藺常念
行政總裁
智易東方證券有限公司
  • 23/10/2018   港股每日報告   A股升4%,港股急升近600點。   星期一港股開市上升,恆生指數升107點,國企指數升51點。友邦保險升1.93%,貢獻指數44點;平保升1.42%,貢獻指數17點;建設銀行升0.8%,貢獻指 ...... 查看更多

    23/10/2018

     

    港股每日報告

     

    A股升4%,港股急升近600點。

     

    星期一港股開市上升,恆生指數升107點,國企指數升51點。友邦保險升1.93%,貢獻指數44點;平保升1.42%,貢獻指數17點;建設銀行升0.8%,貢獻指數16點;滙豐跌0.47%,拖累指數跌12點。石藥升3.92%,為升幅最大藍籌股。金沙跌1.78%,為跌幅最大藍籌。A股開市升1.2%,上證綜合指數升32點。港股開市後上升,保險股,騰訊及內銀股領升。A股升幅擴大至3.4%,上證綜合指數升87點,刺激港股大幅上升。恆生指數升500點。中資證券商股大幅上升,中信證券升10%,海通證券升12%,華泰證券升11%。醫藥股急升,中生製藥升7.34%,蒙牛升6.9%,石藥升5.9%。吉利升10%,為升最大藍籌股。A股上午收市升4.17%,上證綜合指數升106點,重上2600點。接近中午收市,港股跟A股急升,恆生指數升600點,最高升至26184點,升625點,收市升612點。國企指數升341點,成交626.7億元。

     

     

    下午港股略為回落,恆生指數升幅不足600點。騰訊升3.26%,令指數升74點;友邦保險升2.9%,令指數升66點;建設銀行升3.23%,令指數升62點;平保升4.5%,令指數升57點;工商銀行升3%,令指數升33點;港交所升3.25%,令指數升24點。吉利汽車升8.3%,為升幅最大藍籌股。內房股上升,華潤置地升6.5%,中國海外升3%。醫藥股上升,中生製藥升6.44%,石藥升4.9%,金斯瑞升9.86%。教育股升幅大,新高教升15%,睿見教育升17%,中教控股升7.5%。證券商股上升,海通證券升14%,華泰證券升13%,申萬宏源升12.5%,中信證券升12%。政策利好消費,消費股上升,蒙牛升7.34%。下午A股升幅收窄,收市只升4.09%,上證綜合指數升104點。恆生指數收市升591點,國企指數升268點,成交1144億元。

     

     

    昨晚歐美股市下跌。歐洲股市疲弱,意大利政府預算案被歐盟否決,但仍然堅持不改,拖累到歐洲股市下跌。德國跌29點,法國跌31點,英國跌7點。美股個別發展,金融零售股下跌。杜瓊斯跌127點,標普跌12點。但是科技股上升,納斯達克升34點。港股預託證券在美國跌182點,夜期跌142點,預計今天港股下跌。

     

     

     

    Today’s report

     

     

    A shares soared 4%.  Hong Kong shares followed higher. 

     

     

    The Hong Kong market opened higher on Monday. Hang Seng index opened up 107 points and H share index up 51 points. AIA rose 1.93% for 44 point gain.  Ping An rose 1.42% for 17 point gain.  CCB rose 0.8% for 16 point gain.  On the other hand, HSBC lost 0.47% for 12 point loss.  CSPC rose 3.92% to lead the gainers.  Sands lost 1.78% to lead the losers.  A shares opened up 1.2%.  Shanghai composite index rose 32 points.  The Hong Kong market rose further after opening.  Insurers, Tencent and Mainland banks led the rally.  A shares’ gain widened to 3.4%.  Shanghai composite index rose 87 points.  A shares’ gain sparked a rally in Hong Kong stocks.  Hang Seng index soared more than 500 points.  Mainland brokers led the rally.  Citic Securities rose 10%. Haitong Securities rose 12%.  HTC rose 11%.  Pharmaceutical stocks also soared.  Sino Biopharm rose 7.34%.  Mengniu rose 6.9%.  CSPC rose 5.9%.  Geely rose 10% to lead the gainers.  A shares closed the morning up 4.17%. Shanghai composite index rose 105 points.  Hang Seng index soared more than 600 points near midday and reached a morning high of 26184 points, up 625 points and closed up 612 points.  H share index closed up 341 points.  Turnover was $62.67 billion.

     

     

    In the afternoon, the market’s gain narrowed slightly.  Hang Seng index gained less than 600 points.  Tencent rose 3.26% for 74 point gain.  AIA rose 2.9% for 66 point gain.  CCB rose 3.23% for 62 point gain.  Ping An rose 4.5% for 57 point gain.  ICBC rose 3% for 33 point gain.  HK Exchanges rose 3.25% for 24 point gain.  Mainland developers rose.  CR Land rose 6.5%.  China Overseas Land rose 3%.  Pharmaceutical stocks rose.  Sino Biopharm rose 6.44%.  CSPC  rose 4.9%.  Genscript rose 9.86%.  Education stocks rose.  New Higher Education rose 15%.  Sino Education rose 7.5%.  Wisdom Education rose 17%.  Brokers rose strongly.  Haitong Securities rose 14%.  HTS rose 13%.  Shenyin Wanguo rose 12.5%.  Citic Securities rose 12%.  Consumer stocks rose on favorable government policy.  Mengniu rose 7.34%.  A shares closed up 4.09%.  Shanghai composite index rose 104 points.  Hang Seng index closed up 591 points.  H share index closed up 268 points.  Turnover was $114.4 billion. 

     

     

    Oveenight, overseas markets were mainly lower. The EU vetoed Italy’s budget for exceeding the deficit requirement.  However, the Italian Government refused to budge.  European markets fell.  DAX fell 29 points.  CAC lost 31 points and FTSE lost 7 points.  US markets were mixed.  Financials and retailers were lower. Dow Jones closed down 127 points. S & P lost 12 points.  Technology stocks were higher.  Nasdaq rose 36 points.  Hong Kong ADR’s lost 182 points in New York.  Night future lost 142 points.  We expect the market to fall today.

  • 22/10/2018   港股每日報告   高官撐市,中港股市反彈。   上星期五港股跟隨外圍開市急跌,恆生指數跌282點,國企指數跌75點。滙豐跌1.86%,令指數跌48點;騰訊跌2%,令指數跌48點;友邦跌1.13%,令指數跌25點; ...... 查看更多

    22/10/2018

     

    港股每日報告

     

    高官撐市,中港股市反彈。

     

    上星期五港股跟隨外圍開市急跌,恆生指數跌282點,國企指數跌75點。滙豐跌1.86%,令指數跌48點;騰訊跌2%,令指數跌48點;友邦跌1.13%,令指數跌25點;中國移動跌1.34%,令指數跌19點;中海油跌2.33%,令指數跌18點。吉利汽車跌3%,為跌幅最大藍籌股。A股開市跌1.06%,上證綜合指數跌26點。開市後港股跌幅擴大,恆生指數跌超過300點。恆生指數跌至25090點,跌364點。港股低位有支持,港股反彈。A股由跌轉升,權重股反彈,內地金融股上升。建設銀行升0.99%,令指數升19點,恆指跌幅收窄。馬鋼季度業績好過預期,股價升2.2%。莎莎國際上季銷售增長放慢,股價跌10%。港股由跌轉升,恆生指數最高升至25499點,升45點。。A股上午收市跌0.02%,上證綜合指數跌0.43點。港股高位守不住,恆指回落。上午收市恆生指數跌87點,國企指數跌12點,成交560億元。

     

     

    下午港股大幅反彈,由跌轉升。內地高官撐市,穩定人心,A股急升1.46%,上證綜合指數升36點。A股轉勢,刺激港股急升,恆生指數升二百多點。恆生指數最高升至25743點,升289點。中資金融股領升,建設銀行升2.8%,令指數升59點;平保升2.27%,令指數升29點;工商銀行升1.55%,令指數升18點。港交所升3.25%,令指數升24點。內房股反彈,碧桂園升3.13%,為升幅最大藍籌股。華潤置地升2.63%,中國海外升2.4%。醫藥股反彈,中生製藥升2.74%,石藥升1.72%。汽車股反彈,吉利升2.33%,長城汽車升1.33%,廣汽升2.7%。A股收市升2.58%,上證綜合指數收市升64點。尾市港股升幅收窄,內銀金融股從高位回落,恆生指數一度只落至25541點,只升87點。收市恆生指數升106點,國企指數升85點,成交996億元。全週恆生指數跌240點,國企指數跌77點。

     

     

    上星期五晚歐美股市個別發展。歐洲股市沒有方向。德國跌35點,法國跌32點,英國升22點。美股個別發展,杜瓊斯升64點。標普跌1點,納斯點克跌82點。港股預託證券跌110點,夜期升10點。預計今天港股下跌。

     

     

     

     

    Today’s report

     

     

    Top Chinese official supported A shares.  Hong Kong shares rebounded.

     

    The Hong Kong market opened sharply lower last Friday. Hang Seng index opened down 282 points and H share index down 75 points.  HSBC lost 1.86% for 48 point loss.  Tencent lost 2% for 48 point loss.  AIA lost 1.13% for 25 point loss.  China Mobile lost 1.34% for 19 point loss.  CNOOC lost 2.33% for 18 point loss.  Geely lost 3% to lead the losers.  A shares opened down 1.06%.  Shanghai composite index lost 26 points.  Hong Kong shares fell further after opening. Hang Seng index lost more than 300 points and fell to a low of 25090 points, down 364 points.  The market had support at low level and the market rebounded.  A shares turned from loss to gain. Sa Sa International’s quarterly sales disappointed the market.  Share price fell 10%.  Mainland financials rose to lead the market’s recovery.  CCB rose 0.99% for 19 point gain.  Maanshan Iron rose 2.2% on strong quarterly results.  Hong Kong market turned from loss to gain and rose to a morning high of 25499 points, up 45 points.  A shares closed the morning down 0.02%.  Shanghai composite index closed the morning down 0.43 point.  Hong Kong shares closed the morning down 87 points and H share index down 12 points.  Turnover was $56 billion. 

     

     

    The market rebounded strongly in the afternoon.  China’s top officials issued statement supporting the stock market.  A shares soared 1.46%.  Shanghai composite index rose 36 points.  Hong Kong shares rose strongly as Hang Seng index soared more than 200 points and rose to an intraday high of 25743 points, up 289 points.  Mainland financials led the surge.  CCB rose 2.8% for 59 point gain.  Ping An rose 2.27% for 29 point gain.  ICBC rose 1.55% for 18 point gain.  HK Exchanges rose 3.25% for 24 point gain.  Mainland developers rebounded.  Country Garden rose 3.13% to lead the blue chips.  CR Land rose 2.63% and China Overseas rose 2.4%. Pharmaceutical stocks rose.  Sino Biopharm rose 2.74%; CSPC rose 1.72%.  Carmakers also rebounded.  Geely rose 2.33%.  Great Wall Motor rose 1.33%.  GAC rose 2.7%.  A shares closed up 2.58%.  Shanghai composite index rose 64 points.  The market’s gain narrowed in late afternoon.  Hang Seng index fell to an afternoon low of 25541 points, up 87 points.  At the close, Hang Seng index rose 106 points; H share index closed up 85 points.  Turnover was $99.6 billion.  Hang Seng index closed down 240 points for the week and H share index closed down 77 points. 

     

     

    Last Friday night, overseas markets were mixed.  European markets had no direction.  DAX fell 35 points.  CAC lost 32 points but FTSE rose 22 points.  US markets were mixed.. Dow Jones closed up 64 points. S & P lost 1 point. Nasdaq lost 82 points.  Hong Kong ADR’s lost 110 points in New York.  Night future rose 10 points.  We expect the market to fall today.

  • 19/10/2018   港股每日報告   A股跌3%,上證綜合指數跌破2500點。   星期四港股開市上升,恆生指數升212點,國企指數升51點,已經是全日最高位。權重股領升,友邦升2.52%,令指數升57點;騰訊升1.63%,令指數升 ...... 查看更多

    19/10/2018

     

    港股每日報告

     

    A股跌3%,上證綜合指數跌破2500點。

     

    星期四港股開市上升,恆生指數升212點,國企指數升51點,已經是全日最高位。權重股領升,友邦升2.52%,令指數升57點;騰訊升1.63%,令指數升38點;港交所升4.2%,為升幅最大藍籌股,令指數升30點。油股跟油價下跌,中海油跌2%,拖累指數跌16點。A股開市跌0.94%,上證綜合指數跌24點。人民幣滙率下跌,A股跌幅擴大至1.4%,拖累港股開市後急跌,恆生指數由升轉跌。中海油跌3.5%,拖累指數跌28點;滙豐跌0.62%,拖累指數跌16點;平保跌0.82%,拖累指數跌10點:中石化跌3.68%,為跌幅最大藍籌股,拖累指數跌19點。A股跌幅擴大至2%,上證綜合指數上午收市跌51點。港股反覆,徘徊在升與跌之間,窄幅上落。恆生指數最低跌至25415點,跌47點。上午收市恆生指數跌38點,國企指數跌75點,成交466億元。

     

     

    上午早段變化不大,恆生指數跌幾十點,石油及煤炭股下跌。中海油跌2.9%,令指數跌24點。中石化跌3.53%,為跌幅最大藍籌股,令指數跌19點;中石油跌1.65%,令指數跌6點。中國神華跌2.9;騰訊跌1.42%,令指數跌35點。資源股下跌,鞍鋼跌3%,馬鋼跌1.4%。江西銅跌2.5%,中鋁跌1.9%。汽車銷量按年下跌,拖累汽車股下跌,吉利跌2.14%,長城跌2.6%,東風跌3.6%,北京汽車跌4.9%。但下午中段A股跌幅擴大至3%,A股收市跌2.94%,上證綜合指數跌75點。港股中段跌幅亦擴大,恆生指數跌200點。騰訊跌2.13%,令指數跌50點;中石化跌5.3%,令指數跌28點;中海油跌2.95%,令指數跌24點。領展升2.31%,為升幅最大藍籌股。舜宇升2%,但瑞聲跌0.75%。澳門博彩收入勝預期,澳門股上升。金沙升1.35%,銀娛升1.34%。恆生指數最低跌至25262點,跌200點。收市前港股大中腷反彈,收市恆生指數只跌8點,國企指數跌61點,成交877億元。

     

     

    星期四晚歐美股市大跌。歐洲受到英國脫歐遇到阻滯,及意大利預算未符合歐盟要求拖累,股市下跌。德國跌125點,法國假期,英國跌27點。美股受到利率上升,及和沙地阿拉伯關係緊張拖累大幅下跌。科技股跌幅最大,杜瓊斯一度跌400點,收市跌327點。標普跌40點,納斯點克跌162點。港股預託證券跌384點,夜期跌339點。預計今天港股大幅下挫。

     

     

    Today’s report

     

     

    A shares lost 3%.  Shanghai composite index fell below 2500 points.

     

    The Hong Kong market opened higher on Thursday. Hang Seng index opened up 212 points and H share index up 51 points.  The opening was the highest level of the day as the market fell sharply after opening.  AIA rose 2.52% for 57 point gain.  Tencent rose 1.63$ for 38 point gain.  HK Exchanges rose 4.2% to become the top gainer and contributed 30 point gain.  Oil stocks followed the price of crude oil lower.  CNOOC fell 2% for 16 point loss.  A shares opened down 0.94%.  Shanghai composite index lost 24 points.  The RMB fell again in foreign exchange markets.  A shares fell further by 1.4%.  Hong Kong shares fell sharply after opening.  CNOOC lost 3.5% for 28 point loss.  HSBC lost 0.62% for 16 point loss. Ping An lost 0.82% for 10 point loss.  Sinopec lost 3.68% to become the top loser and caused 19 point loss.  A shares closed the morning down 2%.  Shanghai composite index lost 51 points.  Hang Seng index fell to a morning low of 25415 points, down 47 points and closed down38 points.  H share index lost 75 points.  Turnover was $46.6 billion.

     

     

    In early afternoon, the market was little changed.  Hang Seng index lost under 100 points.  Oils and coal stocks fell.  CNOOC lost 2.9% for 24 point loss.  Sinopec lost 3.53% to lead the losers for 19 point loss.  Petrochina lost 1.65% for 6 point loss.  China Shenhua lost 2.9%.  Tencent lost 1.42% for 35 point loss.  Resources stocks fell.  Angang lost 3%.  Maanshan Iron lost 1.4%.  Jiangxi Copper lost 2.5%.  Chalco lost 1.9%.  Carmakers fell sharply on lower car sales.  Geely lost 2.14%.  Great Wall lost 2.6%.  Dongfeng lost 3.6%.  BAC lost 4.9%.  A shares lost 3% in the afternoon.  Shanghai composite index closed down 75 points.  Hong Kong market fell sharply in midafternoon, as Hang Seng index lost 200 points.  Tencent lost 2.13% for 50 point loss.  Sinopec lost 5.3% for 28 point loss.  CNOOC lost 2.95% for 24 point loss.  However, Link rose 2.3% to lead the blue chips.  Sunny Optical rose 2% but AAC lost 0.75%.  Macau gaming income was better than expected.  Macau gaming stocks rose.  Sands rose 1.35%.  Galaxy rose 1.34%.  Hang Seng index fell to an intraday low of 25262 points, down 200 points.  The market’s loss narrowed sharply before the close.  Hang Seng index closed down only 8 points and H share index closed down 61 points.  Turnover was $87.7 billion.

     

     

    Overseas markets fell sharply Thursday night.  European markets were hurt by lingering problem with Brexit and the Italian budget, which did not meet EU requirements.  US markets fell sharply on rising interest rate and tension with Saudi Arabia.  Technology stocks led the fall. Dow Jones lost more than 400 points at one time but closed down 327 points. S & P lost 40 point. Nasdaq lost 162 points.  Hong Kong ADR’s lost 384 points in New York.  Night future lost 339 points.  We expect the market to fall sharply today.

  • 18/10/2018   港股每日報告   美股星期二晚反彈548點。     星期四港股開市上升,恆生指數升200點,國企指數升100點。權重股領升,友邦升2.52%,令指數升57點;騰訊升1.63%,令指數升38點;港交所 ...... 查看更多

    18/10/2018

     

    港股每日報告

     

    美股星期二晚反彈548點。

     

     

    星期四港股開市上升,恆生指數升200點,國企指數升100點。權重股領升,友邦升2.52%,令指數升57點;騰訊升1.63%,令指數升38點;港交所升4.2%,為升幅最大藍籌股,令指數升30點。

     

    星期二港股開市上升,恆生指數升141點,國企指數升59點。權重股領升,滙豐升0.7%,令指數升18點;友邦保險升0.64%,令指數升14點;中石化升1.93%,令指數升10點。舜宇光學升4.3%,為開市升幅最大藍籌股。吉利2.6%,申洲國際升2.46%,石藥升2.2%,瑞聲升2.1%。A股開市升0.36%,上證綜合指數升9點。開市後港股維持1百多點升幅,碧桂園從低位反彈,升3%。銀行股及石油股上升,領導大市。恆生指數最高升至25712點,升267點。但高位守不住,上午中段,騰訊下跌2.33%,拖累指數跌53點;友邦保險跌1.2%,拖累指數跌27點,大市由升轉跌。最低跌至25414點,跌37點。A股上午收市跌0.15%,上證綜合指數跌4點。恆生指數上午收市跌48點,國企指數升24點,成交393億元。

     

     

    下午港股跌幅擴大,恆生指數跌1百多點,主因是A股跌幅擴大至0.85%,上證綜合指數跌21點。騰訊跌2.7%,拖累指數跌63點;友邦保險跌2.32%,拖累指數跌53點,兩大藍籌股,是大市下跌主因。萬洲國際跌4.5%,為跌幅最大藍籌股。內地汽車銷售下跌,汽車代理股下挫。永達汽車跌4.3%,美東汽車跌3.85%,正通汽車跌4.4%。石油股跟油價上升,中海油升2.33%,貢獻指數18點;中石油升1.33%。恆生指數最低跌至25267點,跌178點。尾市港股跌幅收窄,投資者趁低吸納訊。騰訊跌幅收窄至0.5%,令指數跌11點。中國移動升1.44%,令指數升20點;中海油升2.33%,令指數升18點,碧桂園升3.7%,是港股反彈主要原因。收市恆生指數升17點,國企指數升54點,成交758.8億元。

     

     

    星期二晚美股大幅反彈,受到企業業績好支持,杜瓊斯急升548點。昨晚歐洲股市微跌,德國跌61點,法國跌28點,英國跌5點。美股星期三回軟,國際商業機器業績比預期差,新屋動工未如理想。拖累到美股下跌,杜瓊斯一度跌300點,收市跌91點。標普跌0.84點,納斯點克升2點。油價下跌,港股預託證券升94點,夜期升385點。預計今天港股上升。

     

     

     

     

    Today’s report

     

     

    US markets soared 548 points on Tuesday.

     

    The Hong Kong market opened higher on Tuesday. Hang Seng index opened up 141 points and H share index up 59 points.  Heavyweights led the rally.  HSBC rose 0.7% for 18 point gain.  AIA rose 0.64% for 14 point gain.  Sinopec rose 1.93% for 10 point gain.  Sunny Optical rose 4.3% to become the top gainer at opening.  Geely rose 2.6%.  Shenzhou International rose 2.46%.  CSPC rose 2.2%.  AAC rose 2.1%.  A shares opened up 0.36%.  Shanghai composite index opened up 9 points.  The market was steady after opening.  Hang Seng index gained more than 100 points.  Country Garden rebounded 3%.  Bank and oils rose to lead the market.  Hang Seng index rose to an intraday high of 25712 points, up 267 points.  However, the market could not hang on to its gain and retreated from high level and fell to a morning low of 25414 points, down 37 points.  A shares closed the morning down 0.15%.  Shanghai composite index lost 4 points.  Hang Seng index closed the morning down 48 points but H share index closed up 24 points.  Turnover was $39.3 billion.

     

     

    In early afternoon, the market fell further.  Hang Seng index lost more than 100 points mainly due to weakness in A shares.  A shares lost 0.85%.  Shanghai composite index lost 21 points.  Tencent lost 2.7% for 63 point loss.  AIA lost 2.32% for 53 point loss.  The two heavyweights led the market’s fall.  WH Group lost 4.5% to become the top loser.  Car sales fell in China.  Car dealers fell.  Yongda Motors lost 4.3%.  Meitung lost 3.85%.  Zhengtong lost 4.4%.  Oil stocks rose along with crude oil prices.  CNOOC rose 2.33% for 18 point gain.  Petrochina rose 1.33%.  Hang Seng index fell to an intraday low of 25267 points, down 178 points.  The market rebounded late in the session, as investors went bargain hunting.  Tencent’s loss narrowed to 0.5% for 11 point loss.  China Mobile rose 1.44% for 20 point loss.  CNOOC rose 2.33% for 18 point gain.  Country Garden rose 3.7%.  The market closed on an upbeat.  Hang Seng index closed up 17 points and H share index up 54 points.  Turnover was $75.9 billion. 

     

     

    US stocks rebounded strongly on Tuesday.  Strong quarterly results underpinned US markets on Tuesday.  Dow Jones rose 548 points.  Overnight, European markets fell slightly.  DAX lost 61 points; CAC lost 28 points and FTSE lost 5 points.  US markets fell on Wednesday as IBM reported weak quarterly results.  US new home construction fell last month.  Dow Jones lost more than 300 points in early trading and closed down 91 points.  S & P lost 0.84 point.  Nasdaq rose 2 points.  Crude oil fell as inventory increased more than expectation.  Hong Kong ADR’s rose 94 points in New York.  Night future rose 385 points.  We expect the market to rise today.

     

     

  • 16/10/2018   港股每日報告   港股又再大跌,恆指跌356點。   星期一港股開市下跌,恆生指數跌118點,國企指數跌81點。權重股下跌,拖累大市。滙豐跌0.98%,拖累指數跌26點;中國移動跌1.5%,拖累指數跌21點;平保 ...... 查看更多

    16/10/2018

     

    港股每日報告

     

    港股又再大跌,恆指跌356點。

     

    星期一港股開市下跌,恆生指數跌118點,國企指數跌81點。權重股下跌,拖累大市。滙豐跌0.98%,拖累指數跌26點;中國移動跌1.5%,拖累指數跌21點;平保跌0.95%,令指數跌12點;工商銀行跌0.95%,令指數跌11點。A股開市跌0.17%,上證綜合指數跌5點。港股開市後跌幅擴大,恆生指數跌超過300點。恆生指數早段最低跌至25463點,跌336點。騰訊跌3%,令指數跌71點;滙豐跌1.6%,令指數跌42點。瑞聲跌4.24%,為跌幅最大藍籌股。碧桂園跌3.3%,銀娛跌2.4%。中生製藥升5.84%,石藥升3.33%,舜宇光學升2.72%,為升幅最大藍籌股。汽車股下跌,華晨再跌7.3%,長城跌4.97%,東風跌4.8%,吉利跌0.85%。A股上午收市跌0.79%,上證綜合指數跌20點。恆生指數上午收市跌259點,國企指數跌121點,成交453億元。

     

     

    下午港股跌幅擴大,恆生指數跌3百多點,主因是A股跌幅擴大。瑞聲跌6.3%,為跌幅最大藍籌股。半導體股弱,中芯國際跌3%,華虹半導體跌5.4%,先進半導體跌2.8%。內房股下跌,碧桂園跌4.73%,為跌幅第二大藍籌股。華潤置地跌2.15%,中國海外跌1.72%。融創跌5%,恆大跌5%。騰訊跌3%,拖累指數跌73點。銀行股下跌,滙豐跌1.82%,令指數指48點;建設銀行跌1.93%,拖累指數跌39點;工商銀行跌2.28%,令指數跌27點;中國移動跌1.67%,令指數跌24點。醫藥及石油股逆市上升,中生製藥升2.15%,石藥升1.28%。中石油升1.17%,中海油升0.55%。A股收市跌1.5%,上證綜合指數跌39點。收市前跌幅擴大,恆生指數最低跌至25400點,跌401點。收市恆生指數跌356點,國企指數跌154點,成交808.8億元。

     

     

    昨晚歐洲股市個別發展,英國和歐盟未能達成脫歐協議,歐元及英鎊滙率下跌。歐洲股市不同方向,德國升92點,法國跌1點,英國升32點。美股受到蘋果手機中國銷售下跌,拖累到科技股下跌,美股受到拖累。杜瓊斯跌89點,標普跌16點,納斯達克跌66點。港股預託證券在美國升93國,夜期升132點。預計今天港股反彈。

     

     

     

    Today’s report

     

     

    Hong Kong fell sharply again.

     

    The Hong Kong market opened lower on Monday. Hang Seng index opened down 118 points and H share index down 81 points.  Heavyweights led the fall.  HSBC lost 0.98% for 26 point loss.  China Mobile lost 1.5% for 21 point loss.  Ping An lost 0.95% for 12 point loss.  ICBC lost 0.95% for11 point loss.  A shares opened down 0.17%.  Shanghai composite index opened down 5 points.  The market fell further after opening.  Hang Seng index lost more than 300 points and fell to a low of 25463 points, down 336 points.  Tencent lost 3% for 72 point loss.  HSBC lost 1.6% for 42 point loss. AAC lost 4.24% to become the top loser.  Country Garden lost 3.3%.  Galaxy lost 2.4%.  Sino Biopharm rose 5.84% and CSPC rose 3.33% to lead the gainers.  Sunny Optical rose 2.72%.  Carmakers continued to fall.  Brilliance lost 7.3%.  Great Wall lost 4.97%.  Dongfeng lost 4.8%.  Geely lost 0.85%.  A shares closed the morning down 0.79%.  Shanghai composite index lost 20 points.  Hang Seng index closed the morning down 259 points and H share index down 121 points.  Turnover was $45.3 billion. 

     

     

    In the afternoon, the market fell further due to further decline in A shares. Hang Seng index lost more than 200 points.  AAC lost 6.3% to lead the losers.  Semiconductor shares lost ground.  SMIC lost 3%.  Huahong Semiconductor lost 5.4%.  ASMC lost 2.8%.  Mainland developers fell.  Country Garden lost 4.73%.  CR Land lost 2.15%.  China Overseas Land lost 1.72%.  Sunac lost 5%.  Evergrande lost 5%.  Tencent lost 3% for 73 point loss.  Banks fell.  HSBC lost 1.82% for 48 point loss.  CCB lost 1.93% for 39 point loss.  ICBC lost 2.28% for 27 point loss.  China Mobile lost 1.67% for 24 point loss.  Pharmaceuticals and oils rose against the market.  Sino Biopharm rose 2.15%. CSPC rose 1.28%.  Petrochina rose 1.17%.  CNOOC rose 0.55%.  A shares closed down 1.5%.  Shanghai composite index lost 39 points.  Hang Seng index fell to an intraday low of 25400 points, down 401 points and closed down 356 points and H share index down 154 points.  Turnover was $80.9 billion.

     

     

    Overnight, overseas markets were mixed.  Britain failed to reach agreement on terms of Brexit.  The Euro and Pound fell against the US dollar.  European markets were mixed.  DAX rose 92 points; CAC lost 1 point; FTSE rose 32 points. Apple lost 2.13% as China sales of i-phone fell.  Technology stocks dragged down US stocks.  Dow Jones lost 89 points; S & P lost 16 points.  Nasdaq lost 66 points.  Hong Kong ADR’s rose 93 points in New York.  Night future rose 132 points.  We expect the market to rise today.