UTO財經|菲一般講股 | 藺常念：恆大避過違約危機，港股反彈。每日報告(23/9/2021)

2021-09-23 UTO UTO財經, 智易東方證券有限公司, 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：恆大避過違約危機，港股反彈。每日報告(23/9/2021)

23/9/2021

每日報告

恆大集團避過債務違約危機，刺激到港股星期四開市大幅飈升。恆生指數升392點，國企指數升152點，科技指數升126點。金融股，科技股及地產股領升。美團升3.2%，令指數升63點。友邦保險升3.7%，令指數升62點。騰訊升2.26%，令指數升35點。滙豐升1.3%，令指數升21點。碧桂園服務業升8.6%，令指數升14點。中國海外升3.68%。中國恆大急升15%，恆大物業升15%，恆大汽車升14%。內房股急升，碧桂園升8.4%，龍湖集團升8.1%，華潤置地升6.46%，融創升9.3%，綠城中國升8.5%，富力升7.5%。A股開市升25點。開市後港股升幅擴大，恆生指數最高升至24827點，升606點。高位守不住，拾級回落，升幅收窄。權重股升幅擴大。美團升5.2%，令指數升101點。騰訊升3.7%，令指數升57點。滙豐升2.6%，令指數升44點。招商銀行升5.2%，令指數升34點。平保升5.3%，令指數升36點。中國減排，電力供應緊張，刺激電力股急升。華潤電力升23%，中國電力升20%，龍源電力升17%，華能國際升16%，中廣核電升12%。煤股跟電力股上升，中煤能源升6.9%，神華升3.6%，兗州煤升7.6%。A股上午收市升21點。接近中午港股升幅大幅收窄，恆生指數上午收市升166點，國企指數升78點，科技指數升24點，成交1113億元。

下午港股升幅收窄，恆生指數升不足100點。科技及金融股領升。美團升4.3%，令指數升87點。滙豐升2.07%，令指數升33點。騰訊升1.9%，令指數升30點。碧桂園服務升12.3%，為升幅最大藍籌股，令指數升21點。恆大集團避過債務違約，帶動內銀及內險股上升。建設銀行升1.3%，令指數升15點。平保升2%，令指數升13點。招商銀行升2.86%，令指數升13點。中國恆大升17%，帶動內房股上升。龍湖集團升9%，碧桂園升7.85%，中國海外升6.74%。融創升10.5%，富力升8.1%。物管股跟隨上升，世茂服務升12%，雅生活升9%，保利物業升7%。東歐國家立陶宛呼籲國家不要用中國製造手機，拖累小米大跌4.1%，令指數跌30點。阿里巴巴跌1.34%，令指數跌27點。藥明生物跌2.5%，令指數跌22點。李寧跌4.7%，令指數跌21點。安踏跌5.3%，指數跌17點。吉利跌5.5%，為跌幅最大藍籌股，令指數跌15點。A股收市升14點。恆生指數收市升289點，國企指數升93點，科技指數升58點，成交1790億元。

Daily report

The Evergrande Group avoided default. Hong Kong shares rose.

The Evergrande Group managed to settle interest due on debts on Wednesday. The news sparked a strong rally in Hong Kong market on Thursday. Hang Seng index opened dup 392 points, H share index up 152 points and technology index up 126 points. Financials, technology and properties led the rally. Meituan rose 3.2% for 63-point gain. AIA rose 3.7% for 62-point gain. Tencent rose 2.26% for 35-point gain. HSBC rose 1.3% for 21-point gain. CG Service rose 8.6% for 14-point gain to lead the blue chips. On the contrary, Alibaba lost 0.5% for 9-point loss. China Evergrande rose 15%. Mainland developers rose sharply as the Evergrande crisis receded. Country Garden rose 8.4%. Longfor rose 8.1%. CR Land rose 6.46%. China Overseas Land rose 3.68%. Greentown rose 8.5%. R & F rose 7.5%. A shares opened up 25 points. The market soared after opening. Hang Seng index reached a high of 24827, up 606 points. Heavyweights rose further. Meituan rose 5.2% for 101-point gain. Tencent rose 3.7% for 57-point gain. HSBC rose 2.6% for 44-point gain. CM Bank rose 5.2% for 34-point gain. Ping An rose 5.3% for 36-point gain. Supply of electricity reached a crisis point in China. Power Generator shares rose strongly. CR Power rose 23%. China Power rose 20%. Longyuan rose 17%. Huaneng rose 16%. CGN Power rose 12%. Coal miners also rose. China Coal rose 6.9%. Shenhua rose 3.6%. Yanzhou Coal rose 7.6%. A shares closed the morning up 21 points. The market retreated from opening high level markedly. Hang Seng index closed the morning up 166 points, H share index up 78 points and technology index up 24 points. Turnover was $111.3 billion.

The market’s gain narrowed further in the afternoon. Hang Seng index gained under 100 points. Technology and financial stocks led the market. Meituan rose 4.3% for 87-point gain. HSBC rose 2.07% for 33-point gain. Tencent rose .19% for 30-point gain. CG Service rose 12.3% to become the top gainer for 21-point gain. The Evergrande Group avoided default. Mainland banks and insurers rose on the news. CCB rose 1.3% for 15-point gain. Ping An rose 2% for 13-point gain. CM Bank rose 2.86% for 13=point gain. China Evergrande rose 17%. Mainland developers followed higher. Longfor rose 9%. Country Garden rose 7.85%. China Overseas Land rose 6.74%. Sunac rose 10.5%. R & F rose 8.1%. Property management shares also rose. Shimao Service rose 12%. A Living rose 9%. Poly Property rose 7%. Small Baltic country Lithuania asked citizens not to use Chinese made handsets. Xiaomi fell 4.1% for 30-point loss. Alibaba lost 1.34% for 27-point loss. Wuxi Biologics lost 2.5% for 22-point loss. Lining lost 4.7%, for 21-point loss. Anta Sports lost 5.3% for 17-point loss. A shares closed up 14 points. Hang Seng index closed up 289 points, H share index up 93 points and technology index up 58 points. Turnover was $179 billion.