JD Beats, Hong Kong Tech Concludes Strong Week, Week In Review

Lub Limtiam Ntsuam Xyuas

• Cov khoom lag luam Esxias tau sib xyaw rau lub lim tiam no thaum Hong Kong cov npe hauv internet thiab cov khoom vaj khoom tsev tau zoo dua.
• Thawj Tswj Hwm Biden tau ntsib nrog Thawj Tswj Hwm Xi nyob sab nraud ntawm G20 hnub Monday, ua rau muaj kev txhim kho tseem ceeb hauv kev sib raug zoo ntawm ob lub tebchaws loj thiab thawj zaug cov thawj coj tau ntsib tim ntsej tim muag. Lawv lub rooj sib tham tau ua raws li lub rooj sib tham ntawm US Treasury Secretary Janet Yellen thiab Tuam Tshoj tus thawj tswj hwm hauv nruab nrab.
• Cov tub ceev xwm tseem ceeb tau tshaj tawm 16-taw qhia txoj kev npaj los txhawb cov neeg tsim khoom rau hnub Monday, uas suav nrog kev siv ntau dua li kev lag luam tau xav txog thiab ua rau muaj kev rov zoo dua hauv kev lag luam.
• Tencent, Tencent Music, JD.com, thiab Alibaba txhua tus tau tshaj tawm cov khoom, tab sis tsis zoo Q3 cov txiaj ntsig lub lim tiam no.

JD.com Cov Nyiaj Tau Los Txheej Txheem

JD.com yeej ntawm cov nyiaj tau los saum toj kawg nkaus, uas tau nce +11.4% xyoo dhau los rau RMB 243.54 billion piv rau kwv yees li RMB 243.07 billion. Lub tuam txhab cov paj tau paj kuj tau nce mus rau 2.4% piv rau 1.1% hauv Q3 2021, cov ntaub ntawv sau ua haujlwm siab. Qhov no yog kev sib tw ntawm ob sab saum toj thiab hauv qab kab, uas yog qhov zoo rau kev xav txog kev lag luam macroeconomic uas lub tuam txhab tau ntsib hauv 12 lub hlis dhau los. Lub tuam txhab cov txiaj ntsig los ntawm Singles Day yuav suav nrog nws cov nyiaj tau los Q4.

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau xaus rau lub lim tiam sib xyaw, uas haum rau lub lim tiam txawm tias Hong Kong thiab tshwj xeeb tshaj yog Hong Kong cov khoom lag luam muaj lub lim tiam zoo. Cov tub ua lag luam txawv teb chaws tau zoo siab rov hais dua kev sib tham ntawm kev sib tham ntawm Tuam Tshoj thiab Asmeskas ntawm G-20 hauv Bali thiab ntawm Bangkok lub rooj sib tham Asia-Pacific Economic Kev Koom Tes. Kev lag luam Esxias tau txo qis kev lag luam yav tav su thaum North Kauslim tau tua cov cuaj luaj.

Muaj 2,276 tus neeg mob tshiab thiab 22,853 tus neeg mob asymptomatic hauv Suav teb niaj hnub no vim tias kev kho mob yog qhov ua tau zoo tshaj plaws nyob rau hauv Mainland, txawm hais tias cov haujlwm tau tawm me ntsis hauv Hong Kong. Cov tub lag luam lees paub tias qhov tsis muaj zog tiv thaiv COVID yuav ua rau muaj ntau tus neeg mob, suav nrog cov uas yuav xav tau kev kho mob. Ib lub hauv paus xov xwm hauv tebchaws tau sau tseg txog kev tshaj tawm ntawm CanSino Biologics 'cov tshuaj tiv thaiv tus kabmob tiv thaiv thoob plaws 14 lub nroog, suav nrog Beijing thiab Shanghai. Lub caij no, Yiling Pharmaceutical (002603 CH) tau nce +6.07% thaum hmo ntuj thiab yog Mainland cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi, ntaus 52-lub lim tiam siab tom qab nce 48% lub lim tiam no. Lub tuam txhab tshaj tawm tias nws tau thov rau kev sim tshuaj kho mob khaub thuas siv tshuaj suav tshuaj.

Hong Kong cov ntawv teev npe hauv internet tau bucked lub lag luam tsis muaj zog niaj hnub no nrog kev nce siab, tom qab Alibaba nce +2.17% nce thiab NetEase's +3.67% tom qab ob lub tuam txhab tuav cov kws tshuaj ntsuam kev cia siab nrog rau cov kev pab cuam yuav rov qab muaj zog. JD.com HK tau nce +3.67%, tom qab Alibaba siab dua ua ntej hnub no lub khw qhib hauv Asmeskas. Tencent tau tawm -1.44% txawm tias lub tuam txhab tau txais kev pom zoo ua si tshiab nrog rau NetEase. Tencent tau pom lwm hnub ntawm kev yuav khoom zoo ntawm Southbound Stock Connect, uas pom qhov muag tsis tshua muaj muag ntawm Hong Kong cov khoom lag luam los ntawm Mainland cov tub ua lag luam.

Nws tsim nyog taw qhia tias muaj kev ntxhov siab tsim tawm Lub Tebchaws Lub Vaj pom tsib hnub ncaj ntawm net Southbound Connect yuav lub lim tiam no. Mainland cov khoom lag luam tau tawm tsis muaj xov xwm tshwj tsis yog rau ntau cov ntawv tshaj tawm txog cov nyiaj tau los ntawm cov nyiaj tau los txhiv raws li PBOC cov lus hais txog kev ua kom pom kev nce nqi ua rau cov neeg ua lag luam xav tsis thoob. Ob qhov kev pauv pauv nyiaj lag luam ETFs tau pom cov nyiaj tawm loj rau lub hlis no ntawm qhov tseeb, txawm hais tias cov nyiaj tau los sawv cev tsuas yog ~ 5% ntawm AUM.

Lub Hang Seng thiab Hang Seng Tech indexes diverged mus kaw -0.29% thiab +0.57%, feem, ntawm ntim uas txo -8.53% los ntawm nag hmo, uas yog 112% ntawm 1-xyoo nruab nrab. 143 cov khoom lag luam tau nce siab, thaum 347 tsis kam. Main Board luv turnover poob -26.26% los ntawm nag hmo, uas yog 93% ntawm 1-xyoo nruab nrab, raws li 14% ntawm niaj hnub turnover yog luv. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li lub kaus mom loj tshaj lub kaus mom me me. Kev txiav txim siab ntawm cov neeg siv khoom yog tib txoj haujlwm zoo, nce +2.25%, thaum vaj tse poob -2.6%, nyiaj txiag poob -1.57%, thiab kev lag luam poob -1.29%. Cov chaw ua haujlwm zoo tshaj plaws yog khoom noj, xov xwm, thiab cov khw muag khoom, thaum cov khoom siv hluav taws xob, vaj tsev, thiab kev thauj mus los yog qhov phem tshaj. Southbound Stock Connect ntim tau nce siab ntawm 1.5X qhov nruab nrab 1 xyoo raws li cov neeg ua lag luam hauv Mainland tau muag - $ 311 lab tus nqi ntawm Hong Kong cov khoom lag luam vim Tencent yog ib qho kev yuav khoom muaj zog, Meituan yog ib qho muag muag muag, thiab Kuaishou yog ib qho khoom me me.

Shanghai, Shenzhen, thiab STAR Board eased -0.58%, -0.48%, thiab -0.93%, feem, ntawm ntim uas tau nce +7.4% los ntawm nag hmo, uas yog 101% ntawm 1-xyoo nruab nrab. 1,255 cov khoom lag luam tau nce siab thaum 3,359 cov khoom lag luam poob qis. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom loj tshaj cov kaus mom me me. Cov haujlwm ua tau zoo tshaj plaws yog kev kho mob, uas tau nce +1.62%, kev pabcuam kev sib txuas lus, uas tau nce +1.12%, thiab kev lag luam, uas tau nce +0.01%. Lub caij no, tech poob -1.36%, lub zog poob -1.07%, thiab cov ntaub ntawv poob -1.05%. Cov haujlwm ua haujlwm zoo tshaj plaws yog kev kawm, biotech, thiab kev sib txuas lus, thaum marine / shipping, software, thiab aerospace yog qhov phem tshaj. Cov nyiaj qiv nyiaj tau nce siab, CNY txaus siab rau +0.41% piv rau US duas rau 7.12 thaum tooj liab poob -0.69%.

Tuam Tshoj Lub Nroog Mobility Tracker

Peb mus txuas ntxiv pom kev tsheb ciav hlau subway flatline / ploj zuj zus tshwj tsis yog hauv Guangzhou, uas tau pom qhov hloov pauv sai uas zoo li pom tseeb tias tsis muaj zog tiv thaiv COVID hauv nroog. Kev tsheb khiav hauv nroog txuas ntxiv zuj zus ntxiv, tshwj xeeb tshaj yog nyob rau hauv Shanghai, uas tseem zoo li pom tias muaj qhov tsis muaj zog tiv thaiv COVID.

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 7.12 piv rau 7.16 nag hmo
• CNY rau EUR 7.37 piv rau 7.41 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.20% tiv tiag 1.22% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.83% piv rau 2.80% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.96% tiv tiag 2.94% nag hmo
• Tus Nqi Tooj Kub -0.69% dhau ib hmo