12/10/2018
港股每日報告
恆指跌一千點，杜瓊斯再挫五百多點。
受到星期三美股急挫831點拖累，港股星期四大幅下挫。開市恆生指數跌800點，跌破26000點；國企指數跌307點。騰訊跌4.3%，拖累指數跌102點；友邦保險跌3.56%，拖累指數跌82點；建設銀行跌3.66%，拖累指數跌75點；滙豐跌1.22%，拖累指數跌64點。權重股拖累大市下跌，申洲國際跌9.96%，為跌幅最大藍籌股；中國生物製藥跌6.87%，碧桂園跌6.87%。恆安升4.79%，為升幅最大藍籌股，華潤置地升3.73%。A股開市跌3%，上證綜合指數跌82點。開市後港股再急挫，恆生指數超過1000點。手機股跌幅最大，舜宇跌7.5%，瑞聲跌6.63%，吉利跌6.225%。科技及軟件股急挫，金蝶跌13%，中國軟件跌7%，金山軟件跌6.77%。半導體股同樣下跌，中芯國際跌6.8%，華虹半導體跌6.2%，先進半導體跌5.3%。恆生指數最低跌至25160點，跌1033點。騰訊跌7.4%，令指數跌175點；友邦保險跌4.3%，令指數跌99點，是跌市主因。上午收市恆生指數跌986點，國企指數跌427點，成交747億元。
下午早段跌幅擴大，恆生指數跌1 千多點。騰訊跌6.8%，令指數跌162點。友邦保險跌4.35%%，令指數跌100點；滙豐跌1.51%，令指數跌73點；建設銀行跌3.5%，令指數跌72點。中國移動跌3.8%，令指數跌57點，權重股拖累大市下跌。內房股持續下跌，碧桂園跌7.1%，華潤置地跌6.3%，中國海外跌4.85%，融創跌7.2%。手機設備股急挫，瑞聲跌7.3%，為跌幅最大藍籌股；舜宇跌7.1%，丘鈦科技跌8.5%，高偉電子跌10%。油田服務股急挫，華油能源跌17%，安東油田跌15%，百勤油服跌15%。A股下午跌幅擴大至5.22%，上證綜合指數跌142點，跌破2600點。恆生指數最低跌至25125點，跌1068點。但港股中段跌幅收窄，主要是權重股從低位反彈。騰訊及友邦保險都反彈1%，令到跌幅收窄2百點。恆生指數一度反彈至25400點，只跌793點。但到收市時跌幅再度擴大，恆生指數收市跌926點，國企指數跌350點，成交1397億元。
昨晚歐美股市大幅下挫。市場缺乏信心，投資者沽貨，拖累股市大跌。歐洲股市大幅下跌近2%，德國跌178點，法國跌99點，英國跌141點。美股連續第二天大幅下挫，杜瓊斯最多跌699點，收市跌546點；標普跌57點，納斯達克跌80點。港股預託證券升29點，夜期升283點。預計港股反彈。
Today’s report
HSI crashed 1000 points. Dow Jones lost more than 500 points overnight.
Overnight US markets crashed 3-4%. Technology led the rout. Nasdaq lost a whopping 4% 316 points. Hong Kong market followed US markets’ lead and opened sharply lower. Hang Seng index opened down 800 points and H share index down 307 points. Hang Seng index fell below 26000 points at opening. Tencent lost 4.3% for 102 point loss in the index. AIA lost 3.56% for 82 point loss. CCB lost 3.66% for 75 point loss. HSBC lost 1.22% for 64 point loss. The heavyweights led the market’s rout. Shenzhou International lost 9.96% to lead the blue chip losers. Sino Biopharm lost 6.87%. Country Garden lost 6.87%. Hengan rose 4.79% to become the top gainer at opening. A shares opened down 3%. Shanghai composite index lost 82 points. The market fell sharply lower after opening as Hang Seng index lost 1000 points and fell to a morning low of 25160 points, down 1033 points. Handset suppliers fell the most. Sunny Optical lost 7.5%. AAC lost 6.63%. Semiconductors also fell sharply. SMIC lost 6.8%. Huahong lost 6.2%. ASMC lost 5.3%. Tencent lost 7.4% for 175 point loss. AIA lost 4.3% for 99 point loss. Hang Seng index closed the morning down 986 points and H share index down 427 points. Turnover was $74.7 billion.
In early afternoon, the gain widened. Hang Seng index lost more than 1000 points again. Tencent lost 6.8% for 162 point loss. AIA lost 4.35% for 100 point loss. HSBC lost 1.51% for 73 point loss. China Mobile lost 3.8% for 57 point loss. CCB lost 3.5% for 72 point loss. Mainland developers fell sharply. Country Garden lost 7.1%. CR Land lost 6.3%. China Overseas Land lost 4.85%. Sunac lost 7.2%. Handset suppliers fell sharply. AAC lost 7.3% to lead the losers. Sunny Optical lost 7.1%. Oil services stocks fell sharply. SPT Energy lost 17%. Anton lost 15%. Petro-King lost 15%. A shares fell further by 5.22%. Shanghai composite index closed down 142 points and fell below 2600 points. Hong Kong shares recovered slightly in midafternoon. Tencent and AIA rebounded 1%. Hang Seng index reached an intraday low of 25125 points, down 1068 points. Then, Hang Seng index recovered 200 points from intraday low and rose to 25400 points, down 793 points. However, the market turned south again in closing stages. Hang Seng index closed down 926 points. H share index closed down 350 points. Turnover was $139.7 billion.
Overnight, overseas markets fell sharply again as interest rate hike continued to rattle the market. European markets lost almost 2%. DAX lost 178 points; CAC lost 99 points and FTSE lost 141 points. US markets continued to fall. Dow Jones lost as much as 699 points at the nadir and closed down 546 points. S & P lost 57 points. Nasdaq lost 80 points. Hong Kong ADR’s rose 29 points in New York. Night Future rose 283 points. We expect the market to rebound today.
