UTO財經| 菲一般講股 | 藺常念:港股個別發展,成交減少。每日報告(08/2/2021)

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【UTO財經|菲一般講股|藺常念】港股個別發展,成交減少。每日報告(08/2/2021)

8/2/2021

每日報告

港股個別發展,成交減少。

星期一港股開市急升,恆生指數開市升340點,國企指數升132點,科技指數升369點。騰訊升2.05%,令指數升68點。友邦保險升2%,令指數升59點。美團升2.54%,令指數升46點。港交所升1.64%,令指數升25點。中生製藥升4.17%,為升幅最大藍籌股。銀娛升2.7%,藥明生物升2.57%,為升幅第二及三大藍籌股。A股開市跌0.12%,上證綜合指數跌3點。開市後港股立即急升,恆生指數升至29706點,升418點。但高位立即回落,恆生指數升幅收窄至2百多點。澳門股造好,銀娛升3.2%,成為升幅大藍籌股。永利升3.3%,澳博升1.4%。金屬股急升,五礦資源升7.7%,紫金升6.5%,江西銅升5%,中鋁升3.6%。內房股上升,華潤置地升3.25%,中國海外升2.8%,碧桂園升1.9%。熱門股快手開市維持在300元以上,但隨後跌4%。SAAS股有炒作,赤子城急升50%,兌巴升16%,雲遊升11%,魯大師升9%,中國有贊升2.4%。新能源股上升,保利協鑫升3.13%,保利新能源升6.5%,信義光能升2.7%。A股收市升1.06%,上證綜合指數升37點。接近上午收市升幅收窄。恆生指數上午收市升192點,國企指數升75點,科技指數升18點,成交1083億元。

下午港股升幅收窄,恆生指數升不足1百點。美團升1.9%,令指數升35點。騰訊升1%,令指數升34點。滙豐跌1%,令指數跌20點。中央打擊網上賭博,澳門博彩股上升。銀娛升3.8%,澳博升4%,永利升3.2%,新濠升3.5%。豬肉價格下跌,萬洲國際跌1.5%,但中糧家康升13%。長城汽車傳進軍芯片業務,股價升9%。吉利及比亞迪只微升。重型機械股上升,三一國際升11%,中聯重科升10%,濰柴動力升4.6%,中國重汽升2.9%。金屬股升幅擴大,紫金升9.6%,贛峰鋰業升7.5%,五礦資源升7.4%,中國鋁業升7.5%,江西銅升6.3%。出口股上升,申洲國際升3.3%,創科升2.8%,為升幅最大兩隻藍籌股股。內房股造好,中國海外升2.8%,華潤置地升2.44%。個別軟件服務股急升,飛魚科技升123%,赤子城升42%,兌吧升20%,博雅互動升20%。恆騰網絡升48%,天鴿升36%。A股收市升1.03%,上證綜合指數升36點。恆生指數收市升30點,國企指數跌1點,科技指數跌38點,成交1858億元。

Daily report

The market was mixed with reduced turnover.

The Hong Kong market rose sharply at opening on Monday. Hang Seng index opened up 340 points; H share index up 132 points and technology index up 369 points. Tencent rose 2.05% for 68-point gain. AIA rose 2% for 59-point gain. Meituan rose 2.54% for 46-point gain. HK Exchanges rose 1.64% for 25-point gain. Sino Biopharm rose 4.17% to lead the blue chips. Galaxy rose 2.7% and Wuxi rose 2.57% to become the second and third top gainers. A shares opened down 0.12%. Shanghai composite index opened down 3 points. The market rose further right after opening. Hang Seng index reached a high of 29706, up 418 points. However, the market soon retreated afterwards. Hang Seng index’s gain narrowed to over 200 points. Macau gaming stocks rose strongly. Galaxy rose 3.2% to lead the blue chips. Wynn rose 3.3%. SJM rose 1.4%. Metal stocks rose. IMM rose 7.7%. Zijin rose 6.5%. Jiangxi Copper rose 5%. Chalco rose 3.6%. Hot stocks Kuaishou opened at above $300 but soon fell 4%. Certain SAAS shares rose sharply. Newborn Town rose 50%. Forgame rose 9%. Ludashi rose 9%. China Youzan rose 2.4%. New energy stocks rose. GCL rose 3.13%. GCL NE rose 6.5%. Xinyi Solar rose 2.7%. A shares closed the morning up 1.06%. Shanghai composite index closed up 37 points. Hang Seng index closed the morning up 192 points; H share index up 75 points and technology index up 18 points. Turnover was $108.3 billion.

The market’s gain narrowed in the afternoon. Hang Seng index rose under 100 points. Meituan rose 1.9% for 35-point gain. Tencent rose 1% for 30-point gain. HSBC lost 1.2% for 25-point loss. The Government hit hard against online gaming. Macau gaming stocks rose on the news. Galaxy rose 3.8% to lead the blue chips. Wynn rose 3.2%. Melco rose 3.5%. The price of pork fell in China. WH Group lost 1.5% but Cofco Joycome rose 13%. Great Wall planned to enter the semiconductor business. Share price soared 9%. However, Geely and BYD only rose a fraction. Heavy machinery manufacturers rose strongly. Sany rose 11%. Zoomlion rose 10%. Weichai Power rose 4.6%. Sinotruk rose 2.9%. Metals rose further. Zijin rose 9.6%. Gongfeng Lithium rose 7.5%. IMM rose 7.4%. Chalco rose 7.5%. Jiangxi Copper rose 6.3%. Exporters rose. Shenzhou International rose 3.3% and Techtronic rose 2.8%, to become the top two blue chips. Certain SAAS shares soared. Feiyu rose 123%. Newborn Town rose 42%. Duiba rose 22%. Boyaa rose 20%. Hengten Net rose 48%. Tiange rose 36%. A shares closed up 1.05%. Shanghai composite index closed up 36 points. Hang Seng index closed up 30 points; H share index down 1 point, and technology index down 38 points. Turnover was $185.8 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。

 

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