UTO財經|菲一般講股 | 藺常念:港股好淡爭持,沒有方向。每日報告(16/5/2022)

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UTO財經|菲一般講股 | 藺常念:港股反彈,科技股領升。每日報告(16/5/2022)

星期一港股開市上升,恆生指數升232點,重上20000點。國企指數升105點,科技指數升95點。有對沖基金大額增持,阿里巴巴升4.6%,令指數升52點。科技股領竹,美團升2.8%,令指數升30點。騰訊升1.6%,令指數升19點。內地減首置按揭息率,內房股造好。碧桂園升9%,為升幅最大藍籌股。碧桂園服務升5.7%,中國海外升4.1%,龍湖集團升4.7%。A股開市升16點。科技股造好,京東升4.4%,小米升2.7%。萬國數據升9.8%,嗶哩嗶哩升6.4%,百度升4.6%,阿里健康升4.1%。受到封城拖累,內地4月份消費總額跌11.1%,工業增加值跌2.9%,都遜預期。上午中段港股由升轉跌,恆生指數跌至19765點,跌134點。美團跌4.5%,令指數跌49點,騰訊跌1.52%,令指數跌18點。港交所跌1.2%,令指數跌10點。滙豐管理層反對分拆亞洲業務,股價升0.63%,令指數升12點。上海開始解封,消費股升。海底撈升8%,為升幅最大藍籌股。百勝中國升3.4%,九毛九升1.9%,呷哺呷哺升1.9%。汽車股個別發展,蔚來升3.2%,小鵬升4.1%,長城升2.7%。但理想跌2%,比亞迪跌0.6%,吉利跌1.25%。A股上午收市跌16點。恆生指數收市跌73點,國企指數跌33點,科技指數跌11點,成交534億元。

下午港股由跌轉升,恆生指數微升幾十點。美團跌1.73%,令指數跌19點。滙豐跌0.52%,令指數跌10點。但阿里巴巴升3%,令指數升34點。藥明生升2.1%,令指數升8點。碧桂園升10%,令指數升7點。龍湖升5.2%,令指數升7點。申洲國際升4%,令指數升7點。內房股領升,碧桂園升10.8%,龍湖集團升5.24%,中國海外升2.6%。有色金屬股個別發展,中國鋁業升4%,但其他有色金屬股沒有起跌。江西銅升1.1%,洛陽鉬業跌0.3%。煤股上升,兗礦升4.4%,中煤升1.3%,神華升1.2%,醫藥股上升,再鼎醫藥升18.4%,歐康維視生物升8.9%,沛嘉醫療升9%。阿里巴巴上升,抵消美團及騰訊下跌,港股下午好淡爭持,徘徊在升與跌之間,沒有方向。A股收市升19點。恆生指數收市升51點,國企指數升19點,科技指數升0.4點,成交930億元。

 

 

 

 

 

Daily report

Hong Kong stocks were range bound with no direction.

The Hong Kong market opened higher on Monday. Hang Seng index opened up 232 points, to rise above 20000 points. H share index rose 105 points and technology index up 95 points. A hedge fund increased its stake in Alibaba by a substantial amount, Alibaba rose 4.6% for 52-point gain. Meituan rose 2.8% for 30-point gain. Tencent rose 1.6% for 19-point gain. The Government in China reduced mortgage interest rate for first time buyers. Mainland developers rose. Country Garden rose 9% to lead the blue chips. China Overseas Land rose 4.1%. Longfor rose 4.7%. A shares opened up 16 points. Technology stocks rose strongly. JD rose 4.4%. Xiaomi rose 2.7%. GDS rose 9.8%. Bili Bili rose e6.4%. Baidu rose 4.6%. Ali Health rose 4.1%. The market’s gain narrowed after opening. Hang Seng index gained under 100 points. Heavyweights fell from opening highs. China’s April retail sales fell 11.1% due to lockdown. The market turned from gain to loss after the disappointing economic data. Hang Seng index fell to a low of 19765, down 134 points. The management of HSBC debunked the idea of spinning off its Asian business. Share price rose 0.63% for 12-point gain. However, top technology stocks’ gain narrowed. Meituan turned from gain to loss 4.5% for 49-point loss. Tencent lost 1.52% for 18-point loss. Shanghai started to ease its lockdown. Consumption stocks rose. Haidilao rose 4.36% to lead the blue chips. Yum Brands rose 3.4%. Auto stocks were mixed. Nio rose 3.2%. XPeng rose 4.1% and Great Wall rose 2.7%. However, BYD lost 0.6%. Li Auto lost 2% and Geely lost 1.25%. A shares closed the morning down 16 points. Hang Seng index closed down 73 points, H share index down 33 points and technology index down 11 points. Turnover was $53.4 billion.

The market turned from loss to gain in the afternoon, as Hang Seng index rose slightly. Meituan lost 1.73% for 19-point loss. HSBC lost 0.52% for 10-point loss. On the contrary, Alibaba rose 3% for 34-point gain. Wuxi Biologics rose 2.1% for 8-point gain. Country Garden rose 10% for 7-point gain. Longfor rose 5.2% for 7-point gain. Shenzhou International rose 4% for 7-point gain. Chalco rose 4% while other non-ferrous metals stayed flat. Mainland developers led the blue chips. Country Garden rose 10.8%. Longfor rose 5.24%. China Overseas Land rose 2.6%. Coal miners rose. Yankuang rose 4.4%. China Coal rose 1.2%. China Shenhua rose 1.3%. Pharmaceuticals rose. Zai Lab rose 18.4%. Peijia B rose 9%. Ocumension rose 8.9%. Alibaba rose to offset losses suffered by Meituan and Tencent. The market vacillated between gain and loss. A shares closed up 19 points. Hang Seng index closed up 51 points, H share index up 19 points and technology index up 0.4 point. Turnover was $93 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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