Tib neeg & Txoj Cai Txhawb Kev Lag Luam Siab dua

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias tau sib xyaw raws li Tuam Tshoj Mainland thiab Hong Kong outperformed, Taiwan thiab Kaus Lim Qab Teb tau tshaj tawm cov txiaj ntsig me me, thaum Nyiv, Is Nrias teb thiab Thaib tau poob qis dua -1%.

Tuam Tshoj Mainland thiab Hong Kong tau nce ntau qhov kev txhim kho zoo tom qab xaus ntawm "Dual Sessions" cov rooj sib tham ntawm 14^th National People's Congress. Nyob rau hauv lub teeb pom kev tsis zoo ntawm Silicon Valley Bank meltdown, nws tsis yog qhov xav tsis thoob tias cov xov xwm me me ntawm Western tau muab rau cov kev txhim kho no.

Thawj Tswj Hwm Xi cov lus xaus tau pom qhov zoo thaum nws hais txog kev cia siab rau tus kheej thiab "kev txhim kho zoo," nrog rau kev tsom mus rau kev tshawb fawb, thev naus laus zis, thiab kev tiv thaiv hauv tebchaws. Wall Street Journal tau tshaj tawm tias Thawj Tswj Hwm Xi yuav tham nrog Ukrainian Thawj Tswj Hwm Zelensky ua ntej ntawm kev mus rau Russia.

Li Qiang tau los ntawm kev so haujlwm Premier Li tom qab tau khiav Shanghai thaum lub sijhawm txuas ntxiv qhib. Thaum lub sijhawm ua haujlwm ua tus tuav ntaub ntawv hauv nroog, Shanghai pom kev tsim kho ntawm Tesla lub gigafactory thiab tso tawm ntawm STAR Board. Nws lub rooj sib tham xov xwm yog pro-economy thiab pro-kev lag luam, hais txog kev sib raug zoo ntawm US-Tuam Tshoj. Tshwj xeeb, nws tau hais tias nws lub hom phiaj yuav yog tib neeg raws li "lawv mob siab ntxiv txog vaj tse, kev ua haujlwm, nyiaj tau los, kev kawm, kev kho mob, thiab ib puag ncig ecological. Qhov thib ob yog tsom mus rau kev txhawb nqa kev loj hlob zoo. Qhov thib peb yog ua kom tsis muaj kev hloov pauv tob zuj zus thiab qhib. " Yuav muaj kev sib tw raws li "kev lag luam hauv ntiaj teb xyoo no tsis zoo" vim tias kev tsom mus rau kev ruaj ntseg, kev txhim kho zoo, kev hloov kho, thiab kev tsim kho tshiab.

Yi Gang yuav nyob twj ywm hauv nws lub luag haujlwm ua tus tswv xeev ntawm Tuam Txhab Nyiaj Txiag Tuam Tshoj (PBOC), muab lub cim muaj zog tias Tuam Tshoj txoj kev hloov kho thiab qhib tseem nyob hauv qhov chaw. Yi yog ib tug qub tub rog banker nrog cov kev paub thoob ntiaj teb tseem ceeb thiab kev sib raug zoo, tau koom nrog PBOC hauv 1997 thiab tau muab tso rau hauv nws lub luag haujlwm tam sim no thaum Lub Peb Hlis 2018. Muaj kev hloov pauv tsawg dua li qhov xav tau hauv cov luag haujlwm tseem ceeb vim ntau tus kws tshaj lij kev lag luam tseem nyob hauv lawv lub luag haujlwm.

Tuam Tshoj Mainland thiab Hong Kong tau nce los teb rau cov kev txhim kho no raws li Asia duas Performance index thiab renminbi CNY ob leeg tau nce +0.62% thiab +0.80%, feem, raws li US nyiaj poob thiab US Treasury yields qis dua ntawm kev ntseeg tias Fed tuaj yeem. ncua tus nqi hikes tom qab qhov ua tsis tiav ntawm ntau lub tsev txhab nyiaj. Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent, uas tau nce +3.98%, Alibaba tau nce +2.59%, thiab Meituan, uas tau nce +1.26%, raws li cov neeg ua lag luam Mainland yog cov neeg yuav khoom ntawm Hong Kong.

Bilibili tau nce +10.66% raws li Mainland cov tub ua lag luam yog cov neeg yuav khoom ntawm lub tuam txhab thawj hnub hauv Southbound Stock Connect.

Hong Kong qhov ntim tau siab heev, suav txog 117% ntawm 1-xyoo nruab nrab, txawm tias tawm ntawm hnub Friday lub ntim. Kev tuag ntawm Silicon Valley Bank (SVB) tau cuam tshuam rau ntau lub Hong Kong thev naus laus zis thiab biotech cov khoom lag luam nrog kev sib raug zoo rau lub txhab nyiaj, txawm tias qhov cuam tshuam zoo li txwv, raws li HSBC yuav SVB's UK caj npab.

Tuam Tshoj Mainland kuj tau tsom mus rau qhov zoo los ntawm qhov xaus ntawm Dual Sessions. Kuv tab tom dhia mus rau hauv ib daim ntawv dawb tso tawm hu ua "Tuam Tshoj Txoj Kev Txhim Kho Ntsuab Hauv Lub Ntiaj Teb Tshiab". Shanghai nyob saum toj no kev txhawb nqa raws li SOE kev hloov kho thiab kev cia siab rau tus kheej yog cov ntsiab lus los ntawm Dual Sessions. Tag kis, tus nqi qiv nyiaj hauv lub Peb Hlis yuav tshaj tawm, nrog rau kev tsim khoom lag luam, kev muag khoom muag, thiab kev nqis peev ruaj khov (FAI).

Kev lees paub tsis ncaj ncees yog "kev nyiam los txhais cov pov thawj tshiab raws li kev lees paub ntawm ib qho kev ntseeg lossis kev xav uas twb muaj lawm." Barron's tau muaj kev sib tham zoo nrog tus neeg xa khoom thoob ntiaj teb AP Moller-Maersk CEO Vincent Clerc, uas yuav tsum muaj kev pom zoo rau lub xeev ntawm kev lag luam thoob ntiaj teb. Kev xam phaj debunks lossis, tsawg kawg yog cov kev sib tw, cov tswv yim uas zoo li dov tawm ntawm daim di ncauj, xws li deglobalization. Nws yog qhov tsim nyog nyeem.

Lub Hang Seng thiab Hang Seng Tech indexes tau nce +1.95% thiab +2.89%, feem, ntawm qhov ntim uas poob -12.78% txij hnub Friday, uas yog 117% ntawm 1-xyoo nruab nrab. 333 cov khoom lag luam tau nce siab, thaum 169 tsis kam. Main Board luv muag turnover poob -8.9% los ntawm hnub Friday, uas yog 115% ntawm 1-xyoo nruab nrab, raws li 17% ntawm turnover yog luv turnover. Tus nqi thiab kev loj hlob zoo sib xyaw ua ke raws li lub kaus mom loj tshaj lub kaus mom me me handily. Cov kev ua tau zoo tshaj plaws yog lub zog, uas tau nce +4.32%, kev pabcuam kev sib txuas lus, uas tau nce +3.93%, thiab cov khoom siv, uas tau nce +3.13%. Lub caij no, vaj tse thiab kev kho mob tau tawm -0.64% thiab -0.73%, feem. Cov subsectors ua tau zoo tshaj plaws yog xov tooj, lub zog, thiab software, tsis muaj cov haujlwm tsis zoo. Southbound Stock Connect ntim tau nruab nrab raws li cov neeg ua lag luam hauv av tau yuav $ 43 lab tus nqi ntawm Hong Kong cov khoom lag luam vim Tencent yog ib qho nruab nrab / muaj zog net yuav, thiab Meituan thiab Bilibili yog cov khoom me me.

Shanghai, Shenzhen, thiab STAR Board tau nce +1.2%, +0.44%, thiab +0.54%, feem, ntawm qhov ntim uas tau nce +3.99% txij hnub Friday, uas yog 93% ntawm 1-xyoo nruab nrab. 1,912 cov khoom lag luam tau nce siab, thaum 2,751 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. Txhua qhov haujlwm tau zoo vim kev sib txuas lus tau nce +4.23%, lub zog tau nce +3.66%, thiab cov neeg siv khoom lag luam tau nce +2.7%. Cov haujlwm ua haujlwm zoo tshaj plaws yog kev sib txuas lus, cov hlau muaj txiaj ntsig, thiab software, thaum pib, cov khoom siv hluav taws xob tsim hluav taws xob, thiab kev tsim hluav taws xob hluav taws xob yog qhov phem tshaj plaws. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 401 lab tus nqi ntawm Mainland stocks thaum hmo ntuj. CNY tau nce +0.43% piv rau US duas, kaw ntawm 6.88 CNY ib USD, piv rau hnub Friday 6.95, Cov Nyiaj Txiag Nyiaj Txiag tau muag tawm, thaum Shanghai tooj liab poob thiab hlau tau txais.

Yav Tom Ntej Webinar

Koom nrog peb hnub Thursday, Lub Peb Hlis 23rd thaum 11 teev sawv ntxov EST rau peb qhov webinar:

Managed Futures - Ib Txoj Kev Ua Raws li Rhiav

Nyem no mus sau npe

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.85 piv rau 6.92 nag hmo
• CNY rau EUR 7.34 piv rau 7.36 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.65% tiv tiag 1.55% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.87% piv rau 2.86% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.06% tiv tiag 3.06% nag hmo
• Tus Nqi Tooj Kub -0.25% dhau ib hmo
• Steel Nqe +0.53% thaum hmo ntuj