PMIs tsoo qhov kev cia siab ua rau peb hnub sib txawv hauv Hong Kong

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias tau siab dua ib hmos nrog Hong Kong thiab Tuam Tshoj Mainland outperforming. Ntau lub tebchaws Esxias ua haujlwm tsis zoo thaum Kaus Lim Qab Teb tseem nyob rau hnub so rau Hnub Kev ywj pheej Movement Day.

Tuam Tshoj Lub Ob Hlis "tus thawj coj" PMI yeej qhov kev cia siab ua rau muaj kev sib tw loj hauv Hong Kong. Hong Kong qhov kev lag luam hnyav tshaj plaws tom qab tso tawm piv rau lawv cov kev ua haujlwm hauv Asmeskas ADR nag hmo mus raws li hauv qab no: Tencent +7.33% (-1.46%), Alibaba HK +6.24% (-1.64%), thiab Meituan +4.92%. Niaj hnub no cov stats yog peb tus qauv sib txawv raws li 490 cov khoom lag luam tau nce siab dua thaum 22 cov khoom lag luam poob qis, thiab 100 cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi tau siab dua! Bummer rau cov shaken tawm los ntawm kev kho tsis ntev los no / rub rov qab. Mob pauv siab dua!

Nco ntsoov Hong Kong yog txhais los ntawm cov tub ua lag luam txawv teb chaws xav txog Tuam Tshoj thaum Mainland Tuam Tshoj yog cov neeg lag luam Suav xav txog Tuam Tshoj. Kom meej meej cov tub ua lag luam txawv teb chaws tsis tau muab tso rau hnub no kev lag luam tso tawm. Cov ntaub ntawv niaj hnub no tau lees paub tias Tuam Tshoj rov qhib dua yog tshwm sim tawm tsam qhov cuam tshuam ntawm kev loj hlob thoob ntiaj teb tsis muaj zog. Raws li peb tau hais dhau los ntawm tus txheeb ze thiab qhov tseeb, Tuam Tshoj txoj kev lag luam zoo li ntxim nyiam!

Lub Chaw Tsim Khoom PMI yog 52.6 piv rau qhov kev cia siab ntawm 50.6 thiab Lub Ib Hlis Ntuj 50.1, Qhov Tsis Tsim Nyog (Kev Pabcuam) PMI yog 56.3 piv rau qhov kev cia siab ntawm 54.9 thiab Lub Ib Hlis 54.4, thiab Caixin Lub Ob Hlis Kev Tsim Khoom PMI yog 51.6 thiab Lub Ib Hlis Ntuj 50.7. PMIs yog nyob ntawm lub hli dhau lub hli hloov raws li feem ntau cov kev ntsuas kev lag luam yog xyoo dhau xyoo. PMIs yog qhov ntsuas diffusion lub ntsiab lus nyeem saum toj 49.2 qhia txog kev loj hlob thaum qis dua 50 yog qhov kev cog lus. Qhov kev tshawb fawb "ua haujlwm" PMI ntawm cov tuam txhab loj yog ua los ntawm National Bureau of Statistics thaum Caixin PMI kev tshawb fawb ntawm cov tuam txhab nruab nrab thiab me, "private" PMI, yog ua los ntawm IHS Markit.

Cov tuam txhab loj tau txais txiaj ntsig ntau dua li cov tuam txhab me tab sis cia siab tias Tuam Tshoj rov qhib cov txiaj ntsig cov tuam txhab me me nyob rau lub sijhawm xyoo. Hauv Suav teb, Lub Tsev Haujlwm Saib Xyuas Nyiaj Txiag Liu Kun muaj cov lus pom zoo rau kev txhawb nqa kev lag luam hais txog kev txhawb nqa khoom siv hauv tsev nrog Midea +4.12% thiab Gree Cov Khoom Siv Hauv Tsev +2.53%. Cov tub ua lag luam txawv teb chaws yuav noj qab nyob zoo + $ 1.021 billion ntawm Mainland cov khoom lag luam niaj hnub no. CNY ripped piv rau US las nce 1% uas yog ib qho kev txav loj heev.

Lub Hang Seng thiab Hang Seng Tech tau nce +4.21% thiab +6.64% feem ntawm qhov ntim +8.04% los ntawm nag hmo uas yog 124% ntawm 1-xyoo nruab nrab. 490 cov khoom lag luam nce siab thaum 22 cov khoom lag luam poob qis (22!). Main Board luv turnover nce +26.54% los ntawm nag hmo uas yog 113% ntawm 1-xyoo nruab nrab li 16% ntawm tag nrho cov turnover yog luv. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li lub kaus mom loj tshaj lub kaus mom me me. Cov sectors sab saum toj yog kev sib txuas lus tau nce +7.38%, tech kaw siab dua +6.27%, thiab kev txiav txim siab nce +5.9% vim tias txhua qhov haujlwm tau zoo. Sab saum toj sub-sectors yog software, pib, thiab khw muag khoom raws li tag nrho cov sub-sectors tau zoo. Northbound Tshuag sib txuas ntim tau nruab nrab / siab raws li cov neeg ua lag luam hauv tebchaws tau yuav $ 432 lab ntawm Hong Kong cov khoom lag luam nrog Tencent qhov kev yuav loj, Meituan qhov loj yuav, thiab Kuiashou ib nrab / loj nqa.

Shanghai, Shenzhen, thiab STAR Board tau nce +1%, +1.01%, thiab +0.42% feem ntawm ntim +21.34% los ntawm nag hmo uas yog 102% ntawm 1-xyoo nruab nrab. 3,288 cov khoom lag luam tau nce siab thaum 1,600 cov khoom lag luam tsis kam. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob thaum lub kaus mom loj dua lub kaus mom me. Cov khoom lag luam sab saum toj yog kev sib txuas lus tau nce +5.91%, nyiaj txiag nce +2.59%, thiab thev naus laus zis nce siab +2.18% vim tias txhua qhov haujlwm tau zoo. Sab saum toj sub-sectors yog telecom, khoos phis tawj kho vajtse, thiab kev thauj mus los hauv av thaum cov khoom siv hluav taws xob tsim hluav taws xob, kev lag luam tshuaj lom neeg, thiab biotech yog qhov ua tau zoo tshaj plaws. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 1.021 billion ntawm Mainland stocks. CNY tau nce +1% piv rau US $ kaw ntawm 6.86 piv rau nag hmo kaw ntawm 6.93, Cov Nyiaj Txiag Nyiaj Txiag rallied thaum Shanghai tooj liab thiab hlau tau txais.

Yav Tom Ntej Webinar

Koom nrog peb tag kis, Lub Peb Hlis 2nd ntawm 11 teev sawv ntxov EST rau peb qhov webinar:

Muab Volatility mus ua hauj lwm: Kev loj hlob thiab nyiaj tau los ntawm Tuam Tshoj Internet Covered Hu

Nyem no mus sau npe

Suav Loj Lub Nroog Mobility Tracker

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.86 piv rau 6.93 nag hmo
• CNY rau EUR 7.33 piv rau 7.36 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.89% piv rau 2.90% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.10% tiv tiag 3.09% nag hmo
• Tus Nqi Tooj Liab + 0.59% dhau ib hmo
• Steel Nqe +0.33% thaum hmo ntuj