UTO財經| 菲一般講股 | 藺常念:醫藥股大幅上升 支撐港股 每日報告 (17/12/2020)
【UTO財經|菲一般講股|藺常念】醫藥股大幅上升 支撐港股 每日報告 (17/12/2020)
每日報告
醫藥股大幅上升,支撐港股。
星期四港股持續上升,恆生指數升148點,國企指數升49點,科技指數升59點。科技股領升,騰訊升1.49%,令指數升38點。藥明生物升5.8%,為升幅最大藍籌股,令指數升38點。阿里巴巴升1.75%,令指數升28點。美團升1.72%,令指數升21點。安踏跌2.23%,為跌幅最大藍籌股。A股開市微跌,上證綜合指數跌1點。開市後金融股下跌,拖累港股。友邦保險跌1.7%,令指數跌46點。建設銀行跌1.2%,令指數跌18點。滙豐跌1%,令指數跌15點。恆生指數由升轉跌,安踏體育跌5.2%,令指數跌15點,為跌幅最大藍籌股。內地完成第四輪帶量採購,藥價跌幅比預期細,刺激醫藥股上升。藥明生物升7%,中生製藥升6%,石藥升5.5%,為升幅最大3隻藍籌股。康希諾升4.1%,綠葉製藥升3.5%。國泰發盈警,股價跌2%。恆生指數最低跌至26390點,跌70點。在醫藥及科技股領導下,港股從低位反彈,由跌轉升。A股上午收市升0.63%,上證綜合指數升21點。恆生指數上午收市升21點,國企指數升28點,科技指數升75點,成交656億元。
下午港股升幅略為擴大,恆生指數升約一百點。醫藥股及科技股領升。第四輪帶量採購,平均藥價跌50%,比預期少,令到醫藥股上升。藥明生物升6%,令指數升39點。騰訊升1.22%,令指數升32點。阿里巴巴升1.9%,令指數升30點。美團升1.5%,令指數升19點。中生製藥升8%,為升幅最大藍籌股,令指數升16點。相反友邦保險跌1.43%,令指數跌38點。滙豐跌0.73%,令指數跌15點。安踏跌4.3%,令指數跌13點。中芯國際止跌回升,升4%,華虹半導體升4.6%。金屬股急升,鞍鋼升6%,江西銅升5.9%,中鋁升7.5%,洛陽鉬業升8%,五礦資源升4.9%,紫金升5%。信義光能配股集資,但股價升5%;保利協鑫升10%。軟件服務股上升,微盟升5.6%,明源雲升4.8%。百威亞太被降級,股價跌4.44%。A股收市升1.13%,上證綜合指數升38點。恆生指數收市升218點,國企指數升83點,科技指數升186點,成交1289億元。
Daily report
Pharmaceutical shares rebounded to support the market.
The Hong Kong market continued to rise on Thursday. Hang Seng index opened up 148 points, H share index up 49 points and technology index up 59 points. Tencent rose 1.49% for 38 point gain. Wuxi Biologics rose 5.8% to top the gainers and contributed 38 point gain. Alibaba rose 1.75% for 28 point gain. Meituan rose 1.72% for 21 point gain. Anta Sports lost 2.23% to top the losers. A shares opened down slightly. Shanghai composite index lost 1 point. Financial stocks were weak after opening and dragged down the market. AIA lost 1.7% for 46 point loss. CCB lost 1.2% for 18 point loss. HSBC lost 1% for 15 point loss. The market turned from gain to loss. Hang Seng index fell to a low of 26390, down 70 points. However, pharmaceutical shares rose, as the fourth round of quantitative purchase of drugs was completed without large scale discount of prescription drugs. Wuxi Biologics rose 7% to lead the blue chips. Sino Biopharm rose 6%. CSPC rose 5.5%. They were the top three gainers. Cansino rose 4.1%. Luye rose 3.5%. The market had support at low level, as technology stocks and pharmaceuticals rose to support the market. Hang Seng index turned from loss to gain. A shares closed the morning up 0.63%. Shanghai composite index closed up 21 points. Hang Seng index closed up 21 points, H share index up 28, and technology index up 75 points. Turnover was $65.6 billion.
The market rose further in the afternoon. Hang Seng index rose about 100 points. Pharmaceuticals and technology stocks led the rally. Drug prices fell 50% in the further round of quantity purchase by the State. The price drop was less than expected and pharmaceutical shares rose strongly. Wuxi Biologics rose 6% for 39 point gain. Tencent rose 1.22% for 32 point gain. Alibaba rose 1.9% for 30 point gain. Meituan rose 1.5% for 19 point gain. Sino Biopharm rose 8% to lead the gainers for 16 point gain. On the contrary, AIA lost 1.43% for 38 point loss. HSBC lost 0.73% for 15 point loss. Anta Sports lost 4.3% for 13 point loss. SMIC rebounded 4% after falling sharply recently. Huahong Semiconductor rose 4.6%. Metal stocks rose strongly. Angang Steel rose 6%. Jiangxi Copper rose 5.9%. Chalco rose 7.5%. Luoyang Moly rose 8%. MMG rose 4.9%. Zijin rose 5%. Xinyi Solar made placement. Yet share price rose 5%. GCL rose 10%. SAAS shares rose. Weimob rose 5.6%. Ming Yuan Cloud rose 4.8%. Budweiser was downgraded by broker. Share price fell 4.44%. A shares closed up 1.13%. Shanghai composite index closed up 38 points. Hang Seng index closed up 218 points; H share index up 83 points; technology index up 186 points. Turnover was $128.9 billion.
藺常念
(智易東方證券有限公司行政總裁)
香港及國際最資深的股票評論家之ー,擁有美國明尼蘇達大學學士,威爾遜院士榮譽及工商管理碩士學位。
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