Rov qhib Rolls On, Clean Tech Jumps, Lub Limtiam Hauv Kev Ntsuam Xyuas

Lub Limtiam Ntsuam Xyuas

• Cov peev txheej Asian pib xyoo 2023 nrog Tuam Tshoj ua tau zoo dua li lub tebchaws tau npaj kom tso cai rau cov neeg tuaj ncig txawv teb chaws nkag mus hauv lub tebchaws tsis pub cais tawm txij hnub Sunday.
• Hnub Wednesday, Alibaba's Ant Group tau pom zoo los ntawm Tuam Tshoj Lub Tuam Txhab Nyiaj Txiag thiab Kev Pov Hwm Kev Tswj Xyuas Kev Tswj Xyuas Nyiaj Txiag (CBIRC) txhawm rau nce cov neeg siv nyiaj txiag pab pawg peev nyiaj rau RMB 18.5B ($ 2.7B).
• CBIRC thiab Tib Neeg Lub Tuam Txhab Nyiaj Txiag ntawm Tuam Tshoj (PBOC) tau hloov kho cov cai qiv nyiaj kom yooj yim rau kev yuav tsev rau hnub Thursday.
• Tus Thawj Fwm Tsav Tebchaws Meskas Antony Blinken tau ntsib nrog Tuam Tshoj tus Thawj Fwm Tsav Tebchaws Txawv Tebchaws tshiab Qin Gang rau Hnub Xyoo Tshiab.

Hnub Friday Cov Xov Xwm Tseem Ceeb

Cov peev nyiaj Esxias tau xaus rau lub lim tiam sib xyaw raws li Kaus Lim Qab Teb tau tshaj tawm hnub muaj zog thiab North Asia tau ua tiav South Asia. Rau lub lim tiam, qhov ua tau zoo ntawm Hong Kong thiab Tuam Tshoj Mainland sawv tawm, thaum Nyiv, Is Nrias teb, thiab Indonesia tau tshaj tawm poob qis.

Tuam Tshoj txoj kev rov qhib dua txuas ntxiv raws li Hong Kong tshaj tawm tias nws yuav tso cai rau 60,000 tus neeg tuaj xyuas ib hnub los ntawm thaj av loj vim covid khiav hla Suav teb. Hong Kong qhib siab dua tab sis swb dhau hnub ua lag luam kom kaw qis dua rau hnub vim Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi yog Tencent, uas tau nce +0.46%, Alibaba, uas tau nce +2.01%, thiab Meituan, uas poob -4.25%. .

Cov tuam txhab tsheb hluav taws xob hauv Hong Kong tau muaj hnub nyuaj vim Xpeng poob -6.82%, Li Auto poob -6.55%, NIO poob -4.03%, thiab BYD poob -2.6% raws li Tesla cov khoom lag luam poob hnyav ntawm qhov chaw nruab nrab ntawm ntau tus broker downgrades. Ib qho tseem ceeb ntawm Tesla cov teeb meem yog nws txoj kev lag luam poob qis hauv Suav teb. Ntau cov kev xaiv, tshwj xeeb tshaj yog cov tsis tshua kim, txhais tau tias tsawg dua Tesla muag, uas tuaj yeem yog qhov teeb meem raws li cov neeg tsim hluav taws xob thoob ntiaj teb txhawb nqa lawv cov kev siv zog EV.

Cov cuab yeej yog ib qho xov xwm loj vim tias qhov kev tsim nyog qiv nyiaj tshiab tau txiav txim siab los ntawm cov neeg koom hauv zos. Cov khoom lag luam hauv Hong Kong tau nce +2.22%, txawm tias tawm -0.79% ntawm Mainland. Nco ntsoov tias cov khoom lag luam tuaj yeem pom tsawg dua li cov ntawv cog lus raws li cov tuam txhab tso nyiaj ntau dua los txhawb lawv cov ntawv tshuav nyiaj li cas. Nyob rau tib lub sijhawm, cov ntawv cog lus tsim tawm yuav tsum tau nkag mus rau hauv ib qho kev pheej hmoo pheej hmoo thoob plaws vim lawv qhov tsis sib xws piv rau cov khoom lag luam.

Tuam Tshoj Mainland lub sab saum toj kaum feem ntau ua lag luam khoom lag luam los ntawm tus nqi suav nrog ntau lub hnub ci ua si ntawm kev sib tham uas cov zis tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem tuaj yeem nqa tau raws li Longi Green Energy tau txais +3.9%, Tongwei tau nce +5.06%, thiab Sungrow Power tau nce +5.43%. Ntawm cov kaum sab saum toj kuj tseem muaj lwm yam kev ua si huv si xws li roj teeb CATL, uas tau nce +2.25%, thiab Tianqi Lithium, uas tau nce +3.01%. Cov tub ua lag luam txawv teb chaws tau yuav lwm $ 884 lab tus nqi ntawm Mainland cov khoom lag luam niaj hnub no, nqa tag nrho txhua lub lim tiam rau $ 2.9 nphom. CNY muaj lwm hnub muaj zog piv rau US duas, kaw ntawm 6.85. Nws yog tsim nyog taw qhia tias Tuam Tshoj Treasury bonds tau muag me ntsis, uas tej zaum yuav qhia tau hais tias cov tub ua lag luam yog rebalancing los ntawm daim ntawv cog lus rau cov Tshuag.

Raws li Mainland media qhov chaw, General MotorsGM
muag 2.3 lab lub tsheb hauv Suav teb xyoo 2022 piv rau 2.9 lab lub tsheb hauv lub tebchaws xyoo 2021, uas yog qhov poob ntawm 21%. Nco ntsoov tias GM kev muag khoom tsis suav nrog cov ntaub ntawv luam tawm. Thaum Tuam Tshoj suav tias qhov kev muag khoom no yog US Export, Asmeskas tsis yog vim lawv tsis muab tso rau hauv nkoj. Nov yog qhov teeb meem tseem ceeb uas tsis muaj leej twg hais txog. Yog tias koj ntxiv US cov khoom tsim thiab muag hauv Suav teb rau cov ntaub ntawv luam tawm, tsis muaj kev lag luam poob!

Lub Hang Seng thiab Hang Seng Tech indexes poob -0.4% thiab -1.4%, feem, ntawm qhov ntim uas poob -14.86% los ntawm nag hmo, uas yog 118% ntawm 1-xyoo nruab nrab. 221 cov khoom lag luam nce siab thaum 271 cov khoom lag luam poob qis. Main Board luv muag turnover poob -17.82% los ntawm nag hmo, uas yog 104% ntawm 1-xyoo nruab nrab li 15% ntawm turnover yog luv turnover. Cov txiaj ntsig muaj txiaj ntsig tau nthuav tawm cov txiaj ntsig kev loj hlob raws li cov kaus mom me me tshaj lub kaus mom loj. Cov kev ua tau zoo tshaj plaws yog vaj tsev, uas tau nce +2.21%, kev siv hluav taws xob, uas tau nce +1.1%, thiab cov khoom siv, uas tau nce +0.44%. Lub caij no, kev kho mob poob -1.39%, thev naus laus zis poob -1.1%, thiab cov neeg siv khoom lag luam poob -0.78%. Cov kev ua tau zoo tshaj plaws yog cov khoom siv hluav taws xob, cov khoom siv hluav taws xob, thiab cov khoom siv, thaum lub tsheb, cov khoom siv kho mob, thiab cov khoom siv kho mob yog qhov phem tshaj. Southbound Stock Connect ntim tau nruab nrab raws li cov neeg lag luam hauv av muag - $ 172 lab tus nqi ntawm Hong Kong cov khoom lag luam xws li Tencent, Meituan, thiab Xpeng tau muag tag nrho thaum Li Auto thiab Kuaishou yog cov khoom me me.

Shanghai, Shenzhen, thiab STAR Board tau nce +0.08%, +0.17%, thiab +0.77%, feem ntawm qhov ntim uas poob -0.65% los ntawm nag hmo uas yog 91% ntawm 1-xyoo nruab nrab. Kev loj hlob yam tseem ceeb tshaj qhov muaj nuj nqis raws li cov kaus mom me me tshaj lub kaus mom loj los ntawm qhov tsawg heev. Cov kev ua tau zoo tshaj plaws yog cov khoom siv, uas tau nce +1.59%, lub zog, uas tau nce +1.43%, thiab thev naus laus zis, uas tau nce +1.21%. Lub caij no, kev sib txuas lus poob -2.38%, vaj tse poob -0.78%, thiab kev kho mob poob -0.61%. Cov kev ua haujlwm zoo tshaj plaws yog cov cuab yeej tsim hluav taws xob, petrochemicals, thiab cov khoom siv hauv tsev thaum xov xwm, kev kawm, thiab tshav dav hlau yog qhov phem tshaj. Northbound Stock Connect ntim tau nruab nrab / siab raws li cov tub ua lag luam txawv teb chaws tau yuav + $ 884 lab tus nqi ntawm Mainland cov khoom lag luam raws li yim lub tuam txhab saum toj kawg nkaus los ntawm tus nqi pauv tau muag. CNY tau nce +0.28% piv rau US duas kom kaw ntawm 6.85, Cov nyiaj qiv nyiaj muag tawm, thiab tooj liab tau nce +1.62%.

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Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 6.85 piv rau 6.88 nag hmo
• CNY rau EUR 7.21 piv rau 7.25 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 0.92% tiv tiag 0.92% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.83% piv rau 2.83% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.96% tiv tiag 2.95% nag hmo
• Tus Nqi Tooj Liab + 1.62% dhau ib hmo