26/10/2018
港股每日報告
國家隊入市，A股止跌回穩。
美股星期三晚急挫，拖累到港股在星期四大幅下跌。恆生指數開市跌483點，跌破25000點，國企指數跌217點。騰訊跌3.26%，令指數跌74點；友邦保險跌2.1%，令指數跌46點。滙豐跌1.78%，令指數跌44點；建設銀行跌1.45%，令指數跌29點；中海油跌3.53%，令指數跌26點。舜宇光學跌8.28%，為跌幅最大藍籌股。吉利汽車跌4.1%，銀娛跌3.95%，為跌幅第二及三大藍籌股。A股開市跌2.64%，上證綜合指數跌69點。手機設備股跌幅大，舜宇跌7.77%，瑞聲跌5.73%，丘鈦跌5.3%，高偉電子跌3.3%。開市後恆指跌至24665點，跌584點。內房股及證券商股逆市上升，中信證券升1%，海通證券升2.8%，銀河證券升1.9%。碧桂園發債券獲批，股價升4.4%，為升幅最大藍籌股。萬科地產升1.93%，中國海外升0.63%。A股上午收市跌1.42%，上證綜合指數跌37點。上午收市恆生指數跌455點，國企指數跌175點，成交571億元。
下午跌幅擴大，恆生指數跌超過500點。騰訊及金融股領跌，騰訊跌3.3%，拖累指數跌74點；友邦保險跌2.96%，令指數跌68點。滙豐跌1.78%，令指數跌44點；中海油跌4.56%，今指數跌33點。建設銀行跌1.77%，令指數跌36點。國泰940萬客戶資料被偷，股價跌4%。中央放寬房貸，及降房貸利率，證券商股內房股跟A股逆市上升，碧桂園升2.13%，海通證券升1.2%。水泥股大跌，第三季水泥銷量下跌，拖累水泥股價。海螺水泥跌5.1%，中國建材跌7.15%，華潤水泥跌4.7%。銀娛第三季收入及純利按季都下跌，拖累股價。銀娛跌3.7%，金沙跌5%。A股下午明顯反彈，由跌轉升0.02%，上證綜合指數收市升0.5點。國家隊托市，A股止跌回穩。港股下午中段反彈，權重股跌幅收窄。恆生指數跌幅大幅收窄，收市跌255點，國企指數跌49點，成交1060億元。
昨晚歐美股市上升。投資者趁低吸納。歐洲股市升約1%，德國升115點，法國升79點，但英國升41點。藍籌股業績符合預期，美股大幅反彈。杜瓊斯曾升500點，收市升401點。標普升49點。科技股升幅最大，納斯達克升227點。美國收市後谷歌及亞馬遜公佈業績，業績展望令人失望，股價在場外市場大跌。港股預託證券在美國升100點，夜期升237點。預計今天港股下跌。
Today’s report
A shares turned from loss to gain on State intervention.
US stocks crashed on Wednesday. Hong Kong market opened sharply lower on Thursday. Hang Seng index opened down 483 points and fell below 25000 points. H share index fell 217 points. Tencent lost 3.26% for 74 point loss. AIA lost 2.1% for 46 point loss. HSBC lost 1.78% for 44 point loss. CCB lost 1.45% for 29 point loss. CNOOC lost 3.53% for 26 point loss. Sunny Optical lost 8.2% to lead the losers. Geely lost 4.1% and Galaxy lost 3.95% to become the second and third top losers. A shares opened down 2.64%. Shanghai composite index lost 69 points. Handset suppliers fell sharply. Sunny Optical lost 7.77%. AAC lost 5.73%. Q-Tech lost 5.3%. Cowell lost 3.3%. Hang Seng index fell to a low of 24665 points, down 584 points. However, Mainland developers and securities brokers rose against the market. Citic Securities rose 1%. Haitong Securities rose 2.8%. Country Garden rose 4.4% to become the top gainer, after it received permission to issue bond. Vanke rose 1.93%. China Overseas Land rose 0.63%. A shares closed the morning down 1.42%. Shanghai composite index lost 37 points. Hang Seng index closed the morning down 455 points and H share index lost 175 points. Turnover was $57.1 billion.
In early afternoon, the market fell further. Hang Seng index lost more than 500 points. Tencent and financials led the fall. Tencent lost 3.3% for 74 point loss. AIA lost 2.96% for 68 point loss. HSBC lost 1.78% for 44 point loss. CNOOC lost 4.56% for 33 point loss. CCB lost 1.77% for 36 point loss. The Government relaxed control over mortgage loan and reduced mortgage interest rate. Mainly developers rose against the market. Country Garden rose 2.13%. Cathay Pacific announced the theft of 9.4 million customer information to hackers. Share price fell 4%. Cement maker reported lower third quarter earnings. Cement stocks fell sharply. Conch lost 5.1%. CNBM lost 7.15%. CR Cement lost 4.7%. Galaxy reported lower quarterly earnings. Share price lost 3.7%. Sands lost 5%. A shares rebounded noticeably in the afternoon and turned from loss to gain. Shanghai composite index closed up 0.5 point. Hong Kong market rebounded slightly in the afternoon. Hang Seng index closed down 255 points. H share index closed down 49 points. Turnover was $ 106 billion.
Overnight, overseas markets rose. Investors went bargain hunting. European markets rose about 1%. DAX rose115 points; CAC rose 79 points and FTSE rose 41points. In the US, corporate earnings were within expectation. US markets rose as investors went bargain hunting. Technology stocks rebounded strongly. Dow Jones rose 401points; S & P rose 49 points. Nasdaq rose 227 points. Hong Kong ADR’s rose 100 points. Night future rose 237 points. Alphabet and Amazon announced results after market close. Their sales forecasts disappointed the market. Their share prices fell in after-market trading. Hong Kong ADR’s rose 100 points in New York. Night future rose 237 points. We expect the market to fall today.
