UTO財經| 菲一般講股 | 藺常念：科技股及新能源股領導港股反彈 每日報告 （23/12/2020）

【UTO財經|菲一般講股|藺常念】科技股及新能源股領導港股反彈 每日報告 （23/12/2020）

23/12/2020

每日報告

科技股及新能源股領導港股反彈。

星期三港股開市微跌，藍籌股窄幅上落。恆生指數跌36點，國企指數跌12點，科技指數升12點。創科升1.42%，為升幅最大藍籌股，貢獻指數5點。騰訊跌0.78%，令指數跌20點。A股開市升0.17%，上證綜合指數升5點。開市後港股一度下跌，波幅不大。恆生指數跌至26071點，跌48點。星期二急跌的光伏股反彈。保利協鑫升10%，協鑫新能源升8%。福萊特玻璃升15%，信義光能升7.3%。電動車股上升，比亞迪升3.6%，力世紀升4.3%，吉利升5.6%，長城升9%。航運股急升，中遠海控升7%，太平洋航運升2.9%，中遠海發升1.7%，中遠海能升2%。貨櫃生產商中集集團分拆業務，股價升2.3%，勝師升1.8%。軟件服務股上升，微盟升1.3%，移卡升5.8%，明源雲升2.4%。昆侖能源出售管道資產，股價升12%。星期大跌的TCL 電子，反彈6%。餐飲股上升，海底撈升3%，九毛九升3.3%，呷哺呷哺升1.6%。A股上午收市升0.85%，上;證綜合指數升28點。恆生指數最高升至26241點，升122點。主要是小米升3.88%，令指數升46點。友邦升1.13%，令指數升30點。恆生指數上午收市升116點，國企指數升74點，科技指數升200 點。成交618億元。

下午港股升幅擴大，恆生指數升2百多點。科技股領升。小米升8.7%，為升幅最大藍籌股，令指數升104點。美團升5%，令指數升62點。友邦保險升1.13%，令指數升31點。吉利汽車升5.9%，令指數升18點。港交所升1.5%，令指數升16點。金融股及醫藥股偏軟。建設銀行跌1.42%，令指數跌21點。平保跌0.87%，令指數跌11點。工商銀行呹1.1%，令指數跌9點。藥明生物跌1.2%，令指數跌9點。中生製藥跌2.4%，為跌幅最大藍籌股。電動車股急升，力世紀升8.6%，五菱升9.9%，比亞迪升2.6%。新能源股再升，風電股跟隨上升。金風科技升7.3%，順風清潔升7.8%。協鑫新能源升31%，卡姆丹克升8%。A股收市升0.76%，上證綜合指數升25點。恆生指數最高升至26333點，升224 點，收市升224點，國企指數升98點，科技指數升239 點，成交123.10億元。

Daily report

Technology and new energy stocks soared.

The market opened slightly lower and mixed on Wednesday. Hang Seng index opened down 36 points. H share index opened down 12 points and Technology index opened up 12 points. Techtronic rose 1.42% to lead the blue chips and 5-point gain. Tencent lost 0.78% for 20-point loss. A shares opened up 0.17%. Shanghai composite index opened up 5 points. The market turned from gain to loss soon after opening momentarily. Hang Seng index fell to a low of 26071 points, down 48 points. Solar energy stocks that fell sharply on Tuesday rebounded strong. GCL rose 10%. GCL New Energy rose 8%. Flat Glass rose 15%. Xinyi Solar rose 7.3%. Electric car stocks also rose. BYD rose 3.6%. Apollo rose 4.3%. Geely rose 5.6%. Great Wall rose 8%. Shipping stocks rose. Cosco Ship Holdings rose 9%. Pacific Basin rose 2.9%. Cosco Ship Development rose 1.7%. Cosco Ship Energy rose 2%. Container manufacturers rose. CIMC rose 2.3%. Singamas rose 1.8%. SAAS shares rose. Weimob rose 1.3%. Yeahka rose 5.8%. Ming Yuan Cloud rose 2.4%. Kunlun Energy sold pipelines. Share price soared 12%. TCL Electronics which fell sharply on Tuesday, rebounded 6%. Restaurant shares rose. Haidilao rose 3%. Jiumaojiu rose 3.3%. Shabu Shabu rose 1.6%. A shares closed the morning up 0.85%. Shanghai composite index closed up 28 points. Hang Seng index reached a high of 26241 points, up 122 points. Xiaomi rose 3.88% for 46-point gain. AIA rose 1.13% for 30-point gain. Hang Seng index closed the morning up 116 points; H share index up 74 points and technology index up 200 points. Turnover was $618
billion.

 

藺常念

（智易東方證券有限公司行政總裁)
香港及國際最資深的股票評論家之ー，擁有美國明尼蘇達大學學士，威爾遜院士榮譽及工商管理碩士學位。