UTO財經|菲一般講股 | 藺常念：國要監管互聯網及教育，令到港股七月份大幅下挫。每日報告(30/7/2021)

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：國要監管互聯網及教育，令到港股七月份大幅下挫。每日報告(30/7/2021)

30/7/2021

每日報告

國要監管互聯網及教育，令到港股七月份大幅下挫。

星期五港股開市下跌，恆生指數開市跌272點，國企指數跌128點，科技指數跌134點。科技股領跌，美團跌4.1%，為跌幅最大藍籌股，令指數跌73點。阿里巴巴跌3.5%，令指數跌69點。港交所跌1.28%，令指數跌17點。相反，友邦保險升2.66%，令指數升57點。A股開市跌0.71%，上證綜合指數跌25點。開市後港股急跌，恆生指數跌3百多點。阿里巴巴跌4.5%，令指數跌89點。美團跌5.5%，令指數跌98點。騰訊跌3%，令指數跌56點。阿里健康跌9.8%，海底撈跌8.4%，為跌幅最大藍籌股。京東健康跌11.6%，佳兆業健康跌12.5%，呷哺呷哺跌5%。教育部進一步澄清義務教育範圍，教育股再跌，思考樂跌16.3%，新東方跌9.3%，新東方在線跌9.6%。互聯網股再跌，心動跌10%，嗶哩嗶哩跌8.8%，快手跌9.25%，汽車及電池股逆市上升，吉利升2.9%，比亞迪升3.5%。超威動力升50%，贛峰銀業升1.55%。天能動力升15.9%，東岳再升13%。接近中午跌幅擴大，恆生指數跌5百多點。美團跌8%，令指數跌143點。阿里巴巴跌5.1%，令指數跌102點。A股收市跌18點。恆生指數上午收市跌553點，國企指數跌273點，科技指數跌294點，成交971億元。

港股下午跌幅擴大，恆生指數跌6百多點。跌至25637，跌678點。騰訊跌5.1%，令指數跌100點。阿里巴巴跌5.4%，令指數跌107點。美團跌9.3%，令指數跌165點。友邦保險升1.25%，令指數升27點。比亞迪升2.25%，令指數升10點。萬洲國際回購股份，升3.54%，為升幅最大藍籌股。超威動力升幅擴大至70%，為升幅最大股票。內房股下跌，龍湖集團跌8.67%，為跌幅最大藍籌股。華潤置地跌7%，碧桂園跌4.7%，中國海外跌4.45%。啤酒股大跌，百威亞太2.9%，華潤啤酒跌7%，青島啤跌8.8%。A股收市跌0.42%，上證綜合指數跌14點。下午中段港股跌幅收窄，恆生指數回升2百點。美團，騰訊，阿里巴巴，跌幅收窄。收市恆生指數跌354點。國企指數跌182點，科技指數跌182點，成交1896億元。七月份恆生指數跌2867點，國企指數跌1430點，科技指數跌1374點。國家要加強監管互聯網及教育產業，令到港股大幅下挫。

Daily report

The Government issued new orders to control the internet and education sectors. Hong Kong market crashed in July.

The Hong Kong market fell back on Friday. Hang Seng index opened down 272 points, H share index down 128 points and technology index down 134 points. Technology shares led the fall. Meituan lost 4.1% to lead the losers at opening for 73-point loss. Alibaba lost 3.5% for 69-point loss. HK Exchanges lost 1.28% for 17-oint loss. On the contrary, AIA rose 2.66% for 57-point gain. A shares opened down 0.71%. Shanghai composite index opened down 25 points. The market fell sharply after opening as technology stocks fell further. Alibaba lost 4.5% for 89-point loss. Meituan lost 5.5% for 98-point loss. Tencent lost 3% for 56-point loss. Ali Health lost 9.8% and Haidilao lost 8.4% to become the top losers. JD Health lost 11.6%. Shabu Shabu lost 5%. Education shares fell again. Scholar Education lost 16.3%. New Oriental lost 9.3%. Koolearn lost 9.6%. Internet stocks fell. XD lost 10%. Bili Bili lost 8.8%. Kuaishou lost 8.7%. Auto and battery stocks rose against the market. Geely rose 2.9%. BYD rose 3.5%. Chaowei Power rose 50%. Gongfeng Lithium rose 1.55%. Tianneng Power rose 15.9%. Dongyue rose 13%. The market fell further in late morning. Hang Seng index lost more than 500 points. Meituan lost 8% for 143-point loss. Alibaba lost 5.1% for 102-point loss. A shares closed the morning down 18 points. Hang Seng index closed down 553 points, H share index down 273 points and technology index down 294 points. Turnover was $97.1 billion.

The market fell further in the afternoon, with Hang Seng index falling more than 600 points. It reached a low of 25637, down 678 points. Technology stocks led the fall. Tencent lost 5.1% for 100-point loss. Alibaba lost 5.4% for 107-point loss. Meituan lost 9.3% for 165-point loss. On the contrary, AIA rose 1.25% for 27-point gain. BYD rose 2.25% for 10-point gain. WH Group announced share buyback. Share price rose 3.54% to lead the blue chips. Mainland developers fell sharply. Longfor lost 8.67% to lead the losers. CR Land lost 7%. China Overseas Land lost 4.45%. Beer stocks fell sharply. Budweiser lost 2.9%. CR Beer lost 7%. Tsingtao Beer lost 8.8%. The market rebounded in midafternoon. A shares closed down 14 points. Hang Seng index recovered 200 points to fall about 300 points. Tencent, Meituan and Alibaba rose from intraday lows. Hang Seng index closed down 354 points, H share index down 182 points and technology index down 178 points. Turnover was $189.6 billion. For the month of July, Hang Seng index lost 2867 points. H share index lost 1430 points and technology index lost 1374 points. The Government tried to control the internet and education sectors. Consequently, Hong Kong stocks fell sharply in July.