Cov ntaub ntawv nyiaj txiag zoo thiab cov xov xwm tseem ceeb Los ntawm Alibaba & Baidu Raws li Kev Lag Luam ntsib European Bank Headwind

Xov Xwm Tseem Ceeb

Kev lag luam nyiaj txiag hauv Asia tau rov zoo dua ib hmos, tsawg dua Is Nrias teb, raws li Silicon Valley Bank (SVB) kev ntshai kev sib kis tau ploj mus. Tag kis no, European kev lag luam thiab cov tsev txhab nyiaj tau muag ntau heev.

Asia Dollar Index thiab CNH, Tuam Tshoj tus txiaj uas pauv thaum lub sij hawm US teev, yog tawm -0.48% thiab -0.46% ntawm cov teb chaws Europe muag tawm. Nws yog ib qho kev txaj muag vim tias muaj cov catalysts zoo thaum hmo ntuj, tshwj xeeb rau Hong Kong thiab Tuam Tshoj, uas tau nqa cov khoom lag luam. Volumes yog lub teeb, qhia tias cov tub ua lag luam tau ceev faj tom qab SVB thiab Fed taug kev tsis paub tseeb, txawm tias Hong Kong qhov dav swung los ntawm phem nag hmo mus rau hnub no.

Hong Kong Main Board luv luv turnover nce raws li feem pua ​​​​ntawm cov khoom lag luam mus rau 19%, qhov siab tshaj plaws pom ntawm lig, txawm tias lub teeb tag nrho Hong Kong yog qhov tseem ceeb.

Qhov 1-xyoo Medium-Term Lending Facility (MLF) tus nqi tsis hloov pauv ntawm 2.75% txawm tias PBOC tau ntxiv cov nyiaj tau los rau cov nyiaj txiag.

Vim Suav Xyoo Tshiab tshwm sim nyob rau lub Ib Hlis xyoo no thiab Lub Ob Hlis xyoo tas los, Lub Ib Hlis thiab Lub Ob Hlis cov ntaub ntawv kev lag luam tau tshaj tawm ua ke nyob rau hauv ib xyoos rau hnub tim. Lub Ob Hlis Kev Muag Khoom Muag YTD tau nce 3.5% xyoo dhau los (YoY) piv rau qhov kev cia siab ntawm 3.5%, Kev nqis peev ruaj khov YTD 5.5% YoY piv rau kev cia siab ntawm 4.5%, Kev nqis peev YTD -5.7% YoY piv rau kev cia siab ntawm -8.5%, thiab cov khoom vaj khoom tsev muag khoom YTD 3.5% YoY. Kev Lag Luam Kev Lag Luam tau poob ntawm +2.4% piv rau kev cia siab ntawm 2.6%. Hauv cov khw muag khoom, cov khw muag khoom hauv online ntawm cov khoom muag tau nce 5.3% YoY thaum lub khw muag khoom yooj yim thiab cov khw muag khoom tshwj xeeb nce 10% thiab 3.6% YoY, cov khw muag khoom muag tau nce +9.2%, txawm tias pib poob -9.4%, thiab khoom siv hluav taws xob hauv tsev poob -1.9% .

Lub National Bureau of Statistics tau hais tias "kev rov qab los ntawm cov neeg siv khoom nyob rau lub Ib Hlis-Lub Ob Hlis yog qhov zoo. Txawm li cas los xij, peb kuj pom tias cov neeg nyob hauv lub siab xav haus tseem yuav tsum tau txhim kho, kev noj qab haus huv yuav tsum tau txhim kho… cov cai cuam tshuam los txhawb kev noj yuav txuas ntxiv…. ”. Yooj yim thiab ruaj khov nrog kev pom zoo ntawm kev txhawb nqa txoj cai los. Ib qhov xov xwm hauv Mainland tau hais txog kev so haujlwm ntawm Premier Li Keqiang's NPC hais lus thaum Lub Peb Hlis 5^th tsom rau yim qhov kev lag luam tseem ceeb suav nrog "kev nthuav dav kev xav tau hauv tsev, ua qhov tseem ceeb ntawm kev rov qab los thiab kev nthuav dav ntawm kev siv" uas tau tsav los ntawm "tsoomfwv peev nyiaj txiag thiab kev txhawb nqa txoj cai". Peb muaj lwm qhov rov hais dua ntawm SOE kev hloov kho, kev cog lus rau "nthuav dav kev nkag mus rau kev lag luam" nrog "kev sib npaug ntawm kev lag luam txawv teb chaws." Nws kuj tau hais tias txwv tsis pub muaj kev pheej hmoo nyiaj txiag thiab nyiaj txiag, hu xov tooj tawm tswv yim thiab tsoomfwv cov nuj nqis. Lub zog tauj dua tshiab kuj tseem hais ntxiv tias lub hom phiaj yog "ua kom nrawm rau kev txhim kho lub zog tshiab".

Hong Kong qhov kev lag luam hnyav tshaj plaws yog Tencent +0.88%, Alibaba HK +2.56%, Meituan +1.04%, AIA -0.31%, thiab Baidu +3.57%. Alibaba tus tswj hwm tsoomfwv hauv nroog tau muaj kev pom zoo tshaj tawm tshaj tawm uas yuav tsum tau tso tseg kom muaj kev txhawj xeeb nyob rau hauv Tuam Tshoj txoj cai hauv internet. Koj tsis tuaj yeem tau txais pej xeem ntau dua li qhov tau tshwm sim rau cov naysayers.

Tag kis, Baidu's CEO Robin Li thiab Chief Technology Officer Haifeng Wang yuav tuav lub rooj sib tham xov xwm ntawm AI kev txuag powered ERNIE Bot. Qhov kev tshaj tawm tuaj yeem pab dhia pib lub tuam txhab kev tshawb fawb tseem ceeb los ntawm kev kos duab hauv ntau tshaj tawm nyiaj. Tencent yog qhov tseem ceeb ntawm kev yuav khoom los ntawm Mainland cov tub ua lag luam ntawm Southbound Stock Connect. Shanghai thiab Shenzhen tau tshaj tawm cov txiaj ntsig me me raws li SOE kev hloov kho tau nqa tus nqi khoom lag luam / cov haujlwm thaum tiv thaiv vaj tse ua rau nws ua tau zoo tshaj plaws hauv Suav teb. Cov npe loj hlob uas ua tau zoo dua nag hmo pom tau txais txiaj ntsig raws li STAR Board tau tawm -0.6%. Cov tub ua lag luam txawv teb chaws yuav noj qab haus huv $ 475 lab ntawm Mainland Tshuag hnub no.

Lub Hang Seng thiab Hang Seng Tech tau nce +1.52% thiab +2% raws li qhov ntim -17.45% los ntawm nag hmo uas yog 87% ntawm 1-xyoo nruab nrab. 415 cov khoom lag luam tau nce siab thaum 89 cov khoom lag luam poob qis. Main Board luv turnover poob -2.57% los ntawm nag hmo uas yog 95% ntawm 1-xyoo nruab nrab li 19% ntawm turnover yog luv. Tus nqi thiab kev loj hlob yam ua tau zoo nrog yav dhau los outpacing tom kawg thaum lub kaus mom me me tshaj lub kaus mom loj. Cov khoom lag luam sab saum toj yog kev lag luam tau nce +3.21%, kev kho mob nce +2.64%, thiab nyiaj txiag kaw ntau dua +2.6% thaum cov khoom siv tsuas yog qis qis qis -0.03%. Cov khoom lag luam sab saum toj yog cov khoom siv hauv tsev, cov khoom lag luam, thiab cov khoom siv kho mob thaum cov khoom siv kho mob tsuas yog cov khoom tsis zoo. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam hauv av tau yuav $ 498 lab ntawm Hong Kong cov khoom lag luam nrog Tencent qhov kev yuav khoom loj, Kuiashou qhov muag me me, thiab Meituan me me muag.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw +0.55%, +0.26%, thiab -0.6% ntawm ntim -12.39% los ntawm nag hmo uas yog 91% ntawm 1-xyoo nruab nrab. 3,462 cov khoom lag luam nce siab thaum 1,262 cov khoom poob qis. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li lub kaus mom loj tshaj lub kaus mom me me. Cov khoom lag luam saum toj kawg nkaus yog cov vaj tsev tau txais +0.64%, cov khoom siv kaw ntau dua +0.51%, thiab nyiaj txiag nce +0.46% thaum kev sib txuas lus poob -1.4%, staples kaw qis -1.33%, thiab tech down -0.93%. Sab saum toj sub-sectors yog marine kev lag luam, kev tsim kho kev lag luam, thiab chaw nres nkoj kev lag luam thaum software, catering / tourism, thiab cawv yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 475 lab ntawm Mainland stocks. CNY poob -0.44% piv rau US duas rau 6.90, Treasury nkhaus flattened, thaum Shanghai tooj liab nce +0.76% thiab steel poob -0.3%.

Yav Tom Ntej Webinar

Koom nrog peb hnub Thursday, Lub Peb Hlis 23rd thaum 11 teev sawv ntxov EST rau peb qhov webinar:

Managed Futures - Ib Txoj Kev Ua Raws li Rhiav

Nyem no mus sau npe

Tuam Tshoj Lub Nroog Mobility Tracker

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.90 piv rau 6.88 nag hmo
• CNY rau EUR 7.36 piv rau 7.37 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.86% piv rau 2.86% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.06% tiv tiag 3.06% nag hmo
• Tus Nqi Tooj Liab + 0.76% dhau ib hmo
• Steel Nqe -0.30% thaum hmo ntuj