Tencent's Q3 Loj heev thaum muab Meituan Shares rau cov tswv cuab

Xov Xwm Tseem Ceeb

Kev lag luam kev ncaj ncees Asian tau tshaj tawm qhov poob me me tshwj tsis yog Is Nrias teb uas tswj hwm qhov nce me me.

Asia duas tau tshaj tawm qhov poob ntawm -0.23% piv rau US duas tsoo plaub-hnub yeej streak. Hong Kong thiab Tuam Tshoj tau tawm ntawm kev tau txais txiaj ntsig tom qab tsis ntev los no tau nce siab dua nrog cov vaj tsev tsis zoo vim tias ob lub tuam txhab tau tshaj tawm cov peev txheej ntau dua tom qab lawv cov khoom lag luam dhia ntawm PBOC txoj cai txhawb nqa tsis ntev los no. Hong Kong cov khoom lag luam hauv internet feem ntau siab dua ntawm cov lus ceeb toom ntawm kev txhawb nqa txuas ntxiv rau kev lag luam nrog Hong Kong cov lag luam hnyav tshaj Tencent +2.22%, Alibaba HK -0.13%, thiab Meituan -2.46%. Tencent Music Kev Lom Zem (TME US, 1689 HK) dhia +29% hauv Hong Kong trading post nag hmo cov txiaj ntsig nyiaj txiag. Kev sib raug zoo ntawm Asmeskas-Tuam Tshoj tau ua ib kauj ruam tom ntej nrog US Treasury's Janet Yellen ntsib nrog PBOC lub taub hau Yi Gang hauv Bali thaum Asmeskas cov lag luam suav nrog Exxon Mobil, Cargill, thiab Boeing tau ntsib nrog National Development thiab Reform Commission hauv Suav teb.

Dynamic xoom-COVID txoj cai tau tuav txog li 1,568 tus neeg mob tshiab tau tshaj tawm nrog rau 18,491 tus neeg mob asymptomatic. Walvax Biotechnology (300142 CH) dhia +3.08% ntawm kev tshaj tawm nws cov tshuaj tiv thaiv mRNA nkag rau tib neeg kev sim hauv Suav teb thaum Indonesia pom zoo siv. Tencent tau tshaj tawm Q3 cov txiaj ntsig tom qab Hong Kong kaw nrog cov nyiaj tau los me ntsis (RMB 140B piv rau kwv yees RMB 141B) txawm tias hloov kho cov nyiaj tau los thiab kho EPS ob leeg yeej. Kev saib xyuas ntau yuav raug muab rau lub xyoo dhau ib xyoo poob txawm tias cov khoom txhim kho los ntawm Q2 txog Q3 yog li cia siab tias lub zog yuav nqa mus rau Q4. Tencent tshaj tawm tias nws yuav muab 958 lab Meituan shares rau cov tswv lag luam raws li cov nyiaj faib tshwj xeeb (1 Meituan share rau txhua 10 Tencent shares). Tencent tus tswv Prosus yuav yog daim ntawv txais nyiaj loj ntawm cov khoom lag luam uas ua rau muaj lus nug txog dab tsi Prosus thiab lwm tus tub ua lag luam ua nrog lawv cov Meituan shares. Cov thawj coj Passive yog qhov tsim nyog los muag cov khoom tshwj tsis yog cov chaw muab kev lag luam nthuav dav Meituan qhov hnyav hauv qhov ntsuas. Qhov kev tsis paub tseeb no tuaj yeem hnyav rau Meituan cov khoom lag luam hauv lub sijhawm luv luv. Alibaba thiab NetEase yog nyob rau hauv lawj rau cov nyiaj tau los tom Hong Kong kaw tag kis tom qab JD.com hnub Friday. Hong Kong luv ntim tau lub teeb txawm tias JD.com qhov kev hloov pauv txhua hnub yog 27% luv luv.

Hang Seng thiab Hang Seng Tech Index tau tawm -0.47% thiab -0.23% ntawm ntim -15.5% los ntawm nag hmo uas yog 140% ntawm 1-xyoo nruab nrab. 174 cov khoom lag luam tau nce siab thaum 319 cov khoom lag luam poob qis. Main Board luv turnover poob -16.16% los ntawm nag hmo uas yog 122% ntawm 1-xyoo nruab nrab li 15% ntawm tag nrho cov turnover yog luv luv turnover. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li lub kaus mom loj tshaj lub kaus mom me me. Cov khoom lag luam saum toj kawg nkaus yog kev sib txuas lus tau nce +1.97%, kev siv hluav taws xob nce +1.11%, thiab lub zog kaw siab dua +0.47% thaum vaj tse poob -5.39%, tech kaw qis -2.13% thiab kev lag luam ua tiav qis -1.43%. Sab saum toj sub-sectors yog xov xwm coj los ntawm Tencent Media Kev Lom Zem +29%, khoom noj, thiab khoom siv kho mob thaum pib, vaj tse, thiab khoom siv kho mob yog qhov phem tshaj. Southbound Stock Connect ntim tau nce / 2X qhov nruab nrab 1-xyoos raws li Mainland cov tub ua lag luam tau yuav $ 554 lab ntawm Hong Kong cov khoom lag luam nrog Tencent muaj me me / nruab nrab (nruab nrab tsis tshua muaj) net muas, Kuiashou me muag muag, thiab Meituan muag muag muag.

Shanghai, Shenzhen, thiab STAR Board tau tawm -0.45%, -0.78%, thiab -1.48% feem ntawm ntim -10.96% los ntawm nag hmo uas yog 97% ntawm 1-xyoo nruab nrab. 1,890 cov khoom lag luam nce siab thaum cov khoom lag luam poob qis. Cov txiaj ntsig muaj txiaj ntsig tau nthuav tawm cov txiaj ntsig kev loj hlob thaum lub kaus mom loj me ntsis dhau lub kaus mom me me. Lub zog thiab kev sib txuas lus tsuas yog qhov zoo tshaj plaws thaum vaj tse poob -3.54%, tech nqis -1.93%, thiab cov ntaub ntawv kaw qis -1.91%. Sab saum toj sub-sectors yog marine / shipping, roj, thiab kev kawm thaum hluav taws xob daim phiaj hluav taws xob, tshuaj, thiab brokers yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws yuav + $ 140 lab ntawm Mainland cov khoom lag luam nrog Kweichow Moutai ib qho me me yuav thiab Longi muag me me. Cov nyiaj khaws cia nyiaj txiag tau tiaj tus, CNY tau tawm -0.58% piv rau US duas kaw ntawm 7.08, thiab tooj liab poob -0.28%.

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Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 7.08 piv rau 7.04 nag hmo
• CNY rau EUR 7.37 piv rau 7.33 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.81% piv rau 2.81% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.98% tiv tiag 2.96% nag hmo
• Tus Nqi Tooj Kub -0.28% dhau ib hmo