Teb Chaws Asmeskas Nyiaj Nyuaj Rau Ntiaj Teb Kev Nyab Xeeb Kev Nyab Xeeb, Hong Kong qhib rau cov neeg tuaj saib, Lub Limtiam Saib Xyuas

Lub Limtiam Ntsuam Xyuas

• Lub Tuam Txhab Saib Xyuas Kev Lag Luam Hauv Lub Tuam Txhab (PCAOB) tau pib cov txheej txheem los tshuaj xyuas cov ntawv txheeb xyuas ntawm Asmeskas cov tuam txhab suav nrog rau hnub Monday los ntawm kev sib ntsib nrog PWC thiab KPMG hauv Hong Kong.
• Lub National Development thiab Reform Commission (NDRC) ntawm Tuam Tshoj tau tshaj tawm cov cai tshiab los txhawb kev noj qab haus huv, muab kev kho mob tshwj xeeb rau cov khoom loj xws li tsheb, uas xa cov npe tsheb siab dua rau hnub Tuesday.
• Lavxias tus thawj coj Vladimir Putin tshaj tawm ib feem ntawm kev txhawb nqa cov tub rog nyob hauv lub tebchaws thiab rov hais dua qhov muaj peev xwm siv riam phom tsis zoo hauv Ukraine rau hnub Wednesday, uas ua rau Tuam Tshoj tus thawj coj txawv tebchaws hu xov tooj rau kev tso tseg.
• Travel booking site Trip.com tau tshaj tawm cov txiaj ntsig thib ob hauv peb lub hlis twg tom qab Asmeskas kaw rau hnub Wednesday, txawm hais tias tau tshaj tawm qhov kev pom zoo ntawm qhov kev cia siab rov qab los ntawm kev mus ncig thiab hauv Suav teb.

Hnub Friday Cov Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau xaus rau lub lim tiam nrog lub suab nrov txawm tias Nyij Pooj tau tseg vim hnub so ua lag luam hnub no.

Ib qho Performance index ntawm Asian txiaj tau ntaus 52-lub lim tiam qis rau 5^th ib hnub ua ke raws li US dollar Performance index ntaus 52-lub lim tiam siab rau 5^th ib hnub ua ke. Tuam Tshoj tus txiaj tau poob qis dua -0.61% piv rau US duas vim qhov kev pauv pauv tau nce ntawm 7.12 CNY / USD.

Thaum xyoo 1990, kuv tau ua haujlwm rau Salomon Brothers Asset Management. Peb muaj ib tug thawj coj zoo, cov txwj laus laus, thiab tag nrho cov chav kawm-ua yeeb yam hu ua George Williamson, uas tau pib nws txoj hauj lwm ntawm US Fed ua ntej pib tswj nyiaj thaum xyoo 1970s. George yuav tham nrog peb cov tub ntxhais hluas txog xyoo 1973 txog 1974 dais lag luam thiab kev mob siab rau kev ua lag luam dais ob xyoos. George piav txog kev sawv thaum sawv ntxov paub tias kev ua lag luam yuav poob qis, uas ua rau rub nws tus kheej tawm ntawm lub txaj ua haujlwm loj. Kuv tau nco txog zaj dab neeg no thiab George thaum kuv pom tias lub ntees tuag cov khoom lag luam tau ua ib qho ntawm cov haujlwm zoo hauv Hong Kong hnub no! Ib tus neeg sau xov xwm nyiaj txiag hauv Suav teb tau zoo ib yam li thaum sau txog Hong Kong qhov poob txawm tias Hang Seng tus nqi-rau-nyiaj tau los (P / E) piv ntawm 8.66, uas yog "qis dua 99% ntawm kaum xyoo dhau los".

Cov paj laum nce siab los ntawm US Fed yog ua rau Asmeskas duas lub pob tawg, ua rau muaj kev pheej hmoo tawm ntawm ib puag ncig thoob ntiaj teb. Daim ntawv tshaj tawm tshawb fawb tau sau tseg tias nyob rau peb lub hlis dhau los, cov nyiaj lag luam tawm tshiab tau poob ntau dua $ 10 nphom hauv kev txhiv dim, thaum cov nyiaj tsom mus rau Tebchaws Europe tau poob ze li $ 40 billion. Lub caij no, US cov peev nyiaj sib npaug tau pom $ 15 nphom hauv kev nkag mus.

Peb yuav tsum nco ntsoov tias Hong Kong muaj cov khoom lag luam loj lossis "daim ntawv pov thawj" kev ua lag luam, uas ua rau cov lej loj loj tseem ceeb vim ua txhaum cov qib no yuam kev yuav thiab muag. Lub Hang Seng Index tau poob qis dua 18,000 nag hmo, uas tsim kom muaj kev muag khoom raws li cov khoom lag luam nrog rau hauv pem teb ntawm 18,000 tau raug tshem tawm.

Raws li kuv tau hais yav dhau los, peb xav tau cov catalysts zoo txawm tias ib puag ncig macroeconomic tseem muaj kev sib tw. Xov xwm hais tias Hong Kong yuav tshem tawm cov kev txwv rau cov neeg tuaj xyuas lub lim tiam tom ntej no tau pab Trip.com HK kom nce +5.13% nrog rau kev nce qib hauv lwm qhov kev ua si xws li cov dav hlau thiab cov tsev so. Nov yog lwm qhov piv txwv ntawm Tuam Tshoj txoj cai xoom COVID txoj cai raug dej.

Hong Kong-listed Tuam Tshoj cov khoom lag luam hauv internet tau tawm thaum cov neeg muag khoom luv luv nias lawv cov thawj koom ruam dua. 39% ntawm JD.com tag nrho kev lag luam luv luv! Yog lawm, peb muaj lub Rooj Tswjhwm Saib PCAOB hais txog qhov tsim nyog ntawm kev nkag mus rau Tuam Tshoj kev tshuaj xyuas tag nrho, tab sis kuv xav tias qhov no yog qhov zoo. Tsis muaj leej twg xav mus rau hauv keeb kwm raws li niaj hnub no version ntawm Smoot thiab Hawley, uas yog qhov ADR delisting yuav yog.

Cov khoom lag luam hauv av tau tawm ntawm cov xov xwm me me raws li Shanghai Composite kaw qis dua 3,100. Kev ua lag luam lub siab tsis zoo yuav tsum tau pom los ntawm cov neeg tsim cai lij choj raws li kev lag luam. Nws tuaj yeem yog lub sijhawm los nias ntawm txoj cai roj pedal!

Kuv tau nyob ntawm Malcolm Gladwell ncaws pob tsis ntev los no raws li kuv nyiam Davi thiab Kaulia txawm Tham nrog neeg txawv teb chaws tej zaum yuav yog kuv nyiam.

Hang Seng thiab Hang Seng Tech indexes poob -1.18% thiab -2.29%, feem, ntawm qhov ntim uas poob -5.14% los ntawm nag hmo, uas yog 64% ntawm 1-xyoo nruab nrab. 72 cov khoom lag luam nce siab thaum 415 tsis kam. Mainboard luv luv muag turnover poob -7.05% los ntawm nag hmo, uas yog 73% ntawm 1-xyoo nruab nrab, raws li luv luv trading accounted rau 20% ntawm tag nrho cov trading. 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 tsis zoo raws li cov neeg siv khoom txiav txim siab poob -2.82%, kev pabcuam kev sib txuas lus poob -2.51% thiab kev kho mob poob -2.35%. Cov kev ua haujlwm zoo tshaj plaws suav nrog kev sib tham, kev pam tuag, tsev txhab nyiaj, thiab roj. Lub caij no, e-luam yeeb / luam yeeb, khw muag khoom, software, thiab cov khoom siv phais yas yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam hauv tebchaws tau yuav $ 358 lab tus nqi ntawm Hong Kong cov khoom lag luam raws li Tencent yog qhov muaj zog / nruab nrab yuav, Tuam Tshoj txawb yog qhov yuav muaj zog, Meituan yog muag me me, thiab Li Auto yog qhov muag me me heev.

Shanghai, Shenzhen, thiab STAR Board tau tawm -0.66%, -1.41%, thiab -1.53%, feem, ntawm qhov ntim uas tau nce +4.31% los ntawm nag hmo, uas yog 66% ntawm 1-xyoo nruab nrab. 581 cov khoom lag luam tau nce siab thaum 4,007 cov khoom lag luam poob qis. Tag nrho cov kev lag luam tau poob qis thaum lub zog poob -2.63%, thev naus laus zis poob -2.34%, thiab cov khoom poob -1.7%. Cov kev ua haujlwm zoo tshaj plaws suav nrog kev tuav pov hwm, tsev txhab nyiaj, thiab cov khoom lag luam cawv. Lub caij no, cov chaw nres nkoj / nkoj thauj khoom, kev kawm, thiab thee yog qhov phem tshaj plaws. Northbound Stock Connect ntim tau nruab nrab / lub teeb raws li cov tub ua lag luam txawv teb chaws muag - $ 71 lab tus nqi ntawm Mainland stocks. Cov nyiaj qiv nyiaj muag tawm, CNY tsis kam -0.61% rau 7.12 CNY / USD, thiab tooj liab tau nce +0.22%.

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

• CNY / USD 7.12 piv rau 7.08 nag hmo
• CNY / EUR 6.95 piv rau 6.95 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.03% tiv tiag 0.98% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.68% piv rau 2.65% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.83% tiv tiag 2.80% nag hmo
• Tus Nqi Tooj Liab + 0.22% dhau ib hmo