19/10/2018
港股每日報告
A股跌3%，上證綜合指數跌破2500點。
星期四港股開市上升，恆生指數升212點，國企指數升51點，已經是全日最高位。權重股領升，友邦升2.52%，令指數升57點；騰訊升1.63%，令指數升38點；港交所升4.2%，為升幅最大藍籌股，令指數升30點。油股跟油價下跌，中海油跌2%，拖累指數跌16點。A股開市跌0.94%，上證綜合指數跌24點。人民幣滙率下跌，A股跌幅擴大至1.4%，拖累港股開市後急跌，恆生指數由升轉跌。中海油跌3.5%，拖累指數跌28點；滙豐跌0.62%，拖累指數跌16點；平保跌0.82%，拖累指數跌10點：中石化跌3.68%，為跌幅最大藍籌股，拖累指數跌19點。A股跌幅擴大至2%，上證綜合指數上午收市跌51點。港股反覆，徘徊在升與跌之間，窄幅上落。恆生指數最低跌至25415點，跌47點。上午收市恆生指數跌38點，國企指數跌75點，成交466億元。
上午早段變化不大，恆生指數跌幾十點，石油及煤炭股下跌。中海油跌2.9%，令指數跌24點。中石化跌3.53%，為跌幅最大藍籌股，令指數跌19點；中石油跌1.65%，令指數跌6點。中國神華跌2.9；騰訊跌1.42%，令指數跌35點。資源股下跌，鞍鋼跌3%，馬鋼跌1.4%。江西銅跌2.5%，中鋁跌1.9%。汽車銷量按年下跌，拖累汽車股下跌，吉利跌2.14%，長城跌2.6%，東風跌3.6%，北京汽車跌4.9%。但下午中段A股跌幅擴大至3%，A股收市跌2.94%，上證綜合指數跌75點。港股中段跌幅亦擴大，恆生指數跌200點。騰訊跌2.13%，令指數跌50點；中石化跌5.3%，令指數跌28點；中海油跌2.95%，令指數跌24點。領展升2.31%，為升幅最大藍籌股。舜宇升2%，但瑞聲跌0.75%。澳門博彩收入勝預期，澳門股上升。金沙升1.35%，銀娛升1.34%。恆生指數最低跌至25262點，跌200點。收市前港股大中腷反彈，收市恆生指數只跌8點，國企指數跌61點，成交877億元。
星期四晚歐美股市大跌。歐洲受到英國脫歐遇到阻滯，及意大利預算未符合歐盟要求拖累，股市下跌。德國跌125點，法國假期，英國跌27點。美股受到利率上升，及和沙地阿拉伯關係緊張拖累大幅下跌。科技股跌幅最大，杜瓊斯一度跌400點，收市跌327點。標普跌40點，納斯點克跌162點。港股預託證券跌384點，夜期跌339點。預計今天港股大幅下挫。
Today’s report
A shares lost 3%. Shanghai composite index fell below 2500 points.
The Hong Kong market opened higher on Thursday. Hang Seng index opened up 212 points and H share index up 51 points. The opening was the highest level of the day as the market fell sharply after opening. AIA rose 2.52% for 57 point gain. Tencent rose 1.63$ for 38 point gain. HK Exchanges rose 4.2% to become the top gainer and contributed 30 point gain. Oil stocks followed the price of crude oil lower. CNOOC fell 2% for 16 point loss. A shares opened down 0.94%. Shanghai composite index lost 24 points. The RMB fell again in foreign exchange markets. A shares fell further by 1.4%. Hong Kong shares fell sharply after opening. CNOOC lost 3.5% for 28 point loss. HSBC lost 0.62% for 16 point loss. Ping An lost 0.82% for 10 point loss. Sinopec lost 3.68% to become the top loser and caused 19 point loss. A shares closed the morning down 2%. Shanghai composite index lost 51 points. Hang Seng index fell to a morning low of 25415 points, down 47 points and closed down38 points. H share index lost 75 points. Turnover was $46.6 billion.
In early afternoon, the market was little changed. Hang Seng index lost under 100 points. Oils and coal stocks fell. CNOOC lost 2.9% for 24 point loss. Sinopec lost 3.53% to lead the losers for 19 point loss. Petrochina lost 1.65% for 6 point loss. China Shenhua lost 2.9%. Tencent lost 1.42% for 35 point loss. Resources stocks fell. Angang lost 3%. Maanshan Iron lost 1.4%. Jiangxi Copper lost 2.5%. Chalco lost 1.9%. Carmakers fell sharply on lower car sales. Geely lost 2.14%. Great Wall lost 2.6%. Dongfeng lost 3.6%. BAC lost 4.9%. A shares lost 3% in the afternoon. Shanghai composite index closed down 75 points. Hong Kong market fell sharply in midafternoon, as Hang Seng index lost 200 points. Tencent lost 2.13% for 50 point loss. Sinopec lost 5.3% for 28 point loss. CNOOC lost 2.95% for 24 point loss. However, Link rose 2.3% to lead the blue chips. Sunny Optical rose 2% but AAC lost 0.75%. Macau gaming income was better than expected. Macau gaming stocks rose. Sands rose 1.35%. Galaxy rose 1.34%. Hang Seng index fell to an intraday low of 25262 points, down 200 points. The market’s loss narrowed sharply before the close. Hang Seng index closed down only 8 points and H share index closed down 61 points. Turnover was $87.7 billion.
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Overseas markets fell sharply Thursday night. European markets were hurt by lingering problem with Brexit and the Italian budget, which did not meet EU requirements. US markets fell sharply on rising interest rate and tension with Saudi Arabia. Technology stocks led the fall. Dow Jones lost more than 400 points at one time but closed down 327 points. S & P lost 40 point. Nasdaq lost 162 points. Hong Kong ADR’s lost 384 points in New York. Night future lost 339 points. We expect the market to fall sharply today.
