Rescue Fund Powers Real Estate Rebound

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian yog dej hiav txwv liab ntawm lub teeb ntim tom qab Asmeskas kev lag luam kev ncaj ncees hnub Friday poob ua ntej ntawm Fed qhov kev cia siab ntawm 75bps paj laum. Hong Kong-cov npe hauv internet cov khoom lag luam tau ua raws li lawv cov neeg ua haujlwm hauv Asmeskas tau txav mus rau hnub Friday qis dua ib hmos.

Lub Sijhawm Nyiaj Txiag tau tshaj tawm tias peb-tier txheej txheem ntawm cov ntaub ntawv pob tshab yuav raug siv rau Asmeskas cov tuam txhab suav hauv Suav kom tso cai rau cov tuam txhab feem ntau ua raws li Txoj Cai Tswjfwm Tebchaws Txawv Tebchaws (HFCAA). Cov txheej txheem peb-tier yog zoo li peb cov lus pom zoo los faib cov tuam txhab ntawm cov tuam txhab lag luam me hauv Xeev (SOEs) uas yuav muaj cov ntaub ntawv rhiab thiab feem ntau ntawm cov tuam txhab ntiag tug uas tsis muaj dab tsi zais. Txawm li cas los xij, Tuam Tshoj Securities Regulatory Commission (CSRC), Tuam Tshoj tus SEC-zoo li tus tswj nyiaj txiag, tsis lees paub tias tsis tau kawm txog peb theem.

Cov vaj tsev yog qhov ua tau zoo tshaj plaws hauv Hong Kong thiab Tuam Tshoj Mainland, nce +3.1% thiab +1.74% hauv ob lub khw, raws li. Lub yob tawm ntawm cov nyiaj pab nyiaj los pab cov neeg tsim khoom muaj kev ntxhov siab ua tiav qhov lawv tau pib yog ib qho kev txhawb nqa rau kev lag luam. Qhov no yuav ua rau cov tswv tsev qiv nyiaj them lawv cov nqi tsev thaum lawv cov chav tsev ua tiav.

Cov neeg tsim khoom siv hauv tsev hauv tebchaws suav nrog Gree, uas tau nce +0.85%, thiab Haier, uas tau nce +0.76% ntawm Ministry of Commerce (MoC) cov lus tshaj tawm txhawb nqa cov khoom siv hluav taws xob hauv tsev.

Cov thev naus laus zis thev naus laus zis huv si tau tawm ntawm Mainland vim tias lub tsheb hluav taws xob (EVs), cov tuam txhab hnub ci, thiab cov tuam txhab cua tsis muaj zog niaj hnub no. Nws yog me ntsis ntawm tus nqi sib tw hauv Tuam Tshoj Mainland thiab Hong Kong hnub no. Cov tuam txhab hauv Shenzhen tau raug thov kom muaj cov neeg ua haujlwm tsis tseem ceeb hauv tsev vim ntau lub tuam txhab loj yuav ua haujlwm nyob rau hauv lub voj kaw kaw. ZTE, Huawei, thiab BYD tau hais tias cov neeg ua haujlwm hauv lub Hoobkas yuav nyob ntawm qhov chaw kom txog rau thaum COVID flare-up tuag. Lub caij no, Shanghai tau xaiv ntau lub zej zog ua thaj chaw muaj kev pheej hmoo siab, uas yuav tiv thaiv cov neeg tsis tau txhaj tshuaj tiv thaiv los ntawm cov chaw pej xeem. Xov xwm hais tias tsoomfwv cov thawj coj tau txhaj tshuaj tiv thaiv hauv zos tau pom tias yog kev siv zog los txhawb cov neeg laus cov tshuaj tiv thaiv. Kwv yees li 25% ntawm cov neeg muaj hnub nyoog 65 xyoos tsis tau txhaj tshuaj tiv thaiv ib zaug. Cov xov xwm hauv tebchaws tseem tau sau tseg thawj kis ntawm tus kab mob liab hauv Nyij Pooj. Kom meej meej, cov tub ceev xwm tab tom ua qhov xwm txheej tiag. Txawm li cas los xij, lawv tsis kaw Shenzhen raws li Shanghai tau kaw ua ntej lub caij ntuj sov no.

Shanghai thiab Shenzhen tau zaum ntawm kev txhawb nqa qib ntawm 3,250 thiab 2,150, raws li. Lub caij no, Hang Seng rov qab los ze li ntawm 20,000 qib. Alibaba yuav tshaj tawm tom qab kaw hauv Hong Kong hnub Thursday tom ntej.

Hang Seng thiab Hang Seng Tech indexes tau tawm -0.22% thiab -1.38%, feem, ntawm qhov ntim uas yog +4.96% siab dua hnub Friday, uas yog 63% ntawm 1-xyoo nruab nrab. 202 cov khoom lag luam nce siab thaum 272 tsis kam. Hong Kong luv muag turnover nce +8.6% los ntawm hnub Friday, uas yog 70% ntawm 1-xyoo nruab nrab, raws li luv luv turnover accounted rau 18% ntawm turnover nyob rau hauv Hong Kong. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob thiab cov kaus mom me me tshaj lub kaus mom loj. Cov kev ua tau zoo tshaj plaws nyob rau hnub no yog vaj tsev, uas tau nce +3.1%, nyiaj txiag, uas tau nce +0.43%, thiab lub zog, uas tau nce +0.24%. Lub caij no, kev saib xyuas kev noj qab haus huv poob -2.05%, kev txiav txim siab poob -1.58%, thiab kev pabcuam kev sib txuas lus poob -1.55%. Cov kev ua tau zoo tshaj plaws hauv cov haujlwm yog cov tsim vaj tsev thiab cov tsev txhab nyiaj. Lub caij no, tsheb, tsheb fais fab, khw muag khoom, thiab software yog qhov phem tshaj plaws. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam Mainland yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam. Tencent, Kuaishou, thiab Li Auto txhua tus pom qee qhov kev yuav khoom thaum Meituan tau muag me ntsis.

Shanghai, Shenzhen, thiab STAR Board tau tawm -0.6%, -0.92%, thiab -1.03%, feem, ntawm qhov ntim uas poob -8.2% txij hnub Friday, uas yog 80% ntawm 1-xyoo nruab nrab. 1,316 cov khoom lag luam nce siab thaum 3,149 tsis kam. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob niaj hnub no thaum lub kaus mom loj tshaj lub kaus mom me. Cov khoom lag luam ua tau zoo tshaj plaws yog vaj tsev, uas tau nce +1.8%, lub zog, uas tau nce +1.18%, thiab staples, uas tau nce +0.44%. Lub caij no, kev lag luam poob -1.36%, tech poob -1.27%, thiab cov neeg siv khoom txiav txim siab poob -0.78%. Cov khoom ua tau zoo tshaj plaws yog cov khoom siv hauv tsev, tsev noj mov, thiab cov hlau muaj txiaj ntsig. Lub caij no, lub tshuab thev naus laus zis huv si yog ib qho kev ua haujlwm tsis zoo tshaj plaws raws li lub tsheb hluav taws xob, lub hnub ci zog, thiab cov khoom lag luam cua feem ntau poob rau hnub. Northbound Stock Connect ntim tau teeb raws li cov tub ua lag luam txawv teb chaws muag - $ 501 lab tus nqi ntawm Mainland Tshuag hnub no. Cov nyiaj tau txais txiaj ntsig tau sib sau ua ke, CNY tau tiaj tus piv rau US duas, thiab tooj liab tau nce +1.49%.

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

• CNY / USD 6.75 piv rau 6.75 Hnub Friday
• CNY / EUR 6.91 tiv tiag 6.90 Hnub Friday
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.16% piv rau 1.18% rau hnub Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.78% piv rau 2.79% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 3.04% tiv thaiv 3.05% Hnub Friday
• Tus Nqi Tooj Liab + 1.49% dhau ib hmo