Yum Tuam Tshoj Muab Kev Saib Xyuas Tuam Tshoj tus neeg siv khoom, Tik Tok Flip Flops ntawm Kev Xa Khoom Muag

Xov Xwm Tseem Ceeb

Cov peev nyiaj Asian tau nce siab dua thaum hmo ntuj vim Taiwan thiab Kaus Lim Qab Teb tau ua tiav thaum Tuam Tshoj, Hong Kong, Nyiv, Malaysia, thiab Thaib tau poob qis.

Hmoov tsis zoo, Hong Kong cov khoom lag luam hauv Is Taws Nem tsis tuaj yeem nqa lub baton los ntawm Asmeskas tau teev npe Tuam Tshoj ADRs 'txoj kev muaj zog rau hnub Tuesday raws li Hong Kong qhov kev lag luam hnyav tshaj plaws yog Meituan -6.48% ntawm cov xov xwm uas Tik Tok Tuam Tshoj sib npaug yuav pib lub tsev noj mov sib tw xa khoom hauv lub Peb Hlis, Tencent. +0.58% ntawm cov kev ua si tshiab yuav los, Alibaba HK -1.24% raws li spillover los ntawm Tik Tok xov xwm, Baidu -3.14% raws li AI tham bot tau txais txiaj ntsig, thiab Kuaishou -6.16% tom qab lub tuam txhab kaw 500k nyiaj vim kev ua txhaum cai.

Cov neeg ua lag luam hauv av yog cov muag khoom ntawm Hong Kong cov khoom lag luam ntawm Southbound Tshuag Txuas nrog kev noj qab haus huv - $ 463 lab nrog Meituan whacked. Yicai Global tau tshaj tawm tias Tik Tok tsis lees paub txog kev xa khoom thaum sawv ntxov no. Txaus siab xav txog qhov loj npaum li cas Hong Kong tsis kam! Tom qab muaj zog txav mus rau ob peb lub hlis dhau los, peb tau txais qhov kev thim rov qab / kho tsis tau raws li Hang Seng ze rau qib 21k. Tus catalyst yuav yog Q4 cov txiaj ntsig nyiaj txiag los ntawm cov tuam txhab vim lawv Q1 kev kwv yees.

Nag hmo, Yum Tuam Tshoj tau tshaj tawm tom qab Asmeskas kaw qhov kev cia siab ntawm cov nyiaj tau los tab sis ntaus ntawm cov nyiaj tau los thiab EPS. Lub tuam txhab tso tawm qhia meej meej txog Q4 cuam tshuam raws li cov neeg ua haujlwm hu ua mob thiab cov neeg siv khoom nyob hauv tsev. Lub tuam txhab tau hais tias raws li tsoomfwv cov ntaub ntawv txheeb xyuas, tus naj npawb ntawm cov neeg tuaj ncig tebchaws thiab kev siv nyiaj ncig xyuas kev lag luam thaum lub sijhawm 7-hnub CNY hnub so tau nce kwv yees li 20% thiab 30% xyoo dhau los, feem, tab sis tseem tshuav ntau dua 10% thiab 30% qis dua 2019 qib. , raws. Kev ua tau zoo ntawm peb cov tsheb thauj mus los thiab cov chaw ncig tebchaws tau zoo dua li cov ntaub ntawv teev tseg. Zuag qhia tag nrho tib lub khw muag khoom rau qhov sib piv CNY hnub so kuj tau nce ib nrab tus lej xyoo dhau los tab sis tseem qis dua 2019 qib.

Raws li lub teb chaws nkag mus rau theem tshiab ntawm COVID cov lus teb, peb tau ceev faj zoo. Kev lag luam tag nrho ib puag ncig thiab kev xav ntawm cov neeg siv khoom tau txhim kho tab sis nyob ze rau lub sijhawm tsis paub tseeb. Cov neeg siv khoom zoo li yuav tsum ceev faj ntau dua nrog kev siv nyiaj tom qab hnub so. " Yog li, qhov rov qab yog tiag tiag li cov neeg siv khoom rov qab hauv online nce ntxiv. Nyob rau hauv tus kws tshuaj ntsuam Q&A, CEO Joey Wat tau hais tias "... Suav kev rov qab los tshiab tau txhawb nqa. Lub zog yog qhov zoo. Thiab peb kuj pom zoo rov qab los thoob plaws cheeb tsam. "

Premier Li tau hais lus hais txog kev lag luam txawm tias tsis tshwm sim los ua kev lag luam. Thawj Tswj Hwm Biden Lub Xeev Lub Koom Haum tau tsom mus rau kev sib tw tiv thaiv kev ua tsov rog uas yog qhov zoo. Cov lus nthuav tawm los ntawm Lub Sijhawm Strait ntawm Chian lub suab nrov ua ntej xyoo tom ntej kev xaiv tsa Thawj Tswj Hwm muaj (txuas rau Twitter @ahern_brendan). Tsim nyog sau cia ob tog hauv Taiwan yeej txhua qhov kev xaiv tsa yog li kev txhawb nqa Suav yeej yuav xav tau. Tsab ntawv sau tseg tias ib tus neeg ua haujlwm hauv Taiwan tab tom tuaj xyuas Tuam Tshoj lub lim tiam no nrog cov khoom noj khoom haus raug tshem tawm thiab muaj feem yuav qhib dav hlau dua. Kev lag luam hauv av tau tawm thiab tsis muaj xov xwm li 3,200 qib ntawm Shanghai yuav tsum tau saib raws li kev txhawb nqa. Cov tub ua lag luam txawv teb chaws yog cov muag muag me me thaum hmo ntuj.

Thaum Lub Kaum Ib Hlis 2022 Tuam Tshoj tau tshaj tawm lawv cov qauv ntawm Tus Kheej Cov Nyiaj Laus Tus Kheej (IRA) txawm hais tias lawv hu nws tus kheej nyiaj laus. Txog tam sim no, 19 lab tus tib neeg tau tsim cov nyiaj faib nyiaj RMB 14 billion. Ib kauj ruam me me rau cov tsev neeg Suav nce lawv 1% ntawm kev muaj nyiaj rau Mainland stocks. Tsis yog typo: 1% ntawm tsev neeg muaj nyiaj nyob hauv Tshuag!

Lub Hang Seng thiab Hang Seng Tech poob -0.07% thiab -1.88% feem ntawm ntim +11.39% los ntawm nag hmo uas yog 92% ntawm 1-xyoo nruab nrab. 214 cov khoom lag luam nce siab thaum 277 tsis kam. Main Board luv turnover nce +32.87% los ntawm nag hmo uas yog 80% ntawm 1-xyoo nruab nrab li 15% ntawm turnover yog luv turnover. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li lub kaus mom loj tuav lub kaus mom me. Cov khoom lag luam saum toj kawg nkaus tau txais txiaj ntsig tau nce +1.88%, kev lag luam kaw ntau dua +0.87%, thiab kev noj qab haus huv tiav +0.7% thaum txiav txim siab poob -1.96%, tech kaw qis -0.72%, thiab kev sib txuas lus tiav -0.15%. Cov khoom lag luam sab saum toj yog cov khoom siv hauv tsev, khoom siv hluav taws xob, thiab kev thauj mus los thaum khw muag khoom, khoom siv kho mob, thiab tsheb yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo li cov tub lag luam hauv av muag - $ 463 lab ntawm Hong Kong cov khoom lag luam nrog Meituan kev muag khoom noj qab haus huv, Tencent muag me me, thiab Kuaishou muag muag.

Shanghai, Shenzhen, thiab STAR Board eased -0.49%, -0.54%, thiab -0.93% feem ntawm ntim -4.84% los ntawm nag hmo uas yog 89% ntawm 1-xyoo nruab nrab. 1,322 cov khoom lag luam nce siab thaum 3,320 cov khoom lag luam poob qis. Tus nqi thiab kev loj hlob yog ob qho tib si tawm raws li lub kaus mom me me "ua tau zoo dua" lub kaus mom loj. Cov vaj tsev thiab kev noj qab haus huv tsuas yog qhov zoo tshaj plaws tau txais +0.57% thiab +0.3% raws li kev sib txuas lus poob -1.76%, tech down -0.78%, thiab staples kaw qis -0.77%. Sab saum toj sub-sectors yog shipping, tshav dav hlau, thiab chiv thaum telecom, precious hlau, thiab internet yog qhov phem tshaj. Northbound Stock Connect ntim tau teeb raws li cov tub ua lag luam txawv teb chaws muag - $ 204 lab ntawm Mainland Tshuag. CNY tau tawm ntawm US duas -0.03%, Cov Nyiaj Txiag Nyiaj Txiag tau muag me ntsis, thaum tooj liab thiab hlau sib sau ua ke.

Cov Webinars yavtom ntej

Koom nrog peb tag kis, Lub Ob Hlis 9th ntawm 11 teev sawv ntxov EST rau peb qhov webinar:

Kev Lag Luam Hloov Kho Nrog Nancy Davis ntawm Quadratic Capital

Nyem no mus sau npe

Koom nrog peb hnub Thursday, Lub Ob Hlis 16th ntawm 11 teev sawv ntxov EST rau peb qhov webinar:

Puas yog Carbon Poised rau Xyoo Breakout xyoo 2023?

Nyem no mus sau npe

Tuam Tshoj Lub Nroog Mobility Tracker

Lub rebound yog tiag tiag.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.78 piv rau 6.79 nag hmo
• CNY rau EUR 7.29 piv rau 7.27 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.89% piv rau 2.90% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.06% tiv tiag 3.05% nag hmo
• Tus Nqi Tooj Liab + 0.28% dhau ib hmo
• Steel Nqe +0.15% thaum hmo ntuj