Tencent Teem caij nkoj mus rau qee qhov Hiav Txwv Shares

Xov Xwm Tseem Ceeb

Asia equities tau ntau dua li Nyiv, Australia, Taiwan, thiab India outperformed. Lub Hang Seng thaws ib ncig ntawm chav tsev, tswj kev nce +0.06% raws li qhov ntim tau nce +69.1% los ntawm nag hmo, tab sis tsuas yog nyob ntawm 71% ntawm 1-xyoo nruab nrab. Nws yog qhov nthuav kom nco ntsoov tias cov ntim hauv cheeb tsam tau teeb pom kev zoo thaum cov tub ua lag luam rov qab los ntawm cov hnub so, uas ntxiv rau qhov tsis muaj zog.

Tencent tau tawm -0.84% ​​txawm hais tias tom qab kaw nws tau tshaj tawm lub tuam txhab yuav muag 14.5 lab shares, muaj nqis ~ $ 3.1 billion, ntawm Asian gaming thiab e-commerce tuam txhab Hiav txwv. Tencent tseem yuav muaj 18.7% ntawm Hiav Txwv tom qab muag thiab pom zoo tsis muag ntau tshaj tawm rau lwm lub hlis. Lwm tus tswv cuab-tus phooj ywg txav los ntawm Tencent? Muaj peev xwm, raws li cov nyiaj tau los tuaj yeem muab nyiaj rov qab los yog muab faib ua nyiaj ntsuab. Kom meej meej, lub tuam txhab xav kom nws cov khoom lag luam mus tom qab tshaj tawm tias nws yuav tig tawm nws txoj haujlwm JD.com rau cov tswv lag luam tom qab xyoo no. 

Alibaba tau tshaj tawm tias yuav muag nws cov ceg txheem ntseeg Weibo. Hong Kong cov khoom lag luam hauv internet tau txais txiaj ntsig tshwj xeeb tshwj tsis yog Alibaba HK, uas tau nce +1.65%, ntawm "xov xwm" tias cov npe txawv teb chaws ntawm cov tuam txhab nrog ntau dua 1 lab cov neeg siv yuav xav tau kev tshuaj xyuas cybersecurity. Kuv siv cov lus hais huab cua vim qhov no tau tshaj tawm thawj zaug rov qab rau lub Xya Hli thiab rov hais dua ob peb lub lis piam dhau los. 

Cov xov xwm sab hnub poob tau qw txog Evergrande yuav tsum rhuav tshem qee lub tsev txawm hais tias nws cov khoom lag luam Hong Kong rov qhib rau kev lag luam thiab tau nce +1.26%. Txawm li cas los xij, cov tswv lag luam nyiaj daus las tsis muaj hmoo zoo li Evergrande lub Plaub Hlis 2022 thiab Lub Rau Hli 2025 cov ntawv cog lus ntaus 52-lub lis piam qis.

Caixin Manufacturing PMI nyeem rau lub Kaum Ob Hlis yog 50.9 piv rau qhov kev cia siab ntawm 50 thiab Kaum Ib Hlis 49.9. Kev siv zog los tuav cov nqi khoom lag luam siab cuam tshuam rau kev nce nqi tshwm sim ua haujlwm raws li Dr. Wang Zhe ntawm Caixin Insight Group tau sau tseg tias "Inflationary pressure eased as the cost up of a slower clip….Nqe of some raw material such as steel descended considerably as tsoom fwv ntsuas. los xyuas kom meej cov khoom siv thiab ruaj khov tus nqi coj los siv. Cov nqi tso tawm tau poob thawj zaug txij li lub Plaub Hlis 2020… ”. Tej zaum kev nce nqi yog qhov hloov pauv! 

Kev ua haujlwm raug kaw, uas yuav ua rau muaj kev nyiam ntawm cov neeg tsim cai raws li txoj haujlwm #1 yog kev ruaj ntseg thaum txoj haujlwm #2 yog kev ua haujlwm. Muaj qee qhov kev tshaj xov xwm thiab kev tshaj tawm xov xwm uas PBOC tau tshem tawm cov nyiaj tau los ntawm cov nyiaj txiag txawm tias qhov no tsuas yog tom qab txhawb nqa cov nyiaj tau los rau xyoo kawg. Tus mob Coronavirus tshwm sim thoob plaws ob peb lub nroog Suav hnyav rau qhov kev xav raws li Tuam Tshoj txoj kev mus ncig rau Xyoo Tshiab yuav zoo li yuav raug txo kom tsawg xyoo no.

Ntau tus brokers tau sau tseg ntau dua US cov paj laum raws li lub zog rau US duas kom nce txawm tias lub taub hau rau cov khoom lag luam thoob ntiaj teb yog qhov tseem ceeb hauv kev lag luam muag muag. Hong Kong thiab Tuam Tshoj tus nqi lag luam / cov khoom lag luam tau ua tiav raws li kev kho mob tau raug tshem tawm raws li Suav cov tshuaj tsoos suav ua tau zoo dua ntawm tus nqi ntawm biotech thiab cov cuab yeej tsim khoom. Cov thev naus laus zis huv si tau tawm nrog EV, lithium, hnub ci, thiab cua tsis ua haujlwm raws li cov nyiaj pab cuam raug txo qis los ntawm 30% thaum rub tag nrho los ntawm lub xyoo xaus. 

Shanghai eased -0.2%, Shenzhen poob -0.1%, thiab STAR Board poob -2.37% raws li lub kaus mom loj tshaj qhov ua tau zoo me me thiab tus nqi qis dua kev loj hlob. Cov ntim tau nce 20% los ntawm hnub ua lag luam kawg ntawm 2021, uas tsuas yog siab dua qhov nruab nrab 1 xyoo. Cov tub ua lag luam txawv teb chaws tau yuav $ 72mm ntawm Mainland cov khoom lag luam hauv cov khoom nruab nrab ntawm Northbound Stock Connect. CNY depreciated -0.32% piv rau US duas li cov txiaj eased rau 6.38. Bonds tau tiaj tus thaum tooj liab tsis kov.

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

• CNY / USD 6.38 piv rau 6.35 nag hmo
• CNY / EUR 7.19 piv rau 7.19 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.79% piv rau 2.78% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.08% tiv tiag 3.08% nag hmo
• Tus Nqi Tooj Liab -0.46%