CCXX Global Viewpoint: Recent Episodes
CCXX
We bring together some best minds to discuss the latest thinking, trends and issues that are driving growth and creating opportunities for business. Join us as we discuss the latest insight on Global Economies, ESG, Emerging Markets, Global Trade, Supply Chains, cutting-edge Technology and more.
Alibaba's logistics unit gears up for Hong Kong IPO. Tencent establishes team to develop ChatGPT-like product. CHINA UNICOM and Schneider Electric inked a strategic alliance agreement in Beijing. TIANQI LITHIUM decides when to issue no more than 20% A/H shares.
阿里巴巴的物流部門菜鳥準備在香港上市。騰訊成立團隊開發類 ChatGPT 產品。中國聯通與施耐德電氣在京簽署戰略聯盟協議。天齊鋰業決定單獨或同時配發、發行及處理不超過20%的A/H股。
阿里巴巴將在 IPO 後決定對新業務部門的控制權。螞蟻集團旗下支付寶宣布助力超過 100 億元人民幣的激勵計劃，以支持獨立軟件開發商。中國多晶矽產量增長約 60%。中國人壽擬以不超過30億人民幣認購國壽投資設立的股權投資計劃。
Alibaba to decide on control over new business units after IPOs. Ant Group's Alipay platform announced an incentive plan worth over RMB10 billion to support ISVs. Chinese polysilicon production up around 60%. CHINA LIFE mulls to contribute max. RMB3B to equity investment plan.
隨著美國國債收益率上升，美國股市下跌。 M Stanley：阿里巴巴的重組可能會釋放巨大的價值。騰訊將在微信上推出知乎式的“搜一搜”搜索功能。比亞迪的收入同比增長高達 96.2%。
U.S. stocks fall as Treasury yields rise. M Stanley: Alibaba's restructuring likely to unlock significant value. TENCENT to launch Zhihu-style 'Wen Yi Wen' search feature on WeChat. The revenue of the BYD aggregated up to 96.2% YoY.
幣安及其CEO趙長鵬因涉嫌違反監管規定而被 CFTC 起訴。軟銀拋售後，商湯股價暴跌逾 3%。前中國財政部長：中國應在經濟轉為正增長後儘快試點房地產稅。匯豐銀行的 Shaw 表示，收購 SVB UK 具有重大商業意義。
Binance, Zhao sued by CFTC for alleged regulatory violations. SENSETIME dives over 3% after SoftBank dumps. Ex-China MOF Head: China should pilot real estate tax asap after econ turns to positive growth. HSBC’s Shaw says acquisition of SVB UK made ‘Great Sense’.
花旗: 面對全球銀行業壓力，中國是“相對安全的避風港”。 OPENAI在中國申請了“GPT-4”商標。螞蟻集團：接近80%的中小企業仍處於數字化早期階段。證監會計劃於 2024 年 10 月 2 日就 RA 13 建立新制度。
Citi: China is a ‘relative safe haven’ in the face of global banking stress. OPENAI applied for a "GPT-4" trademark in China. Ant Group: Close to 80% of SMEs still at early stages of digitalization. SFC plans to establish a new regime on RA 13 on 2 October 2024.
SVB UK has seen its deposit base rebounded to more than GBP7 billion. U.S. government has added 14 Chinese enterprises to the Unverified List. Hong Kong was ranked fourth in the Global Financial Centres Index. The total number of 5G base stations in Mainland China reached 2.384 million.
Fed raises rates amid banking turmoil. Fed hikes interest rates on 25 b.p for 9th consecutive time. EVERGRANDE views "ensure delivery of properties" as core task in next 3 years. Citigroup CEO declares 'this is not a credit crisis's after U.S. bank failures.
Tesla leapfrogged 7.8% on rating upgrade. Oil prices rise by 2.5% as banking worry dissipates. CBIRC issued a notice on three-month self-inspection and rectification of online marketing. Outbound travel bookings for Ching Ming and May Day holiday expanded sharply.
習近平會見俄羅斯總統普京。 TikTok 的美國月度用戶增加到 1.5 億。美國聯邦存款保險公司把矽谷銀行分拆為傳統存款部門及私人銀行，並分別招標出售。由於 JPM 首席執行官協調對 FRC 的支持，第一共和銀行暴跌 47%。
Xi Jinping meets with Russian President Vladimir Putin. TikTok hits 150 mln U.S. monthly users, up from 100 million in 2020. FDIC to break up SVB, seeks separate sale of private unit. First Republic Bank crashes 47% as JPM CEO coordinates support for FRC.
美股期貨造好。瑞銀同意以30億瑞郎收購瑞信。美國聯儲局宣布已與加拿大央行、英倫銀行、日本央行、歐洲央行及瑞士央行採取協調行動。美國聯邦存款保險公司計劃再度出售已倒閉的矽谷銀行。
US banks borrowed a total of US$164.8 billion from the Fed. UBS opposed forced merger with Credit Suisse. UK announced an immediate ban of TikTok on government phones. PIMCO, suggests Feds raise rates by 25 basis points.
US banks borrowed a total of US$164.8 billion from the Fed. UBS opposed forced merger with Credit Suisse. UK announced an immediate ban of TikTok on government phones. PIMCO, suggests Feds raise rates by 25 basis points.
Goldman Sachs raises 2023 China GDP growth forecast to 6%. SNB will provide Credit Suisse with liquidity if necessary. Fed suggests US banking crisis may pause rate hike. China Feb electricity consumption of whole society Up 11%.
道指終止五連跌，上漲 334 點。評級機構穆迪表示 SVB 倒閉對亞太地區銀行的影響有限。 OpenAI 發布 GPT-4，在專業考試中擊敗了 90% 的人類。人民銀行增持 RMB481B MLF。
DJIA inches up 334 pts. Moody's believes SVB collapse to have limited impact on APAC banks. OpenAI releases GPT-4, beating 90% of humans in professional exams. BOC mounts RMB481B MLF today.
拜登計劃 與習近平通電話。美聯儲對 SVB 進行調查結果將於 5 月 1 日公佈。辛偉誠 :英國銀行沒有系統性風險，流動性很強。新任首席執行官表示 SVB 已重新開業，一切如常。
Biden expected to have call with Xi Jinping. Fed probes SVB with results to be unveiled by 1 May. Sunak: No Systemic Risk to UK Banks, Liquidity Is Strong. New CEO says SVB has reopened, business as usual.
美國政府宣布為倒閉的矽谷銀行及Signature Bank存戶「包底」。習近平:北京堅持“一國兩制”治港原則，保持香港優勢。隨著美聯儲宣布向銀行提供新的緊急貸款，加密貨幣市場造好。市場調整預期美聯儲加息 25 個基點的可能性超過 80%。
Silicon Valley Bank depositors will have access to ‘all of their money,’ regulators say in effort to stem wider fallout. Xi Jinping: Beijing committed to ‘one country, two systems’ governing principle for Hong Kong, preserving city’s strengths. Bitcoin, ether rally as Fed announces new emergency loan for banks. Market adjusts to expect over 80% chance for 25 bps Fed rate hike.
Bitcoin crashes over 8% below USD20,000 line. Biden's budget expects US 2023 inflation to be 4.3%, 2024 at 2.4%. BYD reported to splurge over USD20B on electric commercial car project. China Unicom has inked a partnership agreement with the HKUST.
比特幣跌破 20,000 美元線以下 8% 以上。拜登的預算預計美國 2023 年的通脹率為 4.3%，2024 年為 2.4%。比亞迪將在電動商用車項目上投入超過 20B 美元。中國聯通與香港科技大學簽署了合作協議。
Biden to propose 5.2％ federal pay increase.Xi Jinping stresses enhancing integrated national strategies, strategic capabilities. TikTok makes fresh push to convince regulators that it protects data. Citi sees half-point rate hike in March.
蘋果宣布iPhone 14和iPhone 14 Plus將推出黃色版本。馬斯克正在開發的全自動下一代小型汽車。美國將取消要求來自中國的旅客出示陰性 COVID-19 檢測結果的要求。摩根士丹利分析師Michael Wilson認為科技股有 20% 的下跌空間。
Apple launches new yellow color for iPhone 14 and iPhone 14 Plus. Elon Musk highlights fully automatic next-generation compact car in development. U.S. is set to remove the requiring travelers from China to present a negative COVID-19 testing result. Morgan Stanley’s Wilson sees 20% downside for tech stocks.
Xi Jinping: China should shatter barriers that restrict POEs from joining fair market competition. Ant Group gets asia’s biggest ESG-linked loan in $6.5 billion deal. Meituan is restructure ride-hailing unit. Huawei is planning to launch new flagship model within this month.
習近平:中國破除制約民營企業公平參與市場競爭的制度障礙。螞蟻集團以 65 億美元的交易獲得亞洲首單ESG掛鈎銀團貸款。美團近期對網約車業務作調整。華為計劃在本月發布最新款旗艦手機。
中國今年目標是國內生產總值增長5%左右。 李克強:過去5年，中國不斷推進網絡“提速降費”政策，發展“互聯網+”。中國中央政府借款更多：2023 年預算明細。中國電商物流板塊原木回升。
China sets GDP target of ‘around 5%’ for 2023. Li Keqiang: China has continuously promoted "higher speed lower tariff" policies of networks and developed "Internet+" in the past five years. China central government to borrow more: 2023 Budget Details. China's e-commerce logistics sector logs rebound.
US adds units of China's BGI, Inspur to trade blacklist. China Feb Caixin Service PMI advances to 55. China short video users Top 1B for first time; utilization Rate 94.8%. Baidu registers trademarks like Searchat and Chatflow.
美國將華大基因，中國雲計算公司浪潮集團列入貿易黑名單。中國2月財新服務業PMI升至55。中國短視頻用戶首次進入Top 1B；利用率94.8%。百度註冊了 Searchat 和 Chatflow 等多個商標名稱。
MOC 強調 2023 作為“2023消費提振年”，推出穩定汽車和家庭消費的新舉措。李克強：中國經濟增長強勁回升。匯豐股東團體推動提高股息的建議。馬斯克在投資者日活動中暗示了未來的兩款特斯拉汽車。
MOC Themes 2023 as 'Consumption Boost Year', unrolls new initiatives to stabilize auto & home consumption. Li Keqiang: China econ growth picking up sturdily. HSBC shareholder group pushes for proposal to boost dividend. Elon Musk hints at two future Tesla vehicles in Investor Day event.
Wall Street sells shares, Treasuries to end fraught Feb. 20th CPC Central Committee 2nd plenary session issues communique.
Caixin China Manufacturing PMI stood at 51.6 in Feb. SZSE, LSE Ink cooperation MOU.
Elon Musk regained his spot as the world's richest person. China Telecom, China Telecom and China Unicom, co-share world's largest 5G SA commercial network. BABA reportedly confirms 5 Key strategies for Taobao in 2023. XIAOMI reportedly files application for 'Xiaomi Modena' trademark.
馬斯克重新奪世界首富的寶座。中國電信、中國聯通共享全球最大5G SA商用網絡。BABA 確認了 2023 年淘寶的 5 項關鍵戰略。小米提交了“Xiaomi Modena”商標申請。
BYD will launch new Hybrid Off-Road vehicle this year. XIAOMI launched its Mi 13 smartphone series in Barcelona. HSBC reportedly plans to halve office space of London global HQ. CSRC issues confidentiality rules for domestic firms in listing overseas, effective Mar.
比亞迪今年將推出一款新的混合動力越野車。小米在巴塞羅那發布會推出「小米13」系列手機。匯豐銀行計劃將倫敦全球總部的辦公空間減半。中國證監會發布境內企業境外上市保密規定，3月1日起生效
Alibaba announced the third fiscal quarter results. China's production of solar-grade polysilicon went up 36.5% year-on-year. TECHTRONIC opened up 4.9%. GALAXY ENT opened up 2.5% .
部分美聯儲官員擔憂近期金融狀況有所緩和。李克強強調經濟增長正在企穩回升。百度最新的生成式AI產品文心一言未來將通過百度智能雲對外提供服務。騰訊雲將積極支持Web3生態系統的發展。
Some Fed officials are concerned about the recent easing in financial conditions. Li Keqiang underlined that the economic growth of Mainland China is stabilizing.
Baidu CEO Robin Li further elaborated on its AI ERNIE Bot. Tencent Cloud will actively support the development of the Web3 ecosystem.
Xi will visit Moscow in the next few months. Meta will distribute its VR helmet products in China. ICBC Brazil will serve as an RMB clearing bank in Brazil. TIANQI LITHIUM held a signing ceremony for its lithium hydroxide production base.
Joe Biden paid a surprise visit to Ukraine. UK foreign minister discusses Xinjiang with Chinese counterpart. China launches private equity pilot to boost property sector. China 2022 total export of photovoltaic products surges over 80%.
Saudi Aramco is interested in investing in Hong Kong. China's major banks fined for violations of laws and regulations. Rate hike environment is salubrious to the NIM performance of Hong Kong banks. CSRC unveils rules about General Implementation of Full Adoption of New IPO Mechanism.
Bitcoin advances to US$25,000. China Mobile inked a strategic cooperation agreement with China Rare Earth Group. Saudi Arabia Funds Tencent-Backed VSPO in first China games bet. China's photovoltaic industry maintained a steady and positive development momentum.
比特幣上升至25,000萬美元 。中國移動通信集團與中國稀土集團簽署戰略合作協議。 沙地阿拉伯主權財富基金(PIF)首次進軍中國遊戲市場 。內地光伏行業全年整體保持平穩向好的發展勢頭。
Xi Jinping stresses expanding domestic demand. China Jan tier 1 New commodity home selling prices grow YoY. Premature loan repayments by residents in China has increased. China issues guideline to boost oversight of finance, accounting.
多家美國對沖基金搶購阿里巴巴，京東股票。高盛首席執行官談經濟軟著陸的可能性。小米拒絕就獲得新能源汽車生產批准發表評論。中國將於2月18日起起恢復簽發南韓公民赴華訪問、商務、過境以及一般私人事務類短期簽證。。
Multiple US hedge funds snap up Alibaba, JD.com Shares. Goldman Sachs CEO on probability of economic soft landing. XIAOMI declines to comment on obtaining approval for NEV production. China to resume issuing short-term, port visas to South Korean citizens from 18 Feb.
Fed's Bowman says more interest rate hikes needed to tame inflation. Google Hesitant on productizing bard: Alphabet Chair. Ford announced to invest in EV battery plant in US with CATL. China's MoF issued a new special bond quota for local governments in advance with maximum force.
美聯儲的鮑曼表示需要更多的加息來抑制通貨膨脹。谷歌對ChatGPT的聊天機械人技術仍有很長的路要走。福特宣布與寧德時代在美國投資興建電動汽車電池廠。中國財政部以最大力度提前下達新的地方政府專項債券額度。
US blacklists six Chinese entities over balloon program. China unveils risk classification method for commercial banks' financial assets, which will take effect from 1 July. China Jan Auto dealers' comprehensive inventory coefficient rises. China approves 87 online games in February.
U.S. introduce new restrictions on advanced computing technologies in China. China gave guidance on the release of online information on epidemic-related drugs.
Tencent will develop a device similar to ChatGPT. Cainiao announced the signing of a new strategic cooperation agreement with Unilever China.
多位美聯儲官員發表言論後，美股低收。紐約聯儲主席John Williams表示，美聯儲需在數年內維持有限制性的高利率。美國財長耶倫表示，仍然希望能夠出訪中國。2022年內地整車進口量按年下降6.5%。
Nasdaq dropped 1.68% after Fed's comments. NY Fed believes restrictive interest rates have to last for years. Janet Yellen said she still hoped to visit China. The volume of vehicles imported into China decreased by 6.5% year-on-year in 2022.
FED chairman thinks further rate hikes are needed. Microsoft will incorporate ChatGPT into Bing and Edge. Xi delivered a speech at the opening ceremony of the Central Party School. China-made COVID drugs that were approved for sale in the market have been included in the country’s medical insurance scope.
美聯儲主席指需要進一步加息。微軟推出由ChatGPT支援的最新版本Bing和Edge。習近平昨在中央黨校發表重要講話強調，堅持穩字當頭。國產新冠治療用藥已全部被納入醫保支付範圍。
Biden believes the downing of the Chinese spy balloon won't affect the relationship with China. Jack Ma trimmed BRII share. Watsons opened 4 new stores in Saudi Arabia. Chief Executive John Lee begins a visit to Saudi Arabia.
China respects the postponement of Antony Blinken's visit to China. China will launch a nationwide pilot program for the electrification of public vehicles. Japan will enforce export restrictions on advanced chip-making technology. Hong Kong's Chief Executive, John Lee, will visit Saudi Aramco.
Apple's contracted 5.5% in the fourth quarter of 2022. Antony Blinken will meet with Xi Jinping during a 2-days visit to Beijing. China 2022 auto imports slump 7.7%. CSRC to roll out more pragmatic initiatives to back real estate.
蘋果在 2022 年第四季度收縮了 5.5%。美國國務卿布林將在對北京進行為期兩天的訪問期間會見習近平。全國汽車商品進口金額按年跌7.7%。中國證監會推出更多務實舉措支持房地產。
Fed hikes rates by 0.25%. Fed believes raised interest rates helps fight inflation. Tesla plans production ramp in Shanghai as price cuts boost demand. Meta's fourth-quarter revenue exceeded estimates.
Strong start to 2023, developed market yields declined, oil price fell and the gold price rose, USD weakened.
USTR stated China leads the world in counterfeit, pirated products. Tesla considering plant near Mexico City's new airport. Blinken to Visit China during 5-6 Feb. Over 30 Chinese cities have rolled out optimized housing policies year to date.
Fed will discuss interest rates on Tue and Wed. U.S. stops granting export licenses for China's Huawei. Janet Yellen sees low inflation as more likely long-term challenge. China property share slump as home sales fall during holiday.
US, Japan, Netherlands agrees on China chip export limit. Li Keqiang vows to push for comprehensive implementation of consumption stimulus policy. Jack Ma purportedly meets Thailand's Richest Man. Shanghai continues replacement subsidies for new NEVs, vehicle purchase tax waiver.
FTX 的破產文件顯示其欠債的債權人包括: 華爾街精英、大型科技公司、航空公司等等。美國 2022 年 GDP 增速放緩至 2.1%。 香港置業行政總裁馬泰陽: 香港樓市的長遠前景是樂觀的。東京未經調整的核心 CPI 增長至 4.3%。
FTX 破產文件顯示有超過100萬個債權人。美國2022年實際國內生產總值(GDP)初值年增放緩至2.1%。Tesla 行政總裁馬斯克表示，大幅減價將刺激市場對Tesla電動車的需求。美國財政部官員團隊將於2月訪問中國，為美國財長耶倫訪華做準備。
FTX’s bankruptcy documents shows the creditors to whom it owed money: Wall Street elite, Big Tech, airlines, and many more. US 2022 GDP growth slows to 2.1%. Dave Ma: long-term outlook for the property market in Hong Kong is positive. Tokyo's unadjusted core CPI grows to 4.3%.
FTX says it could have over 1 million creditors. US 2022 GDP growth slows to 2.1% in preliminary reading. Elon Musk states that massive price cuts on tesla’s price would spur EV demands. US Treasury officials will head to China to prepare for a visit by Janet Yellen.
U.S. treasury team heading to China in Feb. Yellen: Extraordinary measures being taken to avert default on US debt. JPM asset management approved to assume full ownership of China International Fund Management Co., Ltd. China LPRs remain unchanged.
美聯儲的褐皮書預計2023 年美國物價增長放緩的局面。美國達拉斯聯邦儲備銀行行長洛里洛根支持放慢加息步伐。 渣打首席執行官比爾溫特斯表示，該銀行尚未與第一阿布扎比銀行就潛在收購進行談判。國務院副總理劉鶴與美國財長耶倫進行了“坦誠”的會談。
Fed’s Beige book saves US price growth seen moderating in 2023. Dallas Fed head backs slower rate hikes. STANCHART CEO Bill Winters said the bank had not held talks with First Abu Dhabi Bank over a potential takeover. Janet Yellen, Chinese Vice Premier Liu have ‘candid’ talks.
Dow Jones Industrial Average snapped its rising streak and closed down. EU must seek to de-risk rather than decouple from China. HK Government may scrap NAT requirement for Inbound Persons before CNY. Macau VIP income's ratio in total GGR Slides to 24% in 2022.
美國財長耶倫將與國務院副總理劉鶴在瑞士舉行會談。GameStop主席Ryan Cohen購入阿里巴巴總值數億美元股份。工商銀行將支持房地產市場平穩健康發展。藥明生物今日低開2.57%。
Janet Yellen and Liu He are set to meet tomorrow. GameStop's chairman Ryan Cohen has built a stake in Alibaba. ICBC will provide financing to the homebuilders. WUXI BIO opened lower by 2.57% today.
巴菲特搭檔Daily Journal並未減持阿里巴巴股份。阿里巴巴否認有關聘請學者遊說放鬆監管的傳聞。中國東方航空提出美國預托證券從紐交所退市的申請。中國電信控股股東以集中競價方式累計增持公司10.39億股A股。
Daily Journal does not reduce Alibaba shares. BABA denies rumors on hiring scholars to lobby for regulatory easing. CHINA EAST AIR proposes application for delisting of ADSs from NYSE. CHINA TELECOM controlling shareholder accumulatively increases stake.
IMF urged China to persist in reopening its economy. China will actively support the healthy and sustainable development of the platform economy. The expansion project of the Tesla Shanghai plant will be postponed. Alibaba sold a 3.1% stake in Paytm.
China built over 2.3M 5G Base station. BYD crowned 2022 Best-selling auto brand in China. High-speed rail services in HK to resume Jan 15. Fed's Collins supports 0.25% rate hike.
美聯儲理事鮑曼表示更多次加息來抑制通貨膨脹。中國外交部表示生產生活加快恢復正常。摩根大通行政總裁戴蒙表示：中國正準備擺脫經濟增長極度低迷的趨勢。阿里巴巴與杭州市政府簽署合作協議。
Fed’s Bowman says more rate hikes needed to curb inflation. China's MoFA remarked that, productions, citizens' lives returning to normal state. JPMorgan's CEO Jamie Dimon: China is gearing up to emerge from the trend of extremely sluggish economic growth. Alibaba signed cooperation agreement with authorities with Hangzhou.
US Fed: Consumers expect inflation declining to 5%. San Francisco Fed President: Premature to stop rate hikes. RMB has been demonstrating a robust momentum over the past two months. Apple's VP services Stern to depart.
The foreign exchange reserves of China increased by USD10.2 billion. Ant Group adjusts its shareholding structure. Macau has unwound numerous anti-plague curbs. TikTok has suspended its hiring.
The US trade deficit declined by 21% MoM in November 2022.PBOC and CBIRC issued a notice regarding a dynamic adjustment mechanism on house loans.
China will provide support to people looking to purchase their first residential property. WEIMOB is considering the placing of 248 million New Shares.
Fed: elevated interest rates will remain in place until 2024. PBOC plans targeted stimulus as China. Gold prices elevating for the fourth consecutive days, achieved a new closing high. Apple-concept stocks were squeezed.
Fed tightens the monetary policy to combat the soaring inflation. EU set to demand pre-departure Covid testing for travelers from China. China to raise gasoline, diesel retail prices. XIAOMI's key words are "Steady Progress, Ready to Go. "
美國國會通過修正案，加快對未能全面審查審計報告的上市公司的退市程序。中國製造業採購經理指數創三個月新低。澳門的博彩收入按年跌51.4%。 BRILLIANCE CHI 考慮宣佈出售華晨寶馬股權的特別股息。
US Congress passed an amendment to speed up delisting procedure for listed companies that fail to fully review audit reports. China's Caixin Manufacturing logging a three-month low. Macau's revenue of games of chance dropped 51.4% YoY. BRILLIANCE CHI mulls to declare special dividends from disposal of BMW brilliance's stakes.
Global Equities fell, developed market yields rose, oil prices fell and gold prices rose, USD weakened.
US bourses ascended on the back of growth stocks. China will strengthen and improve efficiency of its proactive fiscal policy next year. External merchandise trade statistics readings trailed behind forecasts. GAC GROUP achieved an estimated annual total profit.
US stocks declined; Nasdaq closes at new bear market low. LINK REIT dabble into the retail property market in Singapore. CHINA RES LAND had acquired properties located in the core areas of Wuhan and Nanjing. China to Remove Quarantine for Inbound Travelers Starting January 8, 2023.
美國國家公路交通安全管理局對Tesla電動車進行特別事故調查，認為自動輔助駕駛及全自動輔助駕駛可能是車禍起因。TikTok 試圖說服美國政府允許其繼續歸屬於字節跳動所擁有。中國取消了針對入境旅客的 COVID 檢疫規定。 台積電正在與供應商就德國的潛在工廠進行談判。
NHTSA probes 2 Tesla accidents that may involve Autopilot and FSD technology. TikTok reportedly steps up effort on securing security deal with US. China scrap COVID quarantine rule for inbound travelers. TSMC is in talks with suppliers over potential factory in Germany.
U.S. stocks closed down, with the Nasdaq falling more than 2%. Nike announced better-than-expected results for the Q2 of the fiscal year 2023. China cut quarantine for overseas travellers from next month. CNOOC will acquire a 40% stake in new energy.
U.S. stocks advanced for 2 consecutive days. Microsoft is consider acquiring Netflix next year. China did not import crude oil from Iran and Venezuela. Guiyang Big Data Exchange wrapped up a framework cooperation with Ant Group and Alibaba Cloud.
US bourses ascended while arresting the four-day decline. Xi Jinping phoned German presidents hold conversation. China Mobile Nov Net 5G Customers Accelerate to 23.88M. Xiaomi begins another round of layoffs.
U.S. stocks dropped for the 4th day. U.S. was able to conduct complete inspections on Chinese firms. China urges relevant authorities to speed up the regulation of usage of data. China approves Mainland and Hong Kong exchanges to further expand the scope of eligible stocks under the Stock Connect programme.
Fed is exploring adjustments to the capital requirements for banks. China will stay true to its commitment on safeguarding the rules-based multilateral trading system. China has been and will continue to study and adjust its pandemic-prevention and control policy constantly. Foxconn's Zhengzhou plant may lose 6 million iPhone Pros in production.
美聯儲正探討調整銀行資本要求。中國會堅定維護以規則為基礎的多邊貿易體制。中國政府一直根據病毒變異的特點和臨床治療的實踐認識，邊防控、邊研究、邊總結、邊調整。對於防控的措施。富士康鄭州園區的騷亂，有可能導致今年iPhone Pro生產損失近600萬部。
36 Chinese firms added to US export blacklist. Ukrainian cities are experiencing power outages following Russian missile strikes. CSRC announced officially Implement DVP. Macao inks gaming concession contracts with 6 operators.
FOMC raised the funds rate target range by 0.5%. PCAOB confirms inspection on China, HK accounting firms completed for 2022. Liu He: China mulls new measures to support real estate sector. Foxconn ends most 'Closed-loop' movements in Zhengzhou Plant.
聯儲局加息0.5厘。美國上市公司會計監督委員會確認2022年度可以對內地和香港會計師事務所完成檢查和調查。國務院副總理劉鶴表示中國正在研究支持房地產行業的新措施。富士康正在放寬防疫限制，不再安排「點對點」運輸措施。
Japan and Netherlands join US effort to tighten chip exports to China. Apple is reportedly working on iPhone 15 Ultra model. Goldman Sachs is weighing an overhaul of its consumer business. Macau tourism Industry hopes group tours from Guangdong can be permitted for Christmas holiday.
日本及荷蘭已原則上同意美國加入收緊對中國出口先進半導體設備的限制。蘋果預料將推出一個全新產品型號iPhone 15 Ultra。高盛計劃重組消費者業務。澳門旅遊局期望內地當局可於聖誕節假期開放旅遊。
U.S. asks Japan to help curb China’s bid to develop high-end chips. China regulators, state banks split staff as fears mount about new COVID outbreaks. Hong Kong, China may pilot quarantine-free border reboot. China demands internet deep synthesis service providers to ensure data security.
美國直接向日本政府提出對中國的半導體設備進行管制的要求。因應北京新冠疫情有機會轉趨嚴峻，中國監管機構與大型銀行安排僱員分批輪流回辦公室。內地正考慮中港通關試點計劃。中國要求互聯網深度合成服務商保障數據安全。
DJIA Gains 183 pts, Nasdaq arrests 4-day decline. China producer prices fell by 1.3%, against market expectations of -1.5%. Li Keqiang: China optimized COVID policy drives econ growth uptick continuously. Macau border control measures need to align with mainland policy, likely to be adjusted soon.
道瓊斯工業平均指數升183.56點，納指結束四連跌。全國工業生產者出廠價格按年同中下降1.3%，好於市場預期跌1.5%。李克強指出隨著優化調整措施的落實，內地經濟增速將會持續回升。澳門已具備條件調整防疫措施在國家優化疫情防控的原則基礎作預案修改。
人民銀行營業管理部支持加大對房地產企業和建築企業的貸款投放力度，積極支持個人住房貸款合理需求。「女股神」Cathie Wood表示，聯儲局加息已將美國經濟推向衰退邊緣。摩根士丹利將蘋果首季iPhone出貨量預測下調。比亞迪正考慮在美國建立電池廠。
PBOC instructs banks to properly utilize policy tools, step up deployment of property loans. Cathie Wood: Fed officials promise rate hikes, push back on recession fears. Morgan Stanley further cuts this quarter's Apple iPhone shipment. BYD plans to set up battery plant in US.
美國官員要求對TikTok制訂更嚴格限制措施，以確保美國國家安全。阿里巴巴公布，吳港平獲委任為審計委員會主席。亞迪在洽談參與智利鋰礦項目及尋求開採合約，以確保鋰原料供應穩定。北京全面落實系列稅收優惠政策。
US allege TikTok poses national security concerns. BABA appoints chair of audit committee. BYD in talks to participate in Chilean lithium project. Beijing rolls out 12 new relief measures to step up financial support for corporates.
聯儲局計劃在下周議息會議上將加息半厘。北京已開始與美國合作，以確保美國技術不會流入中國軍隊。蘋果研究將部分iPad生產由中國轉至印度。北京宣布自今日起，進公共場所，社區將不查驗核酸檢測陰性證明。
Fed is weighing to increases interest rate by 0.5%. Beijing has cooperated with U.S. to ensure that American tech will not be routed to China’s military. Apple explores moving some iPad production to India. Beijing announced no more NAT for entry into supermarkets, commercial buildings from today.
蘋果要求供應商更積極把組裝移往印度和越南等國家。離岸人民幣兌美元自9月以來首次突破7算。內地監管機構協助房企償還海外債務。澳門立法會將繼續審議《娛樂場幸運博彩經營業務制度》法案。
Apple has asked suppliers to move away from China. USD/ CNH surpassed the critical mark of 7. Chinese regulators issued "window guidance" to help property developers. The revised version of the casino bill has been discussed by the Macau Legislative Assembly.
美聯儲正探討調整銀行資本要求，又指監管方無法預測不能預期的衝擊。中國將允許確診病人在特定條件下居家隔離。香港零售管理協會表示整體零售市道仍然疲弱。小鵬汽車公布11月份交付較10月份增加14%。
Fed weighing changes to bank capital rules to better account. China may allow home quarantine under certain conditions. HKRMA: Retail sector overall weak. XPENG delivered up 14% compared to the delivery volume in October.
Global equities keep bouncing, developed Markets yields fell, oil price fell and gold prices rose, USD weakened.
DJIA shot up 737.24 pts, or 2.2%. Powell: Fed may slow rate hikes as soon as Dec. HSBC UK will close 114 more branches from April 2023. CMCC planned to increase A Shares.
道瓊斯工業平均指數升737.24點或2.2%。美聯儲局主席鮑威爾表示最早會在12月放慢加息。英國滙豐銀行將從2023年4月起關閉在英國114家分行。中國移動集團擬將增持公司A股計劃。
China will adjust its pandemic policy. BILIBILI recorded a net loss of RMB1.713 billion. HSBC to sell HSBC Canada to Royal Bank of Canada. Jack Ma has been living in Tokyo, Japan for nearly six months.
Bullard: Fed has to raise interest rates further. CSRC adjusted and optimized five measures related to equity financing. Riots at Foxconn's Zhengzhou plant may wreak loss of nearly 6M iPhone Pro. Chinese government considers exempting low-risk groups from mass nucleic acid testing.
聖路易斯聯儲行長布拉德表示聯儲局需要進一步加息。中證監決定在股權融資方面調整優化五項措施。富士康鄭州園區的騷亂有可能導致今年iPhone Pro生產損失近600萬部。新華社發文表示免除部分低風險人群參與全員核酸檢測要求。
China's MoFA remarked that the U.S. should stop malicious oppression against Chinese firms. PBOC reported to offer low-interest-rate loans to financial institutions. Shanghai restaurants require negative PCR within 48 hours. WhatsApp found no evidence of a data breach.
中國外交部發言人表示，美方應當停止對中國企業進行惡意封鎖和打壓。中國人民銀行計劃透過向金融機構提供低息貸款。上海要求進入餐廳等須持48小時內核酸陰性證明。WhatsApp指未發現任何證據顯示系統出現資料外洩。
普京與伊拉克新總理Mohammed Shia al-Sudani討論西方擬對俄羅斯石油設定價格限制的行動。內地及香港監管部門將啟動互換通。中國恒大有可能以債務換取恒大在香港上市的汽車及物業管理部門的股份。對沖基金大鱷Bill Ackman認為港元與美元脫鉤只是時間問題。
Putin discusses West's oil price cap with Iraqi Prime Minister Mohammed. China, HK to launch rate 'Swap Connect'. EVERGRANDE may propose swapping debt for HK shares. Hedge fund behemoth: USD-HKD de-peg only matter of time
Fed officials agreed that smaller rate hikes should come soon. XIAOMI's Mi Car is targeted to be mass-produced in 2024. Review results of the HSI ESG Enhanced Index are announced. PBOC and CBIRC jointly issued a notice supporting the real estate market.
聯儲局官員傾向進行較小規模的加息。小米汽車目標於2024年正式量產。恒指ESG增強精選指數及恒生國指ESG增強指數季度指數公布檢討結果。人民銀行及中國銀保監發布文件支持房地產企業穩健發展。
歐盟對俄羅斯的原油制裁下個月將會生效。英國財相侯俊偉宣布預算案。國基會總裁格奧爾基耶娃表示，全球通脹飆升可能接近見頂。中國國家主席習近平和美國總統拜登在印尼峇里舉行雙邊會談。
EU sanctions on Russian oil will take effect next month. British finance minister Jeremy Hunt unveiled his Budget. IMF Managing Director Kristalina Georgieva opined that the global inflation surge may be close to its peak. Xi Jinping held a bilateral meeting with Joe Biden in Bali.
Meta denies report of Zuckerberg stepping down next year. Credit Suisse laid off about a third of its China based investment banker. China set to fine Ant more than $1 billion. HKEX: Overseas Investors still highly interested in China assets.
Meta: 有關行政總裁朱克伯格明年卸任的報道是不正確。瑞信解僱中國投行團隊的約三分之一員工。內地當局正在考慮對螞蟻集團處以逾10億美元的罰款。港交所表示海外投資者對中國資產仍抱有極大興趣。
Tesla's share price cratered 6.8%. Fed can begin to downshift to a milder rate hike. PBOC to offer RMB200B loan support to ensure home deliveries. AIR CHINA forecasts demand for international flights to slightly recover.
Tesla隔夜股價跌6.8%。聯儲局可以從下月開始調低加息幅度。人民銀行將面向六家商業銀行推出2,000億元人民幣「保交樓」貸款支持計劃。國航表示旅客對民航客運的接受度正在重新提升。
美國和中國貿易官員恢復經濟政策對話。習近平堅定維護以規則為基礎的多邊貿易體制。比亞迪表示出風口噴粉是因個別冷氣蒸發器異常引起。阿里雲西南信息科技有限公司底價競得高新區成都東部新區地塊。
US and China trade officials resuming dialogue on economic policies. Xi Jinping pledges to defend multi-lateral trade system. BYD: Dolphin series' air outlet ejects powder, due to abnormality in evaporator. Alibaba’s cloud computing business makes first move into vast Middle East market.
The US Fed still needs to go the extra mile for rate hikes. Xi Jinping met Lee Hsien Loong in Bangkok. British finance minister Jeremy Hunt unveiled his Budget. BABA will increase its existing share repurchase program by another US$15 billion.
美國上市公司會計監督委員會(PCAOB)在香港檢視中概股的審計底稿時，獲中方給予足夠的權限包括允許打印相關文件以檢查訊息。馬斯克表示會為Twitter尋找一位新的掌舵人。歐盟禁止為俄羅斯原油提供融資、保險和運輸服務。騰訊向合資格股東實物分派近9.6億股美團 B類股份。
US PCAOB gains good access to the audit papers of China ADR companies in HK. Elon Musk: find a new leader for Twitter. EU sanctions against Russia explained. TENCENT dishes out MEITUAN sweeteners.
波蘭考慮啟動北約軍事同盟條約第4條。國家主席習近平參加二十國集團峰會期間會見南韓總統尹錫悅。蘋果正準備從亞利桑那州廠房為採購晶片，以進一步減少對亞洲生產的依賴。習近平今晤英國首相辛偉誠，近5年來首次會面。
Poland considering NATO Article 4 activation. Xi Jinping met South Korea's President Yoon Suk-yeol at the G20 summit. Apple gears up to get ‘Made-in-US’ chips to reduce its reliance on Asian production. Rishi Sunak to meet China’s Xi Jinping in first such talks in 5 years.
Xi Jinping held a bilateral meeting with Joe Biden. Antony Blinken will visit China. Warren Buffett purchased about 60.1 million TSMC (TSM.US)'s ADSs. Chinese banks held an internal meeting to discuss further increasing loan credits for property developers.
Dems seized 50 Senate seats in total. China urges banks to support property sector. Zhao Lijian: Adjustment bring more convenience to foreign businessmen who invest in and interact with China. Macau shortens quarantine duration to 5+3.
民主黨在參議院共計取得50席。人民銀行、中銀保監日鼓勵信託等資管產品支持房地產合理融資需求。國家外交部發言人趙立堅:相信中方發布優化疫情防控的措施會改善跨國的旅行，也方便有關商業人士來中國進行投資興業。澳門宣布改為5天集中醫學觀察加3天居家隔離。
Twitter向美國金融犯罪執法局提交文件，展開支付服務登記的申請程序。拜登,特朗普表示有意競逐2024年總統大選。中共中央總書記、國家主席習近平表示，堅定不移貫徹「動態清零」總方針。10月份抖音及海外版TikTok在全球App Store和Google Play吸金超過3.26億美元。
Twitter filed documents at the US FinCEN. Biden, Trump intend to run for US president in 2024. Chinese President Xi Jinping highlighted that China should uphold the "dynamic zero". TikTok wooed more than US$326 million through App Store and Google Play.
Meta laying off more than 11,000 employees. Binance scraps deal with FTX. UK corporation tax to rise to 25% from April 2023. BYD launches world's largest single-period energy storage power station in US.
Meta表示將裁減逾1.1萬人。幣安決定放棄收購加密貨幣交易所FTX。英國政府於明年四月開始將企業稅調高至25%。比亞迪儲能供貨的全球最大單期儲能電站在美國西海岸近日投入商業營運。
Binance agreed to acquire the non-U.S. business of its rival FTX. Disney's net income grew 1% YoY to USD162 million. UBS predicted that a recovery in domestic consumption will drive China's real GDP growth to 4.5% in 2023. China's total non-bank financing of real estate companies in October is up 16.4% YoY.
Trump said to run for election again; DWAC Rockets 66%. ECB will scrutinize the dividend payout plans of euro zone banks. China's Xi, Japan's new PM hold first talks, agree on need for dialogue. IMF Managing Director Kristalina Georgieva: global inflation surge may be close to its peak.
特朗普暗示再次競逐美國總統選舉，旗下合併的DWAC 股價隔夜飆升66%。歐央行將仔細審查歐元區銀行的派息計劃。日本尋求與中國國家主席習近平會談，中方對提議展現積極態度。國基會總裁格奧爾基耶娃: 全球通脹飆升可能接近見頂。
國家衛健委新聞發言人表示內地仍然面臨境外疫情輸入和本土疫情傳播擴散的雙重風險。股神巴菲特投資旗艦巴郡季度虧損26.88億美元。Meta Platforms計劃本周開始大規模裁員。天貓國際上有750個海外品牌銷售額按年增長超100%。
NHC will adjust its anti-epidemic policy in China. Berkshire Hathaway's 3Q investment loss over USD2.688 billion. Meta Platforms is planning to start large-scale downsizing. BABA: 750 T-mall overseas brands log more-than-doubled sales YoY.
美股下跌，蘋果及Alphabet受壓拖累大市。美國晶片製造商要與美國盟友就限制中國取得某些晶片技術達成共識。俄羅斯外交部發布阻止核戰爭發生的聲明。阿里巴巴集團董事會主席兼首席執行官張勇他強調，阿里對技術先進性追求始終不變，未來將承擔更大的責任，為社會經濟發展作出更大貢獻。
U.S. stocks retreated as Apple and Alphabet slumped. US Chip-gear makers told to wait for relief from China curbs. Russia's ministry of foreign affairs pledges to prevent nuclear war. BABA Daniel Zhang: To shoulder even larger responsibility with more advanced tech.
聯儲局宣布加息0.75厘。馬斯克計劃裁減Twitter一半員工。子公司聯通創投擬與騰訊創投設立合營，從事內容分發網絡(CDN)和邊緣計算業務。中國人壽與中國中車簽署戰略合作協議。
Fed introduced a 0.75% rate hike. Elon Musk is planning to reduce Twitter's workforce by half. CHINA UNICOM Joins Tencent to form JV for content distribution network. CHINA LIFE concludes cooperation agreement with CRRC.
FCC commissioner urges US to ban TikTok. Binance CEO invests in Elon Musk's Twitter acquisition. Chinese FM holds phone talks with French counterpart. The Global Financial Leaders' Investment Summit has commenced smoothly this morning (2nd).
美國聯邦通訊委員會專員Brendan Carr促請聯邦政府禁制TikTok在美國營運。加密貨幣交易所幣安(Binance)行政總裁趙長鵬投資協助Tesla行政總裁馬斯克收購Twitter。中共中央政治局委員、國務委員兼外長王毅應約與法國外長科隆納通電話。國際金融領袖投資峰會在今早(2日)揭幕。
馬斯克將成為Twitter的唯一董事。Instagram 已經修復導致數千名用戶無法訪問 Instagram 的軟件錯誤。數百名蘋果公司澳洲員工再次罷工。滙豐銀行昨日上調各個年期的小額定存息率。
Elon Musk becomes the sole director of Twitter. Instagram fixed the software bug that caused access failures on Monday. Hundreds of Apple employees in Australia are set to conduct another round of strikes. HSBC increased the interest rates for small-amount time deposits.
瑞信已邀請至少20間銀行，進行40億瑞郎的配股承銷集資計劃。港交所在外部供應商完成軟件更新以及已進行一系列的系統測試後，將於今日的交易開始時恢復。政府正與兩電商討明年電費安排。北韓於向東部海域發射兩枚短程彈道導彈。
Credit Suisse invited at least 20 banks for a CHF4-billion rights issue underwriting plan. HKEX to resume volatility control mechanism for HSI futures products. HK govt is negotiating with the 2 local power companies about the tariff arrangement. North Korea fires two short-range ballistic missiles.
Biden: Xi Jinping concerned about US boosting domestic chip production. ECB announced to hike interest rates again by 75 bps. Apple reports 3Q 2022 results: rose 8% to a record high $19.4B Profit. Amazon's third-quarter profit fell 9%.
美國總統拜登表示加強國內晶片生產已引起中國國家主席習近平的憂慮。歐洲央行宣布再次加息75點子。蘋果公布第四財季收入增長8%至創新高的901.46億美元。亞馬遜第三季盈利按年倒退9%。
Joe Biden: US will continue to play a leading role in a slew of issues. Meta's 3Q net income falls 52%. U.S. alleges Seagate broke export rules to sell Huawei hard drives. BYD has collaborated with the largest dealer group in Brazil.
美國總統拜登表示美國將繼續在一系列問題上發揮領導作用。Meta第三季盈利按年大跌52%。美國硬盤生產商Seagate Technology 被指公司違反美國出口管制法。比亞迪宣布與巴西最大的經銷商集團Saga在首都巴西利亞開設首家門店。
Microsoft's net income dived 14.3% QoQ. Alphabet's net income dropped 27% QoQ. The People's Bank of China (PBOC) and the State Administration of Foreign Exchange (SAFE) pledged to ensure the healthy development of financial markets. China's state-owned enterprises (SOEs) net profit increased by 13.8% YoY.
微軟首財季盈利下跌14.3%。Alphabet公布第三季盈利下跌27%。中國人民銀行、國家外滙管理局表示要繼續保持貨幣信貸總量合理增長。中央企業實現利潤總額按年增長13.8%。
JPMorgan’s Kolanovic calls China stocks selloff a buying moment. Zhejiang Huanfu Technology Co., Ltd. recently underwent business changes. Six Chinese government departments issued a list of policy. Sunak will be the next UK PM.
摩根大通首席全球市場策略師Marko Kolanovic表示，中國股市大跌已與基本面脫節是入市的好機會。浙江寰福科技有限公司近日發生工商變更。
國家發改委等六部門提出要便利國際商務人員往來。辛偉誠將成為英國新任首相。
中國共產黨第二十次全國代表大會昨日(23日)閉幕。納斯達克交易所叫停最少4間小型中國企業的上市工作。日圓匯價曾見149.68兌一美元。中國證監會將主板標的股票數量擴大到1,000隻。
The 20th National Congress of CCP has concluded. Nasdaq called off listings of at least four small-cap Chinese companies. USD/ JPY hit 149.68. CSRC will expand the stocks eligible for securities margin trading on the main board to 1,000.
英國首相卓慧思宣布請辭。中證監相表示在確保股市融資不投向房地產業務的前提下，允許存在少量涉房業務但不以房地產為主業的企業在A股市場融資。
美國政府正在研判新的出口管制。Tesla對Twitter 將於10月28日完成。
Liz Truss announced to resign. CSRC Reportedly allows specific real estate-linked firms to raise funds in A-share markets. U.S. government is studying new export restrictions. Tesla's acquisition will complete on 28 October.
台積電董事長劉德音預計今年台灣晶片業市值將較去年上升兩成。Naspers將出售所持的騰訊股份。Tesla 公布今年第三季盈利增長一倍至32.92億美元。行政長官李家超在10月19日發表《施政報告》，當中提出要「搶人才」。
TSMC Chairman Mark Liu said Taiwan's chip industry's market cap will climb 20% YOY. TENCENT's substantial shareholder Naspers will sell TENCENT shares.
Tesla announced that its 3Q22 profit doubled to US$3.292 billion. Hong Kong's chief executive John Lee introduces policies to attract foreign talents
評級機構惠譽警告，頑固的高通脹以及聯儲局大幅加息將導致美國經濟從春季開始進入1990年式的溫和衰退。美投資大行高盛公布第三季業績。德國寶馬集團指牛津工廠將生產的下一代MINI車型。新加坡主權財富基金新加坡政府投資公司正在評估全球出現經濟衰退的可能性。
Fitch: Fed rate policy, inflation to weigh on U.S. consumer health in 2023. GS announced the results for the third quarter of 2022. The next-generation MINI models will be produced at the Oxford plant. GIC is currently assessing the possibility of a global economic recession.
國務院總理李克強表示當前內地經濟正回穩向上。瑞信已至少與一間中東主權財富基金接洽以尋求注資。「新興市場之父」麥樸思警告，通脹不會很快消退。印度執法當局向外國實體非法匯款為由，凍結小米資產。
Li Keqiang: China's economy is steadily recovering. Credit Suisse has approached at least one Middle Eastern sovereign wealth fund for a capital injection. Mark Mobius warned that inflation will not subside anytime soon. Indian court lifts block on Xiaomi's assets in royalty case.
中國共產黨第二十次全國代表大會在京開幕。習近平強調解決台灣問題是中國人自己的事，要由中國人來決定。英國財相關浩霆已被免職。由於西方國家對俄羅斯實施制裁，俄羅斯商人在香港辦理銀行業務時面臨困難。
The 20th National Congress of the CPC has commenced in Beijing. Xi Jinping :Taiwan issue is a matter concerning Chinese people. UK finance minister Kwarteng has been sacked. Russians lose access to some banking services in HK due to Western sanctions over Ukraine.
U.S. consumer price index narrowed its surge slightly to 8.2%. The unadjusted CPI of the U.S setting another new high. Pandemic situation of COVID-19 in China remain severe and complicated. BoE published the results of the first public stress test.
美國9月消費物價指數升幅略縮減至8.2%。未調整核心CPI再創1982年以來新高。近期內地持續面臨境外疫情輸入和本土疫情傳播擴散的雙重風險。英倫銀行表示首次公開壓力測試結果。
美國財長耶倫表示全球經濟正面臨重大下行風險。美國政府正在考慮限制俄羅斯鋁進口。台積電正考慮在德國薩克森州首府特雷斯登(Dresden)設廠。英倫銀行首席經濟師Huw Pill表示，有可能會在11月大幅加息。
Janet Yellen warns of continued volatility in the economy. U.S. is considering blocking the imports of Russian aluminum. TSMC is weighing to set up a factory in Dresden. BoE Chief Economist Signals ‘Significant’ Rate Rises.
拜登推動檢討與沙地阿拉伯關係。倫敦法院同意Elliott Investment Management及Jane Street入稟起訴倫敦金屬交易所。英特爾正計劃大幅裁員。七國集團首腦以最強烈措辭譴責俄羅斯的對烏克蘭發動全面攻擊。
Joe Biden vows consequences for Saudi Arabia. London court agreed Elliott Investment Management and Jane Street's lawsuit against LME. Intel is planning massive layoffs that could involve thousands of jobs. G7 warn Russia of "severe consequences" of possible nuke use.
蘋果在印度生產AirPods。芝加哥聯儲行長希望最終能將經濟損失降至最低。美國在半導體製造和先進計算等領域對華升級出口管制措施。俄烏衝突升級，位於基輔的德國駐烏領事館周被俄羅斯炮火波及。
Apple will manufacture AirPods in India. Fed said fighting inflation is the top priority even if that means job losses. US scales up control on chip exports to China. German embassy in Kyiv Hit amid Russia-Ukraine War.
Janet Yellen: Opec+ oil production cuts bad for global economy. Tesla sold a total of 83,135 units of made-in-China electric vehicles. China watchdogs meet with photovoltaic firms to regulate speculations. Automobile consumption index in China rises to 92.1.
美國財長耶倫: 油組與夥伴國(OPEC+)減產對全球經濟沒有幫助及不明智。美國電動車生產商特斯拉上月銷售中國生產電動車數量打破在中國月度銷售紀錄。國家工信部、市監局及能源局等部門近期集體約談部分多晶硅骨幹企業及行業機構。中國汽車流通協會顯示9月汽車消費指數為92.1。
評級機構穆迪預計瑞信下半年將進一步虧損。花旗預計到2023年底全球股市將上漲約18%。國際商業機器計劃投資200億美元興建晶片工廠及高科技研發中心。瑞信正計劃為潛在分拆的諮詢及投資銀行業務注入資本，引入外部投資者。
Moody's expected Credit Suisse to post further losses. Citigroup expected global equities to spike about 18%. IBM plans to invest $20 billion in New York over the next decade. Credit Suisse eyes outside money for investment bank spinoff.
OPEC+ agrees deep oil production cuts. Joe Biden announced to release 10 million barrels of oil after the OPEC+ decided to cut output. Elon Musk and Twitter may seal a deal within the next couple of days. Fitch Ratings downgraded the sovereignty credit rating outlook for the U.K. from Stable to Negative.
OPEC+同意大幅減產。拜登宣布將於釋放1,000萬桶戰略石油儲備。Tesla 行政總裁馬斯克與Twitter 可能會在未來數日內達成協議結束對雙方的訴訟。評級機構惠譽將英國主權信用級展望從「穩定」下調至「負面」。
美國正準備引入針對中國的全面晶片出口管制。馬斯克提出以每股54.2美元完成對Twitter的收購。滙控已委任摩根大通，協助評估有關潛在出售旗下加拿大業務計劃，以提高股東回報。達里奧(Ray Dalio)把公司控制權交予董事會。
US is preparing to introduce more chip export controls against China. Elon Musk offered to complete the acquisition of Twitter. HSBC has appointed JPMorgan to assess the sale of its Canadian business. Ray Dalio has handed over the control of Bridgewater to its board of directors.
Tencent shifts focus to majority deals. HSBC kicks off informal investor talks for Indonesian business IPO. XIAOMI disappointed as Indian court confirms order to freeze worth of assets. Bilibili announces primary listing on the main board of the stock exchange of HK Limited.
騰訊將焦點轉至收購海外遊戲公司多數股權。滙控已初步接觸投資者介紹旗下印尼業務為分拆旗下印尼業務上市鋪路。小米對印度上訴法院維持印度聯邦金融犯罪打擊機構凍結資產的決定感到失望。嗶哩嗶哩自願將其在聯交所的第二上市地位轉換為主板主要上市的事項。
U.S. imposes new sanctions on Iran oil exports. HSBC will Keep HQ in London. China lower limit of 1st home mortgage rate may break below 4.1%. Shanghai's NDRC issued the "Measures for Supporting the Development of EV Charging and Swapping Facilities".
美國對涉嫌協助伊朗出口石化產品及石油的公司實施制裁。滙豐控股強調全球總部將保留在倫敦。中國各地首套房貸利率下限為4.1%。上海市發改委等10部門發布《上海市鼓勵電動汽車充換電設施發展扶持辦法》。
BoE launches bond-buying program to calm financial market. HK Global Financial Leaders Summit in Nov, To Receive About 200 Leaders, Incl. Wall St. Bank CEOs. Porsche has set the offer price for its IPO at EUR82.5 per share. BILIBILI seeks dual-primary listing in Hong Kong by October 3.
英倫銀行啟動一項緊急買債計劃以防止市場功能失調的情況惡化。30多間金融機構行政總裁將參加11月1日至2日在香港舉辦的國際金融領袖投資峰會。保時捷上市定價為每股82.5歐元。嗶哩嗶哩自願將其在聯交所第二上市地位轉為主要上市的事項將於10月3日生效。
人民銀行開展7天期逆回購操作。穆迪警告英國減稅計劃對評級帶來負面影響。個別媒體關於經紀商和基金經理接受監管指導的報道屬不實消息。英政府有意放寬金融規管，認為有很多空間放寬規管以推動經濟增長。
PBOC operated seven-day reverse repos. Moody's warns UK unfunded tax cuts are 'credit negative'. Fund managers receive Chinese government guidance is false. UK finance minister confident in econ strategy, mulls to relax financial regulations.
日本政府及央行買入日圓拋售美元的外匯干預規模或達到3萬億日圓。歐洲央行仍將議進一步加息，以抑制需求並防範通脹預期持續上升。近期美元升勢為股票等風險資產帶來衝擊，過去美元強勢亦導致金融或經濟危機。英國兩年期國債孳息率創2008年以來最高。
Japan intervenes to support yen reach JPY3 trillion. ECB to keep hiking rates even as growth slows. Recent appreciation of the USD has impacted risk assets including stocks. UK short-dated gilt yields highest since 2008.
PBOC to lift the foreign exchange risk reserve ratio of forward foreign exchange settlement to 20%. British Pound Sterling tumbled sharply. A Chinese official expressed that the momentum of the Chinese property market has been reversed. The central parity of USD/ RMB slid to a two-year low.
人行將遠期售匯業務的外匯風險準備金率從0%上調至20%。英鎊兌美元曾跌見1.0386創歷史低。銀保監: 當前房地產金融化泡沫化勢頭已得到實質性扭轉。人民幣兌美元中間價創來逾兩年低。
西方國家擬議的俄羅斯石油價格上限已經產生一定的影響。內地當局已派出監管官員小組前往香港，協助美國審計監管機構進行對涉及中國企業的現場審計檢查。香港國際金融中排名由第三位降至第四位。滙控已裁減英國的全球銀行部門中部分前線員工，主因今年市場交易低迷。
Price cap on Russian oil is generating some effects. Chinese regulatory officials have been sent to Hong Kong to assist U.S. audit regulatory institutions. Hong Kong dropped in the latest financial center ranking. HSBC has laid off some of the front-line U.K. staff.
Fed raises interest rate by 0.75% points. Fed to 70.5% likely hike rate by 75 bps. CNIPA announced Tencent's new patent identifies whether Payments Come from Users Themselves. Xi Jinping urges Chines military to master new situations, focus on preparation for wars.
聯儲局連續第三次加息0.75厘。美聯儲局11月加息0.75厘機率70.5%。國家知識產權局公布騰訊科技(深圳)有限公司「支付請求處理方法及裝置」專利。習近平指示把握新的形勢和任務要求，聚焦備戰打仗。
美國聯邦通訊委員會將中資電訊企業等列入國家安全威脅實體清單。滙豐控股行政總裁祈耀年表示分拆業務將對集團帶來損害。騰訊控股為提供資金用於股票回購和新業務。南韓正研究放寬入境防疫政策。
U.S. agency adds some Chinese telecoms to national security threat list. HSBC 's CEO Noel Quinn expressed that break-up of its banking operations would damage the business. TENCENT is considering selling its stakes in companies. Korea studies removal of all covid border control restrictions.
阿里巴巴表示集團將與各方加強合作。比亞迪發佈新一代刀片電池大巴底盤技術平台。人民銀行公布，一年期貸款市場報價利率(LPR)最新報3.65%，五年期以上LPR報4.3%。香港證監會(SFC)正與金融企業商討，安排後者在海外工作的持牌人員重返本港。
Alibaba will strengthen cooperation with different parties. BYD launched a new generation of blade battery bus chassis. China's one-year loan prime rate (LPR) and above-5-year LPR stood at 3.65% and 4.3%. SFC has been talking to financial firms regarding overseas licensed employees.
US to Start Review of Chinese Audit Documents. China remained the second-largest bondholder of the U.S.. Volkswagen targets 75 billion euro valuation in landmark Porsche IPO. Hong Kong may announce this month end to dreaded hotel quarantine.
美國上市公司會計監督委員會預計將今日開始檢查在美上市中概股的審計底稿。中國仍為美國第二大「債主」。德國大眾汽車旗下跑車品牌保時捷上市公開發售優先股。香港最早可能在本月宣布取消對海外入境人士的酒店隔離規定。
Joe Biden announced to provide higher salaries to railway workers. CNY last printed 7.0144 against the USD, down 200 bps. SEC: US regulators to start review of CN ADR firms' audit documents. China Focus Fund under Fidelity has increased its stakes in multiple Chinese internet companies.
拜登宣布提供更高的薪酬並改善工作條件。人民幣持續走弱跌200點子。美國證券交易委員會主席Gary Gensler表示從下周開始審查在美國上市中概股的審計工作底稿。富達國際旗下中國基金進一步增持中國互聯網公司股票。
SoftBank is discusses setting up third vision fund. Multiple state-owned large-scale banks will further adjust the personal deposit interest rates. 7 companies submit bids for Macau gaming concessions. 20 Big Banks will attend HK Financial Summit.
軟銀集團正重新開始討論設立第三隻願景基金。多家國有大行再度調整個人存款利率。7家公司競投六個最長為期十年的澳門娛樂場幸運博彩經營。約20間大型金融機構承諾11月飛往香港參加國際金融投資峰會。
US inflation slows slightly to 8.3%. Fed will 67% likely raise interest rates by 0.75%. U.S. and Chinese regulators made progress on PCAOB. Cathie Wood: Fed is making a mistake in its approach of using interest rate hikes to bring down the inflation.
美國勞工部公布未季調按年升幅進一步放緩至8.3%。美聯儲局於9月加息0.75厘的機會率達67%。中美在達成中概股審計監管合作協議後有新進展。「女股神」兼ARK Invest創辦人Cathie Wood認為美聯儲局加息以降低通脹是一個錯誤。
Joe Biden is planned to increase restrictions on China's chip exports. Xi Jinping is set to attend SCO Summit. TENCENT become the single largest shareholder of Ubisoft. SAT: 3.553 million vehicles in China enjoyed the vehicle purchase tax reduction policy.
拜登計劃擴大對中國出口用於人工智能的晶片及生產設備的限制。習近平將出席在上海合作組織成員國元首理事會第二十二次會議。騰訊成為Ubisoft的單一最大股東。國家稅務總局公布最新數據顯示約355.3萬輛車享受車輛購置稅減徵政策。
李克強重申平台經濟及穩就業的重要性。德國經濟部正考慮採取一系列措施以降低對中國投資的吸引力。Naspers減持騰訊111.5萬股。中國8月乘用車市場零售銷量按年增長28.9%。
Li Keqiang is reinforcing support to the platform economy. Germany's economy ministry is weighing up a series of measures to make investments in China less attractive. Naspers sold 1.115 million ordinary Tencent shares. China's retail sales of passenger vehicles rise to 1.871 million units.
Fed's Brainard sees further rate hikes. US keeping tariffs on Chinese imports till Beijing opens up economy. Apple launched the iPhone 14 series. China's retail sales in the passenger car market advanced 29%.
聯儲局副主席布雷納德重申將繼續加息。美國貿易代表戴琪表示在中國採取更多以市場為導向的貿易及經濟原則之前，不會降低對中國進口商品的懲罰性關稅。蘋果推出iPhone 14系列。上月乘用車市場零售銷售按年增長29%。
拜登將會面習近平若出席20國集團會議。中石油集團擬將其持有的公司1%轉給中石化集團。騰訊將以3億歐元代價取得 Guillemot Brothers Limited 。比亞迪將與泰國最大工業地產開發商WHA簽署土地購買協議。
Joe Biden will meet Xi Jinping at the G20 summit. CNPC Plans to Transfer 1% Company Stake to Sinopec. Tencent is acquiring a stake in Ubisoft's family holding. BYD is scheduled to sign a land purchase agreement with WHA.
Liz Truss won the Conservative leadership race. UBS predicted that the China's full-year GDP growth of 3%. CPCA expects the wholesale volume of the NEV makers will expand. The growth rate of S&P Global / CIPS UK being the slowest in the 18-month expansionary period.
外相卓慧思將接替出任英國首相。瑞銀預計第三季GDP按年增預計為3%。中國乘用車市場信息聯席會發布預計8月全國新能源乘用車市場保持強勢良好態勢。S&P Global/CIPS經季節調整後，增速為連續18個月擴張期內最慢。
拜登政府正考慮簽署行政指令限制美國對中國科技企業的投資。英國傾向於限制或阻止中國晶片公司聞泰科技收購英國最大晶片廠NWF。歐盟成員國能源部長將討論限制能源價格上升措施。美國聯邦貿易委員會已開始審查亞馬遜收購機械人吸塵機製造商iRobot 。
美聯儲局結束針對滙豐違反美國制裁和反洗錢規定而實施了近十年的執法令。字節跳動目前沒有具體的上市計劃，也沒有上市的時間表。阿里巴巴注資旗下東南亞電商平台Lazada。騰訊稱，沒有為減持設定任何目標金額。
Biden is planning to restrict Chinese tech investments. UK may restrict semiconductor-maker Nexperia from acquiring NWF. EU's energy ministers will discuss soaring energy prices. Fed has begun a review on Amazon's iRobot Crop takeover.
The U.S. Federal Reserve has ended an enforcement order against HSBC. ByteDance currently has no concrete plan or timeframe for a public listing. Alibaba has further invested USD912.5 million in the Southeast Asia-focused e-commerce platform Lazada. TENCENT stated that there is no target amount for its divestment.
USD/ CNY hitting a two-year low. Guangdong Petrochemical is in a position to store oil for oil refinery equipment manufacturing. Chinese government exempted the purchase tax on NEVs. TENCENT has outlined a soft target of divesting approximately of listed stocks.
Tesla terminated the acquisition agreement. EVERGRANDE 's overseas bondholders have proposed a DRP. BABA will be the first batch whose audit papers will be inspected by PCAOB. GEELY are in talks to purchase part of the gasoline engine business of the Renault.
Tesla正式通知終止收購協議。中國恒大的海外債券持有人已提出其債務重組計劃。阿里巴巴成為首批由PCAOB在香港進行審計檢查之公司。吉利汽車與一間油企洽購法國車廠雷諾旗下汽油引擎業務部分權益。
審計監管合作協議是向PCAOB開放內地及香港註冊會計師事務所進行全面檢查的第一步。中國四大資產管理公司正面臨嚴重的信貸損失風險。Tesla 行政總裁馬斯克表示目標在年底前準備好自動駕駛技術。澳門旅遊業議會會提議延長核檢有效期。
PCAOB marks the first step toward opening access to registered public accounting firms. China's asset managers are tumbling as the sector. Elon Musk remarked to get autonomous-driving technology. TICM hoped extend the validity period.
美國司法部對蘋果公司潛在反壟斷訴訟文件正處於初步草擬階段。交通運輸新業態協同監管部約談指四間公司整改部分事項取得階段性成效。全國規模以上工業企業利潤總額按年下降1.1%。國務院總理李克強向2022世界新能源汽車大會致賀信。
U.S. DoJ is drafting a potential antitrust suit against Apple. Chinese regulator has arranged a meeting with four internet logistics freight platforms. Chinese enterprises of industries decreased 1.1%. Li Keqiang sent a congratulatory letter to the 2022 WNEVC.
U.S. and China are close to reaching an agreement on audit inspection. U.S. suspends 26 Chinese flights. Freddie Mac's 30-year fixed-rate mortgage averaged 5.55% for the past week. GAC removed the previous requirements for visitors.
Apple’s Fall event will be held on 7 September. The U.S. treasury prices retreated. The net income of Nvidia eroded 72% YoY. AIA recorded a loss on it's financial results.
U.S. Commerce Department add seven China-related entities to the export control list. U.S. crude inventory in the SPR decreased. Europe is facing worst drought. XPENG will speed up rolling out new products.
CFETS slumped the central parity of USD/ RMB. MOT announced that the ride-hailing platforms should enhance the transparency.Hainan Province suggesting the vigorous promotion of new-energy. Pinduoduo Inc. is preparing to make inroads into the North American market.
Turkey announced a 1% rate reduction. Taiwan has not been notified to attend the US-led "Chip 4" meeting. Solomon Islands has been granted in loans from the Export-Import BoC. Tianjin government will progressively disburse consumption vouchers.
Xi Jinping and Vladimir Putin are planning to attend a G20 summit. UK barred Super Orange from acquiring Pulsic. Tesla and SAIC Motor Corp. wanted the Shanghai to pledge to prioritize electricity supply. China's banking watchdog is scrutinizing the property sector loan exposure.
習近平及普京計劃出席G20峰會。英國阻止超橙控股收購當地軟件開發商Pulsic。Tesla及上汽集團希望上海市政府承諾優先保障車廠電力供應。內地銀行業監管機構正在審查內地及外資銀行對房地產開發商的貸款敞口。
Washington nearly approved all applications for tech exports to China. Fed will continue to raise interest rates. The consumer price inflation in the U.K. could exceed 15%. SOEs have announced their plans to delist from the U.S. market.
Joe Biden signed into law Inflation Inflation Reduction Act. U.S. economy is facing loads of uncertainty. Apple will be the first customer to adopt TSMC. The valuation of Ant Group was further reduced by its major investors.
Chinese financial regulators have launched new measures. Berkshire Hathaway further acquired. Hillhouse Capital opened a position of China's stock. BYD formally entered into a strategic cooperation framework agreement.
Gasoline prices in the U.S. should recede. Tesla has opted not to take pre-orders for the Model 3 in the U.S., Canada and Mexico. Selling prices of residential properties in China increased. LONGFOR GROUP will obtain a $3.5 billion syndicated loan.
美國能源部部長Jennifer Granholm表示美國汽油價格應進一步回落。Tesla特斯拉決定不再接收美國、加拿大和墨西哥用戶預訂Model 3長續航版電動汽車。中國一線城市新建商品住宅和二手住宅銷售價格上漲。龍湖將獲得35億元銀團貸款。
Bridgewater sold most of its China's tech stocks. PING AN was unconvinced by HSBC's grounds in opposing its Asian arm spin-off. XIAOMI's autonomous-driving unit has entered the testing phase. CHINA MOBILE is open to splitting off certain businesses.
CPI decelerated sharply MoM. White House is setting aside the option of removing some tariffs imposed on Chinese products. JD had formed a strategic alliance with XCMG. Blade batteries supplied by BYD COMPANY were delivered to Tesla.
美國總統拜登簽署晶片法案。Tesla 行政總裁馬斯克合共出售792萬股Tesla股份。內地最大電線電纜製造商遠東電纜違反美國針對貨物運送至伊朗的出口管制。美國遊戲軟件開發商Unity宣布在華建立全新區域性的合資企業「Unity中國」正式成立。
Joe Biden signed a bipartisan bill. Tesla CEO Elon Musk sold a 7.92 million of it's shares. The biggest wire and cable manufacturer in China, Far East Cable, violated U.S. export controls against goods delivery to Iran. Unity announced to form a new regional joint venture.
拜登表示關注中國解放軍在台海的軍事演習。美國政府將向烏克蘭提供額外支援。ARK Innovation創辦人Cathie Wood表示經濟正處於衰退之中。軟銀集團已出售Uber 剩餘持股。
Joe Biden expressed his concern about the military drills of China's Liberation Army. US provide an additional aid to Ukraine. Cathie Wood: U.S. economy is in a recession. SoftBank Group disclosed that it dumped the remaining stake in Uber.
MoFA announced the countermeasures targeting Pelosi's visit. China's foreign exchange reserves were above the market forecast. Zhengzhou FinDreams Battery, an indirectly wholly-owned subsidiary of BYD was officially founde. ASEAN remained the biggest trade partner of China.
美國勞工部公布首次申領失業金救濟人數符合市場預期。Tesla行政總裁馬斯克表示通脹已見頂。抖音表示收購每日優鮮 的消息不實。加密貨幣交易所Coinbase 宣布與貝萊德合作。
U.S. initial jobless claims meeting market consensus. Elon Musk expressed the inflation in the U.S. has risen to its peak level. Douyin shattered rumor about acquiring Missfresh Limited. Coinbase announced a partnership with BlackRock.
美國國際貿易委員會調查聯想、宏碁及摩托羅拉等的部分影片處理設備是否侵犯專利。軟銀出售約三分之一的阿里巴巴股份。此輪穩投資預計三季度基建投資按年增速有望明顯回升。Naspers計劃出售騰訊所持的股份。
ITC is probed whether Lenovo, Acer and Motorola have infringed. SoftBank disposed of about a third of its BABA. YoY growth of China's infrastructure investments could hail a significant rebound. Naspers will unload Tencent's shares.
A trio of U.S. Fed advocated aggressive interest rate hikes. MoFA strongly opposes and condemns Pelosi's visit to Taiwan. China's Liberation Army will conduct military drills. Nancy Pelosi will meet with TSMC Chairman Mark Liu.
美聯儲局三名官員支持進取地加息以抑制經濟活動並降低通脹率。中方對佩洛西訪台向美方提出嚴正交涉和強烈抗議。中國人民解放軍將於在台海進行軍演行動並組織實彈射擊。佩洛西將會晤台積電董事長劉德音。
White House stressed that Pelosi has a right to visit Taiwan. China and the U.S. have yet to reach a consensus on the inspection of the auditing documents of China ADR companies. Cathie Wood said U.S. economy has plunged into a recession. China will take actions in regards to Pelosi's visit.
白宮表示佩洛西有權去台灣。中國及美國就審查中概股會計底稿一事仍未達成共識。ARK Innovation創辦人Cathie Wood表示美國經濟已經進入衰退。中方就美國訪台一事必將採取堅定有力措施。
拜登的最新新冠病毒檢測結果呈陽性。阿里巴巴被美國證交會依《外國公司問責法案》認定為「委員會認定的發行人」。內地監管部門正考慮從困境房產商手中收回未開發的地皮。中央網信辦會開展「清朗-整治網絡直播、短視頻領域亂象」專項行動。
Joe Biden tested positive for COVID-19 again. Alibaba was identified by the SEC as a “Commission-Identified Issuer”. Chinese regulators are considering seizing undeveloped land. CAC will rectify the improper and illegal behavior occurring online sectors.
Xi Jinping held a phone conference with Joe Biden. Jack Ma intends to forgo his control in Ant Group. Former BoE policymaker David Blanchflower urging BOE to hit pause on interest rate hikes. The Political Bureau of the CPC convened a meeting.
國家主席習近平昨晚應約同美國總統拜登通電話。馬雲計劃放棄對螞蟻集團的控制權。英倫銀行前鴿派委員Danny Blanchflower認為英倫銀行應暫停加息。中共中央政治局今日召開會議。
聯儲局宣布加息0.75厘。美國及中國官員必須盡快就中國公司審計文件問題達成協議。中證監正在研究鼓勵外國公司在中國上市。優質資產的聚集效應下，港股市場的配置吸引力將獲得進一步提升。
Fed introduce a 0.75% rate hike. U.S. and China must reach an agreement on the audit papers of Chinese companies. CSRC promotes foreign companies listing in China. Hong Kong share market allocation becomes more alluring.
Joe Biden will make a phone call with Xi Jinping on Thursday. PCAOB will not be restricted in any way to the audit papers of Chinese companies. Adidas trimmed the full-year net income target. HKEX will expedite the listing regime's optimization.
俄羅斯天然氣工業削減輸往歐洲的天然氣輸氣量至20%。新加坡交易所致力游說其大型科技企業回國重新上市。中國政府批准設立房地產基金。蘋果趁安卓手機銷售低迷追加新款手機的零部件訂單。
Russia’s Gazprom would cut the gas flow capacity to Europe. SGX lobbies its largest technology firms to return for a relisting. Chinese government has purportedly approved the establishment of a real estate fund. Apple has ramped up its orders for the components of its new iPhone model.
Joe Biden has recovered significantly from his COVID-19 illness. BILIBILI-SW will conduct an internet environment rectification initiative for minor protection. Macau has resumed operations on a limited basis from 23 July. 96% of EVERGRANDE's property projects had resumed construction.
拜登的新冠病毒病情已有大幅改善。嗶哩嗶哩表示積極響應清朗·2022年暑期未成年人網絡環境整治專項行動。澳門博企項目旗下娛樂場於7月23日起有限度營運。中國恒大新任行政總裁肖恩稱目前全國樓盤復工率達96%。
歐洲央行議息後宣布加息50點子。俄羅斯、烏克蘭及土耳其將於今日簽署聯合國提出的協議。滙控成為首間在中國投資銀行子公司中，設立中國共產黨委員會的外資銀行。中芯國際在美國的制裁下已成功提高生產技術。
ECB announced a 50 basis-point hike. Ukraine and Turkey will ink an agreement today. HSBC HOLDINGS becoming the first foreign bank that established a CCP committee in China. SMIC has successfully advanced the production technology under U.S. sanction.
U.S. Commerce Secretary Gina Raimondo cautioned that economy will collapses if Taiwan cut off its chip supplies. Joe Biden is expecting to speak with Xi Jinping. Net income of Tesla is missing the market forecast. Property risk in China has a spillover effect on its real estate suppliers.
U.S. should not be overly interfered by domestic politics. ECB are considering to introduce a 0.5% rate hike. Chinese government is considering to attract European firms to list in China. Twitter scored an early victory.
CBIRC are considering allowing buyers of stalled real estate projects to temporarily stop making mortgage payments. Japan's SoftBank pause the initial public offering of Arm. U.S. long-term net capital inflow reaching a new high. ByteDance's Jinri Toutiao launched a new content product.
內地金融監管機構正在考慮容許爛尾樓的買家暫停繳還房貸而不影響其信用評分。日本軟銀暫停英國晶片科技公司Arm在倫敦的上市計劃。美國長期資本淨流入創14個月高。字節跳動旗下的今日頭條推出新的應用程式。
Prince Mohammed bin Salman of Saudi Arabia reaffirmed the need for increased upstream investment to reduce pressure on the oil market. China offers dining vouchers to Beijing citizens. Casinos operation will temporarily suspended in Macau. XIAOMI was earlier fined by an Italian institution.
U.S. is reviewing policies for semiconductor chip exports to China. Alibaba plans to axe team members. China is reviewing to remove a ban on Australian coal. Collective refusal of mortgage repayments on unfinished projects has evoked extensive concern.
美國政府正在審查中國出口晶片政策。美國 6 月通脹按年上升9.1%。Twitter起訴Tesla行政總裁馬斯克違反收購協議。中國市場監管總局向28宗依法申報併購案件作出行政處罰，當中涉及騰訊、阿里巴巴。
U.S. is reviewing policies for semiconductor chip exports to China. U.S. CPI rose by 9.1% in June. Twitter sued Elon Musk for violating the proposed acquisition deal. China imposed punishment on 28 M&A cases that includes Alibaba and Tencent.
U.S.'s consumer price index setting a new high. Joe Biden: inflation reading was "unacceptably high". Chinese investors revised the prices of domestic real estate stocks. China's PV sector is in bloom.
IMF lowered its U.S economic growth projection. Daily Journal's Alibaba shares remains unchanged. Twitter sued Elon Musk for violating its takeover agreement. RUSAL issues exchange-traded bonds.
Citigroup and Morgan Stanley disagree on the direction of US equities. BoE believes inflation will notch a 40-year high. Twitter claimed it has not breached any terms under the merger agreement. Prices of China's refined oil products edged further down.
Twitter 就馬斯克放棄收購進行興訟。甲骨文為節省成本計劃裁減千名員工。中國市場監管總局根據《中華人民共和國反壟斷法》，向28宗依法申報併購的案件作出行政處罰。澳門頒布暫停所有工商業場所運作。
Twitter is preparing to sue Elon Musk over its failed acquisition. Oracle recently discussed laying off employees. China issued penalties for 28 M&A cases. Commercial operations will be temporarily suspended in Macau.
Fed suggested raising interest rates by another 0.75%. Boris Johnson will step down as Conservative Party's leader. Elon Musk may give up the acquisition of Twitter. Berkshire is by far the biggest shareholder of Occidental.
Boris Johnson resisted calls to resign. Fed approved a rate hike of 0.5% or 0.75%. The maximum price of polycrystalline silicon has close to the peak in a decade ago. SPIC and JD clinched a strategic cooperation.
Biden's team still mulling resolutions on China's tariffs. BoE warned of the darkened economic prospects for Britain. U.S. is pushing ASML to expand its export ban on China. Macau's lockdown measures are expected to expire on Monday.
Joe Biden may announce the removal of China's tariffs within this week. Liu He convened a virtual meeting with Janet Yellen. China allowed a U.S. representative to inspect a subsidiary of WUXI BIO. XIAOMI unveiled two self-developed chips.
拜登可能會在本周宣布取消對中國的部分關稅。中共中央政治局委員劉鶴應約與美國財政部長耶倫舉行視像通話。中國容許一名美國負責出口管制的代表到江蘇無錫的藥明生物子公司檢查。小米發布兩顆自研芯片。
White House is divided over the removal of China tariffs. Macau suggests casinos to reduce gambling operations to prevent COVID-19. PBOC, SFC and HKMA announced a Swap Connect. Tesla's delivery volume slumped 17.9%.
白宮內部對是否取消部分中國關稅存在嚴重分歧。澳門建議減少娛樂場運作以避免 COVID 19 傳播。中國人民銀行、香港證監會、香港金管局發布「互換通」。Tesla交付量按季下跌 17.9%。
鮑威爾表示，美國經濟強勁，有助聯儲局將通脹降低至2%。G7同意探討對俄羅斯石油實施價格限制。英倫銀行行長貝利表示，不一定需要採取強而有力的行動來控制通脹。歐央行總裁拉加德表示，歐洲市場出現突發調整的風險很高。
Jerome Powell believes a robust U.S. economy could help the Fed tame inflation. G7 will explore a price cap on Russian oil. BOE Governor thinks central bank may not need to act forcefully to keep inflation in check. Christine Lagarde thinks Europe's markets face a high risk of correction.
Powell: U.S. economy can bring the inflation level back down to 2%. BoE Governor thinks central bank may not always need to take drastic measures on inflation. NHC director met with new U.S. ambassador. Volkswagen remains optimistic for Porsche's IPO.
美聯儲局主席鮑威爾表示美國經濟有助將通脹降低至2%。英倫銀行行長貝利表示不一定需要採取強而有力的行動來控制通脹。中國國家衛生健康委主任與新任駐華大使會面。福士汽車表示對分拆保時捷上市感到樂觀。
NY FED President backed another 0.75% rate increase. FCC Commissioner believes TikTok should be removed from app stores. As of May China's accumulative installed capacity for renewable energy amounted to 1.1 billion KW. G7 agreed to explore a price cap on Russia oil.
紐約聯儲行長威廉斯支持再加息0.75厘。美國聯邦通信委員會專員Brendan Carr要求蘋果及谷歌應用程式商店將TikTok下架。內地可再生能源已成為發電新增裝機的主體。七大工業國集團探討對俄羅斯石油實施價格限制。
北約公布的戰略文件會將中國列為系統性挑戰。內地專家表示中國應在下半年出台更多財政和貨幣政策。人民銀行行長易綱表示中國經濟受疫情和外部衝擊等影響，面臨一定下行壓力。騰訊宣布將展開回購計劃。
NATO will label China as a "systemic challenge". A Chinese expert thinks China should introduce more fiscal and monetary policies in 2H22. PBOC believes its economy is facing downside pressures. TENCENT started a repurchase program.
G7 will ban the imports of Russian gold. Russia's grace period of Eurobonds expired on Sunday. Beijing encourages automobile consumption. Chinese industries enterprises made a total profit of RMB3.44 trillion.
七大工業國將宣布禁止進口俄羅斯黃金。俄羅斯的歐元債券息票的寬限期已於周日到期。北京市商務局等七部門印發《北京市關於鼓勵汽車更新換代消費的方案》。全國規模以上工業企業實現利潤總額3.44萬億元人民幣。
Powell reiterates its commitment to combat inflation. FED Governor Michelle Bowman supports a more aggressive rate hike. China's State Council published guidance on digital government. CATL released Qilin its latest CTP battery technology.
鮑威爾承認大幅加息可能令美國經濟陷入衰退。美國貿易代戴琪表示取消關稅對控制短期通脹的作用有限。摩根大通首席經濟師認為經濟衰退風險介乎35%至40%。Tesla計劃暫停大部分生產以進行廠房升級。
FED chair recognized that steep interest rate hike may lead to recession. Katherine Tai considers Chinese tariffs as a significant leverage. JPMorgan's chief economist put U.S. recession possibility at 35-40%. Tesla will pause production for site upgrade.
德國巴登-符騰堡能源(EnBW)與美國出口商簽訂液化天然氣(LNG)長期採購協議。騰訊將在日本開設第三家遊戲需求數據中心。Tesla將在未來3個月裁減10%全職員工。日圓兌美元再創24年新低。
Energie Baden-Wurttemberg entered a long-term LNG procurement agreement with an American exporter. TENCENT will open third game demand data center in Japan. Tesla will slash 10% of its workforce. Yen drops to 24-year low vs dollar.
聯儲局今年可能會迅速加息。美國總統拜登表示正考慮停止徵收汽油稅。歐洲金融及房地產市場出現突發調整的風險很高。澳洲央行行長Philip Lowe重申，民眾應為進一步加息做好準備。
FED could raise interest rates expeditiously this year. Joe Biden is weighing a temporary gas tax halt. Europe is facing a high risk of abrupt correction on its financial and housing markets. Australian people should be ready for further interest rate hikes.
拜登表示，正為放寬對華關稅做決定。聯儲局理事Christopher Waller表示，如符合預期將支持下月加息0.75厘。港交所計劃允許現貨市場交易商使用更多銀行進行交易結算。澳門特區經濟財政司司長表示，娛樂場需嚴格遵守防疫要求。
Biden is finalizing a decision on relaxing Chinese tariffs. FED Governor Christopher Waller may support another 0.75% rate hike. HKEX may allow cash market traders to use multiple banks to settle transactions. Macau's casinos to follow strict COVID measures.
U.S. officials are arranging a phone call between Joe Biden and Xi Jinping. DJIA dropped by 741 points. U.S. are evaluating fuel export ban. Russia's brokers could now trade 12 Hong Kong stocks on SPB exchange.
FEDs to raise rate by 75 bps. U.S. overall net capital inflow decelerated to USD1.3 billion in April. Biden to study the option of removing some of the tariffs on Chinese goods. U.S. is evaluating limits on fuel exports.
聯儲局宣布加息0.75厘。美國按揭銀行家協會公布，美國樓按平均利率升至金融海嘯以來最高。美國財政部數據顯示，4月整體資本淨流入放緩至13億美元。歐洲央行宣布，將為高負債的南部國家提供新支持。
FED will raise funds rate by 75 bps. The average contract rate for a 30-year fixed-rate mortgage climbed by 25 bps in the U.S. U.S. overall net capital inflow decelerated to USD1.3 billion. The ECB will provide fresh support for its deeply-indebted southern rim.
拜登傾向對中國輸美產品加徵關稅的清單中移除一些產品。比亞迪回購551.1萬股A股。香港在2022年度全球競爭力報告中排名回升至第5位。人民銀行進行了2,000億元人民幣一年期MLF操作。
Biden may eliminate some tariffs on Chinese imports. BYD repurchased its shares. Hong Kong was ranked 5th in the 2022 World Competitiveness Yearbook. PBOC conducted a one-year medium-term lending facility for RMB200 billion.
美聯儲委員正考慮本周會議加息四分三厘。Tesla行政總裁馬斯克稱公司正經歷一個非常艱難的季度。澳門明日起把入境隔離政策放寬至「十加七」。摩根大通首席全球市場策略師Marko Kolanovic相信美國經濟可實現軟著陸。
Fed members are considering raising interest rates by 0.75 ppts at their meeting this week. Elon Musk claims Tesla is in a very tough quarter. Macau will unwind inbound border control measures. JPMorgan Chase Chief Global Markets Strategist believes U.S. economy could make a soft landing.
Japan's ruling Party, may not intervene with the Yen. Level 1 and Level 2 autonomous driving are deployed on an increasing scale. PING AN had talks with HSBC to spin off its Asian operation. TENCENT acquired a 0.72% stake in Flipkart.
日本表示現時不是政府干預日圓匯價的合適時機。L1和L2自動駕駛的應用規模不斷擴大。中國平安已與匯控就拆分亞洲業務以創造股東價值進行討論。騰訊控股購入Flipkart的0.72%股權，價值2.64億美元。
IMF is expected to slash the 2022 global economic growth forecast. ECB kept interest rates unchanged. Ant Group has no plan to launch IPO. State Street Corporation is not planning to acquire Credit Suisse.
白宮正在尋求重新配置對中國進口商品的關稅。Twitter 將向馬斯克提供更多平台數據。ARK Innovation已重新購入Tesla股票。道富銀行(STT.US) 計劃收購瑞信。
White House is reconfiguring tariffs on China. Twitter is sharing more platform data with Elon Musk. ARK Innovation, is purchasing Tesla stocks. State Street Corporation is weighing an acquisition of Credit Suisse.
Janet Yellen predicted inflation to remain elevated. World Bank reduced the 2022E global economic growth. For June, 60 domestic online games were approved in China. BYD will be Tesla's battery product supplier.
戴琪表示，對抗通脹是一個複雜的問題，無法通過單純削減對中國的關稅來解決。蘋果宣布推出先買後付Apple Pay Later服務。英國保守黨國會議員周一就首相約翰遜的不信任動議進行投票，約翰遜最終得以留任首相。日圓兌美元創20年來新低。
Katherine Tai sates inflation cannot be addressed with a singular focus on China levies. Apple announced Pay Later service. Boris Johnson remained in office after confidence vote. Yen notched a new low in 20 years against the US dollar.
Biden is currently analyzing the option of reducing Chinese tariffs. Tesla's headcount will increase over the next 12 months. Lawsuit filed against HKEX's subsidiaries London Metal Exchange and LME Clear. MEITUAN announced 1Q22 results.
摩根大通行政總裁戴蒙敦促美聯儲應採取強而有力措施來避免經濟陷入衰退。耶倫承認過去一年淡化通脹帶來的威脅是誤判形勢。拜登正在考慮是否削減對中國商品的部分關稅。歐洲或在今夏面臨燃料短缺。
Jamie Dimon urged Fed to avert recession. Janet Yellen admitted that she was wrong about inflation. Joe Biden is considering reducing some tariffs imposed on Chinese goods. Europe could be facing fuel scarcity this summer.
U.S. inflation at levels last seen in the 1970s. JPMorgan bracing for "hurricane" with balance sheet getting conservative. China will devise plans to ensure stable growth. Meta's COO Sheryl Sandberg is stepping down.
Biden is considering to reduce some tariffs imposed on Chinese goods. Yellen admitted she was wrong to downplay the threat of inflation. Europe could be facing fuel scarcity this summer. U.S. investigating sanction evasion by Chinese companies.
拜登正在考慮是否削減對中國商品的關稅。耶倫承認過去一年淡化通脹帶來的威脅是誤判形勢。國際能源署署長比羅爾表示歐洲或在今夏面臨燃料短缺。美國商務部正調查部份中國企業涉嫌違反美國制裁措施。
EU to bar some Russian oil imports. Liu He expressed that China needs to scale up its R&D efforts. China and the U.S. defense ministers will meet next month. India is investigating ZTE and Vivo.
Shanghai published the plan to accelerate the economy. COVID-19 outbreak in Beijing has been put under control. Goldman Sachs estimated a fall in the prices for key battery metals. Douyin announced service fees for life services software.
全國規模以上工業企業實按年增長3.5%。阿里巴巴張勇出席業績分析師電話會議上。百度李彥宏: 3月中開始，業務受到來自疫情的負面影響。中國恒大出售位於寧波市的城市之光廣場項目。
Chinese enterprises above designated scale realized profit of RMB 2.66 trillion. Daniel Zhang to propel consumption recovery. Pandemic taking toll on BIDU, said Robin Li. EVERGRANDE announced disposal of City Light Plaza project in Ningbo City.
美聯儲認為加息幅度可超出市場預期。美國貿易代表: 中國進口商品的關稅審查可能需要數個月的時間。李克強在國務院召開全國穩住經濟大盤電視電話會議。馬斯克承諾追加62.5億美元的股權融資，以資助收購Twitter。
Feds believes rapid rate hike above market expectation is necessary. U.S. Trade Representative may take months to review tariffs on China. Li Keqiang gave speech to stabilize the economy. Elon Musk pledged more money to fund his takeover of Twitter.
U.S. mulls fuel export restrictions. SEC will complete China's audit inspections by 22 Nov. George Soros: Russia's invasion may begin WW3. XIAOMI thinks semiconductor supply will be restored to its normal state within this year.
美國考慮限制能源出口。美國上市公司會計監管局須在11月22日前完成對中國審計的調查。索羅斯表示，俄羅斯入侵烏克蘭可能為第三次世界大戰展開序幕。小米表示，今年半導體供給肯定恢復正常。
European Central Bank states deposit rate may be lifted out of negative territory. White House mulling an emergency release of diesel reserve. DIDI in favor of delisting. EVERGRANDE's joint financial advisor resigned.
Apple to boost OEM production outside China, China provides financial support to farmers. Two international HKEX offices will be established next year. The Labor party secured 72 seats in Australia's House of Representatives.
You are listening to CCIB Biweekly updates, your window into thinking, trends and issue shaping the global markets. Join us as we report on the latest insight and opportunities around the globe.
IMF urges leaders to brace for more inflation pressures. Janet Yellen, could not see any immediate reason for the Federal Reserve to alter its inflation target. Twitter stated there was no such thing as Elon Musk's deal being on hold. China is seeking to import more Russian oil.
Janet Yellen has been advocating the removal of tariffs imposed on China. U.S. unlikely to extend exemption on Russia's coupon payments. Tesla ousted from S&P 500 ESG Index. JPMorgan lowered the U.S. economic growth forecast to 2.4%.
Jerome Powell pledged to bring inflation under control. Liu He attended a special CPPCC meeting regarding the digital economy. Berkshire Hathaway added over 55 million Citigroup, Inc. shares. Alibaba and Ant Group will exit Paytm Mall.
鮑威爾支持繼續加息直至通脹開始回落至健康水平。劉鶴出席全國政協在京召開「推動數字經濟持續健康發展」。巴郡增持逾5,500萬股花旗股份。阿里巴巴和螞蟻集團將退出 Paytm Mall。
The disposal of mortgage-backed securities may be an option for U.S. Fed. Ben Bernanke: Fed made mistake on inflation. Musk may lower Twitter's acquisition price. Berkshire bought some Citigroup's stock.
IMF concluded the quinquennial SDR valuation Review. Bridgewater revealed its first-quarter positions. Elon Musk said Twitter's legal team accused him of breaking a non-disclosure agreements. India banned wheat exports.
國際貨幣基金組織(IMF)執董會完成五年一次的特別提款權定值審查。橋水向SEC披露截至第一季持倉狀況。馬斯克表示Twitter的法律團隊指控他違反保密協議。印度禁止小麥出口。
DiDi could resume normal operation after delisting from NYSE. Saudi Aramco surpassed Apple as the world's most valuable company. Vodafone is in negotiation to merge its UK operations with Three UK. Elon Musk is currently under the investigation by SEC.
滴滴要從美國退市，才能恢復正常營運。沙地阿美超越蘋果成為全球市值最高的公司。英國電訊商沃達豐正洽商將英國業務和3英國合併。SEC正在調查馬斯克上月延遲披露持有Twitter股份事件。
Joe Biden restated support for the Federal Reserve's efforts to fight inflation and considers scraping some tariffs imposed against China. China's PPI burgeoned by 8% in April. China's COVID policy is not sustainable, said the WHO Director General.
Bitcoin cascaded 12.4% to US$29,876. Bytedance has changed its name to Douyin Group. XIAOMI and LENOVO are detaching from their Russian businesses secretly. AGILE announced the aggregated pre-sale value of the Company is RMB3.94 billion.
You are listening to CCIB Bi-weekly updates, your window into thinking, trends and issue shaping the global markets. Join us as we report on the latest insight and opportunities around the globe.
SEC再將12間中概股公司列入摘牌名單。普京表示，與烏克蘭的和平談判已陷入死胡同。中國海洋石油公布，A股新股發行網上初步有效申購戶數為1,216.68萬戶。內地樓市紓困範圍逐步擴大。
SEC added more Chinese companies to the provisional list of delisting. Putin: peace talks with Ukraine have reached a dead end. CNOOC received 12.16 million valid online preliminary subscriptions for its A-share offering. China has expanded housing market's relief measures.
You are listening to CCIB Bi-weekly updates, your window into thinking, trends and issue shaping the global markets. Join us as we report on the latest insight and opportunities around the globe.
您正在收聽 CCIB 月度回顧。處於世界各地的 CCIB 分析師每月為你解讀環球市場背後的數據。CCIB 分析師為你帶來國際時事, 商業, 科技等範疇等的最新趨勢，助你洞悉先機。
You are listing to CCIB Monthly Review. Every month our global network of correspondents makes sense of the stories beneath the headlines. We bring you surprising trends and tales from around the world, current affairs, business and finance.