3/7/2019
每日報告
中國同意加快開放金融市場步伐，刺激股市上升。
港股在七月第一個交易日大幅上升。恆生指數開市升361點，國企指數升127點。權重股領升，騰訊升4.3%，貢獻指數122點；平保升4.48%，貢獻指數71點。友邦0.83%，貢獻指數25點。滙豐升0.85%，貢獻指#升23點。銀娛升6.4%，貢獻指數22點。舜宇升9%，為升幅最大藍籌股。港鐵是唯一開市下跌的藍籌股。A股開市跌0.25%，上證綜合指數跌7點。開市後港股升幅收窄，恆生指數只升226點，主要是騰訊升幅收窄至3%。中資保險股上升。平保升2.9%，中國人壽升3.64%；港交所升1.45%。滙豐加按掲息率，股價升1%。手機設備股升幅最大，舜宇科技升8.34%，瑞聲科技升8.12%，為升幅最大兩隻藍籌股。澳門六月份博彩收入升5.9%，比預期好，及證券商調高評級，金沙升7.5%，銀娛升6.36%，為升幅第三及四大藍籌股。中央支持新能源汽車，汽車股造好，吉利升3.44%，比亞迪升2.6%，華晨升4.2%，長城升5.7%。中煙香港再創奇蹟，再升42%，較招股價升2.5倍。A股上午收市跌0.13%，上證綜合指數跌3點。恆生指數最高升至28959點，升417點。高位守不住，恆生指數上午收市升386點，國企指數升146點，成交646億元。
下午港股維持上午升幅，恆生指數升3百多點。權重股領升，騰訊升2.66%，令指數升75點；平保升3.2%，令指數升50點；友邦保險升1.5%，令指數升45點；滙豐升1%，令指數升27點。特朗普放生華為，手機設備股領升，瑞聲升8.8%，舜宇升8.24%，丘鈦科技升12.8%，高偉電子升8.8%，富智康升6.89%。5G概念股同樣上升。鐵塔升4.8%，京信通信升4.6%。特朗普並沒有向額外3千億美元中國出口徵收25%關稅，出口股受惠。萬洲國際升3.4%，創科升2.42%，申洲國際升3.7%，敏華控股升4.9%。騰訊急升，帶動手遊及軟件股上升。金山軟件升5.9%，中國軟件升5.7%，金蝶升6%，雲遊升5.1%，創夢天地升4.3%。A 股收市跌0.03%.，上證綜合指數跌1點。下午港股波幅不大，尾市港股略為回落，恆生指數收市升333點，國企指數升99點，成交增至1123億元。
昨晚歐美股市繼續上升。歐洲股市微升，德國升5點，法國升9點，英國升61點。美股再創新高，杜瓊斯升69點，標普升8點，創收市新高，納斯達克升31點。港股預託證券在美國升179點，夜期跌23點，預計今天港股再升。
Daily report
The Chinese Government agreed to accelerate the pace of opening up of the financial markets.
The Hong Kong market soared on the first trading day of July. Hang Seng index opened up 361 points and H share index up 127 points. Heavyweights led the rally. Tencent soared 4.3% at opening and contributed 122 point gain. Ping An rose 4.48% for 71 point gain. AIA rose 0.83% for 25 point gain. HSBC rose 0.85% for 23 point gain. Galaxy rose 6.4% for 22 point gain. Sunny Optical rose 9% to lead the gainers. MTR was the only loser at opening. A shares opened down 0.25%. Shanghai composite index lost 7 points. The market retreated right after opening. Hang Seng index gained only 226 points. Then the market rebounded strongly. Chinese insurers led the rally. Ping An rose 2.9%. China Life rose 3.64%. HK Exchanges rose 1.45%. HSBC increased mortgage interest rate. Share price rose 1%. The US Government gave Huawei a lifeline. Handset suppliers soared. Sunny Optical rose 8.34% and AAC rose 8.12% to become the top two gainers. Macau June gaming income rose 5.9%. Broker raised the rating of gaming shares. Sands rose 7.5% and Galaxy rose 6.36% to become the third and fourth top gainers. The Chinese Government issued directive to support new energy cars. Carmakers rose on the news. Geely rose 3.44%. BYD rose 2.6%. Brilliance rose 4.2%. Great Wall rose 5.7%. CTI Hong Kong continued to defy gravity and rose 42%. It had soared 2.5 times since listing two weeks ago. A shares closed the morning down 0.13%. Shanghai composite index fell 3 points. Hang Seng index reached a high of 28959 points up 417 points. However, the market could not hang on to its gain. Hang Seng index closed the morning up 386 points and H share index up 146 points. Turnover increased to $64.6 billion.
The market maintained its momentum in the afternoon. Hang Seng index gained more than 300 points. Tencent rose 2.66% for 75 point gain. Ping An rose 3.2% for 50 point gain. AIA rose 1.5% for 45 point gain. HSBC rose 1% for 27 point gain. Trump gave a lifeline to Huawei. Handset suppliers soared. AAC rose 8.8%. Sunny Optical rose 8.24%. Q-Tech rose 12.8%. Foxconn rose 6.89%. Exporters rose as Trump did not carry out this threat to impose 25% tariff on additional US$300 billion worth of Chinese exports. WH Group rose 3.4%. Techtronic rose 2.42%. Shenzhou rose 3.7%. Man Wah Holdings rose 4.9%. Tencent rose sharply and helped to lift software and online game shares. Kingsoft rose 5.9%. Sinosoft rose 5.7%. Kingdee rose 6%. Forgame rose 5.1%. IDreamSky rose 4.3%. A shares closed down 0.03%. Shanghai composite index closed down 1point. Hang Seng index closed up 333 points. H share index closed up 99 points. Turnover increased to $112.3 billion.
Overnight, overseas markets continued to rise. European markets edged higher. DAX rose 5 points; CAC rose 9 points and FTSE soared 61 points. US markets set record high. Dow Jones rose 69 points. S & P rose 8 points and set record closing high. Nasdaq rose 31 points. Hong Kong ADR’s rose 179 points overnight. Night future fell 23 points. We expect the market to rise today.
