2020年第一個交易日，港股高開。恆生指數升59點，國企指數升31點。友邦保險升0.43%，令指數升11點；銀娛升2.44%，為升幅最大藍籌股，貢獻指數9點。碧桂園升1.76%，及金沙升0.84%，為升幅第二及三大藍籌股。A股開市升16點，升0.53%。開市後港股升幅擴大，資金流入追捧港股，恆生指數升超過300點。內地中央銀行降準1/2%，刺激金融股上升。友邦保險升2.2%，令指數升60點；騰訊升1.65%，令指數升49點。建設銀行升1.5%，令指數升33點；工商銀行升1.67%，令指數升22點。平保升1.25%，令指數升20點。內地放寬銀根，內房股升幅最大，碧桂園升4.2%，華潤置地升2.6%，中國海外升2%；融創升4.3%。澳門去年博彩收入跌3.4%，比預期少，澳門博彩股上升。銀娛升4.7%，金沙升3.6%。永利升5.5%，美高梅升4.7%，澳博升4.5%。中資證券商急升，銀河證券升4.4%，廣發證券升3.2%，中信證券升2.5%。半導體股急升，中芯國際升4.5%，華虹半導體升6.5%。A股上午收市升1.21%，上證綜合指數升37點。恆生指數最高升至28538點，升349點。上午收市恆生指數升292點，國企指數升133點，成交489億元。
下午港股早段變化不大，恆生指數升2百多點。財新12月份中國製造業指數為51.5，比11月的51.8低，但仍然顯示增長。投資者認為是好消息，中港股市上升，恆生指數升超過300點。友邦保險升3.6%，令指數升98點；騰訊升1.8%，令指數升54點。市場傳港交所商議在美上市的網易及攜程在香港上市，港交所升3.72%，令指數升34點。平保升1.74%，令指數升27點；銀娛升5.8%，為升幅最大藍籌股，令指數升21點。建設銀行升1%，令指數升20點。手機設備股造好，舜宇光學升2.97%，瑞聲升2.72%，丘鈦科技升3.5%。水泥股持續上升，海螺水泥升5.6%，中國建材升3.33%，華潤水泥升3.23%，金隅集團升5%。香港地產股逆市下跌，九倉置業跌1.16%，港鐵跌0.65%，長實集團跌0.53%，新鴻基地產跌0.34%。A股收市升1.15%，上證綜合指數升35點。恆生指數收市升353點，國企指數升152點，成交908億元。
中國央行降準1/2厘，推動環球股市上升。美股創新高。歐洲股市都創近半年新高。德國升137點，法國升63點，英國升62點。杜瓊斯升330點，標普升27點。納斯達克升139點，升上9000點。港股預託證券升210點，夜期升216點，預計今天港股上升。
Daily report
Hong market opened 2020 up 353 points on RRR cut.
The Hong Kong market opened higher on the first trading day of 2020. Hang Seng index opened up 59 points and H share index up 31 points. AIA rose 0.43% for 11 point gain. Galaxy rose 2.44% to lead the blue chips and contributed 9 point gain. A shares opened up 16 points for 0.53%. China lowered RRR by 1/2%. Funds flowed into Hong Kong market. Hang Seng index soared more than 300 points. AIA rose 2.2% for 60 point gain. Tencent rose 1.65% for 49 point gain. CCB rose 1.5% for 33 point gain. ICBC rose 1.67% for 22 point gain. Ping An rose 1.25% for 20 point gain. Mainland developers benefitted from the increased liquidity. Country Garden rose 4.2%. CR Land rose 2.6%. China Overseas Land rose 2%. Sunac rose 4.3%. Macau December gaming income fell 13%; and for 2019 down 3.4% from 2018. However, investors believed in recovery in Macau. Macau gaming stocks rose. Galaxy rose 4.7%. Sands rose 3.6%. Wynn rose 5.5%. MGM rose 4.7%. SJM rose 4.5%. China brokers rose on prospect of takeover by foreign firms. Galaxy Securities rose 4.4%. GF Securities rose 3.2%. Citic Securities rose 2.5%. Semiconductor shares rose sharply. SMIC rose 4.5%. Huahong Semiconductor rose 6.5%. A shares closed the morning up 1.21%. Shanghai composite ndex rose 37 points. Hang Seng index reached a morning high of 28538 points, up 349 points and closed up 292 points. H share index closed up 133 points. Turnover was $48.9 billion.
The market was little changed in early afternoon. Hang Seng index gained more than 200 points. Caixin December PMI was 51.5, which was below expectation, but still above the 50 point mark. Investors were happy with the PMI. Stock markets in China and Hong Kong rose. Hang Seng index gained more than 300 points. AIA rose 3.6% for 98 point gain. Tencent rose 1.8% for 54 point gain. News came out that HK Exchanges were in talks with Netease and Ctrip to discuss listings in Hong Kong. HK Exchanges rose 3.72% for 34 point gain. Ping An rose 1.74% for 27 point gain. Galaxy rose 5.8% to lead the blue chips and contributed 21 point gain. CCB rose 1% for 20 point gain. Handset suppliers rose. Sunny Optical rose 2.97%. AAC rose 2.72%. Q-Tech rose 3.5%. Cement stocks continued to advance. Conch Cement rose 5.6%. CNBM rose 3.33%. CR Cement rose 3.23%. BBMG rose 5%. ocal developers fell against the market. Wharf lost 1.16%. MTR lost 0.65%. CK Assets lost 0.53%. SHK Property lost 0.34%. A shares closed up 1.15%. Shanghai composite index closed up 35 points. Hang Seng index closed up 353 points and H share index up 152 points. Turnover $90.8 billion.
The Chinese Central Bank’s RRR cut stimulated global stock market rally. European markets set recent highs. DAX rose 137 points; CAC rose 63 points and FTSE rose 62 points. US markets set record highs. Dow Jones rose 330 points. S & P rose 27 points. Nasdaq rose 139 points and closed above 9000 for the first time. Hong Kong ADR’s rose 210 points. Night future rose 216 points. We expect the market to rise today.
