GM Outsells Tesla Thaum Lub Xya Hli Ua Semiconductors & Clean Tech Outperform

Xov Xwm Tseem Ceeb

Asian equities tau ntau dua ntawm lub teeb ntim. Nyiv thiab Hong Kong tau tawm me ntsis thaum Is Nrias teb (Moharram), Pakistan (Ashura), thiab Singapore (National Day) raug kaw rau hnub so. Tag kis peb muaj kev cia siab heev rau Lub Xya Hli CPI luam tawm. Kuv tab tom hais txog Tuam Tshoj CPI, uas xav tias yuav yog 2.9% (tus nplaig hauv pliaj!). Raws li FYI, lwm CPI luam tawm tag kis hauv Teb Chaws Asmeskas xav tau ntawm 8.7%. Taiwan yog tus thawj coj ntawm cov xov xwm thaum lub caij ntuj sov, thiab tsis muaj dab tsi tshwm sim. Kuv puas txhawj xeeb? Tsis yog, raws li CNH, Tuam Tshoj cov txiaj ntsig, thiab Tuam Txhab Nyiaj Txiag Suav yog cov cim tseem ceeb uas tsis txaus ntseeg, yog li tsis yog kuv. Tsis tas li, tshawb xyuas FlightRadar24.com, raws li koj yuav pom ntau lub davhlau nkag mus rau hauv thiab tawm ntawm Taipei lub tshav dav hlau. !

Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent -0.47% raws li Prosus tseem muag cov khoom lag luam txhawm rau muab nws cov nyiaj yuav rov qab, Alibaba HK + 0.9% tom qab lawv tau thov nrog Hong Kong Txauv los ua Hong Kong nws cov npe tseem ceeb uas yuav ua rau nws tsim nyog. Southbound Tshuag Txuas, Meituan -2% thiab JD.com HK -3.71%. Tianqi Lithium's HK qhia chav kawm +5.39% tau ntxiv rau Southbound Tshuag Txuas Hnub Monday, tsuas yog ib hlis tom qab nws cov npe Hong Kong. Niaj hnub no lub tuam txhab muaj US $ 27 hli ntawm kev yuav khoom los ntawm Mainland cov tub ua lag luam. Qhov khoom plig tiag tiag yog tau txais Tencent's 716mm shares, uas yog 7.44% ntawm tag nrho cov khoom lag luam tuav los ntawm Southbound ua lag luam, nrog tus nqi ntawm Hong Kong $ 223B / US $ 28B.

Amazing tias Alibaba US ADR tau poob nag hmo! Nws ua rau tsis muaj kev xav! Cov neeg muag khoom luv tau pom tias Alibaba HK qhov ntim luv luv feem pua ​​poob 11% los ntawm nws qhov nruab nrab 20-hnub (zoo stat tip / los ntawm kuv cov phooj ywg Jonathan thiab John). Hauv Hong Kong, cov khoom vaj khoom tsev muaj cov lus xaiv hais tias cov se vaj tse hauv zos yuav raug tshem tawm txawm tias nws raug tsis lees paub. Kuv tau pom tias Tuam Tshoj lub nroog Langfang hauv xeev Hebei (cov pej xeem 1.1 hli) tau zam cov se vaj tse ntsig txog vaj tse nyob rau hauv qhov kev sim ntawm kev txhawb nqa.

Cleantech plays muaj ib hnub muaj zog nyob rau hauv lub Mainland kev ua lag luam raws li pov thawj los ntawm cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Sungrow Power +8.07%, lub tuam txhab hnub ci Tongwei +3.18%, roj teeb behemoth CATL +2.01%, semis ua si TongFu +9.98%, Tianqi Lithium +1.07%, thiab Longi Green Zog +2.71%. Ob lub ntsiab lus tseem ceeb rau Asmeskas thiab Tuam Tshoj yuav yog cov khoom siv hluav taws xob thiab lub zog ywj pheej, nrog cov thev naus laus zis huv si ua ib feem loj.

Lub National Passenger Car Information Exchange Association tau tshaj tawm cov ntaub ntawv pib lub Xya Hli. Cov neeg caij tsheb muag tau nce 40.8% xyoo dhau los rau 2.134mm txawm tias tawm los ntawm -2.5% lub hli dhau los. Cov neeg muag khoom zoo tshaj plaws yog BYD 162k, SAIC-GM (GM muaj 34%) 59k, thiab Geely 32k, thaum Tesla muag 28k / -64% MoM los ntawm Lub Rau Hli 78k. EV cov khw muag khoom muag yog 486k, uas yog YoY nce ntawm 123% txawm tias tawm lub hli dhau ib hlis -1.1%. Kuv tsis pom qhov no tseem ceeb rau lwm qhov, tab sis zoo nkauj heev, txoj cai? Kuv yuav tsum tau nrog peb tus kws tshaj lij EV hauv tsev Anthony!

Hang Seng thiab Hang Seng Tech poob -0.21% thiab -0.93% ntawm ntim +9.69% los ntawm nag hmo, uas yog 61% ntawm 1-xyoo nruab nrab. 220 cov khoom lag luam nce siab thaum 243 poob. HK luv luv muag turnover nce 12.53%, 62% ntawm 1-xyoo nruab nrab, thaum luv muag turnover accounted rau 17% ntawm tag nrho cov turnover. Tus nqi yam tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob los ntawm tus nqi me me raws li qhov me me me me dua cov kaus mom loj. Cov khoom lag luam saum toj kawg nkaus yog lub zog +1.88%, cov khoom siv +0.97% thiab kev kho mob +0.31% thaum cov khoom siv hluav taws xob -1.33%, kev txiav txim siab -0.74% thiab kev sib txuas lus -0.57%. Cov sub-sectors saum toj kawg nkaus yog cov thee, kev tswj vaj tse, thiab cov ntawv khaws cia, thaum cawv, kev kawm, thiab cov nroj tsuag hluav taws xob yog qhov phem tshaj. Southbound Stock Connect ntim tau lub teeb heev vim cov neeg ua lag luam hauv Mainland yog cov muag khoom me me tab sis Tencent thiab Tianqi Lithium yog net yuav. Meituan yog ib qho me me muag hnub no.

Shanghai, Shenzhen, thiab STAR Board tau nce +0.32%, +0.24%, thiab +0.85% ntawm ntim +0.31% los ntawm nag hmo, uas yog 89% ntawm 1-xyoo nruab nrab. 1,909 cov khoom lag luam tau nce siab, thaum 22,534 cov khoom lag luam poob qis. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li lub kaus mom loj tshaj lub kaus mom me me. Cov sectors sab saum toj yog lub zog +3.18%, industrials +1.34% thiab tech +1.15% thaum kho mob -0.59%, kev siv hluav taws xob -0.45% thiab nyiaj txiag -0.37%. Sab saum toj sub-sectors yog ib nrab ntsig txog, cua, hnub ci, thee, thiab lithium, thaum nqaij npuas, nqaij qaib, thiab cov tshuaj tiv thaiv. Northbound Stock Connect ntim tau teeb raws li cov tub ua lag luam txawv teb chaws muag - $ 327mm ntawm Mainland Tshuag hnub no. Shorter maturity Treasuries tau tawm, CNY txaus siab +0.02% piv rau US $, thiab tooj liab tau nce +1.04%.

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

• CNY / USD 6.75 piv rau 6.76 nag hmo
• CNY / EUR 6.90 piv rau 6.89 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.74% piv rau 2.74% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.91% tiv tiag 2.90% nag hmo
• Tus Nqi Tooj Liab + 1.04% dhau ib hmo