Pinduoduo Beats kwv yees, Hong Kong Cheers Internet Nyiaj tau los, Lub Limtiam Saib Xyuas

Lub Limtiam Ntsuam Xyuas

• Asian equity muaj ib lub limtiam upbeat tag nrho raws li Thawj Tswj Hwm Biden mus xyuas thaj av ntawd thiab Tuam Tshoj internet khwv tau lub caij pib nrog ob peb surprises rau upside nyob rau hauv lub npe xws li Alibaba, Baidu, Kuaishou, NetEase, thiab Pinduoduo.
• Txawm li cas los xij, Snapchat qhov kev poob siab heev ntawm cov nyiaj tau los tso tawm hauv Asmeskas tau ua rau muaj kev xav poob qis hauv Asia hnub Tuesday.
• John Tuttle (Vice-Chairman thiab Chief Commercial Officer, ntawm New York Tshuag Txauv) koom nrog KraneShares CEO Jonathan Krane ntawm ib tug vaj huam sib luag nyob rau hauv Davos lub lim tiam no, qhov uas nws hais tias nws ntseeg NYSE yuav pom ntau Tuam Tshoj ADR npe nyob rau hauv lub neej yav tom ntej es tsawg dua li. Cov neeg tswj hwm hauv Asmeskas thiab Tuam Tshoj ua haujlwm rau kev soj ntsuam kev pom zoo. Saib tag nrho pawg neeg sib tham no.
• Lub Xeev Pawg Neeg Saib Xyuas tau tuav lub rooj sib tham nrog cov lus xaiv txog ib puas txhiab tus neeg tuaj koom, hais kom lawv "... tuav lub sijhawm lub qhov rais thiab siv zog ua kom kev lag luam rov qab mus rau qhov qub," tom qab PBOC tau txiav txim siab tob dua li qhov kev cia siab. tus nqi qiv nyiaj tseem ceeb kawg rau hnub Friday.

Hnub Friday Cov Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias feem ntau siab dua ib hmos raws li Hong Kong outperformed, coj los ntawm internet stocks tom qab qhov kev ua tau zoo nyob rau hauv US-listed Tuam Tshoj internet stocks nag hmo.

Alibaba HK thiab Baidu HK tau nce +12.21% thiab +14.26%, feem, raws li lawv qhov kev cia siab-tua tau nyiaj txiag, uas peb tau hais hauv nag hmo.

Tag kis no, tom qab kev lag luam kaw hauv Hong Kong, tuam txhab lag luam e-lag luam Pinduoduo (PDD US) tau tshaj tawm cov nyiaj tau los uas ntaus cov kws tshuaj ntsuam kev cia siab ntawm cov nyiaj tau los, kho EPS, cov neeg siv txhua hli, thiab cov neeg yuav khoom nquag. Pinduoduo qhov kev tso tawm muaj nyob hauv qab no.

Tom qab kaw hauv Hong Kong, HKEX tshaj tawm tias Hong Kong-teev ETFs yuav raug ntxiv rau Southbound Stock Connect. Thaum lub hnub suav nrog tseem tsis tau tshaj tawm, Mainland cov tub ua lag luam tau zoo txaus siab rau kev loj hlob-taw qhia ETFs xws li internet proxies. Kuj tseem muaj kev tshaj tawm txog kev tshem tawm cov cai rau cov tub ua lag luam txawv teb chaws hauv Tuam Tshoj txoj kev lag luam onshore.

Pinduoduo (PDD US) qhia Q1 cov txiaj ntsig ua ntej kev lag luam qhib. Cov txiaj ntsig tau yeej qhov kev cia siab, ua rau muaj kev sib tw ua ntej kev lag luam hauv kev sib koom. Txawm li cas los xij, kev tswj hwm yog kev saib xyuas hauv nws qhov kev xav. Hmoov tsis zoo, tsis muaj kev tswj hwm lossis cov kws tshuaj ntsuam xyuas ntawm cov nyiaj tau los hu rau qhov kev cia siab ntawm Pinduoduo relisting hauv Hong Kong. Kuv xav tsis thoob tias lub tuam txhab tseem tsis tau tshaj tawm rau pej xeem, txawm li cas los xij, hauv txoj kev xav, lawv yuav tau ua ntaub ntawv ntiag tug. Kev tswj hwm tau ua haujlwm zoo khaws cov nqi qis. Lawv kuj tau ua txoj haujlwm zoo tswj kom muaj txiaj ntsig, uas yog qhov tseem ceeb hauv kev lag luam ib puag ncig.

• Cov nyiaj tau los nce +7% rau RMB 23.793B ($ 3.753B) piv rau kev cia siab ntawm RMB 20.649B
• Cov neeg siv nruab nrab txhua hli nce +4% thiab 7% rau 751.3mm thiab 881.9mm
• Tag nrho cov nqi khiav lag luam poob rau RMB 14.479B ($ 2.284B) los ntawm RMB 15.568B
• Hloov kho cov nyiaj tau los yog RMB 4.200B ($ 662.6mm) nce los ntawm qhov poob ntawm RMB -1.890B piv rau qhov kev cia siab ntawm RMB 2.65B
• Kho EPS RMB 2.95 ($ 0.47) piv rau kev cia siab ntawm RMB 1.52
• Cov nyiaj ntsuab ntawm cov phau ntawv tau nce mus rau RMB 95.2B ($ 15B) los ntawm RMB 92.9B

Hang Seng thiab Hang Seng Tech Index tau nce +2.89% thiab +3.8%, feem, ntawm qhov ntim uas yog +25.7% siab dua nag hmo, uas yog 85% ntawm 1-xyoo nruab nrab. 307 cov khoom lag luam nce siab thaum 161 tsis kam. Hong Kong luv muag ntim tau nce +19.28% los ntawm nag hmo, uas yog 88% ntawm 1-xyoo nruab nrab. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li lub kaus mom loj tshaj lub kaus mom me me. Tag nrho cov kev lag luam tau nyob hauv ntsuab, coj los ntawm kev txiav txim siab, uas tau nce +6.63%, kev noj qab haus huv, uas tau nce +3.89%, thiab kev sib txuas lus, uas tau nce +2.53%. Cov haujlwm ua haujlwm tau zoo suav nrog cov koom haum tshawb fawb cog lus (CROs, lossis cov kws tshawb fawb sab nraud thiab kev tsim khoom), e-lag luam, thiab huab cov khoom lag luam. Southbound Tshuag ntim tau nruab nrab hauv kev sib xyaw ua lag luam txawm tias Tencent pom me me muag thiab Meituan pom me me net yuav.

Shanghai, Shenzhen, thiab STAR Board diverged mus kaw +0.23%, 0.00%, thiab -1.05%, feem, ntawm ntim uas poob -1.2% los ntawm nag hmo, uas yog 75% ntawm 1-xyoo nruab nrab. 1,574 cov khoom lag luam tau nce siab thaum 2,743 cov khoom lag luam poob qis. Cov kaus mom loj thiab mega tau ua tau zoo dua lub kaus mom me me thaum kev loj hlob thiab tus nqi tseem ceeb txawm tias. Cov haujlwm sab saum toj yog lub zog, uas tau nce +2.33%, kev kho mob, uas tau nce +1.6%, thiab nyiaj txiag, uas tau nce +0.88%. Lub caij no, kev sib txuas lus poob -0.12% thiab vaj tse poob -0.7%. CROs thiab kev tshawb nrhiav hluav taws xob yog nyob rau sab saum toj sub-sectors thaum cement, semiconductors, thiab software stocks tawm. Cov tub ua lag luam txawv teb chaws tau yuav $ 581 lab tus nqi ntawm Mainland Tshuag ntawm Northbound Stock Connect. Cov nyiaj qiv nyiaj tau nce siab, CNY tau nce +0.43% piv rau US duas rau 6.71 thiab tooj liab rallied +0.84%.

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

• CNY / USD 6.70 piv rau 6.74 nag hmo
• CNY / EUR 7.18 piv rau 7.23 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.20% tiv tiag 1.25% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.70% piv rau 2.71% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.94% tiv tiag 2.93% nag hmo
• Tus Nqi Tooj Liab + 0.84% dhau ib hmo