UTO財經|菲一般講股 | 藺常念：港股窄幅上落。每日報告(27/9/2021)

2021-09-272021-09-27 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：港股窄幅上落。每日報告(27/9/2021)

27/9/2021

每日報告

星期一港股開市下跌，恆生指數跌60點，國企指數跌18點，科技指數跌11點。阿里巴巴跌1.45%，令指數跌28點。美團跌0.57%，令指數跌12點。相反滙豐升0.76%，令指數升12點。油價上升，中海油升3.47%，為升幅最大藍籌股，令指數升10點。中石油升1.58%，中石化升1.04%。內房股個別發展，中國海外升1.76%，碧桂園升1.34%；但龍湖跌3.8%。A股開市升25點。開市後港股由跌轉升，恆生指數最多升300多點。恆生指數最高升至24509點，升317點。美團升4.3%，令指數升89點。滙豐升2.52%，令指數升42點。藥明生物升5.2%，令指數升44點。騰訊升2.5%，令指數升39點。孟晚舟獲釋，華為概念股個別發展，中興通訊升4.2%。華為合作伙伴，中國軟件升3.88%。小米急跌4.75%，令指數跌35點。波鞋股全線下跌，李寧跌4.5%，為跌幅最大藍籌股，安踏體育跌4.2%，特步跌5.5%。澳門爆發疫情，澳門博彩股跌。銀娛跌3.7%，金沙跌3.23%。吉利急跌7.5%，為跌幅最大藍籌股，令指數跌20點。航運股下跌，中遠海控跌8.3%，中遠海發跌7.1%，東方海外跌5.9%，海豐國際跌7.2%。恆大汽車停止在上海上市計劃，跌11%；中國恆大升1.3%。A股上午收市跌47點。恆生指數上午收市升67點，國企指數跌0.27點，科技指數跌47點，成交894億元。

下午早段港股升幅擴大，恆生指數升1百多點。美團升3.76%，令指數升80點。藥明生物升4.16%，令指數升36點。滙豐升2.14%，令指數升36點。騰訊升1.6%，令指數升25點。中海油升6%，令指數升18點。人行大力打擊虛擬貨幣，相關股份急跌，火幣科技跌24%，歐科雲鏈跌19%，雄岸科技跌7%。融創要求肇%政府求救，股價跌7%。拖累其他內房股。碧桂園跌2.67%，中國海外跌2.34%，富力跌2.6%。內地鬧電荒，高耗能的鋼鐵股下跌。鞍鋼跌4.2%，馬鋼跌4.5%。有色金屬同樣下跌，江西銅跌2.1%，中鋁跌7%，洛陽鉬業跌5.5%，五礦資源跌7.1%。玻璃股急挫，中國玻璃跌14.6%，洛陽玻璃跌6.7%。電力股急挫，華能國際跌12.8%，華電國際跌12%，大唐發電跌8.6%，華潤電力跌2.4%。A股收市跌30點。港股尾段一度下跌42點。收市恆生指數升16點，國企指數跌21點，科技指數跌56點，成交1489億元。

Daily report

Hong Kong shares were range bound.

The Hong Kong market opened lower on Monday. Hang Seng index opened down 60 points, H share index down 18 points and technology index down 11 points. Alibaba lost 1.45% for 28-point loss. Meituan lost 0.57% for 12-point loss. On the contrary, HSBC rose 0.76% for 12-point gain. Crude oil rose again. Oil stocks led the blue chips. CNOOC rose 3.47% to become the top gainer for 10-point gain. Petrochina rose 1.58%. Sinopec rose 1.04%. Mainland properties were mixed. China Overseas Land rose 1.76%. Country Garden rose 1.34%. However, Longfor lost 3.8%. A shares opened up 25 points. The market rose further after opening. Hang Seng index gained more than 300 points and reached a high of 24509, up 317 points. Meituan rose 4.3% for 89-point gain. HSBC rose 2.52% for 42-point gain. Huawei’s vice chairman was released. Handset shares were mixed. ZTE rose 4.2% but Xiaomi fell 4.75% for 35-point loss. Sports shoes shares fell. Lining lost 4.5% to top the losers. Anta Sports lost 4.2%. Xtep lost 5.5%. Macau gaming shares were hurt by the covid outbreak. Galaxy lostg 3..7%. Sands lost 3.23%. Geely lost 7.5% to top the losers for 20-point loss. Shipping stocks fell. Cosco Holding lost 8.3%. Cosco Development lost 7.1%. OOIL lost 5.9%. SITC lost 7.2%. Evergrande Vehicle stopped listing process in Shanghai. Share price fell 11%. China Evergrande rose 1.3%. A shares closed the morning down 47 points. Hang Seng index closed the morning up 67 points. H share index closed down 0.27 point and technology index down 47 points. Turnover was $89.4 billion.

The market rose further in early afternoon. Hang Seng index gained more than 100 points. Meituan rose 3.76% for 80-point gain. Wuxi Biologics rose 4.16% for 36-point gain. HSBC rose 2.14% for 36-point gain. Tencent rose 1.6% for 25-point gain. CNOOC rose 6% for 18-point gain. The People’s Bank of China stopped all virtual currency transactions in China. Related shares fell sharply. Huobi Technology lost 24%. OKG Technology lost 19%. Grandshores lost 7%. Sunac asked the Xiaoxing Government for help. Share price lost 7%. Country Garden lost 2.67%. China Overseas Land lost 2.34%. R & F lost 2.6%. There is electricity shortage in China. High energy consumption stocks fell. Iron and steel shares fell. Angang lost 4.2%. Maanshan Iron lost 4.5%. Non-ferrous metal shares fell. Jiangxi Copper lost 2.1%. Chalco lost 7%. Luoyang Moly lost 5.5%. MMG lost 7.1%. Glass manufacturers fell. China Glass lost 14.8%. Luoyang Glass lost 6.7%. Power generators fell sharply. Huaneng lost 12.8%. Huadian lost 12%. Datang Power lost 8.6%. CR Power lost 2.4%. A shares closed down 30 points. Hong Kong markets fell to 24150 in late afternoon, down 42 points. Hang Seng index closed up 16 points. H shares index closeds down 21 points and technology index down 56 points. Turnover was $148.9 billion.