Tus Lwm Thawj Coj tuaj koom lub rooj sib tham hauv Is Taws Nem, JD Cov Nyiaj Tau Los Yeej Tau Txais Kev Cia Siab

Xov Xwm Tseem Ceeb

Asian equities tau muaj kev sib tham muaj zog thaum hmo ntuj vim tias tag nrho cov kev lag luam nyob rau hauv ntsuab thiab Hong Kong thiab Is Nrias teb outperformed.

Hong Kong cov khoom lag luam hauv is taws nem muaj hnub muaj zog tom qab Tus Lwm Thawj Coj Liu He tau tuaj koom ntawm CPPCC lub rooj sib tham nrog cov tuam txhab hauv internet hu ua "Txhawb Kev Txhim Kho Kev Txhim Kho thiab Kev Noj Qab Haus Huv ntawm Digital Economy." Nws qhov kev tuaj koom ntawm lub rooj sib tham tuaj yeem qhia tau tias Tuam Tshoj txoj kev tswj hwm hauv internet tau dhau mus lawm. Hong Kong cov khoom lag luam loj tshaj plaws suav nrog Tencent, uas tau nce +5.26%, Meituan, uas tau nce +6.24%, Alibaba HK, uas tau nce +7.03%, JD.com HK, uas tau nce +7.4%, thiab Kuaishou, uas tau txais +4.97%.

Nag hmo, JP Morgan tau hloov kho nws cov nqi hom phiaj thiab kev pom zoo rau Tuam Tshoj cov khoom lag luam hauv internet.

Tom qab Asmeskas kaw, Tencent Music Entertainment (TME US) tau tshaj tawm cov txiaj ntsig zoo / sib xyaw.

Hauv qhov sib piv, JD.com (JD US, 9618 HK) tau tshaj tawm cov txiaj ntsig tom qab Hong Kong kaw / ua ntej US kev lag luam qhib uas yeej qhov kev cia siab. Thawj lub quarter yog lub quarter zoo heev rau lub tuam txhab e-commerce. Ob Tencent Music Kev Lom Zem (TME) thiab JD tau pom luv luv uas yog 3X ib xyoo nruab nrab ntim txhua hnub, uas yuav tsum muab cov tshuaj noj qab haus huv ntawm luv luv.

Peb xav pom Hong Kong thiab Mainland ntim muaj zog nyob rau ib hnub zoo li hnub no txawm tias peb yuav coj nws. Nco ntsoov, Tuam Tshoj thiab cov npe hauv internet yog qhov tseem ceeb ntawm cov tub ua lag luam. Vam tias, peb pom cov lag luam tawm tshiab thiab cov thawj coj thoob ntiaj teb rov qab los rau hauv cov npe.

Nws tseem tsim nyog sau cia qhov kev ua tau zoo ntawm lub hnub ci thiab lub tsheb hluav taws xob (EV) ecosystem cov khoom lag luam hauv Suav teb raws li cov khoom ntim siab tshaj plaws yog BYD +5.76%, Tianqi Lithium +5.01%, EV roj teeb CATL +3.82%, thiab Gangfeng Lithium + 8.98%.

Hang Seng thiab Hang Seng Tech tau nce +3.27% thiab +5.78% ntawm qhov ntim uas tau nce +33% los ntawm nag hmo, 86% ntawm 1-xyoo nruab nrab. 407 cov khoom lag luam nce siab thaum 79 kaw qis dua. Hong Kong luv muag ntim tau nce 21% los ntawm nag hmo, uas yog 94% ntawm 1-xyoo nruab nrab. Kev loj hlob yam tseem ceeb tshaj qhov muaj nuj nqis yam tseem ceeb thaum hmo ntuj. Tag nrho cov sectors yog ntsuab, coj los ntawm kev loj hlob sectors xws li tech +6.27%, kev txiav txim siab +6.14%, thiab kev sib txuas lus +5.37%. Apple cov chaw muag khoom thiab cov khoom siv huv huv, xws li EV thiab cov neeg tsim khoom siv roj teeb, thiab cov khoom lag luam hauv internet muaj hnub muaj zog. Southbound Tshuag ntim tau nce siab vim Mainland cov tub ua lag luam yog cov neeg yuav khoom ntawm Hong Kong cov khoom lag luam raws li Meituan pom muaj zog txaus thaum, nthuav, Tencent yog qhov muag me me.

Shanghai, Shenzhen, thiab STAR Board tau nce +0.65%, +0.73%, thiab +1.39% ntawm ntim +0.39% los ntawm nag hmo, uas yog 73% ntawm 1-xyoo nruab nrab. Txaus siab tias 1,512 cov khoom lag luam nce siab thaum 2,739 cov khoom poob qis. Cov kaus mom loj thiab cov txiaj ntsig kev loj hlob zoo dua tus nqi thiab cov nyiaj faib nyiaj. Tag nrho cov sectors yog ntsuab li tech +3.82%, kev txiav txim siab +3.34%, thiab cov ntaub ntawv +3.17%. EV ecosystem thiab solar stocks muaj hnub muaj zog. Niaj hnub no, cov tub ua lag luam txawv teb chaws yuav $ 885mm ntawm Mainland Tshuag ntawm Northbound Stock Connect. Cov nyiaj qiv nyiaj muag tawm, CNY tau nce +0.91% piv rau US duas, thiab tooj liab nce +0.75%.

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

• CNY / USD 6.73 piv rau 6.79 nag hmo
• CNY / EUR 7.09 piv rau 7.08 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.82% piv rau 2.82% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.00% tiv tiag 3.01% nag hmo
• Tus Nqi Tooj Liab + 0.75% dhau ib hmo