Cov lus xaiv tias SoftBank Yuav Muag Alibaba ceg txheem ntseeg hnyav ntawm Tuam Tshoj Is Taws Nem

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias tau sib xyaw ua ke thaum hmo ntuj raws li Tuam Tshoj, Singapore, thiab Indonesia ua tau zoo dua thaum Is Nrias teb thiab Philippines ua tsis tau zoo.

Citi tus kws tshuaj ntsuam xyuas hauv is taws nem tau tshaj tawm tias Alibaba qhov kev tso npe ntawm 1 billion tshiab rau hnub Friday yog vim SoftBank, uas tshaj tawm cov nyiaj tau los tag kis, npaj muag cov khoom. Alibaba HK poob -4.49% ntawm "xov xwm" raws li SoftBank yog ib qho thaum ntxov thiab tseem yog tus tswv cuab tseem ceeb. Kuv ntseeg tias qhov kev tso npe ntawm kev sib koom tuaj yeem yog vim ADR hloov dua siab tshiab. Raws li ntau tus neeg ua lag luam hloov pauv los ntawm Asmeskas cov shares mus rau Hong Kong shares, lub tuam txhab yuav tsum tau hloov cov shares los ntawm Cayman tuav lub koom haum rau Hong Kong shares. Qhov ntawd tsuas yog kev kwv yees ntawm kuv feem, txawm hais tias kuv tab tom nug kuv tus kheej: vim li cas Softbank yuav muag ntawm qib no?

Alibaba hnyav rau Tuam Tshoj cov khoom lag luam hauv internet raws li Tencent poob -0.21% thiab Meituan poob -0.44% tom qab pom muag muag los ntawm Mainland cov tub ua lag luam txawm tias JD.com HK muaj hnub zoo, nce +2.6%. Hong Kong tswj hwm qhov nce me me raws li qhov ntim tau nce +7.34% txij hnub Friday, uas tsuas yog 78% ntawm 1-xyoo nruab nrab thaum qhov dav yog qhov tsim nyog raws li cov neeg nce qib tau nce zuj zus los ntawm 3 txog 2. Ib qho txiaj ntsig me ntsis tshwm sim thaum hmo ntuj raws li cov haujlwm sab saum toj suav nrog lub zog. , uas tau nce +2.66%, nyiaj txiag, uas tau nce +0.99%, thiab cov khoom tau nce +0.88%. Lub caij no, kev txiav txim siab poob -1.78%, staples tau nqis -1.74%, thiab tech nqis -1.28%.

Kev kho mob muaj hnub zoo raws li Wuxi Biologics tau nce +1.32% tom qab tshaj tawm cov txiaj ntsig nyiaj txiag muaj zog. Xyoo ntawm Tsov Rog pib nrog lub suab nrov rau lub lag luam Mainland raws li Shanghai tau nce +2.03%, Shenzhen tau nce +1.04%, thiab STAR Board tau nce +0.36% ntawm lub teeb ntim, uas tsuas yog 78% ntawm 1-xyoo nruab nrab. Breadth tau tsim nyog nyob rau hauv Mainland nrog rau cov neeg nce qib tshaj cov neeg poob qis los ntawm 3 txog 1.

Lub asthiv tso tawm ntawm Lub Ib Hlis Lub Caixin Services PMI yog me ntsis lub teeb lub hli dhau lub hli, txawm tias qhov kev tso tawm tsis tau saib raws li kev lag luam txav.

Zoo ib yam li Hong Kong, cov khoom lag luam muaj txiaj ntsig zoo dua hauv Tuam Tshoj Mainland raws li lub zog tau nce +5.1%, cov khoom tau nce +3.02%, nyiaj txiag tau nce +2.6%, thiab cov khoom siv hluav taws xob tau nce +2.6%. Nco ntsoov tias cov tub ua lag luam tshaj lij hauv Suav teb tau dhau los ua lag luam nrov. Ob peb lub npe txawv teb chaws tau ua lag luam hnyav tshaj plaws thiab hnyav heev hnub no raws li CATL poob -2.22%, Kweichow Moutai poob -1.01%, thiab Tianqi Lithium cratered -6.02%, txawm tias BYD dhia +7.76%. Cov tub ua lag luam txawv teb chaws tau yuav $ 872 lab tus nqi ntawm Mainland cov khoom lag luam niaj hnub no thaum Cov Nyiaj Txiag Nyiaj Txiag tau tawm, txiaj tau tiaj tus, thiab tooj liab tau nce siab.

Kuv qhov kev nyeem ntawv hnub so muaj ntau yam kev tshawb fawb sau los ntawm cov kws tshuaj ntsuam hauv Asia. Kuv tau pom qhov sib txawv nthuav dav hauv lawv qhov kev xav ntawm Asian equities, uas zoo li pheej yig piv rau lawv cov US sib npaug. 

Lub suab qw rau peb tus phab ej hauv nroog Julia Marino uas tau txais nyiaj rau lub asthiv no. Txoj kev mus Julia !!!

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

• CNY / USD 6.36 piv rau 6.36 ntawm 1/28
• CNY / EUR 7.28 piv rau 7.28 hnub Friday
• Tawm ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.55% piv rau 1.73% ntawm 1/30
• Tawm ntawm 10-Xyoo Tsoom Fwv Daim Ntawv Pov Thawj 2.73% piv rau 2.70% ntawm 1/30
• Tawm ntawm 10-Xyoo Tuam Txhab Txhim Kho Nyiaj Txiag Nyiaj Txiag 2.97% piv rau 2.97% ntawm 1/30
• Tus Nqi Tooj Liab + 0.48% dhau ib hmo