23/10/2018
港股每日報告
A股升4%，港股急升近600點。
星期一港股開市上升，恆生指數升107點，國企指數升51點。友邦保險升1.93%，貢獻指數44點；平保升1.42%，貢獻指數17點；建設銀行升0.8%，貢獻指數16點；滙豐跌0.47%，拖累指數跌12點。石藥升3.92%，為升幅最大藍籌股。金沙跌1.78%，為跌幅最大藍籌。A股開市升1.2%，上證綜合指數升32點。港股開市後上升，保險股，騰訊及內銀股領升。A股升幅擴大至3.4%，上證綜合指數升87點，刺激港股大幅上升。恆生指數升500點。中資證券商股大幅上升，中信證券升10%，海通證券升12%，華泰證券升11%。醫藥股急升，中生製藥升7.34%，蒙牛升6.9%，石藥升5.9%。吉利升10%，為升最大藍籌股。A股上午收市升4.17%，上證綜合指數升106點，重上2600點。接近中午收市，港股跟A股急升，恆生指數升600點，最高升至26184點，升625點，收市升612點。國企指數升341點，成交626.7億元。
下午港股略為回落，恆生指數升幅不足600點。騰訊升3.26%，令指數升74點；友邦保險升2.9%，令指數升66點；建設銀行升3.23%，令指數升62點；平保升4.5%，令指數升57點；工商銀行升3%，令指數升33點；港交所升3.25%，令指數升24點。吉利汽車升8.3%，為升幅最大藍籌股。內房股上升，華潤置地升6.5%，中國海外升3%。醫藥股上升，中生製藥升6.44%，石藥升4.9%，金斯瑞升9.86%。教育股升幅大，新高教升15%，睿見教育升17%，中教控股升7.5%。證券商股上升，海通證券升14%，華泰證券升13%，申萬宏源升12.5%，中信證券升12%。政策利好消費，消費股上升，蒙牛升7.34%。下午A股升幅收窄，收市只升4.09%，上證綜合指數升104點。恆生指數收市升591點，國企指數升268點，成交1144億元。
昨晚歐美股市下跌。歐洲股市疲弱，意大利政府預算案被歐盟否決，但仍然堅持不改，拖累到歐洲股市下跌。德國跌29點，法國跌31點，英國跌7點。美股個別發展，金融零售股下跌。杜瓊斯跌127點，標普跌12點。但是科技股上升，納斯達克升34點。港股預託證券在美國跌182點，夜期跌142點，預計今天港股下跌。
Today’s report
A shares soared 4%. Hong Kong shares followed higher.
The Hong Kong market opened higher on Monday. Hang Seng index opened up 107 points and H share index up 51 points. AIA rose 1.93% for 44 point gain. Ping An rose 1.42% for 17 point gain. CCB rose 0.8% for 16 point gain. On the other hand, HSBC lost 0.47% for 12 point loss. CSPC rose 3.92% to lead the gainers. Sands lost 1.78% to lead the losers. A shares opened up 1.2%. Shanghai composite index rose 32 points. The Hong Kong market rose further after opening. Insurers, Tencent and Mainland banks led the rally. A shares’ gain widened to 3.4%. Shanghai composite index rose 87 points. A shares’ gain sparked a rally in Hong Kong stocks. Hang Seng index soared more than 500 points. Mainland brokers led the rally. Citic Securities rose 10%. Haitong Securities rose 12%. HTC rose 11%. Pharmaceutical stocks also soared. Sino Biopharm rose 7.34%. Mengniu rose 6.9%. CSPC rose 5.9%. Geely rose 10% to lead the gainers. A shares closed the morning up 4.17%. Shanghai composite index rose 105 points. Hang Seng index soared more than 600 points near midday and reached a morning high of 26184 points, up 625 points and closed up 612 points. H share index closed up 341 points. Turnover was $62.67 billion.
In the afternoon, the market’s gain narrowed slightly. Hang Seng index gained less than 600 points. Tencent rose 3.26% for 74 point gain. AIA rose 2.9% for 66 point gain. CCB rose 3.23% for 62 point gain. Ping An rose 4.5% for 57 point gain. ICBC rose 3% for 33 point gain. HK Exchanges rose 3.25% for 24 point gain. Mainland developers rose. CR Land rose 6.5%. China Overseas Land rose 3%. Pharmaceutical stocks rose. Sino Biopharm rose 6.44%. CSPC rose 4.9%. Genscript rose 9.86%. Education stocks rose. New Higher Education rose 15%. Sino Education rose 7.5%. Wisdom Education rose 17%. Brokers rose strongly. Haitong Securities rose 14%. HTS rose 13%. Shenyin Wanguo rose 12.5%. Citic Securities rose 12%. Consumer stocks rose on favorable government policy. Mengniu rose 7.34%. A shares closed up 4.09%. Shanghai composite index rose 104 points. Hang Seng index closed up 591 points. H share index closed up 268 points. Turnover was $114.4 billion.
Oveenight, overseas markets were mainly lower. The EU vetoed Italy’s budget for exceeding the deficit requirement. However, the Italian Government refused to budge. European markets fell. DAX fell 29 points. CAC lost 31 points and FTSE lost 7 points. US markets were mixed. Financials and retailers were lower. Dow Jones closed down 127 points. S & P lost 12 points. Technology stocks were higher. Nasdaq rose 36 points. Hong Kong ADR’s lost 182 points in New York. Night future lost 142 points. We expect the market to fall today.
