25/10/2018
港股每日報告
美股又急挫，港股坎坷。
星期三港股開市上升，恆生指數升54點，國企指數升1點。騰訊升1.73%，貢獻指數39點；友邦升0.57%，貢獻指數13點。港交所升1.62%，令指數升12點。萬洲國際升2.1%，為升幅最大藍籌股。中海油跌3.26%，為跌幅最大藍籌股。A股開市跌0.2%，上證綜合指數跌5點。港股開市後在升與跌之間波動，一度下跌至25240點，跌106點。石油股大跌，拖累港股。中海油跌5.24%，拖累指數跌40點；中石油跌4%，拖累指數跌15點。舜宇光學跌8.1%，為跌幅最大藍籌股，拖累指數跌14點。港股缺乏方向，徘徊在升與跌之間。A股由跌轉升1.53%，上證綜合指數上午收市升40點。騰訊及中資金融股領升，建設銀行升2.1%，令指數升42點；騰訊升1.44%，令指數升31點。工商銀行升2.1%，令指數升24點。港交所升2.7%，令指數升20點。港股大幅上升，恆生指數最高升至25653點，升307點。上午收市升219點，國企指數升111點，成交519億元。
下午A股升幅收窄至0.59%，上證綜合指數只升15點。港股跟隨A股大幅回落，恆生指數升幅全部消失，由升轉跌。最主要是騰訊由升轉跌，及石油股下跌。中海油跌3.82%，令指數跌29點；友邦保險跌1.54%，令指數跌35點；滙豐跌1.28%，令指數跌32點。新遊戲審批綠色通道叫停，影響騰訊收入。證券商下調騰訊評級，騰訊跌1.2%，令指數跌26點。手機設備股下跌，舜宇跌5.2%，為跌幅最大藍籌股，瑞聲跌1.4%。丘鈦科技跌3.3%，高威電子跌3.1%。權重股下跌，拖累大市。中滔環保被指非法傾倒污泥，股價連續急跌三天，再跌20%。A股收市升0.33%，上證綜合指數升8點。恆生指數收市跌96點，國企指數跌8點，成交912億元。
昨晚歐美股市下跌。歐洲股市窄幅上落，個別發展。德國跌82點，法國跌14點，但英國升7點。美股大幅下挫，民主黨高層及有線電視新聞接炸彈，企業業積欠佳，美股大幅下挫。杜瓊斯跌608點，標普跌84點。納斯達克跌329點。港股預託證券在美國跌441點，夜期跌68點賣，預計今天港股大幅下跌。
Today’s report
US markets crashed again. Hong Kong will follow.
The Hong Kong market opened higher on Wednesday. Hang Seng index opened up 54 points and H share index up 1 point. Tencent rose 1.73% for 39 point gain. AIA rose 0.57% for 13 point gain. HK Exchanges rose 1.62% for 12 point gain. WH Group rose 2.1% to lead the gainers. CNOOC lost 3.26% to lead the losers. A shares opened down 0.2%. Shanghai composite index lost 5 points. The Hong Kong market fluctuated between gain and loss after opening. Hang Seng index fell to a low of 25240 points, down 106 points. Oil stocks fell sharply to drag down Hong Kong market. CNOOC lost 5.24% to drag down the index by 40 points. Petrochina lost 4% for 15 point loss. Sunny Optical lost 8.1% to become the top loser and accounted for 14 point loss. A shares turned from loss to gain 1.53%. Shanghai composite index closed the morning up 40 points. Hong Kong stocks rose on the strength of A shares. Tencent and Mainland banks rebounded. CCB rose 2.1% for 42 point gain. Tencent rose 1.44% for 31 point gain. ICBC rose 2.1% for 24 point gain. HK Exchanges rose 2.7% for 20 point gain. Hang Seng index reached an intraday high of 25653 points, up 307 points and closed the morning up 219 points. H share index closed up 111 points. Turnover was $51.9 billion.
In early afternoon, A shares’ gain narrowed to 0.59%. Shanghai composite index rose 15 points only. Hong Kong shares reversed direction and fell sharply. The Chinese Government closed the green path for online game approval. It would adversely affect Tencent’s gaming income. Brokers downgraded Tencent and share price fell 1.2% for 26 point loss. Oil stocks followed the price of crude oil lower. CNOOC lost 3.82% for 29 point loss. AIA lost 1.54% for 35 point loss. HSBC lost 1.28% for 32 point loss. Heavyweights fell to drag down the marke.t Handset suppliers fell sharply. Sunny Optical lost 5.2% to become the top loser. AAC lost 1.4%. Q-Tech lost 3.3%. Cowell lost 3.1%. CTEG fell sharply for the third consecutive session. The Government accused CTEG of illegally dumping toxic mud. Share price lost 20%. A shares closed up 0.33%. Shanghai composite index rose 8 points. Hang Seng index closed down 96 points and H share index down 8 points. Turnover was $91.2 billion.
Overnight, overseas markets generally fell. European markets were range bound and mixed. DAX lost 82 points; CAC lost 14 points but FTSE rose 7 points. In the US, prominent democrats and CNN’s New York Office received bombs. Corporate earnings disappointed the market. US markets crashed. Technology bore the brunt of the selloff. Dow Jones lost 608 points; S & P lost 84 points. Nasdaq crashed 4.6% 329 points. Hong Kong ADR’s lost 441points. Night future lost 68 points. We expect the market to fall sharply today.
