【談股藺經】藺常念 2020-04-15 港股調整跌300點

港股窄幅上落。

星期三港股高開，恆生指數開市升64點，國企指數升13點。騰訊升1.42%，令指數升37點。滙豐跌0.4%，令指數跌10點。地產及工業股升幅最大，信和置業升4.5%，創科實業升3.3%，舜宇光學升2.43%，申洲國際升1.9%，恆隆地產升2.3%；為升幅最多五大藍籌股。A股開市跌0.1%，上證綜合指數跌4點。互網股上升，美團點評升2.1%，阿里巴巴升1.4%，平安好醫生升3%，小米升4.3%。油價下跌，拖累三桶油，中海油跌1.6%，中石化跌0.74%，中石油跌1%。開市後港股上升，最高升至24603點，升168點。但高位有沽壓，港股回落，由升轉跌。友邦保險跌1.25%，令指數跌31點。建設銀行跌0.8%，令指數跌16點。中海油跌2.9%，令指數跌13點。中國移動跌1.05%，令指數跌12點。中國海外跌3.2%，萬洲國際跌3.1%，為跌幅最大兩隻藍籌股。恆生指數跌至24321點，跌114點。內房股下跌，中國海外跌1.9%，華潤置地跌1.97%。龍湖配售股份，股價跌5.6%。物管股回吐，雅生活跌2.2%，新城悅跌4.74%，奧園健康跌2.77%，但鑫苑升11%。A股上午收市跌點，上證綜合指數跌點。恆生指數上午收市跌22點，國企指數跌9點。成交589億元。

下午早段港股窄幅上落，恆生指數微跌。友邦保險跌1.53%，令指數跌38點。中海油跌3%，為跌幅最大藍籌股，令指數跌14點。滙豐跌0.6%，令指數跌12 點。中國移動跌0.9%，令指數跌11點。相反騰訊升0.9%，上證綜合指數升0.9%，令指數升24點。申洲國際升4.72%，為升幅最大藍籌股，令指數升10點。舜宇升3.82%，令指數升9點。石油，電訊及內房股領跌。工業股，澳門博彩股及醫藥股上升。金沙升1.32%，銀娛升1.14%。軟件股上升，金山軟作升4.33%，金蝶升4.7%。融創出售資產減債，股價跌5.3%。下午杜指期貨下跌，拖累港股跌幅擴大。恆生指數跌至24090點，跌345點。友邦保險跌2.7%，拖累指數跌692中國移動跌1.8%，拖累指數跌20點。滙豐跌1.56%，拖累指數跌33點。中海油跌4.7%，令指數跌23點。A股收市跌0.57%，上證綜合指數跌16點。恆生指數收市跌290點，國企指數跌123點，成交1120億元。

Hong Kong market was range bound.

The Hong Kong market opened higher on Tueaday. Hang Seng index opened up points and H share index up points. Tencent rose 1.4% for 37 point gain. Techtronic rose 4% for 10 point gain. Local properties and industrial stocks rose. Sino Land rose 4.5%; Techtronic rose 3.3%; Sunny Optical rose 2.4%; Shenzhou International rose 1.9% and Hang Lung rose 2.3%. These were the top five gainers at opening. A shares opened up 0.15%. Shanghai composite index opened up down 4 points. Internet stocks rose. Meituan rose 2.1%. Alibaba rose 1.4%. PA Good Doctor rose 3%. Xiaomi rose 4.3%. Hang Seng index reached a high of 24603 points, after opening, up 168 points. However, there was selling pressure at high level and the market fell back. Hang Seng index reached a low of 24321 points, down 114 points. Mainland developers fell. CR Land lost 1.97%. China Overseas Land lost 1.9%. Longfor lost 5.6% on placement of shares. Property management shares fell as well. A Living lost 2.2%. S Enjoy lost 4.74%. Aoyuan Health lost 2.77%. However, Xinyuan rose 11%. A shares closed the morning down 0.21%. Shanghai composite index closed down 6 points. Hang Seng index closed the morning down 22 points. H share index closed down 9 points. Turnover was $58.9 billion.

The market was range bound in early trading. Hang Seng index lost less than 100 points. AIA lost 1.53% for 38 point loss. CNOOC lost 3% to lead the losers and accounted for 14 point loss. HSBC lost 0.6% fort 12 point loss. China Mobile lost 0.9%, for 11 point loss. On the contrary, Tencent rose 0.9% for 24 point gain. Shenzhou International rose 4.72% to become the top gainer and contributed 10 point gain. Sunny Optical rose 3.82% to contribute 9 point gain. Oils, telecoms and Mainland developers led the fall. Industrials, Macau gaming stocks and pharmaceutical led the gainers. Sands rose 1.32% and Galaxy rose 1.14%. Software stocks rose. Kingsoft rose 4.3%. Kingdee rose 4.7%. Sunac sold assets to reduce debt. Share price lost 5.3%. Dow Jones future fell further in Asian trading. Hong Kong market fell further. Hang Seng index lost more than 300 points and fell to a low of 24090 points, down 345 points. AIA lost 2.7% for 69 point loss. China Mobile lost 1.8% for 20 point loss. HSBC lost 1.56% for 33 point loss. CNOOC lost 4.7% for 23 point loss. A shares closed down 0.57%. Shanghai composite index closed down 16 points. Hang Seng index closed down 290 points and H share index down 123 points. Turnover was $112 billion.
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