UTO財經|菲一般講股 | 藺常念：萬科計劃入股恆大物業，帶動內房股急升。每日報告(11/8/2021)

2021-08-112021-08-11 UTO UTO財經, 智易東方證券有限公司行政總裁, 每日報告, 菲一般講股, 藺常念

一週股市龍門陣，星級股評家，左起：驍騰原，黎家聰，陳顯歷，温冠麟，岑智勇，李慧芬，林家亨，朱紀菲，聶振邦，温傑，諸人進，巨鯨，楊德華＆劉勝鈞。

UTO財經|菲一般講股 | 藺常念：萬科計劃入股恆大物業，帶動內房股急升。每日報告(11/8/2021)

11/8/2021

每日報告

星期三港股開市下跌，藍籌股窄幅上落。恆生指數跌114點，國企指數跌50點，科技指數跌32點。騰訊升0.82%，令指數升15點。但美團跌1.25%，令指數跌23點。阿里巴巴跌1.2%，令指數跌23點。藥明生物跌1.57%%，令指數跌15點。石藥跌2.56%，為跌幅最大藍籌股。長實集團升1.36%，為升幅最大藍籌。A股開市跌0.12%，上證綜合指數跌5點。開市後港股由跌轉升。騰訊升1.23%，令指數升22點。建設銀行升2%，令指數升26點。友邦保險升0.97%，令指數升21點。工商銀行升1.86%，令指數升13點。內房股領升，華潤置升9.4%，為升幅最大藍籌股，令指數升18點。中國海外升8.9%，龍湖集團升5.9%，碧桂園升5.1%。恆大系繼續上升，中國恆大升9.5%，恆大物業升10%，恆大汽車升3.9%。A股上午收市升10點。恆生指數最高升至26822點，升217點；上午收市升55點，國企指數升53點，科技指數升3點，成交860億元。

下午早段港股變化不大，恆生指數升不足50點。建設銀行升2.2%，令指數升28點。工商銀行升2.78%，令指數升18點。華潤置地升7.65%，令指數升15點。中國海外升9.7%，令指數升14點。港交所升1%，令指數升14點。但藥明生物跌3.76%，令指數跌35點。里巴巴跌1.5%，令指數跌28點。恆大計劃買資產給萬科，解決債務問題。內房及物管股急升。恆大升9.9%，恆大物業升17%，恆大汽車升15%。碧桂園服務升5%，新城悅升5.1%。融創升5.6%，萬科升6.2%。內地落實半月通報機制，不利教育股。相關股份急挫，新東方跌3.2%，新東方在跌3.9%，思考樂跌2.9%。疫苗股在美國急挫，拖累到中資疫苗股下挫。復星醫藥跌10%，康希諾跌12%。軟件服務股下挫，嗶哩嗶哩跌5.4%，赤子城跌5.35%，移卡跌1.5%。A 股收市升0.08%，上證綜合指數收市升3點。恆生指數收市升54點，國企指數升49點，科技指數跌9點，成交1535億元。

Daily report

Vanke plans to buy into Evergrande Property. Mainland developers soared.

The market opened lower on Wednesday. Blue chips were range bound. Hang Seng index lost 114 points, H share index down 50 points and technology index down 32 points. Tencent rose 0.82% for 15-point gain. However, Meituan lost 1.25% for 23-point loss. Alibaba lost 1.2% for 23-point loss. Wuxi Biologics lost 1.57% for 15-point loss. CSPC lost 2.56% to become the top loser at opening. CK Assets rose 1.36% to become the top gainer at opening. A shares opened down 0.12%. Shanghai composite index opened down 4 points. The market turned from loss to gain after opening. Tencent rose 1.23% for 22-point gain. CCB rose 2% for 26-point gain. AIA rose 0.96% for 21-point gain. ICBC rose 1.86% for 13-point gain. Mainland developers rose sharply. CR Land rose 9.78% to become the top gainer for 19-point gain. China Overseas Land rose 8.9%. Longfor rose 6.2%. Country Garden rose 5.1%. Evergrande list of companies continued to advance. China Evergrande rose 9.5%. Evergrande Property rose 10%. Evergrande Vehicle rose 3.9%. Hang Seng index reached a high of 26822, up 217 points. A shares closed the morning up 0.25%. Shanghai composite index closed up 9 points. Hang Seng index closed up 55 points, H share index up 53 points and technology index up 3 points. Turnover was $86 billion.

The market remained range bound in early afternoon. Hang Seng index gained under 50 points. CCB rose 2.2% for 28-point gain. ICBC rose 2.78% for 17-point gain. CR Land rose 7.65% for 15-point gain. China Overseas Land rose 9.24% for 13-point gain. Evergrande list of companies rose sharply as Vanke became the white knight to resolve the Group’s debt problem. Mainland developers and property management shares rose sharply. China Evergrande rose 9.9%. Evergrande Property rose 17%. Longfor rose 6.46%. CG Services rose 5%. Vanke rose 6.2%. The Chinese Government implements half month reporting system for private tutoring, which exerts pressure on education shares. New Oriental lost 3.2%. Koolearn lost 3.9%. Scholar Education lost 2.9%. Vaccine shares fell sharply in US markets overnight. Chinese vaccine shares fell. Cansino lost 12%. Fosun Pharmaceutical lost 10%. Internet stocks fell. Bili Bili lost 5.4%. Newborn Town lost 5.35%. Yeahka lost 1.45%. A shares closed up 0.08%. Shanghai composite index closed up 3 points. Hang Seng index closed up 54 points, H share index up 49 points but technology index down 9 points. Turnover was $153.5 billion.