Tencent's Q1 Nco Lub Mark, Dr. Kissinger Talk Notes

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias tau ua raws li Asmeskas cov khoom lag luam siab dua ntawm lub teeb ntim raws li Tuam Tshoj thiab Is Nrias teb tshaj tawm kev poob qis.

Hong Kong cov khoom lag luam hauv internet tau tawm txawm tias tau txais txiaj ntsig zoo los ntawm JD.com nag hmo thiab Tus Lwm Thawj Coj Liu He tau tuaj koom ntawm CPPCC lub rooj sib tham nrog cov tuam txhab hauv internet. JD's Q2 kev pom zoo vim Shanghai qhov kev kaw cia yuav hnyav rau kev xav.

Cov xov xwm hauv tebchaws tau sau tseg tias yav tsaus ntuj no Premier Li rov hais dua kev txhawb nqa rau "kev lag luam platform" thiab cov npe txawv teb chaws zoo ib yam li peb tau hnov ​​​​los ntawm CPPCC. Volumes tau teeb thaum hmo ntuj thaum cov tub ua lag luam tos Tencent's post-Hong Kong cov nyiaj tau los ze tshaj tawm tau tham hauv qab no.

Cov khoom vaj khoom tsev hauv Mainland tau tawm ntawm tus lej muag muag. Candidly, nws yog hmo ntuj kaj nyob rau hauv cov nqe lus ntawm ob qho tib si xov xwm thiab ntim raws li cov tub ua lag luam zoo li tau tsom mus rau kev siv cov kev ntsuas kev txhawb nqa nyiaj txiag thiab Tuam Tshoj txoj cai covid. Muaj ib daim ntawv tshaj tawm txog lub caij nplooj zeeg ntawm cov ntawv txais nyiaj se vim yog cov qhab nia se los txhawb kev lag luam hauv ib qho kev txhawb nqa.

Nag hmo, kuv cov npoj yaig Henry thiab kuv tau muaj sijhawm los hnov ​​​​Dr. Henry Kissinger hais lus hauv video ntawm ib qho kev tshwm sim tom qab los ntawm kev sib tham ntawm pawg thawj coj saib uas kuv tau koom nrog. Nws zoo kawg nkaus uas Dr. Kissinger yuav muaj 99 xyoo tom ntej thiab tseem tuaj yeem muab kev nkag siab zoo. . Dr. Kissinger pom Tuam Tshoj txav deb ntawm nws "tsis muaj kev txwv" kev koom tes nrog Russia cov lus vim yog sab hnub poob qhov kev rau txim rau Russia tom qab ntxeem tau. Russia thiab Putin xav tias qhov yooj yim yeej hauv Ukraine uas tsis tau tshwm sim vim yog kev ua yeeb yam ntawm cov neeg Ukrainian. Nws tau hais tias Tuam Tshoj yuav tsis tso cai rau Tebchaws Europe vim muaj kev lag luam loj ntawm ob cheeb tsam. Dr. Kissinger kuj tau hais txog nws qhov kev poob siab ntawm qhov tsis muaj kev sib tham txuas ntxiv ntawm Asmeskas thiab Tuam Tshoj, uas nws xav tias muaj teeb meem rau kev daws qhov sib txawv.

Tencent's Q1 cov nyiaj tau los tsis nco qab cov kws tshuaj ntsuam kev cia siab thoob plaws hauv pawg thawj coj vim tias cov nyiaj tau los nyob hauv ib xyoos (YoY) ntawm RMB 135.5B txawm tias qis dua qhov kev cia siab ntawm RMB 141.06B. Cov txiaj ntsig tau poob qis rau RMB 23.7B los ntawm Q1 2021's RMB 47.8B uas yog qhov poob ntawm -51% YoY thaum diluted EPS tsis kam -23% rau RMB 262 los ntawm RMB 3.41 YoY. Ntxiv nrog rau kev nce nqi dav dav / kev tswj hwm nce los ntawm Q1 2021's RMB 18.967 rau RMB 26.669B, cov nyiaj tau los tshaj tawm hauv online tau poob qis -18% YoY rau RMB 18B los ntawm Q1 2021's RMB 21.8B.

Cov neeg tshaj tawm hu xov tooj rov qab lawv cov peev nyiaj vim qhov kev thov poob qis vim yog covid kaw. Kev ua si, uas yog suav nrog hauv Suav teb thiab thoob ntiaj teb, nce me ntsis los ntawm Q1 2021's RMB 72.4B rau RMB 72.7B. Fintech cov nyiaj tau los tau nce los ntawm +10% YoY rau RMB42.8B los ntawm RMB 39B, hauv ib qho kev kos npe lub tuam txhab tau taug kev cov cai nplua. Ib qho tseem ceeb yog RMB 188.8 billion tus nqi ntawm cov nyiaj ntsuab ntawm cov ntawv. Lwm qhov zoo los ntawm kev hu xov tooj nyiaj tau los yog lub suab zoo ntawm kev tswj hwm ntawm kev tswj hwm kev ua si thiab kev siv thev naus laus zis.

Lub Hang Seng thiab Hang Seng Tech diverged mus kaw +0.2% thiab -0.29%, feem, ntawm qhov ntim uas poob -9.23% los ntawm nag hmo, uas yog 78% ntawm 1-nruab nrab. Muaj 285 tus neeg nce qib thiab 189 tus neeg poob qis ib hmos. Hong Kong luv muag ntim tau nce me ntsis los ntawm +0.47%, uas yog 95% ntawm 1-xyoo nruab nrab. Loj-cap thiab loj hlob yam tseem ceeb tshaj tus nqi txawm hais tias nthuav cov nyiaj faib ua tau zoo. Cov khoom lag luam tau txais txiaj ntsig zoo tshaj plaws yog cov khoom siv hluav taws xob +3.99%, vaj tsev +1.49% thiab kev lag luam +0.66% thaum lub lag luam poob qis yog kev sib txuas lus -0.56%, kev kho mob -0.2% thiab kev txiav txim siab -0.03%.

Hong Kong cov khoom lag luam hauv internet tau ua lag luam loj tshaj plaws nrog Tencent -0.76% uas yog qhov muag me me ntawm Southbound Stock Connect, Meituan -0.98% uas yog qhov me me yuav ntawm Southbound Stock Connect, Alibaba HK -0.61% thiab JD.com HK -1.12%. Cov neeg ua lag luam hauv av yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam ntawm Southbound Stock Connect.

Shanghai, Shenzhen, thiab STAR Board diverged mus kaw -0.25%, +0.08%, thiab +0.36%, feem, ntawm ntim uas poob -2.36% los ntawm nag hmo, uas yog 71% ntawm 1-xyoo nruab nrab. Muaj 3,131 cov khoom lag luam nce qib thiab 1,231 cov khoom poob qis. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo thaum lub kaus mom me me dua lub kaus mom lage. Tsuas yog cov haujlwm zoo hauv US $ s yog tech +0.82% thiab cov khoom siv hluav taws xob +0.3% thaum lub zog -1.56%, vaj tse -1.16% thiab kev sib txuas lus -1%. Hnub ci thiab cua sub-sectors outperformed thaum thee mining poob. Cov tub ua lag luam txawv teb chaws muag - $ 337mm ntawm cov khoom lag luam hauv av loj ntawm Northbound Stock Connect. Cov nyiaj qiv nyiaj tau nce siab thaum CNY tsis kam -0.09% piv rau US $ thiab tooj liab tswj qhov nce me me ntawm +0.13%.

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

• CNY / USD 6.74 piv rau 6.73 nag hmo
• CNY / EUR 7.09 piv rau 7.09 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.82% piv rau 2.82% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.99% tiv tiag 3.00% nag hmo
• Tus Nqi Tooj Liab + 0.13% dhau ib hmo