Ncig Teb Chaws Ua Si Fly Ntawm Hong Kong & Macau Rov qhib dua, PBOC Pumps Nres Ntawm CNY Depreciation

Xov Xwm Tseem Ceeb

Asian equities tau tawm nrog qhov tseem ceeb ntawm kev loj hlob cov khoom lag luam tshwj tsis yog Hong Kong, raws li cov khoom lag luam hauv internet tau ua tiav. Hong Kong thaum kawg pom qee qhov txiaj ntsig zoo raws li cov tub ua lag luam tau txhawb nqa kev tshem tawm kev tawm mus ncig ua si, thaum Macau twv txiaj yuam pov cov khoom lag luam tau ua tiav zoo li kev twv txiaj / chaw ncig ua si mus rau rov qhib dua.

Macau gaming stocks, Hong Kong cov cuab yeej cuab tam, thiab kev tuav pov hwm loj AIA tsis suav tias yog cov tuam txhab Suav vim lawv qhov chaw nyob hauv Hong Kong, uas muab lawv tso rau hauv kev lag luam kev lag luam es tsis yog kev lag luam tawm tshiab. Trip.com tau nce +5.32% ntawm cov xov xwm raws li lub tuam txhab tau tshaj tawm cov kev tawm tsam loj heev los ntawm Hong Kong mus rau cov neeg ncig tebchaws Esxias.

Tom qab kaw, nws tau rov hais dua tias Tuam Tshoj lub tsheb hluav taws xob (EV) kev muag khoom se zam txuas ntxiv yuav txuas ntxiv mus txog xyoo 2023. Xpeng HK (XPEV US, 9868 HK) dhia +8.74% raws li nws cov CEO thiab tus tsim yuav 2.2 lab shares rau $ 30 lab. Cov ntaub ntawv qhia ua ntej qhia tias Tuam Tshoj lub Cuaj Hlis EV muag khoom tuaj yeem nce ntau dua 70% xyoo dhau los. Li Auto HK (LI US, 2015 HK) tau nce +4.2%, txawm li cas los xij, tom qab kaw, tus kws tsim hluav taws xob txiav nws lub hom phiaj muag Q3 ntawm cov khoom tsis txaus.

Lub Hang Seng Tech tau nce +1.61% piv rau Hang Seng Index poob ntawm -0.44%, raws li Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent, uas tau nce +2.98%, Alibaba HK, uas tau nce +0.38%, thiab Meituan, uas tau nce +4.49% raws li JD.com HK tau nce +2.44%, ua rau E-Commerce loj heev 11th feem ntau hnyav ua lag luam Tshuag thaum hmo ntuj. Kev npog luv luv yog qhov tseem ceeb txawm tias luv luv nias lawv cov thawj koom ruam dua, sawv cev 24% ntawm Tencent lub ntim, 33% ntawm Meituan lub ntim, 21% ntawm Alibaba lub ntim, thiab 33% ntawm JD.com lub ntim. Lub caij no, Bloomberg tau tshaj tawm tias ze li 45% ntawm Bilibili US ADR ntim tsis txaus yog luv.

Tuam Tshoj Mainland tau tawm txawm tias STAR Board tuaj yeem tswj hwm qhov nce me me. Kev mus ncig ua si thiab cov neeg siv khoom ua si tau zoo dua li peb nyob ze Tuam Tshoj lub lis piam so rau lub lim tiam tom ntej.

Lub Tuam Txhab Tuam Txhab Tuam Txhab Tuam Txhab (PBOC), Tuam Tshoj lub tuam txhab nyiaj hauv nruab nrab, tau tsa qhov kev xav tau ntawm CNY kev lag luam hauv kev txav mus rau stem lub renminbi swb piv rau US duas. 7.20 tau pom tias yog qib tseem ceeb rau PBOC. Cov tub ua lag luam txawv teb chaws tau yuav $ 597 lab tus nqi ntawm Mainland Tshuag hnub no ntawm Northbound Stock Connect.

Yog lawm, Kuv pom lub asthiv Tuam Tshoj coup lus xaiv uas thawj zaug tshwm sim rau hnub Friday thaum lub sijhawm ua lag luam hauv Asmeskas. Kuv tsis tau hais rau hnub Friday vim kuv pom cov lus xaiv tsis zoo. Hloov chaw, peb ntseeg tias cov lus xaiv hais txog lub xeev xov xwm rau Tuam Tshoj thiab ua pov thawj peb cov ntaub ntawv-tsav mus kom ze ntawm ChinaLastNight.com.

Phab ntsa Street Journal muaj ib tsab xov xwm zoo heev ntawm lub tswv yim ntawm cov muag luv luv txog kev ua liaj ua teb av ua si Farmland Partners. Nws yog qhov tsim nyog nyeem.

Yog tias koj yog tus ntaus golf thiab tus kiv cua kis las, kuv nyuam qhuav ua tiav Mark Frost phau ntawv zoo Kev sib tw. Kuv xav kom nws!

Lub Hang Seng thiab Hang Seng Tech indexes diverged mus kaw -0.44% thiab +1.61%, feem, ntawm qhov ntim uas tau nce +29.13% txij hnub Friday, uas yog 83% ntawm 1-xyoo nruab nrab. 167 cov khoom lag luam tau nce siab, thaum 326 tsis kam. Main Board luv turnover nce +28% txij hnub Friday, uas yog 94% ntawm 1-xyoo nruab nrab li 19% ntawm tag nrho trading yog luv luv trading. Kev loj hlob thiab tus nqi tseem ceeb yog ob qho tib si tawm hnub no raws li lub kaus mom loj tsis ua haujlwm me me. Cov haujlwm ua tau zoo tshaj plaws yog kev sib txuas lus, uas tau nce +2.27%, kev txiav txim siab, uas tau nce +1.83%, thiab kev noj qab haus huv, uas tau nce +1.78%. Lub caij no, cov ntaub ntawv poob -3.91%, lub zog poob -3.68%, thiab kev lag luam poob -2.85%. Cov haujlwm ua haujlwm tau zoo tshaj plaws suav nrog Macau twv txiaj yuam pov cov khoom lag luam, kev kawm online, thiab cov khoom lag luam ntsig txog kev mus ncig, thaum cov mining, cov hlau muaj txiaj ntsig, thiab cov khoom lag luam roj thiab roj yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo li cov neeg lag luam hauv av muag - $ 16 lab tus nqi ntawm Hong Kong cov khoom lag luam niaj hnub no raws li Wuxi Biologics yog qhov me me yuav, Tencent, Kuaishou, Meituan, thiab Li Auto kuj tseem me me heev yuav khoom, thaum Sands Tuam Tshoj yog me me. net muag.

Shanghai, Shenzhen, thiab STAR Board kuj sib txawv kom kaw -1.2%, -0.75%, thiab +0.09% ntawm ntim uas tau nce +0.16% txij hnub Friday, uas yog 67% ntawm 1-xyoo nruab nrab. 969 cov khoom lag luam nce siab thaum 3,659 cov khoom lag luam poob qis. Kev loj hlob yam tseem ceeb tshaj qhov muaj nuj nqis niaj hnub no raws li lub kaus mom loj tshaj lub kaus mom me me. Kev txiav txim siab thiab staples tsuas yog cov haujlwm zoo, nce +0.99% thiab +0.3%, raws li, thaum lub zog poob -3.76%, nyiaj txiag poob -2.44% thiab cov khoom poob -2.43%. Cov haujlwm ua tau zoo tshaj plaws suav nrog hnub ci thiab cov khoom lag luam ntsig txog kev mus ncig xws li airlines thiab khw noj mov. Northbound Stock Connect ntim tau nruab nrab / lub teeb raws li cov tub ua lag luam txawv teb chaws tau yuav ib qho $ 597 lab tus nqi ntawm Mainland stocks hnub no. Cov nyiaj qiv nyiaj tau muag tawm hnub no raws li CNY poob -0.47% piv rau US duas rau 7.15 CNY / USD thaum tooj liab raug ntaus -2.32%.

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

  • CNY / USD 7.15 piv rau 7.13 nag hmo
  • CNY / EUR 6.91 piv rau 6.93 nag hmo
  • Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.13% tiv tiag 1.03% nag hmo
  • Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.72% piv rau 2.68% nag hmo
  • Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.85% tiv tiag 2.83% nag hmo
  • Tus Nqi Tooj Kub -2.32% dhau ib hmo

Tau qhov twg los: https://www.forbes.com/sites/brendanahern/2022/09/26/travel-plays-fly-on-hong-kong-macau-reopening-pboc-pumps-brakes-on-cny-depreciation/