Kev Rhetoric lossis Kev Sib Tham 101, PMIs ci! BYD's BOOM!

Xov Xwm Tseem Ceeb

Asian equities tau qis dua ua ntej ntawm cov tsev txhab nyiaj hauv nruab nrab nce cov paj paj rau lub lim tiam no, thaum Is Nrias teb tswj hwm qhov nce me me thiab Philippines thiab Taiwan ua tsis tau zoo.

"De-risking" yog tshwm sim thoob plaws ntiaj teb cov cuab tam muaj kev pheej hmoo nrog rau qee cov nyiaj tau los tom qab lub xyoo muaj zog rau hnub ua haujlwm. Qhov no tshwm sim thoob ntiaj teb, tsis yog hauv Asia lossis Tuam Tshoj. Hauv Asia, thiab nag hmo hauv Teb Chaws Asmeskas, tau txais kev saib xyuas rau qhov kev nce qib hauv Asmeskas kev nom kev tswv xws li kev txwv Tik Tok, Huawei, Taiwan tsov rog los ntawm 2025, thiab lwm yam txawm li cas los xij, tsis yog Secretary of State Blinken tuaj xyuas Tuam Tshoj lub lim tiam tom ntej? Cov "xov xwm" / xov xwm puas tuaj yeem tsis muaj dab tsi ntau dua li kev sib tham? Zoo li lub tswv yim zoo rau kuv!

CNY, peb qhov kev pheej hmoo barometer, ua dab tsi nag hmo? Tsis muaj dab tsi. Tus yuam sij rau cov tub ua lag luam nug yog yuav rub rov qab yuav. Pom tag nrho cov thawj coj hais tias lawv rog Suav? kuv thiab! Nag hmo peb muaj Lub Ib Hlis Ntuj Tsim PMI nce mus rau 50.1 piv rau qhov kev cia siab ntawm 50.1 thiab Lub Kaum Ob Hlis 47 thaum Lub Kaum Ob Hlis Ntuj (Kev Pabcuam) PMI yog 54.4 piv rau qhov kev cia siab ntawm 52 thiab Lub Kaum Ob Hlis 41.6. Pom lwm lub ntiaj teb PMIs nce? kuv thiab.

Northbound Stock Connect ntws tau muaj zog heev dua nrog $ 1.501 billion ntawm kev yuav khoom los ntawm cov tub ua lag luam txawv teb chaws nrog cov tub ua lag luam yuav loj / mega cap loj hlob cov khoom lag luam nyiam los ntawm cov tub ua lag luam hauv tsev thiab txawv teb chaws. Cov dej ntws tsis yog los ntawm thoob ntiaj teb cov npe ETFs vim muaj qee qhov kev sib tham uas cov nyiaj tiv thaiv uas tau yuav US Tuam Tshoj ADRs / Hong Kong cov khoom lag luam hauv internet yuav tsiv mus rau Suav A-shares raws li kev lag luam. Tej zaum txawm li cas los xij, peb yuav pom qee qhov kev siv ntawm Tuam Tshoj A ETFs txawm tias qhov ntawd tsis tshwm sim. Kuv tseem ntseeg tias muaj rog Suav nyob deb ntawm qhov chaw tshwj xeeb tshaj yog thaum peb mus rau Q4 cov txiaj ntsig nyiaj txiag / Q1 kev pom zoo rau Suav cov khoom lag luam hauv internet.

Cov ntaub ntawv PMI qhia tau hais tias kev lag luam / cov neeg siv khoom tau rov zoo ib yam li cov ntaub ntawv taug kev los ntawm lub lim tiam dhau los. Txawm hais tias peb muaj kev thim rov qab nrog Hang Seng Index kaw hauv qab 22k ntawm 21,842 nrog Hong Kong cov khoom lag luam hnyav tshaj plaws yog Tencent -1.29%, Alibaba HK -1.28%, thiab Meituan +0.63%. Kev kho mob yog qhov phem tshaj plaws hauv Hong Kong thiab Tuam Tshoj tom qab kev poob siab los ntawm ntau lub tuam txhab. BYD tau nce +2.25% tom qab nws tshaj tawm cov nyiaj tau los tau nce ib qho mere +458% los ntawm 2021 tom qab muag 1.86 lab EVs hauv 2022! Premier Li tau koom nrog PBOC kev sib tham txog kev lag luam nrog rau ntau tus thawj coj loj hauv tsoomfwv.

Ib qho lus qhia ntawm Bytedance / Tik Tok. Pom ib qho kev soj ntsuam ntawm lawv cov tswv cuab? Yuav tsum muaj kev lom zem thaum lub ntiaj teb no ntiag tug kev ncaj ncees cov tswv cuab thiab lawv cov neeg siv khoom kawg (US cov nyiaj laus, cov hauv paus thiab cov khoom plig) tau nthuav tawm.

Hang Seng thiab Hang Seng Tech poob -1.03% thiab -0.82% feem ntawm ntim -14.48% los ntawm nag hmo uas yog 138% ntawm 1-xyoo nruab nrab. 156 cov khoom lag luam nce siab thaum 334 cov khoom lag luam poob qis. Main Board luv turnover poob -31% los ntawm nag hmo uas yog 116% 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 me me "ua tau zoo dua" cov kaus mom loj. Cov ntaub ntawv tsuas yog qhov zoo tshaj plaws +0.49% thaum kev kho mob poob -3.27%, vaj tsev kaw qis -2.59%, thiab staples tiav -2.04%. Cov khoom lag luam sab saum toj yog cov khoom noj / staples, tsheb, thiab cov khoom siv thaum cov khoom siv tshuaj / biotech, vaj tsev, thiab cov khoom siv hauv tsev / tus kheej yog qhov phem tshaj. Southbound Stock Connect ntim tau nruab nrab / siab raws li cov neeg lag luam hauv Mainland tau muag - $ 220 lab ntawm Hong Kong cov khoom lag luam nrog Tencent pom lwm qhov muag loj, txawm tias tsis loj npaum li nag hmo, Kuaishou yog qhov muag me me, thiab Meituan yog qhov me me yuav.

Shanghai, Shenzhen thiab STAR Board poob -0.42%, -0.36% thiab -1.67% ntawm ntim -15.4% los ntawm nag hmo uas yog 100% ntawm 1-xyoo nruab nrab. 2,771 cov khoom lag luam nce siab thaum 1,828 cov khoom lag luam poob qis. Kev loj hlob thiab tus nqi ntawm ob qho tib si ua tau zoo thaum lub kaus mom me me tshaj lub kaus mom loj. Cov khoom lag luam saum toj kawg nkaus yog vaj tsev +1.66%, cov khoom siv +0.51% thiab lub zog +0.49% thaum kho mob -2.26%, staples -2.11% thiab tech -1.47%. Sab saum toj sub-sectors yog petrochemical, tshuaj fiber ntau thiab xa khoom thaum cawv, khoom siv hauv chaw ua haujlwm thiab tsev noj mov yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab / siab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 1.501B ntawm thaj av loj. CNY poob qis heev piv rau US duas rau 6.75, Cov Nyiaj Txiag Nyiaj Txiag muaj hnub muaj zog thiab tooj liab poob -0.34%.

Suav Loj Lub Nroog Mobility Tracker

Rov qab mus ua haujlwm raws li kev khiav tsheb thiab kev siv subway dhia tom qab hnub so.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.75 piv rau 6.75 nag hmo
• CNY rau EUR 7.32 piv rau 7.36 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.89% piv rau 2.91% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.05% tiv tiag 3.08% nag hmo
• Tus Nqi Tooj Kub -0.34% dhau ib hmo