Kev qhib rov qhib ua lag luam siab dua, tsis quav ntsej txog COVID Case thiab PMIs

Xov Xwm Tseem Ceeb

Kev lag luam kev ncaj ncees Asian tau ntau dua li Hong Kong outperformed, Nyiv underperformed, thiab cov Philippines tau tawm rau Bonifacio Hnub nyob rau hauv kev hwm ntawm lub teb chaws hero Andres Bonifacio uas tau pab ua rau lub Philippine Revolution ntawm 1896 raws li Google.GOOG
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CNY tau nce +1.06% piv rau US duas thaum hmo ntuj kaw ntawm 7.08 raws li Asia duas index nce +0.71% piv rau duas. Cov ntim tau siab thoob plaws cheeb tsam uas tau tsav los ntawm MSCI'sMSCI
Semi-Annual Index Rebalance uas yuav tsum muaj cov thawj tswj hwm cov cuab yeej cuab tam kom rov qab sib npaug lawv cov ETFs thiab cov nyiaj tau los ntawm kev lag luam niaj hnub no. Txawm hais tias qhib qis dua, Hong Kong tau sib sau ua ke nrog kev nce siab ntxiv ntawm cov lus ceeb toom ntawm kev txwv tsis pub txav mus los thoob plaws ntau lub nroog, suav nrog Guangzhou thiab Beijing. Tsoom fwv cov lus ntawm kev txo cov kev txwv no yog siv hauv zos yog li nws yuav siv sij hawm me ntsis. Peb Tuam Tshoj Mobility Tracker qhia tau hais tias Guangzhou tseem pom kev tsheb khiav thiab kev siv subway poob qis txawm tias lub lim tiam tom ntej yuav txaus siab heev los saib seb puas muaj kev thim rov qab. Kev lag luam tab tom nrhiav kom lawv cia siab tias yuav muaj qhov hloov pauv no.

Peb txuas ntxiv pom cov txiaj ntsig zoo hauv Q3 raws li Bilibili cov txiaj ntsig tau yeej qhov kev cia siab raws li Hong Kong cov chav kawm tau nce +16.76% thaum hmo ntuj. Cov khoom vaj khoom tsev nyob hauv Suav teb thiab Hong Kong tau raug cuam tshuam nrog cov txiaj ntsig tau txais txiaj ntsig raws li ntau tus neeg tsim khoom vaj khoom tsev tau tshaj tawm kev ncaj ncees tom qab tsib txoj cai hloov pauv tau tshaj tawm los ntawm CSRC. Peb tau ceeb toom tshwj xeeb txog qhov no nag hmo hauv peb qhov kev nyiam rau vaj tse daim ntawv cog lus tshaj cov khoom vaj khoom tsev. Hong Kong luv luv tau nyob ntsiag to vim luv luv hauv Hong Kong cov khoom lag luam hauv internet tau ploj mus. Nthuav txoj cai? Tuam Tshoj Mainland muaj ib hnub sib xyaw coj los ntawm kev txiav txim siab cov khoom lag luam hauv ib qho kev qhia tias cov neeg koom ua lag luam xav tias yuav muaj kev so ntxiv. Kev lag luam tsis tau them nyiaj rau qhov tsis muaj zog "tswj hwm" PMIs uas tau tawm ntau tshaj qhov xav tau. Manufacturing PMI yog 48 piv rau kev cia siab ntawm 49 thiab lub Cuaj Hli Ntuj 49.2 thaum uas tsis yog-Manufacturing yog 46.7 piv rau kev cia siab ntawm 48 thiab lub kaum hli ntuj 48.7. Kev lag luam kuj tsis quav ntsej txog 4,236 tus neeg mob tshiab COVID nrog rau 33,376 tus neeg mob asymptomatic. Kev sib tw Hong Kong thiab Tuam Tshoj tau ua rau mob vim tias cov tub ua lag luam tau poob qis rau peb Rov qab mus rau Kev Lag Luam thesis IMO. XPeng (XPEV US, 9868 HK) tshaj tawm cov txiaj ntsig sib xyaw tag kis no ua ntej US qhib.

Hang Seng thiab Hang Seng Tech tau nce +2.16% thiab +2.77% ntawm ntim +33.18% los ntawm nag hmo uas yog 180% ntawm 1-xyoo nruab nrab. 398 cov khoom lag luam nce siab thaum 104 cov khoom lag luam tsis kam. Kev lag luam luv luv ntawm Pawg Thawj Coj tau nce +17.11% los ntawm nag hmo uas yog 173% ntawm 1-xyoo nruab nrab raws li 17% ntawm kev lag luam yog luv luv. Cov txiaj ntsig loj hlob tau tawm ntawm cov txiaj ntsig zoo thaum lub kaus mom loj tshaj lub kaus mom me. Cov nyiaj txiag tsuas yog kev lag luam tawm -0.66% thaum staples tau nce +4.69%, kev txiav txim siab ua tiav siab dua +3.91%, thiab kev lag luam kaw nce +3.61%. Sab saum toj sub-sectors yog pib, cov neeg siv khoom, thiab cov neeg siv khoom ruaj khov / khaub ncaws thaum cov khoom vaj khoom tsev tau tawm. Southbound Stock Connect ntim tau nruab nrab raws li Mainland cov tub ua lag luam tau yuav $ 354 lab ntawm Hong Kong cov khoom lag luam nrog Tencent ib qho me me yuav thiab Meituan ib qho khoom nruab nrab yuav.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw +0.05%, +0.12%, thiab -0.22% ntawm ntim -3.85% los ntawm nag hmo uas yog 97% ntawm 1-xyoo nruab nrab. 1,813 cov khoom lag luam tau nce siab thaum 2,730 cov khoom lag luam poob qis. Kev loj hlob yam feem ntau outpaced tus nqi yam tseem ceeb thaum lub kaus mom loj tshaj lub kaus mom me. Cov khoom lag luam saum toj kawg nkaus tau txiav txim siab nce +4.1%, kev sib txuas lus nce +3.43%, thiab lub zog nce +2.1% thaum vaj tse kaw qis -2.21%. Sab saum toj sub-sectors yog tsheb, telecom, thiab tsheb qhov chaw thaum cov khoom siv hauv tsev, cov khoom lag luam lom zem, thiab cov khoom vaj khoom tsev yog qhov phem tshaj. Northbound Stock Connect ntws yog nruab nrab / siab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 693 lab ntawm Mainland stocks. CNY muaj hnub muaj zog piv rau US duas tau nce +1.06% kaw ntawm 7.08, Cov Nyiaj Txiag tau tiaj tus thiab tooj liab tawm -0.11%.

Tuam Tshoj Loj Tuam Tshoj Mobility Tracker

Subway tsheb mus txuas ntxiv languish txawm hais tias nthuav kom nco ntsoov Shenzhen lub nroog tsheb tau nce siab. Guangzhou tseem pom cov tsheb thauj mus los hauv subway poob qis.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 7.08 piv rau 7.16 nag hmo
• CNY ib EUR 7.33 piv rau 7.43 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.89% tiv thaiv 2.88% Nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.03% tiv tiag 2.99% Nag hmo
• Tus Nqi Tooj Kub -0.11% dhau ib hmo