UTO財經| 菲一般講股 | 藺常念：疫情惡化  股市下挫  每日報告（22/12/2020）

【UTO財經|菲一般講股|藺常念】疫情惡化  股市下挫  每日報告（22/12/2020）

22/12/2020

每日報告

疫情惡化，股市下挫。

星期二港股開市微跌，港股沒有方向。恆生指數跌46點，國企指數升2點，科技指數升4點。阿里巴巴升0.8%，令指數升13點。騰訊升0.44%，令指數升11點。滙豐跌0.9%，令指數跌18點。A股開市跌0.34%，上證綜合指數跌11點。開市後港股變化不大。舜宇光學升4%，成為升幅最大藍籌股，令指數升10點。藥明生物升3.3%，令指數升24點。安踏體育升2.6%。英國疫情惡化，經濟復甦受阻，資源股受壓。鞍鋼跌2.36%，江西銅跌3.6%，中國鋁業跌3.9%，中煤能源跌2.4%。國泰航空跌1.95%。南航跌1.5%，國航跌1.3%。澳門股下挫，金沙跌2.75%，銀娛跌2.3%，為跌幅最大藍籌股。昨晚特斯拉跌6%，比亞迪急升後回吐，跌4.2%；但長城升2.2%。中段港股由跌轉升，主要是科技股回升。小米升2%，令指數升26點，騰訊升0.7%，令指數升20點。A股上午收市跌0.2%，上證綜合指數跌6點。恆生指數最高升至26365點，升59點。上午收市前由升轉跌，恆生指數上午收市跌22點，國企指數升44點，科技指數升52點，成交602億元。

下午港股跌幅擴大，恆生指數跌3百多點。友邦保險跌2.1%，令指數跌56點。平保跌2.6%，令指數跌35點。騰訊跌0.7%，令指數跌18點。港交所跌1.5%，令指數跌18點。銀娛跌4.3%，令指數跌13點。TCL電子被美國國土安全局查，股價急跌14%。相反，小米升2.05%，令指數升24點。藥明生物升2.1%，令指數升15點。安踏體育升5.2%，為升幅最大藍籌股，令指數升15點。舜宇升3.1%，令指數升8點。航運股急挫，疫情惡化，影響到環球經濟復甦步伐。中遠海控跌7.9%，中遠海發跌4.8%，太平洋航運跌7.4%。勝獅貨櫃跌3.3%，中集集團跌4%。光復股回吐，保利協鑫跌11%，保利新能源跌11%，卡姆丹克跌8.5%，陽光能源跌6.45%。福萊特玻璃跌4.5%，信義能源跌3%。汽車股個別發展，吉利跌4.9%，為跌幅最大藍籌股。比亞迪跌6%。但長城升1.5%，東風升5%。A股收市跌1.86%，上證綜合指數跌63點。恆生指數一度跌破26000點，最低見25999點，跌307點。恆生指數收市跌187點，國企指數跌18 點。科技指數跌點，成交1237億元。

Daily report

Covid19 crisis worsened. Stock market fell sharply.

The market opened slightly lower and mixed on Tuesday. Hang Seng index opened down 46 points. H share index opened up 2 points and Technology index opened up 4 points. Alibaba rose 0.8% for 13-oint gain. Tencent rose 0.44% for 11-point gain. On the contrary, HSBC lost 0.9% for 18-oint loss. The market was little changed after opening. Sunny Optical rose 4% to lead the blue chips for 10 point gain. Wuxi Biologics rose 3.3% for 24 point gain. Anta Sports rose 2.6%. Situation in UK worsened. Economic recovery was hurt. Resources stocks fell. Angang lost 2.36%. Jiangxi Copper lost 3.6%. Chalco lost 3.9%. China Coal lost 2.4%. Cathay Pacific lost 1.95%. China Southern lost 1.5%. Air China lost 1.3%. Macau gaming stocks fell as Macau tightened entry restriction. Sands lost 2.6% to lead the losers. Galaxy lost 2.1%. The market turned from loss to gain in mid-session due to gains in technology stocks. Xiaomi rose 2% for 26 point gain. Tencent rose 0.7% for 20 point gain. A shares closed the morning down 0.2%. Shanghai composite index closed down 6 points. Hang Seng index reached a high of 26365 points, up 59 points. However, the market turned from gain to loss at the close. Hang Seng index closed the morning down 22 points. H share index closed up 44 points. Technology index closed up 52 points. Turnover was $60.2 billion.

The market fell further in early afternoon. Hang Seng index lost more than 300 points. AIA lost 2.1% for 56 loss. Ping An lost 2.6% for 35 point loss. Tencent lost 0.7% for 18 point loss. HK Exchanges lost 1.5% for 18-point loss. Galaxy lost 4.2% for 13-point loss. TCL Electronic was investigated by the US Department of Home Land Security. Share price crashed 14%. On the contrary, Xiaomi rose 2.05% for 24 point gain. Wuxi Biologics rose 2.1% for 15-point gain. Anta Sports rose 5.2% to lead the blue chips, for 15-point gain. Shipping stocks fell sharply as the pandemic hurt economic recovery. Cosco Ship Holdings lost 7.9%. Cosco Ship Development lost 4.8%. Pacific Basin lost 7.4%. Singamas lost 3.3%. CIMC lost 4%. Solar energy stocks fell sharply. GCL lost 11%. GCL New Energy lost 10%. Comtec lost 8.5%. Solar Giga lost 6.45%. Xinyi Energy lost 3%. Flat Glass lost 4.5%. Carmakers were mixed. Geely lost 4.9% to become the top loser. BYD lost 6%. GAC lost 3.5%. But Great Wall rose 1.65%. Dongfeng rose 5%. A shares closed down 1.86%. Shanghai composite index closed down 63 points. Hang Seng index fell below 26000 points momentarily to fall to the low point of 25999, down 307 points. Hang Seng index closed down 187 points. H share index closed down 18 points. Technology index closed down 19 points. Turnover was $123.6 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。