UTO財經|菲一般講股 | 藺常念：騰訊及美團大跌，拖累港股。每日報告(24/3/2022)

一週股市龍門陣，星級股評家，左起：驍騰原，黎家聰，陳顯歷，温冠麟，岑智勇，李慧芬，林家亨，朱紀菲，聶振邦，温傑，諸人進，巨鯨，楊德華＆劉勝鈞。

UTO財經|菲一般講股 | 藺常念：騰訊及美團大跌，拖累港股。每日報告(24/3/2022)

星期四港股開市下跌，恆生指數跌151點。國企指數跌50點，科技指數升27點。騰訊跌4.1%，為跌幅最大藍籌股，令指數跌54點。滙豐跌0.94%，令指數跌20點。阿里巴巴跌1%，令指數跌16點。建設銀行跌0.9%，令指數跌10點。中國移動升3%，令指數升20點，集團增加派息率至60%。A股開市跌23點。港股開市後跌幅擴大，恆生指數跌超過2百點。美團跌3.5%，令指數跌37點。阿里巴巴跌2.2%，令指數跌35點。手機設備股大跌，舜宇光學跌3.8%，瑞聲跌3.5%，為跌幅最大藍籌股。石油股上升，中石油升3.56%，中海油升2.3%，中石化升1.3%。鋁價創新高，中鋁升3.8%，中國宏橋升3.3%。消費股反彈，海底撈升8.5%，李寧升3.7%，安踏體育升3.3%。恆生指數跌至21900點，跌254點。但低位港股有承接，港股反彈。權重股騰訊，滙豐，阿里巴巴等跌幅收窄。中國移動，藥明生物，李寧，平保等上升，抵消騰訊跌幅。中國移動升4.1%，令指數升28點。藥明生物升8.36%，令指數升38點。建設銀行升1%，令指數升12點。李寧升3.7%，令指數升11點。中海油升2.7%，令指數升10點。平保升1.5%，令指數升10點。A 股上午收市跌18點。恆生指數上午收市升42點，國企指數升26點，科技指數跌10點，成交781億元。

港股下午由升轉跌，恆生指數跌200多點。科技股領跌，騰訊受到業績差拖累，跌5.9%，令指數跌77點。美團跌5.9%，令指數跌65點。阿里巴巴跌3.23%，令指數跌52點。滙豐跌0.85%，令指數跌18點。舜宇面對前景不明朗，股價跌8.1%，令指數跌16點；瑞聲跌3.6%。京東跌4.1%，令指數跌12點。內房股下跌，融創跌15%，旭輝跌9%。碧桂園跌4.3%，龍湖跌2.8%，中國海外跌1.9%。相反餐飲股急升，海底撈升10%，九毛九升4.2%，呷哺呷哺升2.4%，頤海國際升3%。金價上升，黃金股造好，紫金升3%，招金升3.2%，山東黃金升5%，中國黃金升7.4%。資源股上升，有色金屬股上升，中鋁升3.8%，江西銅升2.9%，詻峰鋰業升3.3%。黑金屬同樣上升，鞍鋼升3.2%，馬鋼升5.3%。袞礦升6.8%，中國神華升3.7%，中煤升2.4%。A 股收市跌21點。恆生指數收市跌208點，國企指數跌107點，科技指數跌140點，成交1500億元。

Daily report

Tencent and Meituan fell sharply to drag down the market.

The Hong Kong market opened lower on Thursday. Hang Seng index opened down 151 points, H share index down 50 points and technology index down 27 points. Tencent’s results were lower than expectation. Share price fell 4.1% to top the losers for 54-point loss. HSBC lost 0.94% for 20-point loss. Alibaba lost 1% for16-point loss. CCB lost 0.9% for 10-point loss. On the other hand, China Mobile rose 3% for 20-point gain, as its increase payout to 60%. A shares opened down 23 points. The market fell further after opening, as Hang Seng index lost more than 200 points. Meituan lost 3.5% for 37-point loss. Alibaba lost 2.2% for 35-point loss. Handset suppliers fell sharply. Sunny Optical lost 3.8% and AAC lost 3.5% to lead the losers. Oil stocks rose. Petrochina rose 3.56%. CNOOC rose 2.3%. Sinopec rose 1.3%. Chalco rose 3.8% as aluminum reached new high. China Hongqiao rose 3.3%. Consumption stocks rebounded. Haidilao rose 8.5%. Li-ning rose 3.7%. Anta Sports rose 3.4%. Hang Seng index fell to a low of 21900, down 254 points. The market had support at low level and rebounded on the strength of China Mobile, Meituan, Li-ning and Ping An. China Mobile rose 4.1% for 28-point gain. Wuxi Biologics rose 8.3% for 38-point gain. CCB rose 1% for 12-point gain. Li-ning rose 3.7% for 11-point gain. CNOOC rose 2.7% for 10-point gain. Ping An lost 1.5% for 10-point gain. The market turned from loss to gain near midday. A shares closed the morning down 18 points. Hang Seng index closed the morning up 42 points, H share index up 26 points and technology index down 10 points. Turnover was $78.1 billion.

The market turned from gain to loss in the afternoon. Hang Seng index lost 200 points. Technology stocks led the fall. Tencent’s results did not meet expectation. Share price fell 5.9% for 77-point loss. Meituan lost 5.9% for 65-point loss. Alibaba lost 3.23% for 52-point loss. Sunny Optical lost 8.1% for 16-point loss. AAC lost 3.6%. HSBC lost 0.87% for 18-point loss. JD lost 4.1% for 12-point loss. Mainland developers fell. Sunac lost 15%. Cifi lost 9%. Country Garden lost 3.8%. Longfor lost 2.8%. China Overseas Land lost 1.5%. On the contrary, restaurant shares soared. Haidilao rose 10%. Jiumaojiu rose 4.2%. Shabu Shabu rose 2.4%. Yihai International rose 3%. Gold shares rose on higher gold prices. Zijin rose 3%. Zhaojin rose 3.2%. SD Gold rose 5%. China Gold rose 7.4%. Non-ferrous metal shares rose. Chalco rose 3.8%. Jiangxi Copper rose 2.9%. Gongfeng Lithium rose 3.2%. Black metals also rose. Angang Steel rose 3.2%. Maanshan Iron rose 5.3%. Yankuang rose 6.8%. China Coal rose 2.4%. China Shenhua rose 3.7%. A shares closed down 21 points. Hang Seng index close down 208 points, H share index down 107 points and technology index down 140 points. Turnover was $150 billion.