19/9/2019
每日報告
蘋果手機熱賣，手機設備股急升。
星期三港股開市微升，恆生指數升48點，國企指數升17點。中國移動升1.2%，令指數升14點。友邦升0.57%，令指數升15點。滙豐升0.25%，令指數升6點。平保升0.43%，令指數升8點。瑞聲升7%，成為升幅最大藍籌股。沙地阿拉伯政府表示短期內可以復修被摧毀產油設施，國際油價急跌，石油股為跌幅最大藍籌股。中石油2.32%，中海油跌1.87%，中石化跌1.65%，是跌幅最大三隻藍籌股。A股開市升0.3%，上證綜合指數升9點。內地提出刺激體育消費，體育用品股急升，安踏升4.1%，特步升3%，李寧升3.1%。百威啤酒重新上市，影子股青島啤升2%，華潤啤酒升0.7%。恆生指數最高升至26891點，升101點。但高位守不住，港股由升轉跌；最低跌至26756點，跌34點。港股維持窄幅上落，波幅極少。中海油跌2%，拖累指數跌14點。A股上午收市升0.4%，上證綜合指數升12點。恆生指數收市升7點，國企指數升7點，成交327億元。；
下午港股窄幅上落，沒有方向。友邦保險升0.83%，令指數升22點。平保升0.64%，令指數升10點。蘋果i-phone在內地暢銷，蘋果供應商瑞聲急升12%，令指數升10點。其他手機設備股跟隨上升。丘鈦科技升7.2%，比亞迪升6.9%，通達升7.7%，鴻騰升2.6%。國家政策支持體育發展，體育用品股上升。李寧升3.5%，安踏升3.8%，特步升3.3%。豬肉股升幅最大，中糧肉食升7%。太興有證券商調高評級，股價升6.8%，翠華升1%，但大家樂跌1%。油價下跌，航空股上升。國航升3.7%，南航升2.3%，東航升1.3%，國泰升1%。恆生指數最低跌至26740點，跌50點。A股收市升0.25%，上證綜合指數升7點。尾市港股跌幅擴大，恆生指數收市跌36點，國企指數跌24點，成交595億元。
昨晚歐美股市窄幅上落，美國聯儲局決定減息1/4厘，一如預期。歐洲股市沒有方向，德國升17點，法國升5點，但英國跌7點。美股個別發展，杜瓊斯先跌200點，收市前反彈，升36點。標普升1點，納斯達克跌8點。港股預託證券跌102點，夜期跌103點，預計今天港股下跌。
Daily report
Apple’s i-phone enjoyed brisk sale in China. Handset suppliers soared.
The Hong Kong market opened slightly higher on Wednesday. Hang Seng index opened up 48 points and H share index up 17 points. China Mobile rose 1.2% for 14 point gain. AIA rose 0.57% for 15 point gain. HSBC rose 0.25% for 6 point gain. Ping An rose 0.43% for 8 point gain. AAC soared 7% to become the top gainer. Apple’s i-phones sold like hot cakes in China. Handset suppliers rose strongly. Saudi Government indicated it would be able to restore full production of damaged facilities in short time. Crude oil fell sharply in international markets. Oil stocks were the largest losers. Petrochina lost 2.32%. CNOOC lost 1.87% and Sinopec lost 1.65%. A shares opened up 0.3%. Shanghai composite index rose 9 points. Chinese Government launched initiative to stimulate sports related consumption. Sportswear stocks soared. Anta Sports rose 4.1%. Xtep rose 3%. Lining rose 3.1%. Budweiser APAC relaunched its IPO. Shadow stocks rose. CR Brewery rose 0.7%. Tsingtao rose 2%. Hang Seng index reached a high of 26891 points up 101 points. However, selling pressure forced the market down. Hang Seng index fell to a low of 26756 points, down 34 points. The market was range bound. A shares closed up 0.4$. Shanghai composite index rose 12 points. Hang Seng index closed up 7 points and H share index up 7 points. Turnover was $32.7 billion.
The market remained range bound in the afternoon. Blue chips traded within narrow ranges in directionless trading. AIA rose 0.83% for 22 point gain. Ping An rose 0.64% for 10 point gain. Apple’s i-phone enjoyed brisk sales in China. Handset suppliers rose strongly. AAC rose 12% for 10 point gain. Other handset suppliers rose. Q-Tech rose 7.2%. Tongda rose 7.7%. Honteng rose 2.6%. The Government launched policy to stimulate sports related consumption. Sportswear stocks rose. Lining rose 3.5%. Anta rose 3.8%. Xtep rose 3.3%. Pork producers rose even more. Cofco Meat soared 7%. Broker upgraded the outlook for Tai Hing, which shares rose 6.8%. Tsui Wah rose 1% but Café de Coral fell 1%.Airlines rose on lower oil prices. Air China rose 3.7%. China Southern rose 2.3%. China Eastern rose 1.3%. Cathay Pacific rose 1%. Hang Seng index fell to a low of 26740 points, down 50 points. A shares closed up 0.25%. Shanghai composite index rose 7 points. The market fell in late trading. Hang Seng index closed down 36 points and H share index down 24 points. Turnover was $59.5 billion.
Overnight, overseas markets were range bound. The Federal Reserve cut interest rate by 1/4% as expected. European markets were mixed. DAX rose 17 points. CAC rose 5 points but FTSE lost 7 points. US market first fell but recovered at the close. Dow Jones fell 200 points in early trading but closed up 36 points.. S & P rose 1 point. Nasdaq lost 8 points. HK ADR’s lost 102 points in New York. Night future lost 103 points. We expect the market to fall today.
