UTO財經|菲一般講股 | 藺常念:港股先跌後升,金融股領升。每日報告(02/12/2021)
UTO財經|菲一般講股 | 藺常念:港股先跌後升,金融股領升。每日報告(02/12/2021)
星期四港股開市下跌,恆生指數跌135點,國企指數跌63點,科技指數跌72點。科技股領跌,阿里巴巴跌4.3%,為跌幅最大藍籌股,令指數跌67點。美團跌1.8%,令指數跌36點。騰訊跌0.4%,令指數跌8點。小米跌1.2%,令指數跌8點。相反,友邦保險升0.66%,令指數升12點。澳門股持續下跌,銀娛跌2.2%,金沙跌1.75%。電動車股回吐,小鵬汽車跌6.4%,理想汽車跌4.4%,比亞迪跌1.2%。A股開市跌6點。開市後港股跌幅收窄,恆生指數由跌轉升。主要是金融股上升,恆生指數升至23807,升148點。滙豐升1.5%,令指數升18點。建設銀行升1.6%,令指數升17點。平保升2%,令指數升14點。招商銀行升3%,令指數升14點。工商銀行升1.97%,令指數升11點。美團升1.8%,令指數升35點。內房股上升,華潤置地升3.7%,為升幅最大藍籌股。碧桂園升3.5%,龍湖升3.23%,中國海外升2.97%。雷蛇提出以$2.8私有化,比之前謠傳的$4 大幅下跌。股價急挫7%。中國電力趁高拆讓12.44%批股,股價大跌14%。A股上午收市跌1點。恆生指數上午收市升55點,國企指數升41點,科技指數因阿里而跌85點,成交862億元。
下午升幅略為收窄,恆生指數升約50點。金融股及美團領升,建設銀行升1.95%,令指數升21點。滙豐升0.92%,令指數升16點。工商銀行升2.15%,令指數升13點。招商銀行升2.6%,令指數升13點。平保升1.75%,令指數升12點。美團升0.9%,令指數升18點。相反阿里巴巴跌3.1%,令指數跌49點。藥明生物跌6%,為跌幅最大藍籌股,令指數跌45點。港交所跌1.6%,令指數跌17點。手機設備股下跌,瑞聲跌3%,舜宇光學跌1.55%。氫能概念股急升,京城機電升12.3%,濰柴動力升7.7%,中集安瑞科升4.6%。但華眾車載星期二急升30%後急挫37%。信義玻璃升6.65%,為升幅最大藍籌股。中央要求規模金錢打賞,受到政策不拖累,短視頻股下跌。嗶哩嗶哩跌6.9%,快手跌3.3%。科網股下跌,汽車之家跌9.2%.,明源雲跌4.8%,微盟跌4.6%。思摩爾下午急升15%。中國燃氣獲北京擯股增持,股價急升8.8%。A 股收市跌3點。恆生指數收市升130點,國企指數升80點,但科技指數跌41點,成交1475億元。
Daily report
Financials led the market’s rebound.
The Hong Kong market opened lower on Thursday. Hang Seng index opened down 135 points. Technology index opened down 72 points and technology index down 72 points. Alibaba lost 4.3% to lead the losers for 67-point loss. Meituan lost 1.8% for 36-point loss. Tencent lost 0.4% for 8-point loss. Xiaomi lost 1.2% for 8-point loss. On the contrary, AIA rose 0.66% for 12-point gain. Macau gaming stocks continued to fall. Galaxy lost 2.2% and Sands lost 1.75%. Electric car shares fell. XPeng lost 6.4%. Li Auto lost 4.4%. BYD lost 1.2%. A shares opened down 6 points. The market reversed and turned from loss to gain after opening on the strength of financials. CCB rose 1.6% for 17-point gain. Ping An rose 2% for 14-point gain. CM Bank rose 3% for 14-point gain. ICBC rose 1.97% for 11-point gain. Meituan rose 1.8% for 35-point gain. Mainland developers rose. CR Land rose 3.7% to lead the gainers. Country Garden rose 3.5%. Longfor rose 3.23%. China Overseas Land rose 2.97%. Razer announced privatization offer at $2.60, merely 3% premium. Share price crashed 7%. China Power made placement at 12.4% discount. Share price lost 14%. A shares closed the morning down 1 points. Hang Seng index closed the morning up 55 points, H share index up 41 points but technology index down 85 points. Turnover was $86.2 billion.
The market ‘s gain narrowed slightly in early afternoon. Hang Seng index gained under 50 points. Financials and Meituan rose. CCB rose 1.96% for 21-point gain. HSBC rose 0.92% for 16-point gain. ICBC rose 2.15% for 13-point gain. CM Bank rose 2.6% for 13-point gain. Ping An lost 1.75% for 12-point gain. Meituan rose 0.9% for 18-point gain. On the contrary, Alibaba lost 3.1% for 49-point loss. Wuxi Biologics lost 6% to lead the losers for 45-point loss. HK Exchanges lost 1.6% for 17-point loss. Handset suppliers fell. AAC lost 3%. Sunny Optical lost 1.55%. Hydrogen concept stocks continued to advance. Jingcheng Machinery rose 12.3%. Weichai Power rose 7.7%. CIMC rose 4.6%. However, Huazhong lost 37% after soaring 30% on Wednesday. The Government planned to regulate online tips. Short video shares fell. Bili Bili loste 6.9%. Kuaishou lost 3.3%. Internet stocks fell. Autohome lost 9%. Ming Yuan Cloud lost 4.8%. Weimob lost 4.6%. Smoore soared 15% after falling sharply on Wednesday. Beijing Enterprise increase holding of shares in China Gas. China Gas soared 8.8%. A shares closed down 3 points. Hang Seng index closed up 130 points, H share index up 80 points but technology index down 41 points. Turnover was $147.5 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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