3/9/2018
港股每日報告
美國將向2千億美元中國進口征收闗稅
特朗普要脅本星期對中國2000億美元進口征收關稅，加上阿根廷陷入金融危機，美股星期四晚下挫。上星期五港股開市急跌，恆生指數跌365點，國企指數跌157點。中國教育部計劃限制手遊數目，以減少兒童近視，令到騰訊開市急挫5%，拖累指數跌133點。手遊股跟騰訊急跌，IGG跌7.5%，金山軟件跌7%，博雅跌7%，網龍跌5.5%。銀娛升0.35%，為升幅最大藍籌股。A股跌0.08%，上證綜合指數跌2點。中石油跌3.95%，拖累指數跌16點；港交所跌1.75%，拖累指數跌15點。瑞聲升1.96%，為升幅最大藍籌股。恆生指數開市後最低跌至27720點，跌444點。之後反彈，恆生指數最高升至27918點，跌246點。上午收市恆生指數跌257點，國企指數跌77點，成交547億元。
港股下午波動，恆生指數最高升至27962點，只跌202點。但A股下跌，收市跌0.48%，上證綜合指數跌12點。尾市港股跌幅擴大，恆生指數跌3百多點。歌禮扭虧轉盈，股價一度升33%，成為升幅最大股票。下午騰訊跌幅擴大至5.3%，拖累指數跌138點。中石油盈利上升，但被調低評級，股價跌4%，拖累指數跌16點。港交所跌2%，拖累指數跌17點。建設銀行跌1%，拖累指數跌21點。滙豐跌0.86%，拖累指數跌23點。中奧到家盈利增長4%，令人失望，股價跌16%。復星醫藥涉及做假，股價跌4.8%。香港電視有經營溢利，股價升12.9%。收市恆生指數跌275點，國企指數跌92點，成交1080億元。全週恆生指數升217點，國企指數升96點。八月份，恆生指數跌695點，國企指數跌149點。
上星期五晚，歐美股市下跌。美加未能達成貿易協議，加上英國脫歐談判進展不大，令到市場氣氛緊張。歐洲股市大跌。德國跌130點，法國跌71點。英國跌83點。美國和加拿大談判不成功，特朗普採取強硬態度，美股個別發展。杜瓊斯跌22點，標普升0.39點，納斯達克升11點。港股預託證券在美國跌20點，夜期跌152點，預計港股今天下跌。
Today’s report
Trump planned to impose tariff on additional US$200 billion worth Chinese imports.
Donald Trump threatened to impose tariff on additional US$20 billion worth of Chinese imports. Argentina faced another currency crisis, causing yet another financial crisis in emerging markets. US stocks fell on Thursday. In addition, the Education Department planned to impose restrictions on the numbers of online games available to children, in order to reduce short sightedness in children. All these negative factors conspire to bring down the Hong Kong market last Friday. Hang Seng index opened down 365 points and H share index down 157 points. Tencent opened down 5%, causing 133 point loss in the index. Other online game stocks fell sharply. IGG lost 7.5%. Kingsoft lost 7%. Boyaa lost 7%. Netdragon lost 5.5%. Yet, Galaxy rose 0.35% to become the top gainer at opening. A shares fell 0.08%. Shanghai composite index closed the morning down 2 points. Petrochina lost 3.95% for 16 point loss. HK Exchanges lost 1.75% for 15 point loss. AAC rose 1.96% to become the top gainer. Hang Seng index fell to a low of 27720 points, down 444 points. Then, the market recovered from the nadir and rose to 2791802 points, down 246 points. Hang Seng index closed the morning down 257 points, and H share index down 77 points. Turnover was $54.7 billion.
The market fluctuated in the afternoon. The market rose in early afternoon and rose to a high of 27962 points, down 202 points. However, A shares fell further by 0.48%. Shanghai composite index closed down 12 points. The market fell further in late trading. Hang Seng index lost more than 300 points. Tencent fell further by 5.3% and caused 138 point loss. Petrochina lost 4% for 16 point loss. HK Exchanges lost 2% for 17 point loss. CCB lost 1% for 21 point loss. HSBC lost 0.86% for 23 point loss. Ascletis reported its first profitable quarter. Share price soared 33% to become the top gainer and closed up 28%. Zhong Ao Home reported 4% increase in interim profit. The market was disappointed. Share price crashed 16%. HKTV rose 12.9% on turning operating profitable. Hang Seng index closed down 275 points and H share index down 92 points. Turnover was $108 billion. For the week, Hang Seng index gained 217 points and H share index up 96 points. For the month of August, Hang Seng index lost 695 points and H share index lost 149 points.
Over last Friday night, overseas markets were weak. US-Canada failed to reach trade accord. European markets fell sharply. DAX lost 130 points; CAC lost 71 points. FTSE lost 83 points. Donald Trump threatened to impose tariff on US$200 billion worth of Chinese imports this week. US markets were mixed. Dow Jones lost 22 points; S & P rose 0.39 point. Nasdaq rose 11 points. Hong Kong ADR’s fell 22 points in New York. Night future fell 152 points. We expect the market to fall today.
