Teb Chaws Asmeskas Nyiaj Siv Hauv Nruab Nrab

Xov Xwm Tseem Ceeb

Cov khoom lag luam Esxias tau sib xyaw ua ke thaum hmo ntuj ntawm lub teeb ntim txawm tias muaj kev sib raug zoo hauv Asmeskas nag hmo nrog Hong Kong, Tuam Tshoj, Kaus Lim Qab Teb, thiab Taiwan tsis ua haujlwm.

Macro tau los ua theem nruab nrab vim tias US las muaj zog thaum hmo ntuj, nrog Asia duas index ntaus lwm 52-lub lim tiam qis raws li Tuam Tshoj tus onshore renminbi (CNY) poob $ 0.02/-0.37% rau 7.22. Tag kis no, Tuam Tshoj tus ntug dej hiav txwv renminbi (CNH), uas ua lag luam thaum hmo ntuj tsis zoo li CNY, tawm ze li ntawm $ 0.05 txog 7.27 uas yog qhov tsim nyog los ua lub hauv paus rau US-Tuam Tshoj ADRs nrog rau cov cuab tam muaj kev pheej hmoo dav. Tsawg heev ntawm micro sab raws li Party Congress txuas ntxiv hauv Beijing thaum Q3 cov nyiaj tau los lub caij nrawm nrawm.

Onshore Tuam Tshoj qhov kev tawm tsam tsis ntev los no tau ua pa thaum lub sijhawm Hang Seng sib sau ua ke nyob ib ncig ntawm 16,500 qib raws li cov khoom lag luam loj hlob tsis zoo. HK CEO John Lee cov lus hais tsis muaj dab tsi burger li kev txhawb siab rau cov neeg txawv teb chaws thiab tsev nyob tsis raug saib raws li cov khoom siv. Qee qhov kev sib tham txog cov kab mob covid tuaj tos hauv Suav teb raws li peb caug-ib lub xeev tau tshaj tawm tag nrho 204 tus neeg mob rau hnub Tuesday thaum HK tshaj tawm 5,124 tus neeg mob tshiab hmo ntuj. Foxconn tshaj tawm tias nws yuav nkag mus rau EV kev lag luam uas hnyav ntawm qhov chaw. Txaus siab tias ntau tus neeg tsim khoom hauv Suav teb tshaj tawm tshaj tawm tsoomfwv cov nyiaj pab txhawb nqa.

Hong Kong teev cov khoom lag luam hauv internet tsis muaj zog nrog rau kev lag luam dav. Hong Kong Lub Tuam Thawj Saib Xyuas Kev Muag Khoom luv luv tau poob qis -21% los ntawm nag hmo txawm tias nws tseem nce siab hauv cov npe ntawm tus kheej nrog Meituan muaj 29% ntawm ntim luv, Alibaba HK 21%, Tencent 9%, thiab JD.com HK 28%. Kev muag luv luv tau poob mus rau 19% ntawm Main Board tag nrho cov khoom lag luam. Lwm hnub ntawm Mainland cov tub ua lag luam yuav Hong Kong dip ntawm Southbound Tshuag Txuas mus rau lub suab ntawm $ 578 lab thaum cov neeg ua lag luam txawv teb chaws muag Mainland cov khoom lag luam rau lub suab ntawm - $ 830 lab.

Hang Seng thiab Hang Seng Tech poob -2.38% thiab -4.19% raws li qhov ntim -15.04% los ntawm nag hmo uas yog 68% ntawm 1-xyoo nruab nrab. 81 cov khoom lag luam nce siab thaum 405 tsis kam. Main Board luv muag ntim poob -21.04% los ntawm nag hmo uas yog 77% ntawm 1-xyoo nruab nrab li 19% ntawm Main Board trading yog luv hnub no. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li cov kaus mom me me tau tawm ntawm lub kaus mom loj. Txhua qhov kev lag luam tau poob qis hnub no nrog kev siv hluav taws xob thiab hluav taws xob qis -0.42% thiab -0.56% thaum ua tiav txawm tias qis dua yog kev txiav txim siab -4.72%, kev kho mob -4.04%, thiab kev sib txuas lus -3.92%. Nag hmo cov neeg ua yeeb yam tau zoo tshaj plaws yog cov neeg ua yeeb yam tsis zoo nrog cov khw muag khoom, software, qhov chaw pib, thiab cov chaw muag tshuaj / biotech tag nrho kaw. Southbound Stock Connect ntim tau nruab nrab / teeb raws li cov tub ua lag luam hauv Mainland tau yuav $ 578 lab ntawm Mainland stocks nrog Tencent ib qho nruab nrab / muaj zog yuav, Meituan ib qho nruab nrab net yuav, Wuxi Biologics thiab BYD me net yuav.

Shanghai, Shenzhen, thiab STAR Board poob -1.19%, -1.16%, thiab -1.09% ntawm ntim -4.23% los ntawm nag hmo uas yog 77% ntawm 1-xyoo nruab nrab. 1,125 cov khoom lag luam tau nce siab thaum 3,421 tsis kam. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw niaj hnub no raws li cov kaus mom me me tau tawm ntawm lub kaus mom loj. Lub zog tsuas yog qhov zoo tshaj plaws tau nce +0.06% thaum pom tau tias poob qis yog staples -3.56%, kev txiav txim siab -2.96%, thiab kev noj qab haus huv -2.42%. Sab saum toj sub-sectors yog marine / shipping, chaw nres nkoj, kev kawm, thiab thee thaum lub tsev noj mov, khoom siv hauv tsev, cawv, thiab roj yog qhov phem tshaj. Northbound Stock Connect ntim tau teeb / nruab nrab raws li cov tub ua lag luam txawv teb chaws muag - $ 830 lab ntawm Mainland stocks hnub no. Cov nyiaj qiv nyiaj tau nce siab, CNY tau tawm -0.34% piv rau US duas rau 7.22, thiab tooj liab tawm ntawm Wayne Gretzky -0.99%.

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

  • CNY rau USD 7.23 piv rau 7.20 nag hmo
  • CNY ib EUR 7.06 piv rau 7.08 nag hmo
  • Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.71% tiv thaiv 2.70% Nag hmo
  • Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.86% tiv tiag 2.86% Nag hmo
  • Tus Nqi Tooj Kub -0.99% dhau ib hmo

Tau qhov twg los: https://www.forbes.com/sites/brendanahern/2022/10/19/us-dollar-takes-center-stage/