US Dollar Strength & Political Rhetoric Weigh On Markets, Lub Limtiam Saib Xyuas

Lub Limtiam Ntsuam Xyuas

• Cov peev nyiaj Asian feem ntau qis dua lub lim tiam no, tom qab Asmeskas cov peev txheej sab qab teb raws li cov txiaj ntsig zoo hauv internet, uas tau pib lub lim tiam no, tsis tuaj yeem cuam tshuam kev lag luam poob.
• Alibaba tuav qhov kev kwv yees ntawm cov nyiaj tau los saum toj kawg nkaus thiab cov nyiaj tau los, NetEase tau tshaj tawm qhov kev sib tw muaj zog ntawm cov nyiaj tau los, Vipshop tuav ntawm cov nyiaj tau los, thiab Baidu tau nce nws qhov kev yuav khoom los ntawm $ 5 nphom txog 2025.
• JD.com shares tau raug cuam tshuam tshwj xeeb rau lub lim tiam no ntawm kev txhawj xeeb txog lub tuam txhab kev siv nyiaj los sib tw nrog E-Commerce tus neeg sib tw Pinduoduo.
• Tom qab lub rooj sib tham txog kev ruaj ntseg hauv Munich lub lim tiam dhau los, tus thawj coj txawv tebchaws tshiab Qin Gang tau hais tias Tuam Tshoj tuaj yeem pab nrhiav kev thaj yeeb nyab xeeb hauv Ukraine.

Xov Xwm Tseem Ceeb

Asian equities xaus ib lub lim tiam tsuas yog qis me ntsis. Nyiv outperformed tom qab Bank ntawm Nyiv tus tswv xeev uas xaiv tsa Kazuo Ueda rov hais dua lub teb chaws txoj cai tam sim no xoob nyiaj txiag txoj cai. Cov nyiaj hauv Teb Chaws Asmeskas tseem muaj zog ntxiv thaum Asia duas index poob -0.42% thaum hmo ntuj thiab Tuam Tshoj tus renminbi (CNY) poob -0.51% rau 6.96 CNY ib USD txij lub Ib Hlis 31st theem ntawm 6.75.

Kev hais lus nom tswv tsis tau pab txoj kev xav vim Western tsis ntseeg txog Tuam Tshoj txoj haujlwm tau hais los hauv kev sib haum xeeb hauv Ukraine. Lub caij no, Blinken tau hais tias Tuam Tshoj tab tom xav txog kev pab tub rog rau Russia thiab Asmeskas tau nce nws cov tub rog nyob hauv Taiwan. Ntawm G20 lub rooj sib tham txog nyiaj txiag Minister, Janet Yellen cov neeg ua haujlwm yuav ntsib nrog lawv cov Suav sib npaug, qhov zoo me me rau kev sib raug zoo ntawm Asmeskas-Tuam Tshoj.

Cov kev xav ntawm nom tswv thiab nyiaj daus las tau khaws cia cov tub ua lag luam nyob sab nraud vim Hong Kong cov khoom lag luam hauv internet ua tsis tau zoo rau lawv cov neeg sib tw hauv Teb Chaws Asmeskas. Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent, uas poob -1.85%, Alibaba poob -5.36%, Meituan, poob -3.38%, Techtronic, uas tau nce +4.4%, Baidu, poob -6.01%, Hong Kong Exchanges, uas poob -2.5%, JD.com, uas poob -4.75%, thiab NetEase, uas poob -11.22%.

Cov kws tshuaj ntsuam tau tshwm sim me ntsis xav tsis thoob, zoo li kuv, ntawm Alibaba thiab NetEase qhov kev ua tau zoo ntawm cov khoom lag luam tom qab ntaus cov kws tshuaj ntsuam kev cia siab ntawm Q4 cov nyiaj tau los. Muaj kev txhawj xeeb tias JD.com cov phiaj xwm luv nqi yuav hnyav rau E-Commerce ua si tawm tsam qhov cuam tshuam ntawm Tuam Tshoj cov neeg siv khoom rov qab los hauv online.

Lub Hang Seng Index poob -1.68%, kaw NW nyuam qhuav siab dua 20,000 qib ntawm 20,010, raws li cov neeg ua lag luam hauv Mainland yog cov neeg yuav khoom loj ntawm Hong Kong cov khoom lag luam mus rau kev noj qab haus huv $ 1 nphom raws li Tencent yog cov neeg tau txais txiaj ntsig ntawm Southbound Stock Connect. Tom qab kaw, Hang Seng Index tshaj tawm tsis muaj kev ntxiv tshiab uas yog ib feem ntawm lawv lub Peb Hlis rebalance.

Kev lag luam hauv av tau qis dua, tab sis tsis ze li tsawg li Hong Kong. Cov tub ua lag luam txawv teb chaws yog cov neeg muag khoom ntawm Mainland cov khoom lag luam thaum hmo ntuj raws li txawv teb chaws loj thiab mega cap loj hlob thiab cov neeg siv khoom ua si tsis zoo rau kev ua lag luam me me rau tsis muaj xov xwm. Nco ntsoov lub rooj sib tham Dual Session txoj cai pib lub asthiv tom ntej, uas yuav suav nrog cov kev cai lij choj hais txog kev lag luam rau xyoo 2023. Rau lub lim tiam, cov tub ua lag luam txawv teb chaws muag - $ 587 lab tus nqi ntawm Mainland stocks. Shanghai thiab Shenzhen tseem tab tom ua lag luam nyob rau hauv ib thaj tsam nrog 3,300 tiv thaiv qib rau yav dhau los.

Cov nyiaj tau los txuas ntxiv rau lub lim tiam tom ntej nrog Li Auto tshaj tawm hnub Monday, Weibo thiab NIO tshaj tawm rau hnub Wednesday, thiab Bilibili tshaj tawm hnub Thursday.

Hang Seng thiab Hang Seng Tech indexes poob -1.68% thiab -3.34%, feem, ntawm qhov ntim uas tau nce +13.3% los ntawm nag hmo, uas yog 92% ntawm 1-xyoo nruab nrab. 79 cov khoom lag luam tau nce siab, thaum 419 cov khoom lag luam poob qis. Main Board luv turnover nce +46.23% los ntawm nag hmo, uas yog 93% ntawm 1-xyoo nruab nrab, raws li 17% ntawm turnover yog luv turnover. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li lub kaus mom loj "outperformed" me me caps. Tag nrho cov kev lag luam tau poob qis, raws li cov neeg siv khoom txiav txim siab poob -3.85%, cov khoom poob -3.45%, thiab cov kev pabcuam kev sib txuas lus poob -3.25%. Cov kev ua haujlwm zoo tshaj plaws yog cov khoom siv hluav taws xob thiab cov neeg siv khoom. Meanwhile khw muag khoom, media, thiab autos yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo raws li cov tub ua lag luam hauv tebchaws tau yuav ib qho kev noj qab haus huv $ 1 nphom ntawm Mainland cov khoom lag luam raws li Tencent yog ib qho khoom lag luam muaj zog, Meituan yog qhov muag me me, thiab Kuaishou yog qhov muag me me.

Shanghai, Shenzhen, thiab STAR Board poob -0.62%, -0.65%, thiab -0.18%, feem, ntawm qhov ntim uas poob -10.53% los ntawm nag hmo, uas yog 80% ntawm 1-xyoo nruab nrab. 1,662 cov khoom lag luam tau nce siab, thaum 2,914 cov khoom lag luam poob qis. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom me me "ua tau zoo dua" cov kaus mom loj. Tag nrho cov kev lag luam tsis zoo li cov neeg siv khoom txiav txim siab poob -2.14%, cov neeg siv khoom staples poob -2.07%, thiab vaj tse poob -1.9%. Cov haujlwm ua haujlwm tau zoo tshaj plaws yog khoos phis tawj, aerospace / tub rog, thiab internet. Lub caij no, maus taus, kev kawm, thiab cov hlau muaj txiaj ntsig yog qhov phem tshaj plaws. Northbound Stock Connect ntim tau nruab nrab raws li cov tub ua lag luam txawv teb chaws muag - $ 734 lab tus nqi ntawm Mainland stocks. CNY poob -0.48% piv rau US duas rau 6.96 CNY ib USD, Treasury bonds rallied thaum Shanghai tooj liab thiab hlau poob.

Yav Tom Ntej Webinar

Koom nrog peb hnub Thursday, Lub Peb Hlis 2nd ntawm 11 teev sawv ntxov EST rau peb qhov webinar:

Muab Volatility rau Kev Ua Haujlwm: Kev Loj Hlob thiab Nyiaj Tau Los Ntawm ETF Cov Hu Xov Tooj

Nyem no mus sau npe

Tuam Tshoj Lub Nroog Mobility Tracker

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.96 piv rau 6.91 nag hmo
• CNY rau EUR 7.33 piv rau 7.31 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.62% tiv tiag 1.61% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.91% piv rau 2.92% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.09% tiv tiag 3.10% nag hmo
• Tus Nqi Tooj Kub -0.95% dhau ib hmo
• Steel Nqe -1.01% thaum hmo ntuj