Rally ntes nws ua tsis taus pa raws li World Bank tshaj tawm 2023 GDP Forecast

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau sib xyaw ua ke thaum hmo ntuj thaum Nyiv thiab Kaus Lim Qab Teb tau ua tiav.

Hong Kong thiab Tuam Tshoj tau yooj yim nyob rau yav tav su kev lag luam txawm tias Hang Seng kaw hauv ntsuab thiab siab dua 21k qib thaum Mainland poob rau hauv thaj chaw tsis zoo. Hong Kong cov khoom lag luam loj hlob tau sib xyaw niaj hnub no raws li Hong Kong qhov kev lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent tau nce +3.15% raws li lub tuam txhab txuas ntxiv yuav khoom rov qab thiab tshaj tawm kev thawb rau cov yeeb yaj kiab luv luv ntawm WeChat, Alibaba HK tau nce +3.11% ntawm nag hmo xov xwm ntawm nws. Kev txhawb nqa hauv tsev hauv xeev, thiab Meituan poob -2.52% raws li ob peb qhov rov qhib ua si tau raug txiav. Hong Kong cov khoom lag luam hauv internet tau nce siab dua coj los ntawm kev lag luam e-lag luam txawm tias tsis tau nce ntau npaum li lawv cov US ADRs nag hmo uas yuav tsum ua rau muaj kev thim rov qab me me hauv Asmeskas cov sijhawm ua lag luam. Macao twv txiaj yuam pov thiab Trip.com HK -1.77% raug ntaus nrog cov txiaj ntsig tau txais txiaj ntsig raws li peb tau txais txiaj ntsig me ntsis thiab yuav cov lus xaiv - muag cov xov xwm dynamic.

Cov tub ua lag luam hauv av ntawm Southbound Stock Connect yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam txawm tias Tencent, Kuaishou, thiab Meituan yog tag nrho cov muag muag. Peb muaj thawj hnub nyob rau hauv lub cim xeeb tsis ntev los no hais tias Hong Kong luv ntim tau nce ntau tshaj tag nrho Hong Kong ntim txawm hais tias tag nrho cov nyiaj luv luv muag txheeb ze rau aggregate ntim yog nruab nrab ntawm 15%. Hong Kong ntim tau siab dua nws 1-xyoo nruab nrab ntawm 132% thaum Lub Rooj Tsav Xwm Tseem Ceeb luv luv yog 117% ntawm nws 1-xyoo nruab nrab. Lub zog yog qhov tseem ceeb tshaj plaws hauv Hong Kong +2.93% thiab Tuam Tshoj +3.82% raws li qhov txias txias ntaus Tuam Tshoj nqa cov khoom lag luam thee tshwj xeeb. Thaum Mainland cov khoom lag luam rub rov qab ua rau muaj kev sib tw hauv Suav Nyiaj Txiag, cov tub ua lag luam txawv teb chaws tau yuav qhov poob nrog $ 1.124 billion ntawm kev yuav khoom ntawm Northbound Stock Connect. Nyob ntsiag to los ntawm cov xov xwm pom raws li PBOC thiab CBIRC rov hais dua lawv cov kev txhawb nqa rau kev lag luam. CNY tswj hwm qhov nce me me piv rau US duas.

World Bank muab lawv cov kev kwv yees GDP. GDP tsis yog lub khw lag luam lossis cov tuam txhab cov nyiaj tau los / cov nyiaj tau los / EPS. Tsis yog nws yuav tsum tsis quav ntsej! Koj puas xav tias feem ntau cov tub ua lag luam raug faib kom tsim nyog yog tias cov kev kwv yees ua si tawm? kuv thiab. Xav txog CPI thiab cov paj laum ntawm cov kev lag luam no. Cov ntaub ntawv no thiab ntau ntxiv yuav raug suav nrog hauv peb 2023 Tuam Tshoj Outlook hnub Thursday.

Lub Hang Seng thiab Hang Seng Tech diverged +0.49% thiab -0.25% feem ntawm ntim +26.26% los ntawm nag hmo uas yog 132% ntawm 1-xyoo nruab nrab. 181 cov khoom lag luam tau nce siab thaum 310 cov khoom lag luam poob qis. Main Board luv turnover nce +32.4% los ntawm nag hmo uas yog 117% ntawm 1-xyoo nruab nrab li 15% ntawm turnover yog luv turnover. Tus nqi thiab kev loj hlob zoo sib xyaw ua ke raws li cov kaus mom loj tshaj lub kaus mom me me. Cov khoom lag luam sab saum toj yog lub zog tau txais +2.93%, kev kho mob nce +2.8%, thiab kev sib txuas lus kaw siab dua +2.33%, thaum staples poob -2.44%, kev siv hluav taws xob kaw qis -1.31%, thiab thev naus laus zis poob -0.89%. Cov khoom lag luam sab saum toj yog khoom noj, lub zog, thiab software thaum cov neeg siv khoom siv, khoom noj / dej haus / luam yeeb, thiab semis yog qhov phem tshaj. Southbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam hauv Mainland tau yuav $ 124 lab ntawm Mainland cov khoom lag luam nrog Lu Auto ib qho me me yuav, Tencent lub khw muag khoom loj, Meituan, Li Auto, thiab Kuaishou me net muag.

Shanghai, Shenzhen, thiab STAR Board poob -0.24%, -0.66%, thiab -1.65% feem ntawm ntim -0.88% los ntawm nag hmo raws li 967 cov khoom lag luam nce siab thaum 3,689 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 sab saum toj yog lub zog nce +3.84%, vaj tsev nce +1.78%, thiab nyiaj txiag kaw ntau dua +0.75% thaum kev sib txuas lus poob -1.47%, tech nqis -1.3%, thiab kev lag luam kaw qis -0.89%. Sab saum toj sub-sectors yog thee, kev tuav pov hwm, thiab roj thaum software, tshuaj, thiab internet yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 1.124 billion ntawm Mainland stocks. CNY tau nce +0.11% piv rau US duas kaw ntawm 6.77, Treasury bonds rallied, thiab Shanghai tooj liab nce +1.32%.

Tuam Tshoj Lub Nroog Mobility Tracker

Trajectory yog qhov zoo txawm hais tias ob peb lub xeev tau meej meej tseem nyob hauv tuab ntawm nws.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.77 piv rau 6.78 nag hmo
• CNY rau EUR 7.27 piv rau 7.28 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 2.99% tiv tiag 3.01% nag hmo
• Tus Nqi Tooj Liab + 1.32% dhau ib hmo