24/8/2018
港股每日報告
中美重開貿易談判，初步沒有結果。
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。A股開市升0.02%，上證綜合指數升不足一點。瑞聲業績欠佳，股價跌4.2%，拖累舜宇跌2.3%。平保升幅擴大至2.3%，貢獻指數28點，恆生指數升超過100點。最高升至28052點，升125點。高位有沽壓，美國向160億美元中國進口征收關稅，拖累港股。大市轉勢由升轉跌，恆生指數急跌二百多點。騰訊由升轉跌1.2%，拖累指數跌30點；建設銀行跌0.86%，拖累指數跌18點；中國移動跌1.4%，拖累指數跌19點，友邦跌0.8%，拖累指數跌21點。恆生指數最低跌至27696點，跌231點。藍鼎急挫35%，後停牌。A股上午收市跌0.34%，上證綜合指數跌9點。上午收市恆生指數跌200點，國企指數跌64點，成交457億元。
下午早段港股變化不大，恆生指數跌二百多點。利豐盈轉虧，股價急跌14%。友邦跌幅擴大至1.7%，拖累指數跌42點，影響大市最多。醫藥股逆市反彈，石藥升1%，中生製藥升2.8%，金斯瑞升7.2%。易鑫中期虧損收窄，股價升12%。受到美國關稅影響，汽車股下跌。比亞迪跌4%，華晨跌3.1%，長城跌3.1%，吉利跌1.9%。中國重型貨車股跟隨下跌，中國重汽跌5.6%，濰柴跌6.8%。恆生指數下午最低跌至日全低位27659點，跌268點。但下午中段A股由跌轉升，上證綜合指數收市升10點。A股上升刺激港股從低位反彈，跌幅收窄一百多點。跌市有異動股，壹傳媒股價突升10%；阿信屋再升18%。恆生指數收市跌137點，國企指數跌35點，成交839億元。
昨晚中美重開貿易談判，沒有任何結果。歐美股市下跌。歐洲股市微跌，德國跌19點，法國跌1點，英國跌9點。杜瓊斯跌76點，標普跌4點，納斯達克跌10點。港股預託證券在美國跌138點，夜期跌97點，預期港股今天下跌。
Today’s report
China reopened trade negotiation with the US.
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, China and the US re-opened trade negotiation. No progress is made. Ooverseas markets were lower. European markets were slightly lower. DAX lost 19 point; CAC lost 1 points; FTSE lost 9 points. Dow Jones lost 138 points; S & P lost 4 points. Nasdaq lost 10 points. Hong Kong ADR’s lost 138 point in New York. Night future lost 97 points. We expect the market to fall today.
