(Bloomberg) - Suav cov khoom lag luam thev naus laus zis tau dhia raws li qhov kev pom zoo ntawm kev lag luam tau txhim kho ntxiv tom qab cov lus hais txog kev tswj hwm uas muaj kev cuam tshuam ntau xyoo dhau los.
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Alibaba Group Holding Ltd. rallied ntau npaum li 8.3% los ua kev nce qib ntawm Hang Seng Tech Index, uas tau nce ntau dua 3% thaum ntxov hnub Monday. Kev lag luam dav kuj nce siab, nrog Hang Sang Tuam Tshoj Kev Lag Luam Index nce ntau li 2.5%.
Tuam Tshoj cov peev txheej tau pib muaj zog rau lub xyoo, buoyed los ntawm cov thawj koom ruam uas txhawb txoj cai loj hlob thiab rov qhib ciam teb yuav ua rau muaj kev lag luam rov qab los. Cov lus tawm tswv yim los ntawm Guo Shuqing, tus tuav ntaub ntawv ntawm Pawg Neeg Saib Xyuas Nyiaj Txiag ntawm Tuam Tshoj, hais tias qhov kev cuam tshuam ntawm kev lag luam thev naus laus zis tau los txog rau qhov kawg ua rau cov tub lag luam raug txim ntxiv.
Cov neeg ua lag luam lub siab hloov pauv tau zoo dua rau Alibaba raws li tus tsim Jack Ma tau tso cai tswj hwm txoj cai ntawm Ant Group Co., uas nws cov npe tau raug tshem tawm sai sai hauv 2020. Thaum qhov kev hloov pauv hauv kev tswj hwm kev lag luam yuav ncua sijhawm qhov kev teev npe ntawm Ant, nws yog raws li cov tub ceev xwm ' lub hom phiaj los txhim kho kev tswj hwm kev lag luam raws li ib feem ntawm kev tswj hwm kev tswj hwm.
Willer Chen, tus kws tshuaj ntsuam xyuas laus ntawm Forsyth Barr Asia Ltd tau hais tias "Cov neeg lag luam tuaj yeem pom qhov no yog ib kauj ruam tseem ceeb hauv kev tshem tawm cov kev tswj hwm kev tswj hwm txij li Ant's IPO tsis ua haujlwm," said Willer Chen, tus kws tshuaj ntsuam laus ntawm Forsyth Barr Asia Ltd.
Cov kws tshaj lij ntawm Goldman Sachs Group Inc. thiab Morgan Stanley tau hloov kho lawv cov kev xav txog kev ua haujlwm ntawm cov npe thev naus laus zis loj, hais txog qhov kev rov qhib sai dua li qhov xav tau thiab ib puag ncig kev tswj hwm ib puag ncig. Goldman tau ntxiv Alibaba rau nws daim ntawv txiav txim siab vim nws ntseeg tias "qhov phem tshaj yog tom qab" tom qab ob xyoos ntawm kev hloov kho cov nyiaj tau los, cia siab tias yuav rov qab los ntawm cov nyiaj tau los tshaj tawm.
Tau txais kev muag khoom ntau dhau ob xyoos dhau los, Hang Seng Tech ntsuas tau nce txog 60% txij li lub Kaum Hlis qis. Kev pheej hmoo ntawm kev xav tau kov yeej thoob plaws Asia hnub Monday, teeb tsa MSCI tus qauv tseem ceeb ntawm txoj kev mus rau kev nkag mus rau kev lag luam bull.
NYEEM: Asia Stocks On Track to Enter Bull Market as China Rally Extends
"Tom qab kev tswj hwm rov pib dua thaum xyoo 2020, peb pom cov cim ntxov ntawm kev txhim kho ib puag ncig kev tswj hwm nrog tsoomfwv cov kev txhawb nqa rau kev lag luam ntiag tug," Morgan Stanley cov kws tshuaj ntsuam suav nrog Gary Yu tau sau rau hauv tsab ntawv ceeb toom Lub Ib Hlis 8. "Rau 1-2 xyoo dhau los, Alibaba tau tsom mus rau, yog li peb xav tias nws tuaj yeem ua tau zoo dua lwm cov khoom lag luam hauv Suav teb raws li ib puag ncig yooj yim."
- Nrog kev pab los ntawm Charlotte Yang.
(Hloov tshiab nrog cov nqi lag luam tshiab, cov lus qhia ntxiv)
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