Rov qhib lus xaiv xa Tuam Tshoj Tshuag ya

Cov xov xwm tseem ceeb

Cov khoom lag luam Asian tau nce siab dua li Tuam Tshoj Mainland, thiab Hong Kong ua tau zoo dua thaum lub Philippines raug kaw rau Txhua Haiv Neeg Ntseeg Hnub.

Hong Kong thiab Tuam Tshoj Mainland ripped siab dua ntawm cov lus xaiv uas tsoomfwv tau tsim tsa los kawm thiab npaj rau kev rov qhib tag nrho hauv Suav teb thaum Lub Peb Hlis 2023. Cov lus xaiv tau hais txog lub caij nplooj ntoo hlav uas tau hais txog kev rov qhib dua, suav nrog kev nce qib tshuaj tiv thaiv rau cov neeg laus, nce cov tshuaj khaws cia, thiab ua kom cov tsev kho mob muaj peev xwm los daws cov neeg mob. Ntawm nws lub rooj sib tham txhua hnub, Tus Thawj Fwm Tsav Tebchaws Txawv Tebchaws tus kws tshaj lij tau hais tias nws "tsis paub" ntawm pawg neeg, txawm tias qhov ntawd tsis txhais tau ntau. Nws cov lus rub tawm Hong Kong cov ntawv teev npe tawm ntawm lawv qhov siab, txawm hais tias kev ua lag luam tau dhau los vim nws zoo li oversold. Tsoom fwv yuav tsis muaj kev xyiv fab nco txog kev lag luam cov tshuaj tiv thaiv. Txawm hais tias cov lus xaiv tsis muaj tseeb, nws qhia tau hais tias cov tub ua lag luam muaj lub siab nyiam rau cov phiaj xwm zoo li no, uas yog vim li cas cov pawg neeg no yuav raug tsim. Nco ntsoov tias tom qab Party Congress, nws zoo li rov qab los ua lag luam rau Tuam Tshoj tsoomfwv vim tias tsis muaj cov cai tseem ceeb tau hloov pauv hauv 2022 vim tias tsoomfwv cov neeg ua haujlwm tau siv sijhawm los xyuas kom meej tias lawv tau mus rau ib feem ntawm tsib xyoos tom ntej kev nom kev tswv.

Nag hmo tus thawj tswj hwm kev yuav khoom qhov Performance index (PMI) tso tawm pom tias qhov kev thov xa tawm tau poob qis, uas txhais tau hais tias Tuam Tshoj cov kev noj haus hauv tsev yuav tsum tau nqa tawm. Kev yooj yim ntawm COVID cov cai yuav zoo li tso tseg kev siv nyiaj hauv tsev uas tau tso tseg. Tuam Tshoj txoj cai hloov pauv tsis tau los ua ib qho kev cuam tshuam ntawm pab pawg. Es tsis txhob, tsoom fwv ua raws li ib tug incremental trajectory. Hong Kong thiab Macau rov qhib dua, muab txoj hauv kev rau Mainland ua raws.

Lwm yam tseem ceeb tau pab kev lag luam niaj hnub no, suav nrog cov lus xaiv, txij li tsis lees paub, tias Prosus 'tseem ceeb ceg txheem ntseeg hauv Tencent tuaj yeem yuav, Lub Kaum Hli Lub Tsheb Hluav Taws Xob (EV) muag cov lej zoo li muaj zog, thiab pib thawj zaug ntawm Alibaba's Singles Day muag extravaganza. Cov ntim tau muaj zog heev vim tias Hong Kong thiab Tuam Tshoj Mainland tau pom qhov nce ntawm qhov ntim raws li Mainland cov tub ua lag luam yog cov neeg lag luam tseem ceeb ntawm Hong Kong cov khoom lag luam thaum hmo ntuj, snapping li $ 947 lab tus nqi, thaum cov tub ua lag luam txawv teb chaws yuav Mainland stocks, mus rau lub suab ntawm $ 846 lab ntawm Northbound Tshuag. Txuas. Tencent thiab Meituan pom muaj zog net yuav, thaum Kuaishou pom nruab nrab net yuav ntawm Southbound Stock Connect.

Rov qhib kev ua si xws li tsev noj mov, airlines, thiab cov chaw muag tshuaj tau ua tiav, nrog rau cov khoom lag luam nyiam. Cov khoom lag luam Hong Kong hnyav tshaj plaws los ntawm tus nqi yog Tencent, uas tau nce +10.6%, Meituan, uas tau nce +11.86%, thiab Alibaba HK, uas tau nce +7.57%. Ntawm Mainland, cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog cawv loj Kweichow Moutai, uas tau nce +8.3%, EV roj teeb loj CATL, uas tau nce +3.57%, thiab EV tsim thiab Berkshire HathawayBRK.B
tuav txij li xyoo 2009 BYD +6.14%. Cov ntim luv luv hauv Hong Kong cov ntawv teev npe hauv internet tau teeb, piv rau lwm qhov bounces yav dhau los qhov twg Hong Kong luv ntim tau nce, tab sis qhov ntawd tsis tshwm sim hnub no. Hong Kong lub ntim luv yog pib tau txais xovxwm ntau dua, txawm hais tias peb tau taw qhia nws txhua xyoo.

Kuv kuj tau pom tias muaj kev saib xyuas ntau dua rau Asmeskas thiab thoob ntiaj teb cov neeg sib tw thoob ntiaj teb cov nyiaj tau los ntawm Suav. Thaum cov neeg ua lag luam tau sib raug zoo, cov nom tswv yuav tsum ua txoj haujlwm zoo dua. Lub rooj sib tham Biden / Xi nyob rau nruab nrab Lub Kaum Ib Hlis G-20 cov rooj sib tham hauv Indonesia zoo li yuav tshwm sim, uas yuav yog thawj kauj ruam zoo. Kev daws qhov Tuav Txawv Tebchaws Tuam Txhab Txhaum Cai (HFCAA) yuav yog lwm qhov!

Hang Seng thiab Hang Seng Tech indexes tau nce +5.23% thiab +7.80%, feem, ntawm qhov ntim uas tau nce +17.42% los ntawm nag hmo, uas yog 125% ntawm 1-xyoo nruab nrab. 471 cov khoom lag luam tau nce siab, thaum 31 cov khoom lag luam poob qis. Main Board luv turnover nce +1.95% los ntawm nag hmo, uas yog 119% ntawm 1-xyoo nruab nrab, raws li 17% ntawm tag nrho cov turnover yog luv turnover. Kev loj hlob yam tseem ceeb tshaj qhov muaj nuj nqis raws li lub kaus mom loj tshaj lub kaus mom me me. Tag nrho cov kev lag luam tau txais txiaj ntsig zoo vim cov kev pabcuam kev sib txuas lus tau nce +10%, cov neeg siv khoom txaus siab tau nce +8.29%, thiab kev kho mob tau nce +6.84%. Lub caij no, cov nyiaj txiag lag luam tau nce tsuas yog +2.26%. Cov chaw ua haujlwm zoo tshaj plaws yog software, khw muag khoom, thiab tshuaj. Southbound Stock Connect ntim tau siab npaum li cov tub ua lag luam hauv av tau yuav $ 947 lab tus nqi ntawm Hong Kong-cov npe khoom lag luam.

Shanghai, Shenzhen, thiab STAR Board tau nce +2.62%, +2.97%, thiab +1.41%, feem, ntawm qhov ntim uas tau nce +11.33% los ntawm nag hmo, uas yog 100% ntawm 1-xyoo nruab nrab. 3,960 cov khoom lag luam tau nce siab, thaum 673 cov khoom lag luam tsis kam. Kev loj hlob yam tseem ceeb tshaj qhov muaj nuj nqis raws li lub kaus mom loj tshaj lub kaus mom me me. Tag nrho cov kev lag luam tau zoo vim cov neeg siv khoom lag luam tau nce +7.06%, cov neeg siv khoom txiav txim siab tau nce +5.79%, thiab cov kev pabcuam kev sib txuas lus tau nce +4.46%. Lub caij no, lub zog lag luam nce tsuas yog +0.49%. Cov chaw ua haujlwm zoo tshaj plaws yog cov khw noj mov, tshav dav hlau, dav hlau, thiab cov dej cawv. Stock Connect ntim tau siab vim cov tub ua lag luam txawv teb chaws tau yuav $ 846 lab tus nqi ntawm Mainland stocks. Cov nyiaj qiv nyiaj muag tawm, CNY tau nce +0.47% piv rau US duas kom kaw kaw ntawm 7.26 CNY ib USD, thaum tooj liab nce +0.55%.

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

• CNY rau USD 7.26 piv rau 7.31 nag hmo
• CNY rau EUR 7.21 piv rau 7.22 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.25% tiv tiag 1.25% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.66% piv rau 2.64% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.86% tiv tiag 2.84% nag hmo
• Tus Nqi Tooj Liab + 0.55% dhau ib hmo