Ukraine/Russia Kev Nyuaj Siab Ua Rau Muaj Kev Nyab Xeeb Hmo Hmo Hauv Asia

Xov Xwm Tseem Ceeb

Tej zaum nws yuav yog Valentine's Day, tab sis peb tsis tau txais kev hlub thaum hmo ntuj raws li Asian equities raug kev pheej hmoo-tawm ntawm Ukraine / Russia ntshai txawm hais tias Australia thiab Philippines yog outliers raws li lawv cov lag luam Tshuag tau txais txiaj ntsig. Geopolitics tsis yog cupid, tab sis qhov ua txhaum rau kev ua lag luam niaj hnub no txawm hais tias muaj ob peb qhov teeb meem tsim nyog tham.

Cov khoom lag luam vaj tse yog cov neeg ua yeeb yam phem tshaj plaws hauv Hong Kong, qhov chaw lawv poob -4.98%, thiab Tuam Tshoj Mainland, qhov chaw lawv poob -3.51% tom qab tus tsim vaj tsev Vanke's CEO tau muab qhov kev xav tsis zoo rau kev lag luam hauv xyoo 2022. Vanke yog qhov zoo- khiav lag luam uas yog hwm los ntawm cov tub ua lag luam, raws li pov thawj los ntawm lawv cov nyiaj ua lag luam nyob ze ntawm tus nqi.

Tom qab lub lim tiam dhau los qhov kev ua haujlwm tsis zoo, EV roj teeb tsim CATL (300750 CH) tau nce +3.68% thiab hais tias nws yuav tshaj tawm cov lus xaiv ua lag luam rau tub ceev xwm. Qhov teeb meem rau CATL tsis muaj dab tsi cuam tshuam nrog cov lus xaiv, tab sis theej lub ntiaj teb tus nqi / kev loj hlob hloov ua ntej ntawm Fed hikes. Nrov cov khoom lag luam / cov ntsiab lus nrog cov txiaj ntsig siab tau noj qhov mob hnyav thoob ntiaj teb thiab Tuam Tshoj tsis muaj qhov tshwj xeeb. Exhibit Ib hmos yog thaj av loj sau npe tus broker East Money (300059 CH), uas tau tawg -13.36% thiab yog cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi. Lub tuam txhab zoo? 100%. Qhov tseeb tias cov Tshuag lag luam ntawm P / E ntawm 39 thiab P / B ntawm 7.5 yog qhov teeb meem.

Kev saib xyuas kev noj qab haus huv tau tawm hauv Hong Kong, poob -0.94%, tab sis tau tswj hwm qhov nce ntawm Mainland, qhov chaw ua haujlwm tau nce +0.57% ntawm cov xov xwm uas Pfizer lub qhov ncauj tshuaj tiv thaiv kab mob tau pom zoo siv.

Txawm hais tias nws yuav tsis yog qhov tseem ceeb hauv kev ua lag luam nag hmo, nws tsim nyog sau cia tias Is Nrias teb txwv tsis pub muaj ntau lub suav apps, uas yog ntau txog kev tiv thaiv cov tuam txhab hauv tsev tshaj li kev nom kev tswv.

Lub Hang Seng tau tawm -1.41% ntawm qhov ntim uas poob -18.27% txij hnub Friday, uas tsuas yog 73% ntawm 1-xyoo nruab nrab nrog yuav luag 4 tus neeg poob rau txhua 1 cov khoom lag luam nce qib. Lub Hang Seng tau sib ntaus sib tua los ntawm kev puas siab puas ntsws tseem ceeb txawm tias tsis muaj nuj nqis ntawm qib 25k. Hong Kong cov ntawv teev npe hauv internet tau tawm tom qab hnub Friday qhov kev ua haujlwm tsis muaj zog hauv Asmeskas vim tias Tencent thiab Meituan tau muag los ntawm Mainland cov tub ua lag luam ntawm Southbound Stock Connect.

Shanghai, Shenzhen, thiab STAR Board tau tawm -0.98%, -0.43%, thiab 0.01%, feem, ntawm qhov ntim uas tau nqis -12.69% txij hnub Friday, uas yog 82% ntawm 1-xyoo nruab nrab. Decliners NW nyuam qhuav dhau los ua ntej ib hmos. Lub caij no, cov tub ua lag luam txawv teb chaws muag - $ 596 lab tus nqi ntawm Mainland cov khoom lag luam thaum hmo ntuj ntawm Northbound Stock Connect. Tuam Tshoj Treasury daim ntawv cog lus muag tawm thaum lub txiaj ntsig zoo piv rau US duas thiab tooj liab tau tawg, poob ze li ntawm -2%.

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

• CNY / USD 6.35 piv rau 6.36 nag hmo
• CNY / EUR 7.19 piv rau 7.24 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.45% tiv tiag 1.48% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.80% piv rau 2.79% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.03% tiv tiag 3.03% nag hmo
• Tus Nqi Tooj Kub -1.74% dhau ib hmo