UTO財經|菲一般講股 | 藺常念：科網股疲弱，拖累港股。每日報告(06/12/2021)

2021-12-06 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：科網股疲弱，拖累港股。每日報告(06/12/2021)

星期一港股開市下跌，恆生指數跌348點，國企指數跌124點，科技指數跌152點。科技股領跌，阿里巴巴跌7.96%，令指數跌133點。騰訊跌2.98%，令指數跌56點。友邦保險跌2.83%，令指數跌51點。美團跌2.1%，令指數跌39點。京東跌2.1%，令指數跌39點。龍湖升2.9%，舜宇光學升2.64%，為開市升幅最大藍籌股。A股開市跌1點。開市後港股跌幅擴大，恆生指數跌4百點。科網股領跌，阿里巴巴跌8%，京東跌5.1%，網易跌4.5%，為跌幅最大3隻藍籌股。電動車急挫，理想汽車跌14%，小鵬汽車跌7.2%，比亞迪跌0.7%。恆大宣佈違債，股價急跌12%。佳兆業和債權人達成延後還債協議，升1%。碧桂園升4.25%，華潤置地升2.1%。萬科發債，升2.5%。航運股，港口股，電力股及炭煤股逆市上升。中遠海控升2.8%，東海外升4.3%。招商局升1.7%，中遠港口升1%。華潤電力升2.2%，中國電力升3.1%，華電國際升4.2%。中煤能源升2.5%，神華升1.4%，兗州煤升1.6%。A股上午收市升13點。恆生指數上午收跌300點，國企指數跌131點，科技指數跌162點。成交991億元。

下午港股跌幅擴大，恆生指數跌4百多點。科技股領跌。阿里巴巴跌5.86%，令指數跌98點。美團跌3.73%，令指數跌71點，騰訊跌3%，令指數跌57點。藥明生物跌7.7%，為跌幅最大藍籌股，令指數呹53點。小米跌3.2%，令指數跌25點。相反港交所升2.3%，為升幅最大藍籌股，令指數升21點。新奧能源跌5.4%，為跌幅第2大藍籌股，受到投資者趁高沽貨拖累。手機設備股下跌，瑞聲跌4%，舜宇光學跌3.23%。互聯網股急挫，攜程跌12%，萬國數據跌9.2%，微盟跌8.8%，嗶哩嗶哩跌5.5%，百度跌5.1%。玻璃股逆市上升，洛陽玻璃升4.96%，中國玻璃升3.12%，福萊特玻璃升1.2%。A股收市跌18點。恆生指數收市跌417點，國企指數跌181點，科技指數跌198點，成交1700億元。

Daily report

Internet stocks fell sharply to drag down Hong Kong market.

The Hong Kong market opened sharply lower on Monday. Hang Seng index opened down 348 points, H share index down 124 points and technology index down 152 points. Technology stocks led the fall. Alibaba lost 7.96% for 133-point loss. Tencent lost 2.98% for 56-point loss. AIA lost 2.83% for 51-point loss. Meituan lost 2.1% for 39-point loss. JD lost 2.1% for 39-point loss. On the other hand, Longfor rose 2.9% and Sunny Optical lost 2.64% to lead the gainers. A shares opened down 1points. The market fell further after opening. Hang Seng index lost 400 points after opening. Technology stocks led the fall. Alibaba lost 8%; JD lost 5.1% and Netease lost 4.5% to lead the losers. Electric car stocks fell sharply. Li Auto lost 14%. XPeng lost 7.2%. BYD lost 0.7%. Evergrande announced default on overseas guarantee. Share price fell 12%. However, Kaisa rose 1% after reaching agreement with creditor to delay repayment. Country Garden rose 4.25%. CR Land rose 2.1%. Vanke managed to issue debt. Share price rose 2.5%. Shipping, port operators, power generators and coal miners rose against the market. Cosco Holding rose 2.8%. OOIL rose 4.3%. China Merchant rose 1.7%. Cosco Port rose 1%. CR Power rose 2.2%. China Power rose 3.1%. Huadian International rose 4.2%. China Coal rose 2.5%. China Shenhua rose 1.4%. Yanzhou Coal rose 1.6%. A shares closed the morning up 13 points. Hang Seng index closed sthe morning down 300 points, H share index down 131 points and technology index down 162 points. Turnover was $99.1 billion.

The market fell further in the afternoon. Hang Seng index lost more than 400 points. Technology stocks led the fall. Alibaba lost 5.86% for 98-point loss. Meituan lost 3.73% for 71-point loss. Tencent lost 3% for 57-point loss. Wuxi Biologics lost 7.7% to lead the losers for 53-point loss. Xiaomi lost 3.2% for 23-point loss. On the contrary, HK Exchanges rose 2.3% to lead the gainers for 23-point gain. ENN lost 5.4% to become the second top loser, as investors sold to lock in profit. Handset suppliers fell. Sunny Optical lost 3.23%. AAC lost 4%. Internet stocks fell. Trimp.com lost 12%. GDS lost 9.2%. Weimob lost 8.8%. Bili Bili lost 5.5%. Baidu lost 5.1%. However, glass manufacturers rose. Luoyang Glass rose 4.96%. China Glass rose 3.12%. Flat Glass rose 1.2%. A shares closed down 18 points. Hang Seng index closed down 417 points, H share index down 181 points and technology index down 198 points. Turnover was $ 170 billion.