23/8/2018
港股每日報告
恆生指數在28000點遇到阻力。
星期四港股高開，恆生指數升77點，國企指數升24點。騰訊升1%，貢獻指數25點；平保升1.65%，貢獻指數19點；友邦升0.5%，貢獻指數13點。瑞聲跌2%，為跌幅最大藍籌股。
星期三港股高開，恆生指數開市升83點，國企指數升47點。平保業績好，股價升3.7%，為升幅最大藍籌股，貢獻指數43點；友邦升1%，貢獻指數26點。騰訊升0.97%，貢獻指數23點。中海油升2.9%，貢獻指數20點。相反，滙豐跌0.57%，令指數跌15點。A股開市跌0.33%，上證綜合指數跌10點。港股開市後升轉跌，友邦升轉跌1.3%。建設銀行，中國移動，及工商銀行等下跌，拖累大市。美圖業績差，中期收入下跌，股價跌13%，為跌幅最大股票。恆生指數跌超過100點，最低跌至27580點，跌172點。低位有支持，港股反彈。恆指最高升至27919點，升167點。主要是騰訊升2.45%，令指數升58點；平保升4.9%，令指數升56點。A股上午收市跌0.52%，上證綜合指數跌14點。恆生指數上午收市升142點，國企指數升120點，成交567億元。
下午早段港股變化不大，恆生指數升一百多點。騰訊及平保領導大市上升，騰訊升2.45%，令指數升60點，平保升4.12%，為升幅最大藍籌股，令指數升40點。萬洲升3.3%，為升幅第一大藍籌股。但零售股下跌，蒙牛跌2.8%，恆安跌2.1%。原油上升，油股上升，中海油升2.4%，中石化升1.63%，中石油升1.21%。瑞聲業績欠佳，股價一度跌10%，但收市升1.32%，舜宇跌1.4%。教育股又大幅下挫，睿見教育7.6%，新高教跌3.3%，中教控股跌5.9%。汽車股造好，吉利升1%，比亞迪升4%，華晨升8%。醫藥股個別發展，藥明升4.1%，麗珠醫藥升3.1%。但石藥跌1.8%，金斯瑞跌2.8%。A股收市跌0.7%，上證綜合指數跌19點。 港股尾市升幅擴大，主要是騰訊升2.51%，領導大市上升。恆生指數收市升174點，國企指數升112點，成交1004億元。
昨晚歐美股市個別發展。歐洲股市微升，德國升0.78點，法國升12點，英國升10點。特朗普前私人律師認罪，拖累杜瓊斯跌88點，標普跌1點，但納斯達克升27點。港股預託證券在美國升140點，夜期升60點。恆生指數在28000點遇到阻力，預期港股今天下跌。
Today’s report
Hang Seng index met resistance at 28000 points.
The Hong Kong market opened higher on Wednesday. Hang Seng index rose 83 points and H share index rose 47 point. Ping An rose 3.7% for 43 point gain as it reported strong interim earnings. AIA rose 1% to contribute 26 point gain. Tencent rose 0.97% for 23 point gain. CNOOC rose 2.9% to contribute 20 point gain. On the contrary, HSBC lost 0.57% for 15 point loss. A shares opened down 0.33%. Shanghai composite index lost 10 point. The Hong Kong market fluctuated after opening. It fell right after opening. Hang Seng index fell to 27580 points, down 172 points before rebounding. Meitu reported poor earnings. Share price crashed 13% to become the top loser. Hang Seng index rose to a morning high of 27919 points, up 167 points mainly due to Tencent’s gaining 2.45% for 58 point gain. Ping An rose 4.9% for 56 point gain. A shares closed the morning down 0.52%. Shanghai composite index lost 14 points. Hang Seng index closed up 142 points and H share index up 120 points. Turnover was $56.7 billion.
In early afternoon, the market was little changed. Hang Seng index gained more than 100 points. Tencent and Ping An led the rally. Tencent rose 2.45% for 60 point gain. Ping An rose 4.12% to lead the blue chips and contributed 40 point gain. WH Group rose 4.15% to lead the blue chips. However, retail stocks fell. Mengniu lost 2.8%. Hengan lost 2.1%. Crude oil rose. CNOOC rose 2.4%. Sinopec rose 1.673%. Petrochina rose 1.21%. AAC reported fall in profit. Share price fell 10% at one time but closed up 1.32%. Sunny Optical lost 1.4%. Education shares fell sharply. Wisdom Education lost 7.6%. New Higher Education lost 3.3%. Sino Education lost 5.9%. Carmakers rose. Geely rose 1%.Brilliance rose 8% and BYD rose 4%. Pharmaceutical shares were mixed. Wuxi rose 4.1%. Livzon rose 3.1%. However, CSPC lost 1.8%. Genscript lost 2.8%. A shares closed down 0.7%. Shanghai composite index lost 19 points. The market rose further near the close. Hang Seng index closed up 174p points and H share index up 112 points. Turnover was $100.4 billion.
Overnight, overseas markets were mixed. European markets were slightly higher. DAX rose 0.78 point; CAC rose 12 points; FTSE rose 10 points. The legal troubles of Trump hurt market sentiment. Dow Jones lost 88 points; S & P lost 1point. Nasdaq rose 27 points. Hong Kong ADR’s rose 140 point in New York. Night future rose 60 points. Hang Seng index met resistance at 28000 points. We expect the market to fall today.
