Txoj Cai Txhawb Nqa Rau Lub Zog Huv Huv & Av Lifts Stocks

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias tau pib lub lim tiam ntawm daim ntawv muaj zog tshwj tsis yog rau Nyij Pooj, uas tau tawm rau Marine Day, lub teb chaws hnub so txhais tau hais tias ua tsaug rau dej hiav txwv muaj txiaj ntsig. Tuam Tshoj Mainland thiab Hong Kong muaj hnub muaj zog uas tau tsav los ntawm txoj cai cov lus hais txog cov tswv tsev tsis tiav tsis them lawv cov nqi tsev thiab kev xav tau lub zog huv si vim tias Tuam Tshoj ntsib kev kub ntxhov hnyav.

Cov nyiaj txais uas tsis ntev los no tau ploj mus tsis tau them yog feem pua ​​​​me me ntawm tag nrho cov nqi tsev thiab yog nyob rau hauv cov haujlwm tsis tiav. Txawm li cas los xij, cov ntawv xov xwm tau hais meej meej rau txoj cai pivot. Cov neeg yuav khoom tuaj yeem muab lub sijhawm them nyiaj zoo. Cov vaj tsev yog qhov ua tau zoo tshaj plaws hauv Hong Kong, qhov twg nws tau nce +0.6%, thiab Tuam Tshoj Mainland, qhov twg nws tau nce +3.63%.

Lub Tuam Txhab Tuam Txhab Tuam Txhab Tuam Txhab (PBOC), Tuam Tshoj lub tuam txhab nyiaj hauv nruab nrab, tau txhaj $ 1.3 billion tus nqi ntawm cov nyiaj tau los rau hauv cov nyiaj txiag ib hmos. PBOC Tus Thawj Kav Tebchaws Yi Gang tau lees paub lub tuam txhab nyiaj hauv tuam txhab kev cog lus los txhawb kev lag luam.

Cov khoom lag luam hluav taws xob ua rau cov nqi roj ntau dua vim tias cov khoom lag luam tau nce +4.34% hauv Hong Kong thiab +4.82% hauv Suav teb Mainland. Biden txoj kev mus rau Saudi tseem tsis tau qhib lub qhov ncauj, txhais tau hais tias tus nqi hluav taws xob tuaj yeem nyob siab nyob rau lub sijhawm ze. Nyob rau tib lub sijhawm, kev kub ntxhov hnyav hauv Suav teb tau ua rau muaj kev paub txog lub zog huv txoj cai txhawb nqa raws li kev tiv thaiv ib puag ncig, cua, thiab hnub ci cov khoom lag luam muaj hnub ci zog.

Hong Kong cov ntawv teev npe hauv internet tau muaj hnub muaj zog txawm tias muaj hnub Friday rau lawv cov neeg sib tw hauv Asmeskas.

Nws yog ib qho tsim nyog sau cia tias lub nroog Beijing tau muab RMB 100 lab tus nqi ntawm daim ntawv pov thawj tsev noj mov kom dhia pib kev lag luam hauv zos. Qhov kev txhawb nqa ncaj qha no yog tsom rau cov lag luam me me.

Cov ntim tau sib dua li peb xav tau rau ib hnub. Nyob rau tib lub sijhawm, xav txog qhov kev muag khoom luv luv hauv Hong Kong, nws yuav ua rau muaj kev ntxhov siab ntau rau cov luv luv yog tias qhov kev sib tw tuaj yeem txuas ntxiv mus.

Lub Hang Seng thiab Hang Seng Tech indexes tau nce +2.7% thiab +3.02%, feem, ntawm qhov ntim uas poob -10.4% txij hnub Friday, uas yog 82% ntawm 1-xyoo nruab nrab. 437 cov khoom lag luam nce siab thaum 52 cov khoom lag luam poob qis. Hong Kong luv luv muag turnover poob -16.45% los ntawm hnub Friday, uas yog 100% ntawm 1-xyoo nruab nrab, raws li luv luv turnover accounted rau 19% ntawm trading. Tus nqi thiab kev loj hlob yam tau ua tau zoo nyob rau niaj hnub no qhov kev sib tw dav raws li cov kaus mom loj tshaj lub kaus mom me me. Cov kev ua tau zoo tshaj plaws yog lub zog, uas tau nce +4.34%, cov khoom, uas tau nce +3.85%, thiab vaj tse, uas tau nce +3.6%. Tag nrho cov sectors nyob rau hauv ntsuab. Cov haujlwm ua haujlwm saum toj kawg nkaus suav nrog kev lag luam ntsig txog hluav taws xob xws li shale roj thiab roj cov khoom lag luam thiab cov hlau muaj txiaj ntsig thiab cov mining, thaum cov e-luam yeeb thiab cov khoom lag luam luam yeeb yog cov ua haujlwm tsis zoo. Southbound Stock Connect ntim tau teeb pom kev zoo raws li cov neeg ua lag luam hauv av yog cov muag muag ntawm Hong Kong cov npe khoom lag luam, suav nrog Tencent, uas tau pom qee qhov kev lag luam tawm, thaum Meituan, Kuaishou, Li Auto, thiab Tuam Tshoj Tshuag ETFs pom qee qhov nyiaj tawm.

Shanghai, Shenzhen, thiab STAR Board diverged mus kaw +1.55%, +1.48%, thiab -0.27%, feem, ntawm ntim uas poob -6.1% txij hnub Friday, uas yog 94% ntawm 1-xyoo nruab nrab. 3,902 cov khoom lag luam nce siab thaum 628 cov khoom lag luam tsis kam. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob niaj hnub no thaum lub kaus mom me me dua lub kaus mom loj. Cov kev ua tau zoo tshaj plaws yog lub zog, uas tau nce +4.82%, vaj tse, uas tau nce +3.63%, thiab cov khoom siv hluav taws xob, uas tau nce +3.45%. Tag nrho cov sectors nyob rau hauv ntsuab. Cov haujlwm ua haujlwm sab saum toj yog lub zog huv, tshwj xeeb tshaj yog hnub ci, hlau ore, thiab txhuas. Lub caij no, qee lub npe semiconductor, lithium mining stocks, thiab kev kho mob cov khoom lag luam yog cov ua haujlwm tsis zoo. Northbound Stock Connect ntws yog lub teeb / nruab nrab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 527 lab tus nqi ntawm Mainland stocks. Cov nyiaj tau txais txiaj ntsig tau sib sau ua ke, CNY txaus siab piv rau US duas rau 6.73, thiab tooj liab tau nce +1.30% hauv ib hnub tsis tshua muaj.

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

  • CNY / USD 6.74 piv rau 6.76 Hnub Friday
  • CNY / EUR 6.84 tiv tiag 6.82 Hnub Friday
  • Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.21% piv rau 1.21% rau hnub Friday
  • Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.78% piv rau 2.79% rau hnub Friday
  • Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 3.06% tiv thaiv 3.05% Hnub Friday
  • Tus Nqi Tooj Liab + 1.30% dhau ib hmo

Tau qhov twg los: https://www.forbes.com/sites/brendanahern/2022/07/18/policy-support-for-clean-energy-real-estate-lifts-stocks/