UTO財經| 菲一般講股 | 藺常念:港股大幅波動,騰訊一度跌破$700。每日報告(27/1/2021)
【UTO財經|菲一般講股|藺常念】港股大幅波動,騰訊一度跌破$700。每日報告(27/1/2021)
27/1/2021
每日報告
港股大幅波動,騰訊一度跌破$700。
星期三港股大幅波動,開市上升,恆生指數升165點,國企指數升78點,科技指數升88點。阿里巴巴升3.3%,令指數升50點。滙豐升1.3%,令指數升28點。中海油升4.34%,為升幅最大藍籌股,令指數升14點。美團跌1.74%,令指數跌30點。友邦保險跌0.6%,令指數跌18點。安踏跌3.9%,為跌幅最大藍籌股,令指數跌14點。A股開市升0.17%,上證綜合指數升6點。開市後港股升幅一度擴大,恆生指數升2百多點。權重股升幅擴大,阿里巴巴,滙豐,騰訊,小米,等領升。恆生指數最高升至29636點,升245點。但高位守不住,美團,騰訊,藥明生物下挫,拖累港股由升轉跌。美團跌5%,令指數跌85點。騰訊跌穿700元,令指數跌75點。恆生指數跌至29194點,跌197點。汽車股大跌,吉利跌6.3%,為跌幅最大藍籌股。長城汽車跌7.6%,比亞迪跌6.5%。新能源股崩盤,陽光能源跌24%,卡姆丹克跌22%,保利協鑫跌11%,福萊特玻璃10%。SAAS軟件服務股大跌,阜峰跌12%,移卡跌9%,微盟跌7%。港股低位有承接,投資者趁低吸納,跌幅收窄。A 股上午收市跌0.03%,上證綜合指數跌1點。恆生指數上午收市升62點,國企指數升28點,科技指數跌82點,成交1563億元。
下午早段港股變化不大,恆生指數維持幾十點升幅。中央停螞蟻上市後首次向阿里巴巴示好,阿里升3.4%,令指數升50點。加上中國移動升4.2%,令指數升28點。中海油升4.7%,為升幅最大藍籌股。3大權重股加上銀行股支撐港股上升。百威亞太罕有地升4.2%,為升幅第二大藍籌股。相反,友邦保險跌1.34%,令指數跌40點。美團跌1.7%,令指數跌29點。吉利跌3.74%,令指數跌18點。孳明生物跌1.9%,令指數跌18點。小米跌1.15%,令指數跌14點。下跌藍籌股,抵銷港股升幅。官媒批評新能源車存在浮誇現象,汽車股下跌。吉利跌4.2%;比亞迪有高層減持,跌3.4%,長城跌5.7%。證券商提高評級,歐舒丹急升25%。A股收市升0.11%,上證綜合指數升4點。恆生指數收市跌93點,國企指數跌44點,科技指數跌159點,成交2551億元。
Daily report
Hong Kong stocks fluctuated wildly. Tencent fell below $700 momentarily.
The Hong Kong market opened higher on Wednesday. Hang Seng index opened up 165 points; H share index up 78 points and technology index up 88 points. Alibaba rose 3.3% for 50-point gain. HSBC rose 1.3% for 28-point gain. CNOOC rose 4.34% to become the top gainer for 14 point gain. On the contrary, Meituan lost 1.74% for 30-point loss. AIA lost 0.6% for 18 point loss. Anta lost 3.9% to become the top loser for 14 point loss. Tencent lost 0.35% for 11-point loss. A shares opened up 0.17%. Shanghai composite index rose 6 points. The market rose sharply right after opening. Hang Seng index rose more than 200 points, as Alibaba, HSBC and Tencent led the rally. Crude oil rose. Oil stocks led the blue chips. CNOOC rose 6.3%. Petrochina rose 3.3%. Sinopec rose 2.9%. Hang Seng index rose to a high of 29636, up 245 points. Then the market reversed direction as Meituan, Tencent and Wuxi Biologics fell to bring down the market. Meituan lost 5% for 85-point loss. Tencent fell below $700 for 75-point loss. Hang Seng index fell to a low of 29194, down 197 points. Auto stocks fell sharply. Geely lost 6.3% to lead the losers. Great Wall lost 7.6%. BYD lost 6%. New energy stocks crashed. Solargiga lost 24%. Comtec lost 22%. GCL lost 11%. Flat Glass lost 10%. SAAS shares fell sharply. Vobile lost 12%. Yeahka lost 9%. Weimob lost 7%. Then the market rebounded as investors went bottom fishing. Tencent soared above $700. A shares closed the morning down 0.03%. Shanghai composite index closed down 1 point. Hang Seng index closed up 62 points. H share index closed up 28 points but technology index closed down 82 points. Turnover was $156.3 billion.
The market was little changed in early afternoon as Hang Seng index gained under 100 points. The official media had positive news on Alibaba. Alibaba rose 3.4% for 50-point gain. In addition, China Mobile rose 4.2% for 28-point gain. CNOOC rose 4.7% for 18-point gain. The three heavyweights plus the banks led the market’s rally. On the other hand, AIA lost 1.34% for 40-point loss. Meituan lost 1.7% for 29-point loss. Geely lost 3.74% for 18-point loss. Wuxi Biologics lost 1.9% for 18 point-loss. Xiaomi lost 1.15% for 14-point loss. The official media was critical of the chaos in the new energy car production. Auto stocks fell. Geely lost 4.2%. BYD lost 3.4%. Great Wall lost 5.7%. L’Occitane rose 25% on broker upgrade. A shares closed up 0.11%. Shanghai composite index closed up 4 points. Hang Seng index closed down 93 points. H share index closed down 44 points and technology index down 159 points. Turnover was $255.1 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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