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內房及物管股造好,帶動資源股上升。

時間:2022-01-20 00:00:00  來源:智易東方證券有限公司 GEO Securities Limited  作者:藺常念  點擊:281次

20/1/2022                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               

 

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內房及物管股造好,帶動資源股上升。

 

星期三港股開市上升,恆生指數升117點,國企指數升36點,科技指數升17點。友邦保險升2.07%,令指數升23點。港交所升1.15%,令指數升12點。A股開市跌2點。碧桂園服務升3.06%,為升幅最大藍籌股。京東升2.5%,李寧升2.5%。阿里巴巴雲業務被美國展開國安風險調查,跌0.3%。開市後港股波動,恆生指數一度升不足100點,之後又再回升。碧桂園服務升10%,為升幅最大藍籌股。內房股造好,碧桂園升6.5%,中國海外升4.7%,龍湖升4%,華潤置地升3.9%。建材股造好,信義玻璃升7.9%,為升幅第2大藍籌股;中國玻璃升2.34%。海螺升4.2%,中國建材升4.1%。資源股上升,煤炭股造好,兗礦能源升5.6%,中國神華升3.1%,中煤能源升3.4%。金屬股上升,鞍鋼升2.9%,馬鋼升6.3%,重鋼升4.5%。江西銅升1.6%,中鋁升2.67%。發電股再升,華潤電力升4%,中國電力升2.8%,大唐新能源升2.96%,大唐發電升1.9%。京東和Shopify合作,拓展海外業務,升3%。百度宣佈推出自動駕駛電動車,升2.44%。普拉達宣佈去年銷售升41%,股價升5.6%A股上午收市跌10點。恆生指數最高升至24286點,升173點,接近中午一度由升轉跌14點。上午收市恆生指數升4點,國企指數升10點,科技指數跌8點,成交601億元。

 

下午港股由升轉跌,恆生指數跌100多點。美團跌2.2%,令指數跌34點。藥明生物跌3.7%,令指數跌23點。阿里巴巴跌1.5%,令指數跌26點。比亞迪跌4.6%,令指數跌21點。滙豐跌0.55%,令指數跌12點。相反碧桂服務升7.4%,令指數升11點。友邦保險升0.85%,令指數升10點。內房及物管股領升。碧桂園服務升7.4%,碧桂園升6.4%,中國海外升4.5%。旭輝升8.6%,世茂升6.7%,富力升6%。內房股升,帶動建材及資源股上升。水泥股上升,海螺升4.1%,中國建材升4%,華潤水泥升3.9%。信義玻璃升5%,中國玻璃升2.9%。特斯拉小股東告馬斯克,令到電動車股下跌,比亞迪跌4.6%,小鵬跌5.6%,理想汽車跌3.4%。吉利跌2.2%,長城跌3.1%,廣汽跌2.9%。藥明康德發盈喜,但股價急挫7.2%A股收市跌12點。恆生指數最低跌至23951點,跌162點。港股低位有支持,跌幅收窄,恆生指數重上24000點。收市恆生指數跌點,國企指數跌點,科技指數跌點,成交億元。

 

昨晚歐美股市個別發展。歐洲股市上升,德國升37點,法國升39點,英國升26點。美股下挫,杜瓊斯跌340點,標普跌44點,納斯達克跌166點。港股預託證券升15點,夜期升244點,預期今天港股下跌。