【談股藺經】藺常念 2020-10-22 內銀股再度發力 支撐大市

內銀股再度發力，支撐大市。

星期四港股開市下跌，恆生指數跌58點，國企指數跌43點。建設銀行跌0.7%，令指數跌12點。中國移動跌1.15%，令指數跌10點；聯通跌2.67%，為跌幅最大藍籌股。滙豐和中國關係好轉，但股價仍跌0.48%，令指數跌8點。友邦保險升0.77%，令指數升19點。銀娛升1.63%，為升幅最大藍籌股。金沙升0.9%。A股開市跌0.38%，上證綜合指數跌13點。港股開市後跌幅擴大，恆生指數跌超過100點。電訊股回軟，開市後跌幅擴大，聯通跌7.8%，中國移動跌2.03%，中國電信跌4.6%。恆生指數最低跌至24556點，跌198點。二線科網股下跌，中國有贊跌5.85%，微盟跌1.5%，兌巴跌2.78%。低位有支持，恆生指數跌幅收窄。騰訊跌1.4%，令指數跌37點。中國移動跌3%，令指數跌26點。港交所跌1.4%，令指數跌16點。中國聯通急跌10%，為跌幅最大藍籌股，令指數跌10點。內銀股領升，建設銀行升2.65%，指數升44點。工商銀行升2.6%，令指數升22點。中國銀行升2.35%，令指數升13點。銀娛升3.83%，令指數升12點。A股上午收市跌0.83%，上證綜合指數跌28點。恆生指數收市跌55點，國企指數跌30點，成交550億元。

下午港股變化不大，恆生指數跌不足50點。澳門博彩股升幅最大，金沙升5.9%，銀娛升4.6%，令指數升27點。CCB 升2.83%，工商錩!升2.6%，中國銀行升2%，合共令指數升77點。騰訊跌1.15%，令指數跌30點。相反，中國移動跌3%，令指數跌28點。光伏股大幅下跌，保利協鑫跌8.5%，福萊特玻璃跌6.3%，信義能源跌6.4%，信義光能跌4.5%，陽光能源跌6.6%。金風科技跌2.8%。但是順風清潔能源升1.9%，比亞迪升4.6%.。據報巴西總統否決用未經試驗的中國疫苗，醫藥股下跌。康希諾跌5%，君實生物跌4.6%，石藥跌2.1%，三生製藥跌8.45%。A股收市跌0.38%，上證綜合指數跌12點。港股下午由跌轉升，恆生指數升至24817點，升63點。內銀股，澳門股及友邦保險上升，支持大市。恆生指數收市升31點，國企指數升7，成交1072億元。

Mainland banks rose again to underpin the market’s rise.

The market opened lower on Thursday. Hang Seng index opened down 58 points and H share index down 43 points. China Mobile lost 1.15% for 10 point loss. China Unicom lost 2.67% to become the top loser. HSBC’s relationship with China showed improvement. However, share price still lost 0.48% for 8 point loss. AIA rose 0.77% for 19 point gain. Galaxy rose 1.63% to become the top gainer. Sands rose 0.9%. A shares opened down 0.38%. Shanghai composite index opened down 13 points. The market fell further after opening. Hang Seng index lost more than 100 points. Telecoms fell. China Unicom lost 7.8% to lead the losers. China Mobile lost 2.03%. China Telecom lost 4.6%. Hang Seng index fell to a low of 24556 points, down 198 points. Second line technology stocks fell. China Youzan lost 5.85%. Weimob lost 1.5%. Duiba lost 2.78%. The market had support at low level. Hang Seng index lost under 100 points. Tencent lost 1.4% for 37 point loss. China Mobile lost 3% for 26 point loss. HK Exchanges lost 1.4% for 16 point loss. China Unicom lost 10% to top the losers and caused 10 point drop. Mainland banks rose to lift the market. CCB rose 2.65% for 44 point gain. ICBC rose 2.6% for 22 point gain. BOC rose 2.35% for 13 point gain. Galaxy rose 3.6% for 12 point gain. A shares closed the morning down 0.83%. Shanghai composite index closed down 28 points. Hang Seng index closed the morning down 55 point. H share index closed down 30 points. Turnover was $ 55 billion.

The market was little changed in early afternoon. Hang Seng index fell less than 50 points. Macau gaming stocks rose the most. Sands rose 5.9% and Galaxy rose 4.6% to lead the blue chips and accounted for 27 point gain. CCB rose 2.83%; ICBC rose 2.6% and BOC rose 2%. The three banks contributed 77 point gain. On the other hand, Tencent lost 1.15% for 30 point loss. China Mobile lost 3% for 28 point loss. New energy stocks fell sharply. GCL lost 8.5%. Flat Glass lost 6.3%. Xinyi Energy lost 6.4%. Xinyi Solar lost 4.5%. Solargiga lost 6.6%. Gold Wind lost 2.8%. However, Shun Feng Clean Energy rose 1.9% and BYD rose 4.6%. President of Brasil Bolsonaro vetoed the use of untested Chinese vaccine against Covid19. Pharmaceutical shares fell. Cansino lost 5%. Junshi lost 4.6%. CSPC lost 2.1%. 3S Biopharm lost 8.45%. A shares closed down 0.38%. Shanghai composite index lost 12 points. The market rebounded and turned from loss to gain. Hang Seng index reached a high of 24817 points, up 63 points. Mainland banks, Macau gaming stocks and AIA led the rebound. Hang Seng index closed up 31 points. H share index closed up 7 points. Turnover was $107.2 billion.