PCAOB Pib Tshawb Xyuas Kev Tshawb Fawb

Xov Xwm Tseem Ceeb

Kev lag luam nyiaj txiag Asian tau kaw qis dua los pib lub lim tiam hauv kev cia siab ntawm Teb Chaws Asmeskas Tsoom Fwv Teb Chaws Reserve hiking cov paj laum ntxiv 75 lub hauv paus ntsiab lus. Txawm li cas los xij, Is Nrias teb tau tswj hwm qhov nce me me thaum Nyiv tau kaw rau "Kev hwm rau Hnub nyoog" hnub so.

Kuv thov txim ua ntej rau lub suab zoo li cov ntaub ntawv tawg, tab sis offshore Tuam Tshoj (Hong Kong thiab Asmeskas cov ntawv teev npe) tau hnov ​​​​mob rau cov xov xwm tshiab tshaj plaws tsis zoo, thaum nyob rau sab hnub poob Tuam Tshoj (Shanghai & Shenzhen teev cov khoom lag luam) tsis tshua nyiam. Thawj Tswj Hwm Biden qhov kev xam phaj 60 feeb rov hais dua txog US cov cai ntev ntev rau Taiwan tab sis kuj tau hais txog kev tiv thaiv cov kob tiv thaiv kev tawm tsam, uas ib txwm tau hais, tab sis tsis tau hais tawm rau pej xeem.

Lwm qhov tseem ceeb ntawm ntug dej hiav txwv yog tias Lub Tuam Txhab Saib Xyuas Tuam Txhab Nyiaj Txiag Saib Xyuas Lub Tuam Txhab (PCAOB) tau pib cov txheej txheem tshuaj xyuas thaum hmo ntuj los ntawm kev sib ntsib nrog PwC thiab KPMG hauv Hong Kong. Thaum peb ntseeg tias lub rooj sib tham no yuav tsum tau saib yog qhov zoo, txiav txim siab tias kev tshuaj xyuas kom huv si yuav tshem tawm qhov kev pheej hmoo raug tshem tawm, Asmeskas xov xwm tau coj qhov no ua qhov tsis zoo.

Hong Kong cov npe hauv internet tsis muaj zog thiab ua haujlwm tsis zoo hnub no txawm hais tias luv luv poob txij hnub Friday. Txawm li cas los xij, 30% ntawm Meituan qhov kev hloov pauv yog luv luv, piv rau 16% rau Alibaba HK thiab 26% rau JD.com HK. Lub caij no, Tencent pom qhov ntim luv luv rau tsuas yog 6% ntawm tag nrho cov nyiaj tau los.

Muaj kev sib tham ntau ntxiv tias Hong Kong txoj kev txwv kev mus ncig tuaj yeem raug tshem tawm thiab hais tias Mainland kev kaw cia tuaj yeem raug tshem tawm ntxiv. Tsis tas li ntawd, cov ntaub ntawv los ntawm kev sim ntawm CSPC Pharmaceutical's Tuam Tshoj tsim tshuaj tiv thaiv mRNA zoo li tau cog lus kom deb li deb, nce qhov muaj feem cuam tshuam txog kev tso cai xwm txheej ceev thaum ntxov li lub hli tom ntej.

Ntawm lwm cov xov xwm zoo uas tsis tau pom dua, Thawj Tswj Hwm Xi tau qhia meej meej nws tus kheej los ntawm Russia lub lim tiam dhau los thaum sib tham, nrog rau Is Nrias teb Modi. Tuam Tshoj thiab Is Nrias teb zoo li ua kom sov siab rau ib leeg ib leeg vim lawv yog ob qho tib si Russia cov neeg lag luam sab saum toj thaum muaj kev rau txim thiab xav pom kev tsis sib haum xeeb hauv Ukraine los txog qhov kawg.

Qhia txog qhov tsis sib xws txuas ntxiv ntawm ntug dej hiav txwv thiab ntug dej hiav txwv, vaj tsev yog qhov ua tau zoo thib ob hauv kev ua lag luam onshore, qhov twg nws tau nce +1.11%. Lub caij no, hauv kev lag luam offshore (Hong Kong), nws yog qhov ua tau zoo thib ob, poob -2.95%. Kev lag luam Mainland tau tawm tag nrho, tab sis tsis yog qhov tseem ceeb li Hong Kong kev lag luam, ntawm cov xov xwm me me. Asia duas index ntaus 52-lub lim piam qis vim tias US duas nyob ze nws 52-lub lim tiam siab. CNY tau tawm rau US duas, poob rau 7.01. Lub Tuam Txhab Tuam Txhab Tuam Txhab Tuam Txhab (PBOC), Tuam Tshoj lub tuam txhab nyiaj hauv nruab nrab, yuav tshaj tawm tus nqi qiv nyiaj tshiab (LPR) hnub no txawm hais tias tus nqi qiv nyiaj tseem ceeb yuav tsum tsis hloov pauv.

Hang Seng thiab Hang Seng Tech indexes poob -1.04% thiab -2.07%, feem, ntawm qhov ntim uas tau nqis -26.54% txij hnub Friday, uas yog 71% ntawm 1-xyoo nruab nrab. 101 cov khoom lag luam nce siab thaum 390 cov khoom lag luam poob. Hong Kong luv luv muag turnover poob -28.93% los ntawm hnub Friday, uas yog 74% ntawm 1-xyoo nruab nrab, raws li luv luv muag trading accounted rau 18% ntawm Hong Kong lub main board turnover. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob niaj hnub no thiab cov kaus mom loj dua cov kaus mom me me. Kev siv hluav taws xob tsuas yog qhov zoo, nce +0.32%. Lub caij no, kev kho mob poob -4.15%, vaj tse poob -2.95%, thiab cov neeg siv khoom txiav txim siab poob -los ntawm 2.2%. Kub, khoom noj khoom haus, roj, thiab lithium roj teeb yog ib qho ntawm cov kev ua haujlwm zoo tshaj plaws, thaum Tik Tok ecosystem, biotech, kev kawm, thiab kev tswj vaj tse yog qhov phem tshaj. Southbound Stock Connect ntim tau qis, uas tau dhau los ua qhov qub qub raws li cov tub lag luam hauv tebchaws tau muag - $ 153 lab tus nqi ntawm Hong Kong cov khoom lag luam xws li Tencent, Wuxi Biologics, Kuaishou, thiab Li Auto yog tag nrho cov khoom me me, thaum Meituan yog ib qho me me / nruab nrab. muag.

Shanghai, Shenzhen, thiab STAR Board tau tawm -0.35%, -0.76%, thiab -2.3%, feem, raws li ntim tau poob -17.35% txij hnub Friday, uas yog 65% ntawm 1-xyoo nruab nrab. 946 cov khoom lag luam tau nce siab thaum 3,626 cov khoom lag luam poob qis. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li lub kaus mom loj tshaj lub kaus mom me me. Cov kev ua tau zoo tshaj plaws yog lub zog, uas tau nce +1.92%, vaj tse, uas tau nce +1.09%, thiab cov neeg siv khoom lag luam, uas tau nce +0.96%. Lub caij no, cov kev pabcuam kev sib txuas lus poob -1.8%, cov ntaub ntawv thev naus laus zis poob -1.66%, thiab kev kho mob poob -1.49%. Airports, autos, thiab thee yog ib qho ntawm cov kev ua haujlwm zoo tshaj plaws, thaum internet, software, thiab kev tsim kho yog qhov ua tau zoo tshaj plaws. Northbound Stock Connect ntws tau teeb pom kev zoo li cov tub ua lag luam txawv teb chaws tau yuav $ 228 lab tus nqi ntawm Mainland Tshuag hnub no. Bonds tau tiaj tus, CNY tsis kam -0.41% piv rau US duas rau 7.01, thiab tooj liab nce +0.9%.

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

• CNY / USD 7.01 piv rau 6.99 Hnub Friday
• CNY / EUR 7.00 tiv tiag 7.00 Hnub Friday
• Yield ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.13 piv rau 1.01 Hnub Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.68% piv rau 6.67% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 2.83% tiv thaiv 2.83% Hnub Friday
• Tus Nqi Tooj Liab + 0.90% dhau ib hmo