntawm cov khoom lag luam thoob ntiaj teb suav nrog kev ua tsov rog hauv Ukraine. Tuam Tshoj tseem tab tom ua qhov nruab nrab sab nraud ntawm kev tsis sib haum xeeb ze li yim hli. CNH, Tuam Tshoj tus txiaj uas ua lag luam thaum lub sij hawm US trading teev, tau ua txhaum lub siab lub ntsws theem ntawm 7 CNY / USD. Qhov no yog tag nrho vim US duas zog. Lub Tuam Txhab Tuam Txhab Tuam Txhab Tuam Txhab (PBOC) tau mob siab ua haujlwm los ua kom tus nqi pauv pauv ruaj khov thiab lub tuam txhab nyiaj hauv nruab nrab tau ua txoj haujlwm tsim nyog raws li Tuam Tshoj cov txiaj ntsig tau tuav tau zoo dua li lwm cov txiaj ntsig Asian. Peb ntseeg tias tus nqi pauv no tsuas yog txhais tau hais tias Suav cov cuab yeej cuab tam tau ua lag luam ntawm tus nqi qis dua.

Cov European Union tau tshaj tawm cov kev ntsuas tshiab uas yuav tiv thaiv kev ntshuam ntawm cov hnub ci vaj huam sib luag los ntawm Tuam Tshoj cheeb tsam Xinjiang. Qhov kev txav no tau xa cov hnub ci hnub ci hauv Tuam Tshoj Mainland tau qis dua ib hmos, suav nrog Sun Grow, uas poob los ntawm -8.5% thaum hmo ntuj. Cov kev ntsuas tshiab EU yog dav dav thiab tsis yog tshwj xeeb, yog li peb tsis tuaj yeem paub tseeb ntawm lawv qhov kev cuam tshuam rau Tuam Tshoj lub hnub ci zog cov khoom lag luam. Nws yog ib qho tseem ceeb kom nco qab US 'thiab EU qhov kev cia siab hnyav rau cov hnub ci vaj huam sib luag uas tsim los ntawm Tuam Tshoj-based manufacturers.

Moderna Tus Thawj Coj tau hais tias lub tuam txhab tab tom tham nrog Tuam Tshoj tsoomfwv txog kev muab lawv cov tshuaj tiv thaiv mRNA, tab sis tseem tsis tau txiav txim siab. Tuam Tshoj cov tshuaj tiv thaiv mRNA hauv zos tseem tab tom txhim kho. CSPC Pharmaceutical tab tom nthuav tawm nws theem III kev sim tshuaj tiv thaiv mRNA tshiab, uas tuaj yeem tau txais kev pom zoo xwm txheej ceev rau kev faib rau cov pej xeem Suav.

Reuters tau tshaj tawm tias Biden npaj yuav nthuav dav US kev txwv kev xa tawm ntawm Tuam Tshoj txoj kev lag luam semiconductor, suav nrog Lam Tshawb FawbLRCX
thiab Applied MaterialsAMAT
. Lub tuam txhab lag luam tau xa ntawv mus rau Nvidia thiab AMD kom txwv tsis pub lawv xa tawm AI chips rau Suav teb. Nws tseem tsis tau txiav txim siab txog qhov kev txiav txim siab thiab kev ua tiav ntawm txoj kev npaj no. Ntau tshaj 30% ntawm US semiconductor kev lag luam cov nyiaj tau los tau los ntawm kev muag khoom hauv Suav teb, raws li GlobalData. Boston Consulting Group (BCG) kwv yees tias Asmeskas cov tuam txhab yuav poob 18 feem pua ​​​​ntawm lawv cov kev lag luam thoob ntiaj teb thiab 37 feem pua ​​​​ntawm lawv cov nyiaj tau los - ua rau poob ntawm 15,000 txog 40,000 cov haujlwm siab hauv tsev - yog tias Washington tau nrhiav kev siv thev naus laus zis nyuaj thiab txwv tag nrho hauv tsev. semiconductor tuam txhab uas muag los ntawm muag rau Suav neeg.

Lub Hang Seng thiab Hang Seng Tech tau nce +0.44% thiab +0.25% ntawm ntim -12.71% los ntawm nag hmo uas yog 64% ntawm 1-xyoo nruab nrab. 220 cov khoom lag luam nce siab thaum 251 tsis kam. Hong Kong luv luv muag turnover poob -25.78% thaum hmo ntuj uas yog 70% ntawm 1-xyoo nruab nrab raws li luv luv trading accounted rau 19% ntawm tag nrho cov trading. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom loj underperformed lub kaus mom loj. Cov khoom lag luam saum toj kawg nkaus yog vaj tsev +4.17%, kev kho mob +2.95%, thiab cov khoom siv +0.82% thaum cov khoom siv hluav taws xob -2.08%, lub zog -0.84%, thiab kev lag luam -0.69%. Sab saum toj sub-sectors yog biotech, cov cuab yeej tsim khoom, thiab cement thaum hnub ci, semis, thiab cua yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam hauv av tau yuav $ 275 lab ntawm Hong Kong cov khoom lag luam nrog Wuxi Biologics yog qhov yuav loj rau hnub thib peb thaum Tencent thiab Meituan yog cov khoom me me.

Shanghai, Shenzhen, thiab STAR Board poob -1.16%, -2.34%, thiab -3.03% feem ntawm ntim +27.69% los ntawm nag hmo uas yog 90% ntawm 1-xyoo nruab nrab. Tsuas yog 495 cov khoom lag luam nce siab thaum 4,112 tsis kam. Cov vaj tsev thiab nyiaj txiag tau nce +2.69% thiab +0.32% thaum tech -3.91%, industrials -3.35%, thiab kev txiav txim siab -2.73%. Sab saum toj sub-sectors yog vaj tse muaj feem xyuam nrog, nyiaj txiag muaj feem xyuam xws li kev tuav pov hwm, thiab thee mining thaum lub hnub ci, roj teeb, semis, thiab tsheb qhov chaw yog qhov phem tshaj. Cov tub ua lag luam txawv teb chaws muag - $ 591 lab ntawm Mainland Tshuag hnub no ntawm Northbound Stock Connect. CNY poob qis -0.45% piv rau US duas rau 6.99 ntawm 6.95, Cov Nyiaj Txiag tau tiaj tus, thiab tooj liab tawm -0.32%.

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

• CNY / USD 6.99 piv rau 6.96 nag hmo
• CNY / EUR 6.98 piv rau 6.96 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.66% piv rau 2.66% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.82% tiv tiag 2.82% nag hmo
• Tus Nqi Tooj Kub -0.32% dhau ib hmo