UTO財經| 菲一般講股 | 藺常念：中央展開反壟斷調查，阿里巴巴大幅下挫，拖累港股。

 

【UTO財經|菲一般講股|藺常念】中央展開反壟斷調查，阿里巴巴大幅下挫，拖累港股。

28/12/2020

每日報告

中央展開反壟斷調查，阿里巴巴大幅下挫，拖累港股。

星期一港股開市下跌，恆生指數跌98點，國企指數跌57點，科技指數跌79點。受到反壟斷調查拖累，科技股領跌，騰訊跌2.97%，令指數跌75點。阿里巴巴跌3.86%，為跌幅最大藍籌股，令指數跌56點。美團跌2.22%，令指數跌28點。相反，友邦保險升0.5%，令指數升13點。小米升0.77%，令指數升10點。A股開市升0.12%，上證綜合指數升3點。開市後港股由跌轉升，主要是金融股上升，抵銷科技股下跌。藥明生物升5.3%，為升幅最大藍籌股。內銀股上升，建設銀行升2.46%，令指數升37點。工商銀行升2.86%，令指數升23點。電訊股上升，中國聯通升4.7%，中國移動升2.36%，令指數升16點。港交所升1.6%，令指數升19點。6隻生物製藥股納入中港通，股價急升。亞盛醫藥最多升15%，沛嘉醫療升16%，諾誠健華升15%，康方生物升7.5%，康寧傑瑞升13%，晵明醫療升9%。風電股急升，順風清潔升8.2%，金風科技升2.5%。官方批評盲盒經濟，泡泡瑪特急挫14%。餐飲股下跌，海底撈跌4.5%，呷哺呷哺跌5.2%，九毛九跌2.15%。A股上午收市升0.3%，上證綜合指數升10點。恆生指數最高升至26515點，升129點。但接近中午升幅收窄，一度轉跌。上午收市恆生指數升4點，國企指數跌68點，科技指數跌266點，成交1048億元。

下午港股微跌，恆生指數跌約100點。科技股領跌，受到中央對阿里巴巴反壟斷調查拖累。騰訊跌6%，令指數跌154點。阿里巴巴跌8.5%，令指數跌123點。美國跌7.45%，令指數跌94點。小米由升轉跌2.93%，令指數跌48點。金融股上升，友邦保險升3.95%，令指數升105點。工商銀行升3.96%，令指數升32點。藥明生物升4.1%，令指數升29點。建設銀行升1.58%，令指數升24點。平保升1.8%，令指數升24點。汽車及電訊股上升。中國聯通升5.8%，為升幅最大藍籌股。吉利升5.57%，比亞迪升4%，長城升8%。A股收市升0.02%，=航運股急升，中遠海控升10%，中遠海發升4%，中遠海能升1.3%。上證綜合指數升0.7點。科技股大跌，但金融股上升，抵銷其負面影響。收市恆生指數跌72點，國企指數跌119點，科技指數急挫347點，成交1907億元。

Daily report

Alibaba crashed to bring down the market as the Government launched anti-monopoly investigation. .

The Hong Kong market opened lower on Monday. Hang Seng index opened down 98 points. H share index opened down 57 points and technology index down 75 points. Alibaba lost 3.86% to lead the losers and caused 56 point fall. Tencent lost 2.97% f or 75 point loss. Meituan lost 2.22% for 28 point loss. On the contrary, AIA rose 0.5% for 13 point gain. Xiaomi rose 0.77% for 10 point gain. A shares opened up 0.12%. Shanghai composite index rose 3 points. The market turned from loss to gain after opening. Financials rose to offset technology stocks’ fall. Wuxi Biologics rose 5.3% to lead the gainers. Mainland banks rose. CCB rose 2.46% for 37 point gain. ICBC rose 2.86% for 23 point gain. Telecoms rose. China Unicom rose 4.7%. China Mobile rose 2.36% for 16 point gain. HK Exchanges r ose 1.6% for 19 point gain. 6 Biotech shares were included in China Hong Kong connect. Share prices soared. Ascentage rose 15%. Peijia rose 16%. Innocare rose 15%. Akeso rose 7.5%. Venus Medtech rose 9%. Wind power shares rose sharply. Shunfeng Clean rose 8.2%. Gold Wind rose 2.5%. Pop Mart crashed 14% as official media criticized its operation. Restaurant shares fell. Haidilao lost 4.5%. Shabu Shabu lost 5.2%. Jiumaojiu lost 2.15%. A shares closed the morning up 0.3%. Shanghai composite index closed up 10 points. Hang Seng index reached a high of 26515, up 129 points. The market retreated near midday and turned from gain to loss for a moment. Hang Seng index closed the morning up 4 points. H share index closed down 68 points. Technology index closed down 266 points. Turnover was $104.8 billion.

The market fell slightly in the afternoon. Hang Seng index lost under 100 points. Technology stocks led the fall. Alibaba came under investigation for anti-monopoly practices. The news hurt technology stocks. Tencent lost 6% for 154 point loss. Alibaba lost 8.5% for 123 point loss. Meituan lost 7.45% for 94 point loss. Xiaomi lost 3.85% for 48 point loss. On the contrary, AIA rose 3.9% for 105 point gain. ICBC rose 3.96% for 32 point gain. Wuxi Biologics rose 4.1% for 29 point gain. CCB rose 1.58% for 24 point gain. Ping An rose 1.8% for 24 point gain. Telecoms rose. China Unicom rose 5.8% to lead the blue chips. Carmakers rose. Geely rose 5.57%. BYD rose 4%. Great Wall rose 8%. Shipping stocks soared. Cosco Ship Holding rose 10%. Cosco Ship Development rose 4%. Cosco Ship Energy rose 1.3%. A shares closed up 0.02%. Shanghai composite index closed up 0.7 point. Technology stocks crashed but financials rose to offset the negative effect on the market. Hang Seng index closed down 72 points. H share index closed down 119 points. Technology index crashed 347 points. Turnover was $190.7 billion.