Tau Txais Tau Txais Tau Txais Txawm tias Mus Ncig Booking Bonanza Post Quarantine Easing

Xov Xwm Tseem Ceeb

Asian equities yog lub hiav txwv liab tom qab US kev ncaj ncees downdraft nag hmo.

Tuam Tshoj thiab Hong Kong tau raug ntaus nrog ib puag ncig zoo qub zam tau txais txiaj ntsig ua ntej hnub Friday lub khw Hong Kong hnub so. Yog lawm, Thawj Tswj Hwm Xi rov hais dua qhov ua tiav ntawm xoom covid / lub neej thawj txoj cai thaum mus xyuas Wuhan. Nyob rau tib lub sijhawm, cov lus qhia ntxov yog tias cov neeg ncig tebchaws Suav tau nruj heev rau kev mus ncig hauv tsev thiab txawv teb chaws tom qab kev yooj yim ntawm txoj cai cais tawm. Raws li tsab xov xwm tseem ceeb, "... qhov kev tshawb nrhiav rau daim pib dav hlau ntawm lub platform tau nce 60% hauv 30 feeb, qhov kev tshawb nrhiav cov tsev so tau nce ob npaug, thiab kev tshawb nrhiav cov tsheb ciav hlau tau nce mus txog 1.5 npaug". Nov yog thawj ib nrab teev!

Ib lub hauv paus xov xwm hauv tebchaws tau sau tseg tias Ministry of Industry thiab Information Technology (MIIT) tau tshem tawm lub hnub qub qhia tus kheej ntawm cov neeg uas tau mus rau cov nroog uas muaj tus kabmob coronavirus ntawm tib neeg lub xov tooj raws li daim npav taug kev tau tsim tom qab thawj tus kabmob kis. Yog tias kuv mus rau ib lub nroog uas muaj tus kabmob coronavirus, kuv yuav raug yuam kom cais tawm raws li kuv lub xov tooj daim npav taug kev qhia kuv tias muaj peev xwm hem ntau dua. Tsis muaj leej twg hais txog qhov no, tab sis nws yog qhov loj.

Tuam Tshoj Mainland thiab Hong Kong kev loj hlob cov khoom lag luam xws li lithium / hnub ci / cua / pib / EV / EV roj teeb-ecosystem / kev txiav txim siab / kev saib xyuas kev noj qab haus huv, uas tau coj txoj kev siab dua txij li thaum nruab nrab Lub Peb Hlis, tau raug mob hnyav tshaj plaws hnub no. Nio HK (9866 HK) tau tawm -11.36% tom qab nag hmo tom qab Asmeskas kaw kev dag ntxias los ntawm lub tuam txhab uas kuv tsis tau hnov ​​​​txog. Ntau qhov nthuav rau kuv yog ib lub koom haum suav tsheb suav uas kwv yees lub Rau Hli pib muag yuav muaj zog dua li qhov kev cia siab nrog EV kev muag khoom xav kom ncav cuag cov ntaub ntawv txhua lub sijhawm ntawm ntau tshaj +500,000 muag.

Niaj hnub no yog ib hnub tsis sib haum xeeb vim tias txawm tias kev ua yeeb yam thev naus laus zis tsis tuaj yeem nce nrog Thawj Tswj Hwm Xi cov lus hais. Lub vaj tsev tsuas yog qhov zoo tshaj plaws tom qab tus tsim vaj tsev zoo Vanke Tus Thawj Coj tau hais tias, "kev ua lag luam tau qis dua" txawm tias "kev rov qab los yog txheej txheem qeeb thiab maj mam thiab yuav siv sijhawm". Ib tus tsim khoom lag luam hauv Suav teb zoo? 100%! Tshawb xyuas Vanke cov ntawv cog lus uas pauv ntawm lossis ze tus nqi sib tw. Tsis yog txhua tus tsim vaj tsev yog Evergrande. Nws tuaj yeem yog lub sijhawm nthuav dav rau kev tshem tawm cov ntawv cog lus vaj tsev uas ntaus txhua lub sijhawm qis nag hmo.

Nco ntsoov tag kis yog hnub kawg ntawm peb lub hlis twg, nws yog lub sijhawm kawg rau cov nyiaj tau los ua kom lawv qhov hnyav ntawm Tuam Tshoj ua ntej tshaj tawm lawv cov kev tuav pov hwm rau cov tub ua lag luam.

Ntawm G-7 lub teb chaws, muaj pes tsawg tus tau txeeb Suav teb, tuav Suav thaj chaw lossis muaj tub rog nyob hauv Suav teb nyob rau qee qhov 150 xyoo dhau los? Qhov % yuav ua rau koj xav tsis thoob yog tias koj ua qee qhov khawb.

Ob ntawm plaub Hong Kong ETFs pom zoo rau Southbound ETF Txuas yog raws li Hang Seng Tech Index. Txaus siab!

Lub Hang Seng thiab Hang Seng Tech tau tawm -1.88% thiab -3.27% ntawm ntim +5.69% los ntawm nag hmo uas yog 113% ntawm 1-xyoo nruab nrab. Tsuas yog 90 cov khoom lag luam nce siab thaum 395 tsis kam. Hong Kong luv muag turnover nce +5.5% los ntawm nag hmo uas yog 133% ntawm 1-xyoo nruab nrab raws li luv luv muag turnover accounted rau 18% ntawm Hong Kong turnover. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li cov kaus mom me me tshaj lub kaus mom loj. Cov vaj tsev yog tib qho kev lag luam hauv ntsuab tau txais +0.7% thaum lwm cov haujlwm poob qis xws li kev txiav txim siab qis -3.4%, tech -3.17%, thiab kev noj qab haus huv -2.96%. Cov kev lag luam sab saum toj yog kev mus ncig, kev kawm online, thiab vaj tsev thaum internet, kev kho mob, tsheb, EV, thiab EV ecosystem yog qhov phem tshaj. Southbound Stock Connect ntim tau nruab nrab / siab raws li cov neeg ua lag luam hauv av yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam nrog Tencent thiab Li Auto pom kev noj qab haus huv thaum Meituan thiab Kuaishou yog cov muag me me.

Shanghai, Shenzhen thiab STARAR
Pawg thawj coj tau tawm -1.4%, -2.2%, thiab -2.38% feem ntawm ntim +7.67% los ntawm nag hmo uas yog 121% ntawm 1-xyoo nruab nrab. 917 cov khoom lag luam tau nce siab thaum 3,451 cov khoom lag luam poob qis. Tus nqi tseem ceeb tshaj qhov kev loj hlob niaj hnub no thaum lub kaus mom loj tshaj lub kaus mom me. Cov vaj tsev tsuas yog qhov zoo tshaj plaws raws li kev txiav txim siab tau nqis -4.38%, cov ntaub ntawv -2.93%, thiab tech -2.43%. Cov vaj tsev, kev tsim kho hauv nroog, thiab cov cement subperformed thaum EV, lithium, tsheb, thiab lub ntiaj teb tsis tshua muaj kev ua haujlwm tsis zoo. Northbound Stock Connect ntim tau nruab nrab / siab raws li cov tub ua lag luam txawv teb chaws muag - $ 251mm ntawm cov khoom lag luam loj. Treasury bonds rallied, CNY tau tawm piv rau US $ thiab tooj liab tawm.

JD.com (JD US, 9618 HK) tshaj tawm "kev koom tes tshiab nrog Tencent". JD tab tom muab Tencent $ 200mm shares hauv kev pauv rau Tencent rau "... txuas ntxiv muab Lub Tuam Txhab tseem ceeb Qib I thiab Qib II nkag mus rau ntawm nws lub Weixin platform los muab kev txhawb nqa tsheb. Ob tog tseem npaj siab txuas ntxiv koom tes hauv ntau qhov chaw suav nrog kev sib txuas lus, kev pabcuam thev naus laus zis, kev lag luam thiab kev tshaj tawm, thiab kev pabcuam koom nrog lwm tus. "

Tianqi Lithium (002466 CH), lub ntiaj teb hnyav hnyav ntawm cov neeg ua lag luam hauv tsev thiab txawv teb chaws, xav tias yuav mus rau pej xeem tag kis ntawm Hong Kong pauv. Cov ntsiab lus ntxiv tag kis!

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

• CNY / USD 6.69 piv rau 6.69 nag hmo
• CNY / EUR 7.05 piv rau 7.08 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.83% piv rau 2.84% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.05% tiv tiag 3.05% nag hmo
• Tus Nqi Tooj Kub -0.17% dhau ib hmo