Thawj Tswj Hwm Xi hais txog kev noj haus hauv tsev hauv kev hais lus

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias muaj hnub muaj zog tom qab Asmeskas cov khoom lag luam tau zoo nag hmo, nrog rau Philippines muaj hnub muaj zog heev ua ntej hnub no Fed +25 bps tus nqi hikes uas yuav ua rau European Central Bank (ECB) nce nqi +50bps, Bank of England (BOE) +50bps, thiab tag nrho cov tswv cuab ntawm lwm lub tuam txhab nyiaj hauv nruab nrab ua tib yam tag kis.

Malaysia raug kaw rau Tsoom Fwv Teb Chaws Thaj Chaw Hnub uas ua kev zoo siab "tsim ntawm Tsoom Fwv Teb Chaws Thaj Chaw ntawm Kuala Lumpur hauv 1974" raws li GoogleGOOG
. Thawj Tswj Hwm Xi tau tuaj koom thiab hais lus ntawm CPC Central Committee uas tsom mus rau "kev ua kom nrawm ntawm kev tsim kho cov qauv kev txhim kho tshiab" piv txwv li, KEV RUAJ NTSEG. Kuv coj daim ntawv tso cai kos duab ntawm qhov tseem ceeb qhov twg cov tub ua lag luam yuav tsum tau tsom mus rau ie, KEV RUAJ NTSEG. Cov lus hais kuj tau tsom mus rau "kev cia siab rau tus kheej thiab kev txhim kho tus kheej hauv kev tshawb fawb thiab thev naus laus zis". Qhov no yog thawj nplooj ntawv xov xwm hauv Suav teb Tom qab kev lag luam kaw.

Peb tab tom pom kev thim rov qab hnub no hauv Asmeskas cov ntawv teev npe Suav cov khoom lag luam vim qhov zoo Hong Kong rally thaum hmo ntuj coj los ntawm Hong Kong cov lag luam hnyav tshaj Tencent +0.73%, Meituan +3.15%, Alibaba HK +2.23%, thiab BYD +6.12% tom qab nag hmo. Cov nyiaj tau los loj heev uas peb tau tham nag hmo (cov nyiaj tau los ntawm cov nyiaj tau los yuav nce +458% hauv 2022 piv rau 2021!). BYD cov txiaj ntsig muaj zog txhawb nqa EVs thiab tsheb hauv Hong Kong thiab Tuam Tshoj nrog Li Auto HK +9.37%, XPeng HK +10.34%, Geely Auto +5.06%, thiab NIO HK +6.33%.

Baidu HK dhia +8.99% raws li cov tub ua lag luam Asian zoo siab rau lawv cov lus tshaj tawm ntawm kev tshaj tawm ChatGPT zoo li kev tshawb nrhiav haujlwm. Tsim nyog taw qhia tias Hong Kong ib nrab sawv ntxov poob qhov tsis zoo tab sis tau sib sau ua ke nyob rau ib hnub, ib qho kev qhia tias cov tub ua lag luam tej zaum yuav poob qis raws li Hang Seng Index tau kaw rov qab los ntawm qhov tsis muaj nuj nqis loj puag ncig 22K qib ntawm 22,072.

Tag nrho cov sectors tau zoo nyob rau hauv Hong Kong nrog tsuas yog ib qho tsis zoo sector nyob rau hauv Tuam Tshoj nrog muaj zog dav dav/advances piv rau decliners. Hong Kong Main Board luv turnover tau nce nrog 20% ​​ntawm tag nrho Main Board turnover luv. Qhov no yog thawj zaug uas luv luv turnover yog 20% ​​lossis ntau dua txij lub Kaum Hli 18^th, 2022. Peb kuj muaj lwm hnub muag ntawm Hong Kong cov khoom lag luam los ntawm Mainland cov tub ua lag luam ntawm Southbound Stock Connect.

Tus nqi ncaj ncees ntawm kev sib tham txog Goldman Sachs cov ntaub ntawv tshawb fawb qhia tau hais tias cov peev nyiaj hedge yog qhov hnyav tshaj Tuam Tshoj thaum lub sijhawm ntev xwb / cov nyiaj sib koom ua ke tseem tsis muaj zog Suav. Nco ntsoov cov nyiaj hedge yog cov tub luam / lawv tsis yuav lawv txoj haujlwm. Mutual funds zoo li tsis ntseeg ntau dua ntawm qhov kev rov qab los no. Aws! Xav txog cov nyiaj laus loj uas txiav nws qhov hnyav Suav teb rov qab rau lub Kaum Hli. Xav txog seb lawv lub rooj sib tham Q1 recap yuav zoo li cas! "Yog li peb tau ua li cas los ntawm kev txiav peb Suav qhov hnyav hauv ib nrab? lwj…”. Tej zaum koj yuav tsum tsis txhob nqis peev kev xav! Hedge nyiaj tau ua nws tab sis, Tuam Tshoj qhov hnyav yog vim li cas kev lag luam mob siab dua hauv kuv lub tswv yim.

Tuam Tshoj Mainland qhov zoo rov qab los yog coj los ntawm kev loj hlob cov khoom lag luam raws li cov tub ua lag luam txawv teb chaws tau yuav $ 1.034 billion ntawm Mainland stocks ntawm Northbound Stock Connect. Xov xwm hais tias txoj kev npaj nyiaj laus loj tau txiav nws cov kev nqis peev ntiag tug hauv Suav teb uas yuav piav qhia qhov twg tag nrho cov Northbound Connect ntws los ntawm. Nyob hauv cov kua dej loj mega / lub kaus mom loj ua rau muaj kev nkag siab zoo piv rau qhov ntsuas phoo cuam tshuam nrog kev ncaj ncees ntiag tug. Hauv Twitter, @ahern_brendan, Kuv muab daim ntawv qhia zoo ntawm Shanghai thiab Shenzhen nag hmo. Saib zoo!

Lub Hang Seng thiab Hang Seng Tech tau nce +1.05% thiab +3.37% raws li qhov ntim -10.5% los ntawm nag hmo uas yog 124% ntawm 1-xyoo nruab nrab. 440 cov khoom lag luam nce siab thaum 57 cov khoom lag luam tsis kam. Main Board luv turnover nce +22.68% los ntawm nag hmo uas yog 142% ntawm 1-xyoo nruab nrab li 20% ntawm turnover yog luv turnover. Kev loj hlob zoo tshaj qhov muaj txiaj ntsig zoo li cov kaus mom me me tshaj lub kaus mom loj. Tag nrho cov sectors tau zoo nrog tech nce +4.24%, cov khoom tiav siab dua +2.88%, thiab kev txiav txim siab nce +2.75% thaum nyiaj txiag +0.44%. Sab saum toj sub-sectors yog auto, semis, thiab technical hardware/equipment thaum cov khoom siv hauv tsev, tsev txhab nyiaj, thiab kev tuav pov hwm yog qhov phem tshaj. Southbound Stock Connect ntim tau nruab nrab / siab raws li cov neeg ua lag luam hauv Mainland muag - $ 258 lab ntawm Hong Kong cov khoom lag luam nrog Tencent qhov muag me me txawm tias rov poob loj los ntawm ob hnub dhau los, Meituan qhov kev yuav khoom muaj zog, Xpeng me me muag, Li Auto a me net yuav, thiab Kuaishou ib tug me me net yuav.

Shanghai, Shenzhen, thiab STAR Board tau nce +0.9%, +1.45%, thiab +1.19% feem ntawm ntim +11.69% los ntawm nag hmo uas yog 111% ntawm 1-xyoo nruab nrab. 3,951 cov khoom lag luam nce siab thaum 539 cov khoom lag luam poob qis. Tag nrho cov kev lag luam tau zoo tshwj tsis yog cov vaj tsev ua tiav qis dua -0.68%, nrog kev txiav txim siab nce +2.58%, cov ntaub ntawv nce +2.05%, thiab tech tiav siab dua +1.55%. Cov khoom lag luam saum toj kawg nkaus yog pib, muaj ntau hom nyiaj txiag, thiab cov khoom siv hauv chaw ua haujlwm thaum cov khoom siv hluav taws xob tsim hluav taws xob, kev lag luam nyiaj txiag, thiab kev tsim kho tshuab lag luam. Northbound Stock Connect ntim tau nruab nrab / siab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 1.034 billion ntawm Mainland stocks nrog mega / loj caps stocks nyiam. CNY tau nce +0.23% piv rau US duas kaw ntawm 6.739, Cov Nyiaj Txiag Nyiaj Txiag tau muag me ntsis, Shanghai Copper +0.16%, thaum Shanghai Steel Rebar kaw qis -1.39%.

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Rov qab mus ua haujlwm!

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

• CNY rau USD 6.73 piv rau 6.75 nag hmo
• CNY rau EUR 7.34 piv rau 7.32 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.91% piv rau 2.89% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.07% tiv tiag 3.05% nag hmo
• Tus Nqi Tooj Liab + 0.16% dhau ib hmo