Politburo hais txog kev siv nyiaj hauv tsev raws li Tuam Tshoj cov ntaub ntawv luam tawm ua rau kev lag luam thoob ntiaj teb Thumbs down

Xov Xwm Tseem Ceeb

Txawm hais tias tsis yog ib hnub uas yuav nyob rau hauv kev tsis zoo, Asian equities muaj ib tug rough outing tom qab Nasdaq tus -2% poob nag hmo, nrog lub Goldman Sachs CEO qhov kev xav tsis zoo ntawm US kev lag luam hnyav ntawm kev xav.

Lub Shenzhen Tshuag Txauv yog tib lub lag luam zoo hauv cheeb tsam raws li Hong Kong tau cuam tshuam nrog cov nyiaj tau los ntawm kev yuav khoom qub cov lus xaiv muag cov xov xwm raws li National Health Commission tau hais txog kaum qhov kev ntsuas uas hu rov qab COVID cov cai ntxiv. Lub Xeev Pawg Saib Xyuas kuj tau hais txog rau qhov kev ntsuas uas yuav tsum tau coj los ntawm tsoomfwv hauv nroog. Cov neeg ua lag luam hauv Suav teb tsis zoo li tsis zoo li cov tub ua lag luam txawv teb chaws nyob ib hmos thaum rov qhib kev ua si xws li mus ncig thiab khw noj mov muaj hnub muaj zog ntawm Mainland piv rau Hong Kong qhov poob. Nws tau muaj zog heev tsib lub lis piam, yog li ib tug pullback yuav tsum surprise tsis muaj leej twg.

Cov tub ua lag luam hauv tebchaws tau txais txiaj ntsig hauv Hong Kong cov khoom lag luam, raws li pov thawj los ntawm Southbound Stock Connect qhov muag muag hnub no. Txawm li cas los xij, CNY tau nce piv rau US duas, qhia tias qhov no tsis yog qhov tsis txaus ntseeg loj. Tsis tas li ntawd, Hong Kong luv ntim tau nyob rau hauv txoj kab nrog Hong Kong cov khoom lag luam hauv internet, tsis pom qhov nce siab hauv kev ua haujlwm luv luv. Ib tug yuav xav tias / vam tias feem coob ntawm cov tub ua lag luam uas tsis tuaj yeem txav mus yuav qhov poob. Vim li cas lawv yuav tsum? Tsis tau txais kev saib xyuas yog hnub no lub rooj sib tham Politburo ua ntej ntawm lub lim tiam tom ntej CEWC, lub rooj sib tham loj 2023 kev lag luam uas yuav txiav txim siab txog 2023 GDP lub hom phiaj. Qhov kev tso tawm tau hais txog kev loj hlob zoo, nce kev xav tau hauv tsev, thiab "tiv thaiv thiab daws cov kev pheej hmoo loj". Suav xov xwm tau hais tias "... kev thov sab nraud yuav tsis muaj zog, kev koom tes ntawm kev xa tawm mus rau Tuam Tshoj txoj kev loj hlob ntawm kev lag luam yuav poob qis, qhov kev loj hlob ntawm kev nqis peev hauv vaj tse yuav poob los ntawm qib siab, thiab kev nqis peev vaj tsev tseem yuav yog kev lag luam loj hlob. Hauv cov ntsiab lus no, kev rov qab los ntawm cov neeg siv khoom xav tau tshwj xeeb yog qhov tseem ceeb rau kev loj hlob ntawm kev lag luam, thiab kev siv ncaj qha cuam tshuam nrog kev tiv thaiv kab mob sib kis. "

Thaum tsaus ntuj, Kaum Ib Hlis cov ntaub ntawv xa tawm / ntshuam tau tso tawm uas plam qhov kev cia siab tsis zoo. Tsoomfwv nkag siab txog kev lag luam thoob ntiaj teb hauv 2023 yuav tsis ua haujlwm zoo vim tias Tuam Tshoj cov khoom xa tawm qhia tias kev lag luam thoob ntiaj teb tsis muaj zog npaum li cas lawm. Qhov no yuav tsum txhawj xeeb koj txog kev lag luam Asmeskas, tsis yog Tuam Tshoj kev lag luam! Yuav ua li cas koj offset export tsis muaj zog? Txhawb nqa kev noj haus hauv tsev uas yuav tsum tau tshem tawm cov overhang los ntawm COVID cov cai. Nco ntsoov Alibaba Tus Thawj Saib Xyuas Kev Lag Luam Kev Sib Raug Zoo Robert Lin cov lus ntawm peb lub rooj sib tham ua lag luam ntawm cov ncauj lus no? Peb pom zoo kom pom 5% GDP lub hom phiaj tawm ntawm CEWC uas txhais tau hais tias muaj kev txhawb nqa loj. Cov khoom lag luam tiag tiag muaj hnub tsis txaus ntseeg hauv Hong Kong nqis -7.54% thiab hauv Suav teb -1.35% raws li Lub Tebchaws Vaj poob -15.46% tom qab tshaj tawm nws yuav tshaj tawm ntau qhov sib koom los txhawb nws daim ntawv tshuav nyiaj. Peb yuav rov hais dua peb lub tswv yim ntawm kev lag luam hauv Suav teb ntev ntev uas tau txais txiaj ntsig los ntawm kev tshaj tawm cov khoom lag luam uas ua rau cov khoom lag luam raug mob vim tias muaj ntau qhov sib koom. Hong Kong qhov kev lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent -3.72%, Meituan -3.62%, thiab Alibaba HK -5.34%. Tsim nyog taw qhia tias cov tub ua lag luam txawv teb chaws tab tom ua rau cov khoom lag luam loj hlob hauv Suav teb.

Hang Seng thiab Hang Seng Tech poob -3.22% thiab -3.77% ntawm ntim +25.7% los ntawm nag hmo uas yog 168% ntawm 1-xyoo nruab nrab. 71 cov khoom lag luam nce siab thaum 440 poob. Main Board luv turnover nce +19.25% los ntawm nag hmo uas yog 142% ntawm 1-xyoo nruab nrab li 15% ntawm turnover yog luv turnover. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom loj "ua tau zoo" / poob qis dua lub kaus mom me. Tag nrho cov kev lag luam tsis zoo nrog vaj tse nqis -7.56%, tech down -5.03%, thiab cov ntaub ntawv poob -4.38%. Tag nrho cov sub-sectors tau poob qis nrog cov khw muag khoom, kev tuav pov hwm, thiab cov khoom siv thev naus laus zis poob qis tshaj plaws. Southbound Stock Connect ntim tau siab / 2X qhov nruab nrab raws li Mainland cov tub lag luam muag - $ 304 lab ntawm Hong Kong cov khoom lag luam niaj hnub no nrog Meituan ib nrab muag muag, Xpeng thiab Lub Tebchaws Garden me net yuav, thaum Tencent thiab Kuiashou yog cov muag me me.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw -0.4%, +0.15%, thiab -0.27% feem ntawm ntim -4.88% los ntawm nag hmo uas yog 100% ntawm 1-xyoo nruab nrab. 1,939 cov khoom lag luam nce siab thaum 2,640 cov khoom lag luam tsis kam. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li cov kaus mom me me tau tawm ntawm lub kaus mom loj. Cov khoom lag luam sab saum toj yog kev sib txuas lus tau nce +1.1%, kev txiav txim siab nce +1.06%, thiab kev kho mob ua tiav ntau dua +0.91%, thaum lub zog poob -1.57%, vaj tsev kaw -1.36%, thiab cov khoom siv hluav taws xob poob -1.14%. Sab saum toj sub-sectors yog aviation, pharma, thiab tsev noj mov thaum maus taus, thee, thiab kev tuav pov hwm yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab / siab raws li cov tub ua lag luam txawv teb chaws tau yuav ib qho $ 39 lab ntawm Mainland cov khoom lag luam nrog kev nyiam rau cov khoom lag luam loj hlob tshaj tus nqi. CNY txaus siab piv rau US duas +0.22% kaw ntawm 6.97 thaum Treasury bonds rallied thiab tooj liab -0.06%.

Tuam Tshoj Lub Nroog Mobility Tracker

Qhov zoo tshaj plaws nyob rau hauv kev khiav tsheb tsawg dua Beijing uas raws li lub peev yuav pom qeeb dua covid hu rov qab. Kev siv subway pom kev tuaj nqa los ntawm lub hauv paus qis hauv Guangzhou, Wuhan, Beijing thiab Xian.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.97 piv rau 6.99 nag hmo
• CNY rau EUR 7.33 piv rau 7.35 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.87% piv rau 2.92% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.02% tiv tiag 3.04% nag hmo
• Tus Nqi Tooj Kub -0.06% dhau ib hmo