CPI Nyob rau hauv 2% Hauv Suav Teb Raws li Kev Siv Hluav Taws Xob & EV Outperform

Xov Xwm Tseem Ceeb

Asia cov khoom lag luam tau nce siab dua tshwj tsis yog rau Singapore thiab Is Nrias teb qhov kev thim rov qab me me ua ntej US 'kev cia siab CPI tso tawm. Thaum tsaus ntuj Tuam Tshoj lub Kaum Ob Hlis CPI raug tso tawm ntawm +1.8% piv rau Kaum Ib Hlis +1.6%, ntsib qhov kev cia siab ntawm 1.8%, thaum PPI yog -0.7% piv rau Kaum Ib Hlis -1.3%, uas yog qhov pom kev pom ntawm -0.1%. Qhov kev tso nyiaj nce ntxiv muab txoj cai muaj chaw txaus los txuas ntxiv nyiaj txiag yooj yim thiab kev siv nyiaj txiag kev noj qab haus huv tiv thaiv qhov cuam tshuam ntawm cov neeg siv khoom qis. CNY txaus siab rau hmo ntuj piv rau US duas kaw +0.23% ntawm 6.74.

Hong Kong thiab Tuam Tshoj txoj kev sib tw tsis zoo los ntawm qhov zoo mus rau qhov tsis zoo txawm tias kaw qhov zoo. Lub Hang Seng Index tig los ntawm -0.99% rau +1.23%, kaw +0.36%, thaum Hang Seng Tech tau tawm +1.13%, -2.78% ntawm ib kis txawm tias nws kaw ntawm -1.32%. Niaj hnub no yuav luag qhov sib txawv ntawm nag hmo, vim cov nqi lag luam muaj hnub zoo thaum kev loj hlob cov khoom lag luam / cov lag luam tawm tsam. Hong Kong qhov kev lag luam hnyav tshaj plaws yog Tencent -2.62% ntawm hnub tseem ceeb muag los ntawm Mainland cov tub ua lag luam ntawm Southbound Stock Connect, Alibaba HK -1.86% thiab Meiutan -0.57% thaum JD.com +032% thiab NetEase +3.73%. Tus yeej loj yog nws pib thiab EV nrog BYD +5.25%, Nio +0.62%, thiab Li Auto +1.03% txawm tias Xepng -3.64% ntawm tus kws tshuaj ntsuam txo qis. Kev ua haujlwm luv luv yog nruab nrab txawm tias NetEase Hong Kong qhov kev hloov pauv tau luv luv piv rau 11% nag hmo.

Cleantech, suav nrog cov tsheb hluav taws xob, yog cov yeej hauv Mainland, raws li pom los ntawm cov khoom lag luam hnyav tshaj plaws: BYD +3.09%, LONGi Green Energy +2.33%, thiab CATL +1.32%. Cov tub ua lag luam txawv teb chaws yuav noj qab haus huv +1.414B ntawm Mainland Tshuag hnub no ntawm Southbound Stock Connect. Ib lub hauv paus xov xwm hauv tebchaws tau tshaj tawm ib tsab xov xwm hu ua "Tuam Tshoj Lub Tuam Txhab Hauv Cheeb Tsam Lub Hwj Chim Zoo Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Plaws" tom qab Jiangsu, Shandong, Shaanxi, Henan, Zhejiang, thiab Hunan xeev "... Internet platform kev lag luam, ...". Qhov txuas rau tsab xov xwm tau muab tso rau hauv Twitter uas yog ahern_brendan. Kev txhawb nqa vaj tsev ntau dua los ntawm PBOC thiab CBIRC txawm hais tias vaj tse yog qhov ua tau zoo tshaj plaws hauv Hong Kong thiab Tuam Tshoj.

Interestingly ib tug broker tau sau tseg qhov tsis ntseeg ntawm qhov kev tawm tsam peb tau pom vim lawv tsis pom cov neeg yuav khoom. Qhov ntawd yog qhov mob pauv siab dua thesis. Muaj ntau qhov caws pliav tom qab kev lag luam nyuaj hauv 2021 thiab feem ntau ntawm 2022. Kuv nco txog ib zaj dab neeg hais txog tus tub luam khoom lag luam zoo Andrew Hall, uas ib zaug hu ua "tus lag luam roj ua tau zoo tshaj plaws ntawm nws tiam," uas tau xam phaj txog nws. bearish roj saib. Thaum lawv mus tshaj tawm tsab xov xwm, tus neeg sau xov xwm kov lub hauv paus kom paub meej tias nws cov lus tsuas yog pom nws tsis yog roj luv luv tab sis roj ntev! Vim li cas? Hall tau sau tseg tias nws tsis muaj kev xav rau nws txoj haujlwm thaum kev lag luam hloov pauv. Koj puas tau hloov? Xav tias feem ntau tau hloov lawm? kuv ib yam! Mob pauv siab dua!

Lub Hang Seng thiab Hang Seng Tech diverged, kaw +0.36% thiab -1.32% ntawm ntim -3.78% los ntawm nag hmo, 127% ntawm 1-xyoo nruab nrab. 228 cov khoom lag luam nce siab, thaum 250 tsis kam. Main Board luv turnover nce +0.06% los ntawm nag hmo, uas yog 117% ntawm 1-xyoo nruab nrab, raws li 16% ntawm turnover yog luv turnover. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom loj tshaj lub kaus mom me me. Cov sectors sab saum toj yog lub zog +1.68%, industrials +1%, thiab nyiaj txiag +0.86%, thaum vaj tse -2.04%, kev sib txuas lus -2.02%, thiab kev noj qab haus huv -0.8%. Cov ntu sab saum toj yog tsheb, lub zog, thiab kev tuav pov hwm, thaum software, khoom siv kho mob / kev pabcuam, thiab cov neeg siv khoom siv yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo li cov neeg lag luam hauv av muag - $ 310mm ntawm Hong Kong Tshuag nrog BYD muaj zog net muas, Xpeng me me net muas, Tencent ib qho muag muag muag, Kuiashou ib nrab muag muag, thiab Meituan me me net muag.

Shanghai, Shenzhen, thiab STAR Board tau nce +0.05%, +0.1%, thiab +0.02% ntawm ntim -7.94% los ntawm nag hmo, uas yog 75% ntawm 1-xyoo nruab nrab. 2,148 cov khoom lag luam tau nce siab, thaum 2,388 cov khoom lag luam tsis kam. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li lub kaus mom loj tshaj lub kaus mom me me. Cov khoom lag luam sab saum toj yog kev sib txuas lus +1.1%, lub zog +0.96%, thiab nyiaj txiag +0.84%, thaum vaj tse -1.69% thiab staples -0.18%. Cov ntu sab saum toj yog hav zoov, xov tooj cua, thiab tsheb, thaum cov dej haus, khw noj mov, thiab vaj tsev yog qhov phem tshaj plaws. Northbound Stock Connect ntim tau teeb pom kev zoo li cov tub ua lag luam txawv teb chaws yuav noj qab haus huv $ 1.414B ntawm Mainland stocks. CNY muaj lwm hnub muaj zog piv rau US duas +0.23%, kaw ntawm 6.74, Treasury nkhaus steepened, thiab Shanghai Copper tau nce +1.84%.

Tuam Tshoj Lub Nroog Mobility Tracker

Thaum txoj kev tsheb ciav hlau txuas ntxiv mus ntxiv, nws tsim nyog sau cia kev tsheb khiav hauv ntau lub nroog tau qeeb. Nws yog ntxov dhau rau Suav Xyoo Tshiab so yuav pib. Kuv yuav tshawb nrhiav ntxiv!

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.75 piv rau 6.77 nag hmo
• CNY rau EUR 7.27 piv rau 7.28 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.88% piv rau 2.86% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.00% tiv tiag 2.99% nag hmo
• Tus Nqi Tooj Liab + 1.84% dhau ib hmo