【談股藺經】藺常念 2020-12-09 港股從星期二低位反彈

港股從星期二低位反彈

星期三港股反彈，恆生指數開市升205點，國企指數升52點，科技指數升59點。友邦保險升3%，令指數升77點。騰訊升1.37%，令指數升36點。美團升2.78%，令指數升36點。阿里巴巴升1.55%，令指數升25點。小米升1.33%，令指數升13點。創科升3.34%，為升幅最大藍籌股。中海油跌2.6%，為跌幅最大藍籌股，令指數跌8點。A股開市升0.23%，上證綜合指數升8點。香港收緊晚餐，收租股下跌。九倉跌2.9%，為跌跌最大藍籌股。領展跌0.6%。銀娛跌1.15%。汽車股個別發展，吉利升4.3%，為升幅最大藍籌股，比亞迪升2.4%，力世紀升8.6%。但長城跌1.66%。SAAS 軟件服務股上升，明源雲升2.4%，中國有贊升4.9%，微盟升10%。開市後升幅擴大，主要是金融股上升。友邦保險升2.35%，令指數升62點。滙豐升2.1%，令指數升44點，平保升2.2%，令指數升30點。恆生指數升3百多點。小米升4.2%，令指數升40點。恆生指數最高升至26667，升363點。A股上午收市升0.06%，上證綜合指數升2點。恆生指數上午收市升332點，國企指數升130點，科技指數升110點，成交725.8億元。

下午港股升幅收窄，恆生指數升2百多點。內地11月份消費物價指數同比跌0.5%，主要是豬肉價格下跌。紅米9號銷售突破1百萬部，刺激小米升5.3%，令指數升55點。友邦保險升1.95%，令指數升50點。平保升1.77%，令指數升24點。阿里巴巴升1.32%，令指數升21點。吉利升6%，為升幅最大藍籌股，令指數升16點。藥明生物跌1.9%，拖累指數跌12點。美團跌0.83%，拖累指數跌10點。中海油跌3.3%，拖累指數跌10點。餐飲股上升，呷哺呷哺升6.6%，九毛九升2.6%。煤價上升，帶動煤礦股上升。中煤能源升3.6%，中國神華升2%，兗州煤升2.2%。香港地產股造好，恆隆地產升4.6%，新世界升2%，新鴻基地產升1.84%。新能源股大幅下跌，保利協鑫跌10%，保利新能源跌7%，陽光能源跌5.1%。A股下午由升轉跌1.12%，上證綜合指數收市跌38點。恆生指數收市升198點，國企指數升78點，科技指數升16點，成交1307億元。

Hong Kong shares rebounded from Tuesday’s fall.

The market rebounded on Wednesday. Hang Seng index opened up 205 points. H share index opened up 52 points. Technology index opened up 59 points. AIA rose 3% for 77 point gain. Tencent rose 1.37% for 36 point gain. Meituan rose 2.78% for 36 point gain. Alibaba rose 1.55% for 25 point gain. Xiaomi rose 1.33% for 13 point gain. CNOOC lost 2.6% to lead the losers and accounted for 8 point loss. A shares opened up 0.23%. Shanghai composite index closed up 8 points. The HK Government tightened pandemic restrictions. Landlords fell. Wharf lost 2.9% to lead the losers. Link lost 0.6%. Galaxy lost 1.15%. Carmakers were mixed. Geely rose 4.3% to lead the blue chips. BYD rose 2.4%. Apollo rose 8.6%. However, Great Wall lost 1.66%. SAAS shares rose. Ming Yuan Cloud rose 2.4%. China Youzan rose 4.9%. Weimob rose 10%. The market rose further after opening. Hang Seng index soared more than 300 points, as financials joined the top gainers. AIA rose 2.35% for 62 point gain. HSBC rose 2.1% for 44 point gain. Xiaomi rose 4.2% for 40 point gain. Hang Seng index reached a high of 26667, up 363 points. Hang Seng index closed the morning up 332 points. H share index closed up 130 points. Technology index closed up 110 points. Turnover was $72.58 billion.


The market’s gain narrowed in the afternoon. Hang Seng index rose more than 200 points. China’s November CPI fell 0.5% from last year due to fall in pork prices. Redmi note9 sales breached 1 million units. Xiaomi rose 5.3% for 55 point gain. AIA rose 1.95% for 50 point gain. Ping An rose 1.77% for 24 point gain. Alibaba rose 1.32% for 21 point gain. Geely rose 6% to lead the blue chips and accounted for 16 point gain. Wuxi Biologics lost 1.9% for 12 point loss. Meituan lost 0.83% for 10 point loss. CNOOC lost 3.3% for 10 point loss. Restaurant shares rose. Shabu Shabu rose 6.6%. Jiumaojiu rose 2.6%. The price of coal soared in China. Coal miners rose. China Coal rose 3.6%. China Shenhua rose 2%. Yanzhou Coal rose 2.2%. Local developers rose. Hang Lung rose 4.6%. New World rose 2%. SHK Property rose 1.86%. New energy stocks fell sharply. GCL lost 10%. GCL New Energy lost 7%. Solargiga lost 5.1%. A shares turned from gain to loss, to close down -1.12%. Shanghai composite index closed down 38points. Hang Seng index closed up 198 points. H share index closed up 78 points. Technology index closed up 16 points. Turnover was $130.7 billion.