UTO財經| 菲一般講股 | 藺常念：騰訊及阿里巴巴免受美國制裁，科技股領升。每日報告（14/1/2020）

【UTO財經|菲一般講股|藺常念】騰訊及阿里巴巴免受美國制裁，科技股領升。每日報告（14/1/2020）

14/1/2020

每日報告

騰訊及阿里巴巴免受美國制裁，科技股領升。

星期四港股高開，恆生指數升172點，國企指數升97點，科技指數升105點。傳聞美國將不制裁騰訊及阿里巴巴，科技股領升，騰訊升2%，令指數升54點。阿里巴巴升3.6%，為升幅最大藍籌股，令指數升51點。美團升2.16%，令指數升29點。平保升1.68%，令指數升24點。友邦保險跌0.69%，令指數跌21點。A股開市跌0.38%，上證綜合指數跌13點。道富改變主意，同意繼續買賣中國移動等被美國制裁的藍籌股，中國移動升2%，聯通升1%，中海油升2.6%，中車升6%。保利協鑫配股集資42億元，股價早段升13%。但其他新能源股下跌，福萊特玻璃跌6.8%，信義光能跌4.8%，信義能源跌2.8%。汽車股個別發展，吉利升3.4%，但比亞迪跌2.87%，長城汽車跌1.9%。港股開市後升幅收窄，恆生指數升不足一百點。金融股下跌，友邦跌1.3%，令指數跌35點。滙豐跌1.4%，令指數跌30點，建設銀行跌1.47%，令指數跌24點。中遠海發將發行A 股集資，進行收購，股價升10%。軟件服務股上升，中國有贊升6.7%，微盟升5.9%，心動公司升5.6%。A股收市跌0.3%，上證綜合指數跌10點。恆生指數最低跌至28280點，升45點。上午收市前港股升幅擴大，主因是騰訊升4.25%，令指數升115點。恆生指數收市升139點，國企指數升79點，科技指數升201點；成交1396億元。

下午早段港股變化不大，恆生指數升1百多點。科技股領升，騰訊升4%，令指數升107點。美團升5.5%，令指數升75點。阿里巴巴升4.56%，令指數升65點。藥明生物升5.27%，令指數升42點。但金融股下跌，友邦保險跌2.16%，令指數跌60點。平保跌2%，令指數跌29點。建設銀行跌1.15%，令指數跌18點。創科跌3.53%，令指數跌16點。半導體急升，中芯國際升7.6%。新能源股個別發展，保利協鑫升幅擴大至14%，新特能源升17%。陽光能源升6.8%，卡姆丹克升4.7%。但信義光能跌5.2%，信義能源跌2.4%，福萊特玻璃跌6.2%。下午中段港股升幅擴大，恆生指數升2百多點。騰訊升45.3%，令指數升143點。美團升5.87%，令指數升79點。阿里巴巴升4.8%，令指數升69點。A股收市跌0.91%，上證綜合指數跌32點。下午中段港股升幅擴大，恆生指數收市升至28496升261點。國企指數升114點，科技指數升225點，成交2077 億元。

Daily report

Technology stocks led the market’s rally.

The Hong Kong market opened higher on Thursday. Hang Seng index rose 172 points. H share index rose 97 points and technology index rose 105 points. The US Government is not expected to include Tencent and Alibaba in the sanctioned list. Technology stocks led the rally. Tencent rose 2% for 54-point gain. Alibaba rose 3.6% to lead the blue chips for 51-point gain. Meituan rose 2.16% for 29-point gain. Ping An rose 1.68% for 24 point gain. On the other hand, AIA lost 0.69% for 21-point loss. A shares opened down 0.38%. Shanghai composite index opened down 13 points. State Street, the custodian of Tracker Fund changed its mind about not buying US sanctioned shares. China Mobile rose 2%. China Unicom rose 1%. CNOOC rose 2.6. CRRC rose 6%. GCL placed shares to raise $4.2 billion. Share price rose as much as 13%. However, other new energy stocks fell. Flat Glass lost 3.4%. Xinyi Solar lost 4.8%. Xinyi Energy lost 2.8%. Auto shares were mixed. Geely rose 3.4%. However, other auto shares fell. BYD lost 2.87%. Great Wall lost 1.9%. The market retreated slightly after opening. Hang Seng index gained under 100 points. Financial stocks fell to drag down the market. AIA lost 1.3% for 35-point loss. HSBC lost 1.4% for 30-point loss. CCB lost 1.47% for 24-point loss. A shares closed the morning down 0.3%. Shanghai composite index closed down 10 points. Hang Seng index reached a low of 28280, up 45 points. The market rose further near midday on the strength of technology stocks. Tencent rose 4.25% for 115-point gain. Hang Seng index closed up 139 points. H share index closed up 79 points. Technology index rose 201 points. Turnover was $139.6 billion.

The market was little changed in early afternoon. Hang Seng index gained more than 100 points. Technology stocks led the rally. Tencent rose 4% for 107-point gain. Meituan rose 5.5% for 75-point gain. Alibaba rose 4.56% for 65-point gain. Wuxi Biologics rose 5.27% for 42-point gain. However, financials fell. AIA lost 2.16% for 60 point loss. Ping An lost 2% for 29 point loss. CCB lost 1.15% for 18 point loss. Techtronic lost 3.53% for 16 point loss. Semiconductor shares rose. SMIC rose 7.6%. New energy stocks were mixed. GCL’s gain widened to 14%. Xinte Energy rose 17%. Solargiga rose 6.8%. Comtec rose 4.7%. However, Xinyi lost 5.2%. Xinyi Energy lost 2.4%. Flat Glass lost 6.2%. The market rose further in midafternoon. Hang Seng index gained more than 200 points. Tencent rose 4.5% for 120 point gain. Meituan rose 5.87% f or 79 point gain. Alibaba rose 4.8% for 69 point gain. A shares closed down 0.91%. Shanghai composite index closed down 32 points. Hang Seng index reached a high of 28497 points, up 273 points, and closed up 261points. H share index closed up 114 points. Technology index closed up 225points. Turnover was $207.7 billion.