【談股藺經】藺常念 2024-02-23 港股窄幅上落

港股窄幅上落。
 
星期五港股開市下跌，恆生指數跌88點，國企指數跌30點，科技指數跌24點。阿里巴巴跌1%，令指數跌14點。滙豐跌1.1%，令指數跌17點。友邦保險跌0.6%，令指數跌7點。京東跌2.25%，為跌幅最大藍籌股。上證綜合指數開市跌10點。開市後反覆上升，恆生指數升至16895點，升152點。攜程業績好，受到投资者追捧，股價再升4%，為升幅最大藍籌股；同程旅行升4%。貓眼娛樂發盈喜，預期2023年盈利升7倍。股價升13.8%，阿里影業升2.2%。相反聯想去年盈利跌39%，令人失望，價跌7%。內房股升，龍湖升5.7%，華潤置地升1.5%。美團及中資金融股領升。美團升2.1%，令指數升15點，百度升2.8%。中資金融股升，平保升1.9%，建設銀行升1%，工商银行升1.7%。零售股造好，康師父升2.1%，蒙牛升3.7%，華潤啤酒升3.8%。但是阿里巴巴跌1.3%，令指數跌17點。電動車股跌比亞迪跌2.3%，令指數跌10點。蔚萊跌4%，小鵬跌4%，中升跌3%。港股高位守不住，反覆下跌。上午收市恆生指數跌44點，國企指數跌1點，科技指數跌32點。成交531億元。
 
下午港股跌幅收窄，由跌轉升，恆生指數微升。美團及內地金融股上升。美團升2.2%，令指數升16點。工商銀行升1.7%，令指數升8點。建設銀行升1%，令指數升9點。平保升2.1%，令指數升8點。相反，友邦保險跌1%，令指數跌12點。中國移動跌1%，令指數跌7點。滙豐跌0.5%，令指數跌7點。聯想跌3.9%，為跌幅最大藍籌股。渣打集團2023年盈利勝預期，2023年度稅前盈利升77%，股價升2.7%。零售股上升，蒙牛升4.5%，及華潤啤酒升4.6%，為升幅最大藍籌股。李寧2.2%，康師父升1.7%，百威亞太升1.5%。內房股升，龍湖集團升4.3%，世茂升7.1%。汽車股個別發展，理想汽車升1.5%，但小鵬跌3.02%，蔚萊跌4.2%，比亞迪跌1.2%，吉利跌1.1%。上證綜合指數收市升16點。恆生指數收市跌17點，國企指數升6點，科技指數跌10點，成交961億元。
 
Hong Kong market was range bound.
 
The Hong Kong market opened lower on Thursday. Hang Seng index opened down 13 points, H share index down 0.2 point and technology index down 4 points. AIA rose 2.15% for 25-point gain to become the top gainer at opening. Alibaba rose 1% for 15-point gain. Meituan rose 1.6% for 11-point gain. On the other hand, HSBC lost 2.5% for 40-point loss.  Shanghai composite index opened up 4 points. The market turned from loss to gain after opening. Alibaba and AIA led the rally. HSBC lost 1.6% for 27-point loss. OOIL rose 4.15% to become the top gainer due to higher shipping rates. Travelling became hot in China. Travel related website Trip reported six fold increase in 2023 profit. Share price rose 3.15%. Oil stocks rose. Sinopec rose 2.8%. Petrochina rose 3.5%. CNOOC rose 3.8%. Coal miners rose. China Shenhua rose 3.7%. China Coal rose 3.5%. Yankuang rose 6.6%. Power generators rose. China Longyuan rose 6.2%. CR Power rose 2.7%. Traditional Chinese Medicine rose 23% due to privatization offer. Hang Seng index fell to a low of 16425 points, down 78 points. Then the market rebounded. Shanghai composite index closed the morning up 12 points. Hang Seng index closed the morning up 24 points, H share index up 29 points but technology index down 9 points. Turnover was $486. Billion.
 
The market’s loss narrowed in the afternoon and turned from loss to gain. However, the market was still range bound. Hang Seng index rose slightly. Meituan and Chinese financials rose. Meituan rose 2.2% for 16-point gain. ICBC rose 1.7% for 8-point gain. CCB rose 1% for 9-point gain. Ping An rose 2.1% for 8-point gain. On the other hand, AIA lost 1% for 12-point loss. China Mobile lost 1% for 7-point loss. HSBC lost 0.5% for 7-point loss. Lenovo reported 49% fall in net profit for the first three quarters. Share price fell 3.9% to lead the losers. Standard Chartered reported 77% increase in 2023 pre-tax profit. Share price rose 2.7%. Retail stocks rose. Mengniu rose 4.5% an CR Beer rose 4.6% to lead the blue chips. Lining rose 2.2%. Tingyi rose 1.7% and Budweiser rose 1.5%. Mainland developers rose. Longfor rose 4.3%. Shimao rose 7.1%. Autos were mixed. Auto shares were mixed. Li Auto rose 1.5%. However, XPeng lost 3.02%. Nio lost 4.2%. BYD lost 1.2%. Geely lost 1.1%. Shanghai composite index closed up 16 points. Hang Seng index closed down 17 points, H share index up 6 point and technology index down 10 points. Turnover was $96.1 billion.

Видео 【談股藺經】藺常念 2024-02-23 港股窄幅上落 канала 郭思治工作室