UTO財經| 菲一般講股 | 藺常念：科技股大跌，拖累港股下挫。每日報告（7/1/2020）

【UTO財經|菲一般講股|藺常念】科技股大跌，拖累港股下挫。每日報告（7/1/2020）

7/1/2020

每日報告

科技股大跌，拖累港股下挫。

星期四港股開市微升，個別發展。恆生指數升23點，國企指數跌55點，科技指數跌50點。紐交所證實中資電訊商下星期一除牌，正式停止買賣。傳美國計劃把騰訊及阿里巴巴除牌，科技股大跌。騰訊跌2.7%，令指數跌72點。阿里巴巴跌3.9%，令指數跌57點。中國移動跌6.7%，令指數跌47點。相反滙豐升4.8%，令指數升102點。友邦保險升1.63%，令指數升45點。建設銀行升1.2%，令指數升18點。恆生銀行升5%，為升幅最大藍籌股。A股開市微升0.03%，上證綜合指數升1點。開市後港股反覆，金融股領升。但被美國除牌，或可能除牌的股份下跌。電訊及科技股跌幅大，中國聯通跌7.4%，中國移動跌5.7%。藍籌股中4隻科技股全面下挫。汽車股上升，吉利升7.5%，比亞迪升2.4%，長城汽車升3.3%。新能源股上升，保利協鑫升4%，福萊特玻璃升3.2%，信義能源升4.9%。資源股上升，江西銅升3.5%，中鋁升7%，洛陽鉬業升9.8%，中煤能源升5.1%，鞍鋼升7%。斯摩爾1月10日禁售期滿，股價急挫8%。A股上午收市升0.37%，上證綜合指數升13點。恆生指數最低跌至27542點，跌120點。收市跌點，國企指數跌141點，科技指數跌254點，成交1265億元。

港股下午早段變化不大，恆生指數跌1百多點。科技股領跌，騰訊跌4.2%，令指數跌111點。小米跌6.2%，令指數跌82點。阿里巴巴跌4.6%，令指數跌67點。中國移動跌7.3%，令指數跌51點。相反金融股上升，利率上升，資金追捧金融股，友邦升3%，令指數升84點。滙豐升3.6%，令指數升78點。建設銀行升2.25%，令指數升34點。恆生銀行升5.5%，令指數升14點。美民主黨在橋治亞州參議院補選勝出，得到兩會控制權。方便拜登推行環保政策，新能源概念股上升。吉利升6.4%，令指數升14點。比亞迪升5%，長城汽車升6.4%，東風升5%。保利協鑫升14%，福萊特玻璃升8.4%。信義能源升9.1%。疫苗股康希諾有資金追捧，急升10%。物管股急升後回軟，保利物業跌6.8%，鑫源跌5.7%，中海物業跌5%。A股收市升0.71%，上證綜合指數升25點。恆生指數最低跌至27457點，跌235點。恆生指數觸底後反彈，跌幅收窄。收市恆生指數跌144點，國企指數跌103點，科技指數跌208點，成交2278億元。

Daily report

Technology stocks dragged down the market.

The Hong Kong market opened slightly higher and mixed on Thursday. Hang Seng index rose 23 points. H share index lost 55 points and technology index lost 50 points. The NYSE confirmed the delisting of three Chinese telecoms next Monday. In addition, the US Government planned to delist Tencent and Alibaba on national security ground. Telecom and technology shares crashed. Tencent lost 2.7% for 72-point loss. Alibaba lost 3.9% for 57-point loss. China Mobile lost 6.7% for 47-point loss. On the contrary, finance stocks soared. HSBC rose 4.8% for 102-oint gain. AIA rose1.63% for 45-point gain. CCB rose1.2% for 18-point gain. HK Exchanges rose 1% for 12-point gain. Hang Seng Bank rose 5% to become the top gainer for 11-point gain. Carmakers rose. Geely rose 7.5%. BYD rose 2.4%. Great Wall rose 3.3%. A shares opened flat. Shanghai composite index rose 1 point. New energy stocks rose. GCL rose 4%. Flat Glass rose 3.2%. Xinyi Energy rose 4.9%. Resources stocks rose. Jiangxi Copper rose 4.5%. Chalco rose 7%. Luoyang Moly rose 9.8$. China Coal rose 5.1%. Angang Steel rose 7%. Smoore’s lockup period ends 10 January. Investors sold off the share to fall 8%. A shares closed the morning up 0.37%. Shanghai composite index closed up 13 points. Hang Seng index fell to a low of 27542, down 150 points and closed down 126 points. H share index closed down 141 points and technology index down 254 points. Turnover was $126.5 billion.

The market was little changed in early afternoon, with Hang Seng index falling more than 100 points. Technology stocks led the fall. Tencent lost 4.2% for 111-point loss. Xiaomi lost 6.2% for 82-point loss. Alibaba lost 4.6% for 67-point loss. China Mobile lost 7.3% for 51-point loss. On the contrary, financial stocks rose. AIA rose 3% for 84-point gain. HSBC rose 3.6% for 78-point gain. CCB rose 2.25% for 34-point gain. Geely rose 6.4% to lead the blue chips for 24-point gain. Hang Seng Bank rose 5.5% for 14-point gain. ICBC rose 1.66% for 14-point gain. The Democrats gained control of the Senate. It would enable Biden to push a pro-environment policy. New energy stocks rose sharply. GCL rose 14%. Flat Glass rose 8.4%. Xinyi Energy rose 9.1%. Geely led carmakers’ rebound. BYD rose 5%. Great Wall Motor rose 6.4%. Dongfeng rose 5%. Money sought out Cansino, which soared 10%. Property management shares fell. Poly Property lost 6.8%. Xinyuan lost 4.6%. CO Property lost 5%. A shares closed up 0.71%. Shanghai composite index closed up 25 points. Hang Seng index fell to the low of 27457 points, down 235 points before recovering. Hang Seng index closed down 143 points; H share index down 103 points; technology index closed down 203 points. Turnover was 228 billion.