SVB Kev Tiv Thaiv Kev Nyab Xeeb Kev ntshai mus thoob ntiaj teb

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau txwv tsis pub nag hmo qhov kev txaus siab los ntawm Tuam Tshoj txoj cai zoo tom qab National People's Congress raws li SVB qhov kev sib tsoo tau ua rau cov neeg ua lag luam Esxias txoj kev xav ntawm kev ntshai nyiaj txiag.

Kuv tsis tuaj yeem nco qab ib hnub nrog qhov tsis zoo ua ntej / poob qis piv nrog Nyij Pooj Topix tshaj tawm tsuas yog 66 tus neeg nce qib piv rau 2,082 tus neeg poob qis, Hang Seng Composite tiav nrog 73 tus neeg nce qib piv rau 439 decliners, Kaus Lim Qab Teb Kospi muaj 37 tus nce qib piv rau 769 decliners nrog Thaib teb, thiab Thaib teb. nce qib piv rau 295 decliners. Hong Kong tau tawm deb ntau dua li Tuam Tshoj Mainland raws li cov tub ua lag luam txawv teb chaws tau ua lawv qhov kev xav tsis thoob thaum Mainland cov tub ua lag luam tsis tshua muaj kev txhawj xeeb. Asia Dollar Index thiab Tuam Tshoj tus renminbi CNY poob -1,664% thiab -0.29%.

Teb Chaws Asmeskas thiab UK muag Australia cov tub rog nuclear rau $ 245 nphom tsis tshwm sim txawm hais tias qhov tseeb ntawm thaj av muaj kev loj hlob nuclear. Muaj qhov zoo ntawm kev ua nom ua tswv pem hauv ntej raws li Thawj Tswj Hwm Biden xav tias yuav hais lus rau Thawj Tswj Hwm Xi. Suav Tus Thawj Fwm Tsav Tebchaws Suav Tebchaws Suav Wang Wenbin tau hais tias, "Tuam Tshoj thiab Asmeskas yuav tsum muaj kev sib txuas lus tsim nyog" thiab Tuam Tshoj rov muab cov vixaj uas tau tshaj tawm ua ntej-covid uas tshem tawm cov teeb meem rau cov neeg txawv tebchaws tuaj xyuas Suav. Rau Tuam Tshoj kom rov qhib dua tiag tiag xav kom cov tuam txhab sab hnub poob rov tsim kho lub dav hlau mus / los ntawm Tuam Tshoj uas tsis tau tshwm sim, ua rau kev mus ncig los ntawm Tebchaws Europe thiab Asmeskas cov ntug dej hiav txwv sab hnub tuaj nyuaj.

Ntau cov ntaub ntawv nyiaj txiag hauv Suav teb yuav tshaj tawm tom qab hnub no. Tsis muaj qhov zoo tshaj plaws hauv kev pheej hmoo tawm hnub nrog tag nrho Hong Kong sectors tsis zoo vim Hong Kong qhov kev lag luam hnyav tshaj plaws yog Tencent -0.93%, Alibaba HK -3.9%, AIA -4.38%, Meituan -2.79%, thiab HSBC -4.71%. Cov neeg ua lag luam hauv tebchaws tau yuav qhov poob hnub no nrog $ 623 lab ntawm kev yuav khoom nrog Tencent qhov kev yuav khoom muaj zog. Semis yog qhov tsis tshua muaj qhov ci ntsa iab raws li Mainland's STAR Board tau nce +1.45% raws li Tuam Tshoj yuav tig mus rau cov tuam txhab lag luam hauv tsev vim yog Western curbs. Shanghai thiab Shenzhen tau tawm -0.72% thiab -0.98% raws li cov tub ua lag luam txawv teb chaws yog qhov me me yuav + $ 109 lab ntawm Northbound Stock Connect. Cov tsheb tsis muaj zog hauv Hong Kong thiab Tuam Tshoj raws li Geely Auto (175 HK) -3.99% tshaj tawm cov luv nqi zoo ib yam li kev txav los ntawm cov neeg sib tw.

Kuv stumbled ntawm qhov nthuav cov ntaub ntawv taw qhia ntawm kuv Bloomberg davhlau ya nyob twg nag hmo. Ntawm no yog qhov tshwm sim ntawm kev lag luam poob los ntawm lub teb chaws: US 60%, UK 75%, Lub teb chaws Yelemees 60%, Fabkis 70%, Tuam Tshoj 15% thiab Nyiv 20%. Nco ntsoov 60% ntawm MSCI Txhua Lub Tebchaws Ntiaj Teb Index yog Asmeskas cov khoom lag luam thaum Tuam Tshoj yog 3.5% ntawm 2/28/2023. Xav tias cov tub ua lag luam raug faib kom raug? kuv thiab.

Hang Seng thiab Hang Seng Tech poob -2.27% thiab -2.59% ntawm ntim -9.84% los ntawm nag hmo uas yog 105% ntawm 1-xyoo nruab nrab. 73 cov khoom lag luam nce siab thaum 439 cov khoom lag luam poob qis. Main Board luv turnover poob -15.6% los ntawm nag hmo uas yog 97% ntawm 1-xyoo nruab nrab li 16% ntawm turnover yog luv turnover. Kev loj hlob thiab tus nqi tseem ceeb yog ob qho tib si tawm raws li cov kaus mom me me "ua tau zoo dua" cov kaus mom loj. Tag nrho cov kev lag luam tau poob qis nrog kev kho mob tawm -0.06%, thaum tech tiav -3.26%, kev txiav txim siab poob -3.19%, thiab cov khoom siv hluav taws xob kaw qis -2.83%. Semis tsuas yog qhov zoo sub-sector li kev tuav pov hwm, kev kho vajtse / khoom siv, thiab khoom noj / staples yog qhov phem tshaj. Northbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam hauv av tau yuav $ 623 lab ntawm Hong Kong cov khoom lag luam nrog Tencent kev yuav khoom thiab Meituan me me muag.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw -0.72%, -0.98%, thiab +1.45% feem ntawm ntim +10.98% los ntawm nag hmo uas yog 104% ntawm 1-xyoo nruab nrab. 874 cov khoom lag luam nce siab thaum 3,864 cov khoom lag luam poob qis. Kev loj hlob outperformed tus nqi raws li me me caps "outperformed" loj caps. Cov khoom lag luam saum toj kawg nkaus tau txais txiaj ntsig tau nce +0.71%, thev naus laus zis kaw siab dua +0.27%, thiab staples tiav +0.05% thaum lub zog poob -1.98%, kev lag luam kaw qis -1.12%, thiab nyiaj txiag poob -0.86%. Sab saum toj sub-sectors yog kev ua liaj ua teb, semis, thiab telecom thaum kev lag luam marine, cov khoom siv hluav taws xob, thiab kev pov hwm yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 109 lab ntawm Mainland stocks. CNY poob -0.5% piv rau US duas kom kaw ntawm 6.88, Cov Nyiaj Txiag Nyiaj Txiag rallied thaum Shanghai tooj liab poob -1.01%, thiab hlau tau nce +0.48%.

Yav Tom Ntej Webinar

Koom nrog peb hnub Thursday, Lub Peb Hlis 23rd thaum 11 teev sawv ntxov EST rau peb qhov webinar:

Managed Futures - Ib Txoj Kev Ua Raws li Rhiav

Nyem no mus sau npe

Tuam Tshoj Lub Nroog Mobility Tracker

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.88 piv rau 6.85 nag hmo
• CNY rau EUR 7.37 piv rau 7.34 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.86% piv rau 2.87% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.06% tiv tiag 3.06% nag hmo
• Tus Nqi Tooj Kub -1.01% dhau ib hmo
• Steel Nqe +0.48% thaum hmo ntuj