Powell's Pessimistic Xovxwm Sib Tham Panics Vacation Packing Investors

Xov Xwm Tseem Ceeb

Lub sijhawm ntawm Powell lub rooj sib tham hawkish tsis tuaj yeem ua phem rau cov lag luam Esxias vim tias ntau tus tub ua lag luam tau tawm mus so lossis tab tom ntim lawv lub hnab rau Suav Xyoo Tshiab. Cov neeg ua lag luam tsis txaus siab los ntawm Powell cov lus hais txog qhov muaj peev xwm ntawm cov paj laum nce ntawm txhua ntawm xya lub rooj sib tham Fed piv rau qhov kev pom zoo rau peb lossis plaub mus ncig. 

Asia kev lag luam kev ncaj ncees tau muaj kev pheej hmoo thoob ntiaj teb tawm tsawg dua Indonesia thiab Philippines qhov nce me me. Kaus Lim Qab Teb tau raug mob hnyav raws li Kospi -3.5% (-13% YTD) thaum hmo ntuj thaum kev loj hlob ntawm Kosdaq -3.73% (-18.74% YTD). Taiwan xaiv hnub zoo los so.

Nrog Southbound Stock Connect kaw, Hang Seng tsis muaj kev yuav khoom ntawm cov tub ua lag luam hauv Mainland vim nws swb -1.99% coj qis los ntawm internet / tech / kev loj hlob sectors. Volume tau nce 1% los ntawm nag hmo uas tsuas yog 84% ntawm 1-xyoo nruab nrab thaum cov neeg poob qis dua cov neeg nce qib 10 txog 1. Hong Kong qhov kev lag luam hnyav tshaj plaws los ntawm ntim yog Tencent -2.24%, Alibaba HK -7.19%, thiab Meituan -6.93%. . Cov kws tshuaj ntsuam xyuas tau zoo heev ntawm Alibaba qhov kev tshaj tawm nyiaj txiag tom ntej uas yuav tsum tshwm sim tom qab Suav Xyoo Tshiab. Feem ntau, daim ntawv qhia hnub Q4 muaj zog vim Singles Day yog li peb yuav pom. Reuters tau tshaj tawm tias Tencent tab tom thawb kom coj lub tuam txhab kev ua si online Douyu (DOYU US) ntiag tug. 

Kev lag luam Mainland tsis tiv thaiv qhov kev poob qis li Shanghai -1.78%, Shenzhen -2.87%, thiab STAR Board -2.81% raws li kev lag luam nce +3.83% los ntawm nag hmo uas tsuas yog 78% ntawm 1-xyoo nruab nrab. Breadth yog qhov phem heev vim tsuas yog 240 cov khoom lag luam nce siab thaum 4,102 tsis kam. Hnub no yog hnub kawg rau Northbound Connect trading raws li cov tub ua lag luam txawv teb chaws rub - $ 2.296B los ntawm Mainland stocks. Siv ib hnub tsawg-ntim thiab pov rau hauv cov neeg ua lag luam txawv teb chaws loj rub rov qab los ua cov neeg koom nrog kev ua lag luam. 

Rau cov tsev neeg loj hauv Mainland kev sib koom ua lag luam tshaj tawm tias lawv yuav koom nrog lawv cov peev nyiaj sib koom ua ib qho kev ntseeg siab rau lawv cov tswv lag luam. Cov peev nyiaj tau los ntawm ob lub tuam txhab tso rau hauv tsuas yog $ 8 hli thaum ib lub tuam txhab tau nqis peev nyiaj noj qab haus huv $ 157 hli. 

Lub Mainland cov khoom lag luam hnyav tshaj plaws yog Kweichow Moutai uas tau nce +0.51% tom qab tshaj tawm tias nws yuav tsim lwm lub Hoobkas los ua kom lawv cov cawv cawv. Lub Kaum Ob Hlis Ntuj kev lag luam cov txiaj ntsig tau nce 4.2% xyoo dhau los piv rau Kaum Ib Hlis + 9%. Hauv 2021, cov txiaj ntsig kev lag luam tau nce 34.3% txawm hais tias qhov kev tso tawm tsis yog kev lag luam txav mus los. Premier Li tau sau tseg tias Tuam Tshoj cov khoom xa tawm yog qhov ua kom qeeb uas yuav xav tau kev hloov kho txoj cai. Txoj hauj lwm # 1 yuav tsum tau nce kev noj hauv tsev uas tsis muaj zog vim qhov kev ntsuas covid draconian. Cov nyiaj qiv nyiaj tau muag tawm, CNY tsis kam mus rau 6.36 los ntawm 6.32 raws li US $ rallied thiab tooj liab tau nce +0.58%.

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

• CNY / USD 6.37 piv rau 6.32 nag hmo
• CNY / EUR 7.11 piv rau 7.13 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.73% piv rau 2.71% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.99% tiv tiag 2.96% nag hmo
• Tus Nqi Tooj Liab + 0.58% dhau ib hmo