Prosus Muag Qhov hnyav ntawm Tencent Txawm tias yuav rov qab los

Xov Xwm Tseem Ceeb

Cov neeg Esxias cov peev txheej tau zoo siab rau US duas lub caij nplooj zeeg thaum nws mus txog cov lej loj ntawm lub hlwb xws li Tuam Tshoj tus CNY ntawm 7 thiab Japanese Yen ze li ntawm 150.

Ntshiab speculation ntawm kuv ib feem tab sis raws li US Fed los nyob rau hauv lub siab nce raws li ntau lub teb chaws xav tias qhov mob ntawm US cov paj laum ntau dua, tej zaum 50 cov ntsiab lus hauv lub Cuaj Hli ua rau kev nkag siab ntau dua 75 cov ntsiab lus? Tuam Tshoj thiab Hong Kong tsis tau txais cov lus vim tias ob lub khw muag khoom tau qhib zoo tab sis sai sai dhau ntawm cov hnub txawm tias muaj hnub muaj zog nag hmo los ntawm US-listed Tuam Tshoj ADRs.

Hong Kong raug rub qis los ntawm Tencent -3.15% tom qab tus neeg ua lag luam tau sau npe muag $ 7.6 billion / 192 lab shares. Tus neeg ua txhaum feem ntau yuav yog Prosus, qhov kev tawm tsam los ntawm Naspers, South African xov xwm lub tuam txhab tau ua lag luam peev hauv 1990s lig. Vim tias Prosus tau hais txog qhov kawg kev ua si uas tsis yog siv cov nyiaj tau los yuav rov qab nws cov khoom lag luam, 2.769 billion shares nws muaj hnyav rau Tencent. Hauv Tencent qhov kev tiv thaiv, nws tau yuav rov qab 1 lab shares ib hnub uas kuv nyeem yog qhov siab tshaj plaws Prosus tuaj yeem muag txhua hnub (Kuv yuav tsum tau xyuas qhov no vim kuv tsis yog 100% paub tseeb tias nws muaj tseeb). Bloomberg muaj ib tsab xov xwm ceeb toom txog kev muag Naspers, nrog rau Softbank's Alibaba muag thiab Berkshire Hathaway's BYD muag, cim qhov kawg ntawm ntau qhov kev nqis peev hauv Suav teb uas ua rau muaj txiaj ntsig zoo. Cov ntawv xov xwm yeej lap cov kab lus zoo li kos rau hauv qab. Tsab ntawv nco tus yuam sij uas nrog cov neeg muag khoom ploj mus, nws tshem tawm cov overhang.

Hong Kong cov npe hauv internet tau tag nrho tawm tsawg dua JD.com HK +0.6%. Cov neeg muag luv luv nias lawv cov thawj koom ruam (dua) li Tencent, Alibaba HK, Meituan, thiab JD.com HK txhua tus muaj luv luv trading account rau ntau tshaj 25% ntawm kev ua lag luam! Raws li Hang Seng kaw qis dua 19k thiab Hang Seng Tech kaw hauv qab 4k, qhov tseem ceeb ntawm cov neeg muag khoom luv luv yog qhov zoo los ua qhov teeb meem loj PR. Cov neeg yuav khoom nyob qhov twg? HFCAA yog ib qho teeb meem vim tias cov tuam txhab lag luam loj tsis xav saib ruam yog tias qhov kev daws teeb meem tsis tshwm sim. Peb mam li paub sai sai no raws li PCAOB cov neeg soj ntsuam tau ntim lawv lub hnab rau Hong Kong. WSJ tau sau tseg txog kev ua haujlwm nthuav dav rau cov tuam txhab los ntawm kev ntiav cov tuam txhab nyiaj txiag hauv Asmeskas uas kuv tsis xav tias yuav ua haujlwm.

Tuam Tshoj tau tawm mus vim ntau tus tswv cuab ntawm Congress tau mus xyuas Taiwan uas tau txais xov xwm me ntsis ntawm no hauv Asmeskas. Kuv xav tias peb pawg ADD tab tom ncaws tawm thaum cov teeb meem hauv tsev tau pib theem nruab nrab. Kev liam Tuam Tshoj rau txhua yam lus piav qhia tau nkees me ntsis hauv kuv lub tswv yim. Nrog rau qhov hais tias, Biden Thawj Tswj Hwm tsis tau tshem Tuam Tshoj tus nqi se thiab Tus Kws Pab Tswv Yim Saib Xyuas Kev Ruaj Ntseg Hauv Tebchaws Jake Sullivan tau hais tias Suav kev cuam tshuam ntawm Taiwan yog "kev hem thawj tshwj xeeb". Cov khoom lag luam loj hlob uas muaj hnub zoo nag hmo tau raug ntaus nrog cov txiaj ntsig tau txais txiaj ntsig raws li cov npe muaj txiaj ntsig zoo dua. Kuv yuav tsis xav tsis thoob yog tias Tuam Tshoj Pab Pawg Hauv Tebchaws, lub npe menyuam yaus rau nyiaj laus / nyiaj pov hwm / nyiaj txiag muaj txiaj ntsig zoo, tau ua haujlwm raws li lawv nyiam yuav cov npe loj / mega ntawm qhov tsis muaj zog. Tom qab kaw, nws tau tshaj tawm tias txij lub Cuaj Hlis 10^th rau Lub Kaum Hli 31^st, rau kev mus ncig hauv nroog ib qho yuav tsum tau kuaj covid hauv 48 teev dhau los. Lub sijhawm ua haujlwm suav nrog hnub so nyob rau lub asthiv hauv Suav teb uas yuav qhia tau tias kev mus ncig ua si tuaj yeem tshwm sim. Txaus siab rau nco ntsoov tias cov khoom lag luam hauv Suav teb tau nce siab dua hnub no txawm tias Trip.com HK tau tawm hnub no. Tom qab Hong Kong kaw, Bilibili (BILI US, 9626 HK) tau tshaj tawm cov txiaj ntsig nyiaj txiag sib xyaw. Cov khoom lag luam tawm ntawm kev ua lag luam ua ntej, tab sis lub tuam txhab tshaj tawm Hong Kong yuav yog nws cov npe tseem ceeb uas yuav tso cai rau Hong Kong Tshuag tau ntxiv rau Southbound Stock Connect.

Hang Seng thiab Hang Seng Tech ob leeg poob qis -1% ntawm ntim -7.1% los ntawm nag hmo uas yog 62% ntawm 1-xyoo nruab nrab. 123 cov khoom lag luam nce siab thaum 357 tsis kam. Hong Kong luv turnover poob -4.57% los ntawm nag hmo uas yog 70% ntawm 1-xyoo nruab nrab raws li luv luv turnover accounted rau 19% ntawm tag nrho cov trading. Cov yam ntxwv loj hlob tau sib xyaw raws li tus nqi qis qis thiab cov kaus mom loj tau tawm ntawm lub kaus mom me me. Kev lag luam zoo yog kev siv hluav taws xob +0.53% thaum kev sib txuas lus -2.6%, vaj tse -1.79%, thiab lub zog -1.72% poob qis. Sab saum toj sub sectors yog cov tuam txhab hluav taws xob, hnub ci, thiab cua thaum EV, online games, thiab software yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam hauv av tau yuav $ 6 lab ntawm Hong Kong cov khoom lag luam nrog Tencent yog qhov yuav khoom nruab nrab, Meituan ib qho me me, thiab Kuaishou muag me me.

Shanghai, Shenzhen, thiab STAR Board tau tawm -0.33%, -0.89%, thiab -0.84% ​​feem ntawm ntim -9.45% los ntawm nag hmo uas yog 77% ntawm 1-xyoo nruab nrab. 1,122 cov khoom lag luam nce siab thaum 3,386 cov khoom lag luam tsis kam. Tus nqi tseem ceeb tshaj qhov kev loj hlob thaum lub kaus mom loj tshaj lub kaus mom me. Cov khoom lag luam sab saum toj yog nyiaj txiag +0.34%, kev siv hluav taws xob +0.26%, thiab staples +0.15% thaum lub zog -1.31%, industrials -0.71%, thiab tech -0.5%. Sab saum toj sub-sectors suav nrog kev mus ncig cov khoom lag luam xws li cov dav hlau thiab lub luag haujlwm pub dawb nrog rau lub zog nuclear thaum biotech, roj, lithium, nqaij npuas, thiab nqaij qaib yog qhov phem tshaj. Northbound Stock Connect ntim tau teeb raws li cov tub ua lag luam txawv teb chaws muag - $ 12 lab ntawm Mainland Tshuag. Cov nyiaj qiv nyiaj poob qis, CNY txaus siab rau +0.12% piv rau US $ 6.95, thiab tooj liab poob -0.02%.

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

• CNY / USD 6.96 piv rau 6.98 nag hmo
• CNY / EUR 6.97 piv rau 6.91 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.63% piv rau 2.62% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.79% tiv tiag 2.78% nag hmo
• Tus Nqi Tooj Kub -0.02% dhau ib hmo