Ragingbull

26/08/2026

26/8/2026
意博亞洲有限公司 藺常念
每日報告
傳美伊達成停火協議，重開霍爾木茲海峽。
星期三港股開市上升，恆生指數開市升124點，國企指數升55點，科技指數升34點。阿里巴巴升1.31%，令指數升24點。信達生物升6.5%，令指數升16點。騰訊升0.68%，令指數升13點。相反中海油跌2%，令指數跌12點。上證綜合指數開市跌7點。開市後升幅擴大，恆生指數升2百多點。阿里巴巴升2.54%，令指數升46點。中期盈利升40%，信達生物升11.2%，令指數升30點。美團升2.6%，令指數升17點。騰訊升0.9%，令指數升17點。小米升2%，令指數升16點。百濟神州升3.2%，令指數升13點。紫金礦業升3.2%，令指數升11點。美股Moderna 升20%，帶動醫藥股升。信達生物升11%，百濟神州3.6%，中生製藥升4.4%，石藥升3.8%，和黃醫藥升4.7%。康方生物升8%，康希諾急升24%。上證綜合指數上午收市升27點。接近中午升幅收窄，主因是滙豐升轉跌0.6%，令指數跌14點。恆生指數上午收市升174點，國企指數升104點，科技指數升72點，成交1399億元。
下午早段港股變化不大，恆生指數升1百多點。小米升4.2%，令指數升32點。阿里巴巴升1.75%，令指數升32點。信達生物升8.7%，令指數升22點。中芯國際升5.3%，令指數升23點。騰訊升0.72%，令指數升14點。紫金礦業升4.2%，令指數升14點。美團升2%，令指數升13點。相反，滙豐跌0.86%，令指數跌20點。中海油跌2%，令指數跌12點。下午中段港股升幅擴大，恆生指數升2百多點。阿里巴巴升1.75%，令指數升32點。小米升3.3%，令指數升25點。騰訊升1.22%，令指數升23點。信達生物升9.2%，令指數升23點。中芯國際升4.1%，令指數升18點。中國人壽升5%，令指數升16點。上證綜合指數收市升23點。恆生指數收市升174點，國企指數升88點，科技指數升37點，成交2548億元。

Daily report

It was reported that the US and Iran reached a tentative agreement for a ceasefire to reopen the Strait of Hormuz.

The Hong Kong market opened higher on Wednesday. Hang Seng index opened up 124 points, H share index up 55 points and technology index up 34 points. Alibaba rose 1.31% for 24-point g*in. Innovent rose 6.5% for 16-point g*in. On the other hand, CNOOC lost -point loss. Shanghai composite index opened down 7 points. The market rose further after opening. Hang Seng index g*ined more than 200 points. Alibaba rose 2.54% for 46-point g*in. Its midterm profit rose 40%. Innovent rose 11.2% for 30-point g*in. Meituan rose 2.6% for 17-point g*in. Tencent rose 0.9% for 17-point g*in. Xiaomi rose 2% for 16-point g*in. Bo One rose 3.2% for 13-point g*in. Zijin Mining rose 3.2% for 11-point g*in. US stock Moderna rose 20% overnight. Pharmaceutical shares rose. Innovent rose 11%. Be One rose 3.6%. Sino Biopharm rose 4.4%. CSPC rose 3.8%. Akeso rose 8%. Hutchmed rose 4.7%. Cansino rose 24%. Shanghai composite index closed the morning up 27 points. The market’s g*in narrowed near midday as HSBC turned from g*in to loss of 0.6% for 14-point loss. Hang Seng index closed the morning up 174 points, H share index up 104 points and technology index up 72 points. Turnover was $139.9 billion.

The market changed little in early afternoon. Hang Seng index g*ined more than 100 points. Xiaomi rose 4.2% for 32-point g*in. Alibaba rose 1.75% for 32-point g*in. Innovent rose 8.7% for 22-point g*in. SMIC rose 5.3% for 23-point g*in. Tencent rose 0.72% for 14-point g*in. Zijin Mining rose 4.2% for 14-point g*in. Meituan rose 2% for 13-point g*in. On the other hand, HSBC lost 0.86% for 20-point loss. CNOOC lost 2% for 12-point loss. The market rose further in midafternoon as Hang Seng index rose more than 200 points. Alibaba rose 1.75% for 32-point g*in. Xiaomi rose 3.3% for 25-point g*in. Tencent rose 1.22% for 23-point g*in. Innovent rose 9.2% for23-point g*in. SMIC rose 4.1% for 18-point g*in. China Life rose 5% for 16-point g*in. Shanghai composite index closed up 23 points. Hang Seng index closed up 174 points, H share index up 88 points and technology index up 37 points. Turnover was $25.8 billion.

21/08/2026

21/8/2026
意博亞洲有限公司 藺常念
每日報告
阿里巴巴先升後跌。
星期五港股開市上升，恆生指數開市升109點，國企指數升32點，科技指數升10點。阿里巴巴首季盈利跌38%，但人工智能收入大增，市場看好。股價升2.4%，令指數升48點。小米升2.3%，令指數升18點。友邦保險升1.23%，令指數升14點。平保升1.85%，令指數升10點。相反泡泡瑪特上半年盈利升9.5%，但毛利率下跌。股價跌8.2%，令指數跌14點，為跌幅最大藍籌股。上證綜合指數開市跌11點。開市後港股升幅擴大，恆生指數升166點。滙豐升0.56%，令指數升13點。小米升3%，令指數升24點。平保升3%，令指數升16點。上午中段港股升幅擴大，恆生指數升2百多點，最多升212點。金融股上升，滙豐升1.56%，令指數升35點。小米升3.53%，令指數升27點。友邦升3%，令指數升35點。平保升3.23%，令指數升18點。中國人壽升4.7%，令指數升14點。相反，科技股由升轉跌。騰訊跌0.97%，令指數升18點。阿里巴巴跌2%，令指數跌40點。美團跌2.74%，令指數跌20點。比特幣急升，南方比特幣ETF升13%，歐科雲鏈升6.7%。個別科技股升，海力士ETF升8.4%，稀宇升7.3%，長飛光纖升4.7%，廣合科技升7.3%。上證綜合指數上午收市升2點。恆生指數上午收市升184點，國企指數升42點，科技指數升24點，成交1360億元。
下午港股變化不大，恆生指數升一百多點。金融股領升，滙豐升2%，令指數升45點。友邦升2.9%，令指數升34點。小米升3.6%，令指數升28點。平保升3.33%，令指數升18點。中國人壽升4.3%，令指數升13點。相反，科技股領跌，阿里巴巴跌3.2%，令指數跌66點。美團跌2.38%，令指數跌18點。騰訊跌0.57%，令指數升11點。下午中段升幅擴大，恆生指數升2百多點。滙豐升2.1%，令指數升48點。友邦升3.3% 令指數升38點。小米升4.5%，令指數升35點。騰迅升1.24%，令指數升24點。平保升3.5%，令指數升19點。網易升4.4% 令指數升21個。中國人壽升5% ，令指數升15點。紫金礦業升3.6%，令指數升12點。人工智能股升，智譜升4.4%，稀宇升12.6%，迅策升4.2%。壁仞科技升6.1%，長飛光纖升4.67%。上證綜合指數收市升5點。恆生指數收市升311點，國企指數升86點，科技指數升65點，成交2573億元。

Daily report

Alibaba opened higher but closed lower.

The market opened higher on Friday. Hang Seng index opened up 109 points, H share index up 32 points and technology index up 10 points. Alibaba reported 38% fall in first quarter profit but increase in AI revenue. Share price rose 2.4% for 48-point g*in. Xiaomi rose2.3% for 18-point g*in. AIA rose 1.23% for 14-point g*in. Ping An rose 1.85% for 10-point g*in. On the other hand, Popmart reported 9.5% in first half profit. Yet, share price fell 8.2% for 14-point loss to lead the losers. Shanghai composite index opened down 11 points. The market rose further after opening as Hang Seng index rose 166 points. HSBC rose 0.56% for 13-point g*in. Xiaomi rose 3% for 24-point g*in. Ping An rose 3% for 16-point g*in. The market rose further in midmorning as financials rose but technology stocks fell. HSBC rose 1.37% for 31-point g*in. Xiaomi rose 3.53% for 27-point g*in. AIA rose 2.2% for 26-point g*in. Ping An rose 3% for 17-point g*in. On the other hand, Tencent lost 0.97% for 18-point loss. Alibaba lost 2% for 20-point loss. Meituan lost 2.74% for 20-point loss. Bitcoin soared above US$70,000 each. ETF rose 13%. OKG Tech rose 6.7%. Some technology stocks rose. SK Hynix ETF rose 8.4%. Minimax rose 7.3%. YOFC rose 4.7%. Delton rose 7.3%. Shanghai composite index closed the morning up 2 points. Hang Seng index closed up 184 points, H share index up 42 points and technology index up 24 points. Turnover was $136 billion.

The market was little changed in the afternoon as Hang Seng index g*ined more than 100 points. Financial stocks led the rally. HSBC rose 2% for 45-point g*in. AIA rose 2.9% for 34-point g*in. Xiaomi rose 3.6% for 28-point g*in. Ping An rose 3.33% for 18-point g*in. China Life rose 4.3% for 13-point g*in. On the other hand, technology stocks led the fall. Alibaba lost 3.2% for 66-point loss. Meituan lost 2.38% for 18-point loss. Tencent lost 0.57% for11-point loss. The market rose further in midafternoon as Hang Seng index g*ined more than 200 points. HSBC rose 2.1% for 48-point g*in. AIA rose 3.3% for 35-point g*in. Xiaomi rose 4.5% for 35-point g*in. Ping An rose 3.9% for 21-point g*in. Netease rose 4.4% for 21-point g*in. China Life rose 5% for 15-point g*in. Zijin Mining rose 3.6% for 12-point g*in. AI shares rose. Z.ai rose 4.4%. Minimax rose 12.6%. Xunce rose 4.2%. Biren Tech rose 6.1%. YOFC rose 4.67%. Shanghai composite index closed up 5 points. Hang Seng index closed up 311 points, H share index up 86 points and technology index up 65 points. Turnover was $257.3 billion.

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20/08/2026

20/8/2026
意博亞洲有限公司 藺常念
每日報告

大型科企可進口H200芯片，科技股領升。

中國政府批准幾間科企推口英偉特H200芯片，包括字節跳動，騰訊，阿里巴巴等。每間企業可以進口一萬粒H200芯片，星期四港股在科技股領導下急升。恆生指數開市升284點，國企指數升108點，科技指數升79點。阿里巴巴升1.93%，令指數升38點。騰訊升1.65%，令指數升32點。藥明生物升7.5%，令指數升21點。網易升3.6%，令指數升17點。美團升2.01%，令指數升15點。紫金礦業升4.4%，令指數升14點。百濟神州升2.86%，令指數升12點。相反，滙豐跌0.56%，令指數跌13點。快手跌4.76%，令指數跌8點，為跌幅取大藍籌股。上證綜合指數開市升14點。開市後港股升幅擴大，恆生指數升3百多點。紫金礦業升6.8%，令指數升22點。小米升3.8%，令指數升29點。金價急升，黃金股大幅上升，紫金黃金升13%，招金升10%，山東黃金升11%，中國黃金升8%。金飾股升，老鋪黃金升10%，周大福升6%，周生生升10%。上午中段港股升幅收窄，阿里巴巴及騰訊從開市高位回落，令升幅收窄40點。快手跌11.6%，令指數跌20點。滙豐跌0.93%，令指數跌21點。上午收市，上證綜合指數升10點。恆生指數升291點，國企指數升120點，科技指數升72點，成交1441億元。
下午升幅擴大，恆生指數升3百多點。科技股領升，阿里巴巴升3.86%，令指數升75點。騰訊升2.06%，令指數升40點。小米升3%，令指數升23點。建設銀行1.66%，令指數升22點。紫金礦業升6.2%，令指數升20點。比比亞迪升3.5%，令指數升18點。相反，快手跌10.3%，令指數跌18點。滙豐跌0.5%，令指數跌10點。醫藥股升，藥明生物升5%，百濟神州升3.4%，石藥升12.4%。信達生物升5.1%，中生製藥升14.6%，為升幅最大藍籌股。內房股升，龍湖升6%，華潤置地升4%，中國海外升3.4%。上證綜合指數收市升10點。恆生指數收市升203點，國企指數升76點，科技指數升18點，成交2691億元。



Daily report

Technology stocks led the market’s rally. Large technology companies received permission to import H200 GPU’s.

The Chinese Government gave permission to several large technology firms to import Nvidia’s H200 GPU. They include Bytedance, Alibaba, and Tencent. They are permitted to import 10,000 H200 GPU’s each to remain competitive in the development of artificial intelligence. Technology shares led the market’s rally on Thursday. Hang Seng index opened up 284 points, H share index up 108 points and technology index up 79 points. Alibaba rose 1.93% for 38-point g*in. Tencent rose 1.65% for 32-point g*in. Wuxi Biologics rose 7.5% for 21-point g*in. Netease rose 3.6% for 17-point g*in. Meituan rose 2.01% for 15-point g*in. Zijin Mining rose 4.4% for 14-point g*in. Be One rose 2.8% for 12-point g*in. On the other hand, HSBC lost 0.56% for 13-point loss. Kuaishou lost 4.76% to become the top loser for 8-point loss. Shanghai composite index opened up 14 points. The market changed little after opening. Hang Seng index g*ined more than 300 points. However, other blue chips rose. Zijin Mining rose 6.8% for 22-point g*in. Xiaomi rose 3.8% for 29-point g*in. The price of gold rose sharply. Gold miners rose sharply. Zijin Gold rose 13%. Zhaojin rose 10%. SD Gold rose 11%. China Gold rose 8%. Gold jewelry shares rose. Laopu Gold rose 10%. Chow Tai F**k rose 6%. Chow Sang Sang rose 10%. The market retreated in midmorning as Hang Seng index g*ined more than 100 points. Alibaba and Tencent retreated from opening highs. Kuaishou lost 11.6% for 20-point loss. HSBC lost 0.93% for 21-point loss. At morning’s close, Shanghai composite index rose 7 points. Hang Seng index closed up 291 points, H share index up 120 points and technology index up 72 points. Turnover was $144.1 billion.

The market rose further in the afternoon, as Hang Seng index g*ined more than 300 points. Technology stocks led the rally. Alibaba rose 3.86% for 75-point g*in. Tencent rose 2.06% for 40-point g*in. Xiaomi rose 3% for 23-point g*in. CCB rose 1.66% for 22-point g*in. Zijin Mining rose 6.2% for 20-point g*in. BYD rose 3.5% for 18-point g*in. On the other hand, Kuaishou lost 10.4% for 18-point loss. HSBC lost 0.5% for 10-point loss. Pharmaceutical shares rose sharply. Wuxi Biologics rose 5%. Be One rose 3.4%. CSPC rose 12.4%. Innovent rose 5.1%. Sino Biopharm rose 14.6% to lead the blue chips. Mainland developers rose. Longfor rose 6%. CR Land rose 4%. China Overseas Land rose 3.4%. Shanghai composite index closed up 10 points. Hang Seng index closed up 203 points, H share index up 76 points and technology index up 18 points. Turnover was $269.1 billion.

19/08/2026

19/8/2026
意博亞洲有限公司 藺常念
每日報告
半導體股急挫，但小米及騰訊上升。
星期三港股開市下跌，恆生指數跌124點，國企指數跌45點，科技指數跌60點。阿里巴巴跌1.66%，令指數跌33點。百度第二季盈利跌46%，股價急挫12.4%，為跌幅最大藍籌股，令指數跌29點。騰訊跌0.95%，令指數跌18點。中芯國際跌3.1%，令指數跌15點。紫金礦業跌2.93%，令指數跌9點。相反小米升2.98%，令指數升22點。上證綜合指數開市跌37點。開市後港股跌幅收窄，主因是阿里巴巴跌1.1%，令指數跌22點。騰訊跌幅收窄至0.5%，令指數跌10點。相反，小米升4.5%，令指數升33點。建設銀行升1.45%，令指數升19點。美團升1.4%，令指數升10點。工商銀行升1.23%，令指數升11點。煤氣升7.9%，令指數升9點；中期盈利升23%。宇樹科技在上海上市，開市價升6.29倍至¥1100。令到香港機械人股大跌，優必選跌7.1%，越疆跌7.7%，速騰聚創跌6%。芯片股大跌，中芯國際跌3.3%，華虹宏力跌10%，瀾起科技跌5.6%，壁仞科技跌5.3%。上午中段港股由跌轉升，恆生指數微升50多點。小米升7.2%，令指數升52點。小米季度經營利潤，按季升1.04倍。建設銀行升1.5%，令指數升20點。美團升3.1%，令指數升23點。騰訊升1.1%，令指數升21點。工商銀行升1.72%，令指數升16點。上證綜合指數上午收市跌78點。恆生指數上午收市升62點，國企指數升52點，科技指數@跌38點，成交1292億元。
下午港股升轉跌，及再由跌轉升。阿里巴巴跌1.9%，令指數跌38點。中芯國際跌7.2%，令指數跌35點。滙豐跌1.3%，令指數跌30點。百度跌12%，令指數跌28點。聯想跌3.1%，令指數跌10點。相反，小米升6.1%，令指數升45點。美團升2.9%，令指數升21點。騰訊升1.35%，令指數升26點。工商銀行升1.65%，令指數升15點。建設銀行升1.2%，令指數升15點。藍籌股個別發展，半導體股大跌。中芯國際跌5.7%，華虹宏力跌13%，瀾起科技跌9.3%。建滔積層板跌7.2%，勝宏科技跌8.9%，廣合科技跌8.7%。稀宇跌8.1%，迅策跌7%，智譜跌3.2%。中際旭創跌10%，長飛光纖跌10%。收市上證綜合指數跌95點。恆生指數升24點，國企指數升18點，科技指數跌57點，成交2532億元。

Daily report

Semiconductor shares fell but Xiaomi and Tencent rose.

The market opened lower on Wednesday. Hang Seng index opened down 124 points, H share index down 45 points and technology index down 60 points. Alibaba lost 1.66% for 33-point loss. Baidu’s second quarter profit fell 46%. Share price crashed 12.4% to lead the losers for 29-point loss. Tencent lost 0.95% for 18-point loss. SMIC lost 3.1% for 22-point loss. Zijin Mining lost 2.93% for 9-point loss. On the other hand, Xiaomi rose 2.98% for 22-point g*in. The market’s loss narrowed after opening as Hang Seng index lost under 100 points. Alibaba’s loss narrowed to 1.1% for 22-point loss. Tencent’s loss narrowed to 0.5% for 10-point loss. On the other hand, Xiaomi rose 4.5% for 33-point g*in. CCB rose 1.11% for 15-point g*in. Meituan rose 1.4% for 10-point g*in. ICBC rose 1.23% for 11-point loss. HK China Gas rose 7.9% for 9-point g*in. Unitree made its IPO trading debut in Shanghai today. Opening price was ¥1100, a 6.29 times increase. Hong Kong listed robot shares fell sharply. UB Tech lost 7.1%. Dobot lost 7.7%. Robosense lost 6%. Semiconductor shares fell. SMIC lost 3.3%. Huahong Grace lost 10%. Montage Tech lost 5.6%. Biren Tech lost 5.3%. The market turned from loss to g*in in midmorning. Hang Seng index g*ined 50+ points. Xiaomi rose 7.2% for 52-point g*in. CCB rose 1.5% for 20-point g*in. Meituan rose 3.1% for 23-point g*in. Tencent rose 1.1% for 21-point g*in. ICBC rose 1.72% for 16-point g*in. At morning’s close, Shanghai composite index closed down 78 points. Hang Seng index closed up 62 points, H share index up 52 points but technology index down 38 points. Turnover was $129.2 billion.

The market turned from g*in to loss in the afternoon. Hang Sengi index fell slightly. Alibaba lost 1.9% for 38-point loss. SMIC lost 7.2% for 35-point loss. HSBC lost 1.3% for 30-point loss. Baidu lost 12% for 28-point loss. Lenovo lost 3.1% for 10-point loss. On the other hand, Xiaomi rose 6.1% for 45-point g*in. Meituan rose 2.9% for 21-point g*in. Tencent rose 1.35% for 26-point g*in. ICBC rose 1.65% for 15-point g*in. CCB rose 1.2% for 15-point g*in. Semiconductor shares fell sharply. SMIC lost 5.7%. Huahong Grace lost 13%. Montage Tech lost 9.3%. KB Laminates lost 7.2%. VGT lost 8.9%. Delton lost 8.7%. Minimax lost 8.1%. Xunce lost 7%. Z.ailost 3.2%. JZ Innolight lost 10%. YOFC lost 10%. At the close, Shanghai composite index closed down 95 points. Hang Seng index closed up 24 points, H share index up 18 points but technology index down 57 points. Turnover was $253.2 billion.

18/08/2026

18/8/2026
意博亞洲有限公司 藺常念
每日報告
阿里巴巴業績前有買盤，急升4.3%。
星期二港股開市下跌，恆生指數跌84點，國企指數跌24點，科技指數跌13點。友邦保險跌1.43%，令指數跌17點。美團1.43%，令指數跌11點。小米跌1.47%，令指數跌11點。相反中海油升1%，令指數升6點。上證綜合指數開市升3點。開市後港股跌幅收窄，一度回升。阿里巴巴升1.06%，令指數升20點。百濟神州升3%，令指數升12點。藥明生物升4.2%，令指數升12點。相反，友邦跌2.1%，令指數跌25點。滙豐跌0.55%，令指數跌13點。騰訊跌0.8%，令指數跌15點。美伊60天停火協議到期，伊朗表示，若不能達成滿意協議，將由防守轉為進攻。令到港股上午中段跌幅擴大，恆生指數跌2百多點。騰訊跌1.9%，令指數跌37點。友邦跌2.45%，令指數跌29點。美團跌2.68%，令指數跌20點。滙豐跌0.67%，令指數跌16點。小米跌2.47%，令指數跌18點。周生生發盈喜，股價急升15%。恆生指數最低跌至25240點，跌213點。低位港股有支持，接近中午跌幅收窄至1百多點。阿里巴巴升2.1%，令指數42點。上證綜合指數上午收市跌15點。恆生指數上午收市跌165點，國企指數跌52點，科技指數跌95點，成交1365億元。
下午早段港股變化不大，恆生指數維持跌一百多點。但港股跌幅續步收窄，恆生指數升至25480點，升27點。阿里巴巴業績前，推出音樂軟件，股價升4.3%，令指數升85點。中海油升2.2%，令指數升12點。藥明生物升5.5%，令指數升15點。相反，美團跌3.4%，令指數跌26點。騰訊跌0.76%，令指數跌14點。聯想跌4.8%，令指數跌17點。滙豐跌0.73%，令指數跌17點。友邦保險跌1.3%，令指數跌16點。平保跌2.2%，令指數跌12點。中國人壽跌3.8%，令指數跌12點。南韓ETF由升轉跌。海力士ETF 跌8%，三星ETF 跌9%。人工智能股跌，稀宇跌3.65%，智譜跌11.5%，迅策跌6.5%。積層板股跌，勝宏科技跌5.6%，廣合科技跌8.2%，建滔積層板跌7%。上證綜合指數收市升8點。恆生指數收市升18點，國企指數升13點，科技指數跌43點，成交2555億元。





Daily report

Alibaba rose 4.2% ahead of results announcement.

The market opened lower on Tuesday. Hang Seng index opened down 84 points, H share index down 24 points and technology index down 13 points. AIA lost 1.43% for 17-point loss. Meituan lost 1.43% for11-point loss. Xiaomi lost 1.47% for 11-point loss. On the other hand, CNOOC rose 1% for 6-point g*in. Shanghai composite index opened up 3 points. The market’s loss narrowed after opening. Hang Seng index turned positive for one moment. Alibaba rose 1.06% for 20-point g*in. Be One rose 3% for 12-point g*in. Wuxi Biologics rose4.2% for 12-point g*in. On the other hand, AIA lost 2.1% for 25-point loss. HSBC lost 0.55% for 13-point loss. Tencent lost 0.8% for 15-point loss. The market fell further in midmorning as Hang Seng index lost more than 200 points. Tencent lost 1.9% for 37-point loss. AIA lost 2.45% for 29-point loss. Meituan lost 2.68% for 20-point loss. HSBC lost 0.67% for 16-point loss. Xiaomi lost 2.47% for 18-point loss. Chow Sang Sang issued positive profit alert. Share price rose 15%. Hang Seng index reached a low of 24240 points, down 213 points. However, the market had support at low level and rebounded before midday. Hang Seng index lost under 200 points. Alibaba rose 2.1% for 42-point g*in. Shanghai composite index closed the morning down 22 points. Hang Seng index closed the morning down points, H share index down points and technology index down points. Turnover was $ billion.

The market changed little in early afternoon as Hang Seng index lost more than 100 points. Then, the market rebounded gradually and turned from loss to g*in. Hang Seng index reached a high of 25480 points, up 27 points. Alibaba rose 4.2% ahead of results announcement. Alibaba announcement the launch of software that can compose music. Share price rose 4.2% for 85-point g*in. CNOOC rose 2.2% for 12-point g*in. Wuxi Biologics rose 5.5% for 15-point g*in. On the other hand, Meietuan lost 3.4% for 26-point loss. Tencent lost 0.76% for 14-point loss. Lenovo lost 4.8% for 17-point loss. HSBC lost 0.73% for 17-point loss. AIA lost 1.3% for 16-point loss. Ping An lost 2.2% for 12-point loss. China Life lost 3.8% for 12-point loss. SK Hynix ETF lost 8%. Samsung ETF lost 9%. AI shares fell sharply. Minimax lost 13%. Z.ai lost 14%. Xunce lost 7%. PCB shares fell. KB Laminates lost 6%. Delton lost 4.7%. VGT lost 4.7%. Shanghai composite index closed up 8 points. Hang Seng index closed up 18 points, H share index up 13 points and technology index down 43 points. Turnover was $255.5 billion.

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14/08/2026

14/8/2026
意博亞洲有限公司 藺常念
每日報告
京東業績後見光死，港股下挫。
星期五港股開市下跌，恆生指數跌177點，國企指數跌50點，科技指數跌28點。友邦保險跌2.3%，令指數跌26點。阿里巴巴跌1.3%，令指數跌25點。騰訊跌1.13%，令指數跌21點。京東跌6.5%，令指數跌19點。聯想跌4.24%，令指數跌15點。美團跌1.37%，令指數跌10點。相反中芯國際升4.7%，令指數升20點。上證綜合指數開市跌5點。開市後港股跌幅擴大，恆生指數跌2百多點。阿里巴巴跌1.9%，令指數跌38點。京東跌9%，令指數跌27點；京東物流跌12%。長和半年盈利升6.7%，股價急跌6%，令指數跌18點。滙豐跌0.86%，令指數跌20點。美團跌3.8%，令指數跌29點。南韓記憶體股升，三星ETF升2%，海力士升8%。華虹宏力業績欠佳，股價急挫9%；但中芯國際升3.8%。同樣京東業績欠佳，股價跌9%。恆生指數最低跌至25152點，跌244點。但港股低位有支持，港股反彈。恆生指數跌不足100點。中芯國際升4.7%，令指數升20點。騰訊升0.77%，令指數升15點。中國移動升1.4%，令指數升11點。上午收市上證綜合指數跌8點。恆生指數跌219點，國企指數跌66點，科技指數跌79點，成交1343億元。
下午港股變化不大，恆生指數跌2百多點。京東業績後見光死，股價跌10.5%，令指數跌31點，為跌幅最大藍籌股。阿里巴巴跌2.3%，令指數跌44點。美團跌5.4%，令指數跌42點。友邦保險跌2.3%，令指數跌26點。百濟神州跌3.65%，令指數跌15點。滙豐跌0.61%，令指數跌14點。同樣長和後業績後見光死，股價急挫。長和跌5%，令指數跌15點。長實集團跌7.5%，令指數跌11點。中芯國際升4.9%，令指數升21點。網易升2.3%，令指數升10點。南韓股市升1.8%，從低位反彈20%+，三星ETF升6.3%，海力士ETF 升11%。積層板股升，建滔積層板升1.5%，廣合科技升3.3%。光通信股升，劍橋科技升8.2%，長飛光纖升2.5%，中際旭創升1.8%。布魯可再升7.6%，但泡泡瑪特只升0.45%。上證綜合指數收市升0.22點。恆生指數收市跌279點，國企指數跌85點，科技指數跌85點，成交2542億元。


Daily report

JD fell sharply after results announcement.

The market opened lower on Friday. Hang Seng index opened down 177 points, H share index down 50 points and technology index down 28 points. AIA lost 2.3% for 26-point loss. Alibaba lost 1.3% for 25-point loss. Tencent lost 1.13% for 21-point loss. JD lost 6.5% for 19-point loss. Lenovo lost 4.24% for 15-point loss. Meituan lost 1.37% for 10-point loss. On the other hand, SMIC rose 4.7% for 20-point g*in. Shanghai composite index opened down 5 points. The market fell further after opening as Hang Seng index lost more than 200 points. Alibaba lost 1.9% for 38-opint loss. JD lost 7.8% for 23-point loss. CKH’s interim profit rose 6.7%. Share price fell 6% for 18-point loss. HSBC lost 0.73% for 17-point loss. Meituan lost 3.2% for 24-point loss. South Korea’s ETF’s rose. Samsung ETF rose 2%. SK Hynix ETF rose 8%. Huahong Grace’s interim results disappointed the market. Share price fell 9%. In the same manner, JD lost 9% after result announcement. Hang Seng index fell to a low of 25152 points, down 244 points. The market had support at low level and rebounded. Hang Seng index lost under 100 points. SMIC rose 4.7% for 20-point g*in. Tencent rose 0.77% for 15-point g*in. Shanghai composite index closed the morning down 8 points. Hang Seng index closed down 219 points, H share index down 66 points and technology index down 79 points. Turnover was $134.3 billion.

The market was little changed in the afternoon as Hang Seng index lost more than 200 points. JD crashed 10.5% after results announcement for 31-point loss. Alibaba lost 2.3% for 44-point loss. Meituan lost 5.4% for 42-point loss. AIA lost 2.3% for 26-point loss. Be One lost 3.65% for 15-point loss. HSBC lost 0.61% for 14-point loss. CKH lost 5% for 15-point loss. However, SMIC rose 4.9% for 21-point g*in. Netease rose 2.3% for 10-point g*in. South Korea’s KOSPI rose 1.8% and rebounded 2 from recent low. Samsung ETF rose 6.3%. SK Hynix ETF rose 11%. PCB shares rose. KB Laminates rose 1.5%. Delton rose 3.3%. Optical shares rose. GIC rose 8.2%. YOFC rose 2.5%. ZJ Innolight rose 1.8%. Bloks rose 7.6% but Popmart g*ined only 0.45%. Shanghai composite index closed up 0.22 point. Hang Seng index closed down 279 points, H share index down 85 points and technology index down 85 points. Turnover was $254.2 billion.

13/08/2026

13/8/2026
意博亞洲有限公司 藺常念
每日報告
騰訊下挫，拖累港股。

星期四港股開市下跌，恆生指數跌152點，國企指數跌45點，科技指數跌14點。騰訊跌3.3%，令指數跌66點。阿里巴巴升跌1.14%，令指數跌22點。友邦保險跌1.58%，令指數跌18點。相反聯想升3.17%，令指數升10點。上證綜合指數開市升9點。開市後港股跌幅收窄，恆生指數跌不足50點。聯想升4.4%，令指數升12點。中芯國際升3.3%，令指數升14點。騰訊跌2.3%，令指數跌44點。南韓股市升4%，海力士ETF 升12%，三星ETF 升9.5%。積層板股升，建滔積層板升6.5%，廣合科技升8.4%，勝宏科技升2.1%。光通信股升，長飛光纖升4%，中際旭創升4.8%，劍橋科技升4.8%。芯片股升，華虹宏力升4.4%，中芯國際升3.6%，兆易創新升3.6%，瀾起科技升4.6%。但金屬股跌，中國宏橋跌5%，中鋁跌6.3%。黃金股跌，中國黃金跌4.9%，山東黃金跌3.8%，紫金黃金跌2.4%。布魯可急升14%，半年純利升31%，及派中期息。泡泡瑪特升1.8%。上午中段港股由跌轉升，滙豐升1.4%，令指數升21點。聯想升6.5%，令指數升20點。中芯國際升3.33%，令指數升15點。相反騰訊跌3.8%，令指數跌76點。上午收市上證綜合指數升16點。恆生指數升17點，國企指數跌3點，科技指數升14點，成交1320億元。
下午早段港股變化不大，恆生指數升68點，國企指數升22點，科技指數升55點。騰訊跌4.4%，令指數跌88點。但聯想升19.8%，令指數升60點，為升幅最大藍籌股。聯想第一季盈利升176%；人工智能收入升60%。中芯國際升3.9%，令指數升17點。滙豐升1.23%，令指數升17點。阿里巴巴升0.57%，令指數升11點。有色金屬股跌，中國宏橋跌6.2%，為跌幅最大藍籌股。中鋁跌5.7%。黃金股跌，紫金黃金跌4.7%，招金跌4.5%，山東黃金跌5.2%，赤峰黃金跌4.4%。內房股跌，華潤置地跌2.1%，龍湖跌5.5%，融創跌4.9%，越秀地產跌3.7%，中國海外跌2.3%。下午中段港股由升轉跌，騰訊跌4.3%，令指數跌86點。紫金礦業跌4.45%，令指數跌14點。上證綜合指數收市跌20點。恆生指數收市跌43點，國企指數跌19點，科技指數升15點，成交2637億元。







Daily report

The market fell due to weakness in technology stocks.


The market opened lower on Thursday. Hang Seng index opened down 152 points, H share index down 45 points and technology index down 14 points. Tencent lost 3.3% for 66-point loss. Alibaba lost 1.14% for 22-point loss. AIA lost 1.58% for 18-point loss. On the other hand, Lenovo rose 3.17% for 10-point g*in. Shanghai composite index opened up 9 points. The market’s loss narrowed after opening as Hang Seng index lost under 50 points. Lenovo rose 4.4% for12-point g*in. SMIC rose 3.3% for 14-point g*in. However, Tencent lost 2.3% for 44-point loss. South Korea’s KOSPI opened up 4%. SK Hynix ETF rose 12%. Samsung ETF rose 9.5%. PCB shares rose. KB Laminates rose 6.5%. Delton rose 8.4%. VGT rose 2.1%. Optical shares rose. YOFC rose 4%. ZJ Innolight rose 4.8%. GIC rose 4.8%. Semiconductor shares rose. Huahong Grace rose 4.4%. SMIC rose 3.6%. Giga Device rose 3.6%. Montage Technology rose 4.6%. However, non-ferrous metals fell. China Hongqiao lost 5%. Chalco lost 6.3%. Gold shares fell. China Gold lost 4.9%. SD Gold lost 3.8%. Zijin Mining lost 2.4%. Bloks rose 14% as it reported 31% increase in interim profit and announced interim dividend for the first time. The market turned from loss to g*in in midmorning as Hang Seng index edged higher. HSBC rose 1.4% for 21-point g*in. Lenovo rose 6.5% for 20-point g*in. SMIC rose 3.33% for 15-point g*in. On the other hand, Tencent lost 3.8% for 76-point loss. Shanghai composite index closed the morning up 16 points. Hang Seng index closed up 17 points but H share index down 3 points and technology index up 14 points. Turnover was $132 billion.

The market changed little in early afternoon. Hang Seng index rose 68 points. H share index rose 22 points and technology index rose 55 points. Tencent lost 4.4% for 88-point loss. However, Lenovo rose 19.8% for 60-point g*in. Lenovo’s first quarter profit rose 176%. AI income rose 60%. SMIC rose 3.9% for 17-point g*in. HSBC rose 1.23% for 17-point g*in. Alibaba rose 0.57% for 11-point g*in. Non-ferrous metals fell. China Hongqiao lost 6.2% to become the top loser. Chalco lost 5.7%. Gold shares fell. Zijin Gold lost 4.7%. Zhaojin lost 4.5%. SD Gold lost 5.2%. Chifeng Gold lost 4.4%. Mainland developers lost ground. CR Land lost 2.1%. Longfor lost 5.5%. Sunac lost 4.9%. Yuexiu lost 3.7%. China Overseas Land lost 2.3%. The market turned from g*in to loss in midafternoon. Tencent lost 4.3% for 86-point loss. Zijin Mining lost 4.4% for 14-point loss. Shanghai composite index closed down 20 points. Hang Seng index closed down 43 points, H share index down 19 points but technology index up 15 points. Turnover was $263.7 billion.

12/08/2026

12/8/2026
意博亞洲有限公司 藺常念
每日報告
科技股下跌，拖累港股。

星期三港股開市下跌，恆生指數跌154點，國企指數跌48點，科技指數跌38點。阿里巴巴升跌1.6%，令指數跌32點。騰訊音樂急挫13%，拖累，騰訊跌1.32%，令指數跌27點。滙豐跌0.43%，令指數升10點。上證綜合指數開市跌5點。港股開市後跌幅擴大，恆生指數跌3百多點。阿里巴巴跌3%，令指數跌60點。騰訊跌2.4%，令指數跌48點。友邦保險跌1.3%，令指數跌15點。美團跌2.7%，令指數跌21點。小米跌1.95%，令指數跌14點。建設銀行跌1.24%，令指數跌16點。網易跌2.4%，令指數跌12點。鋁業股升，大股東增持，中鋁升5.6%，為升幅最大藍籌股。中國宏橋升3.5%。人工智能股升，稀宇升9%，智譜升5.8%。光通訊股升，長飛光纖升7.8%，中際旭創升7.2%。南方海力士ETF升13.8%，三星ETF 升14.7%。恆生指數最低跌至25323點，跌329點。上午收市上證綜合指數升12點。恆生指數跌300點，國企指數跌108點，科技指數跌56點，成交1170億元。
下午港股變不大，恆生指數升3百多點。科技股領跌，阿里巴巴跌4%，令指數跌80點。騰訊跌2.76%，令指數跌56點。美團跌2.26%，令指數跌18點。網易跌3.6%，令指數跌18點。小米跌1.6%，令指數跌12點。建設銀行跌0.8%，令指數跌10點。芯片股升，中芯國際升2.76%，華虹宏力升6.15%，壁仞科技升4.2%，瀾起科技升5.7%，兆易創新升3.67%。內房股升，華潤置地升3%，中國海外升1.67%，龍湖升3.2%，越秀升4.5%。積層板股升，建滔積層板升6.4%，勝宏科技升3.2%，廣合科技升3.1%。下午中段港股跌幅收窄，科技股跌幅收窄，恆生指數跌2百多點。中芯國際升3.67%，令指數升15點。華潤置地升7%，令指數升11點。收市上證綜合指數升12點。恆生指數跌212點，國企指數跌82點，科技指數跌47點，成交2168億元。

Daily report

The market fell due to weakness in technology stocks.


The market opened lower on Wednesday. Hang Seng index opened down 154 points, H share index down 48 points and technology index down 38 points. Alibaba rose 1.6% for 32-point loss. Tencent lost 1.32% for 27-point loss. HSBCS lost 0.43% for 10-point loss. Shanghai composite index opened down 5 points. The market fell further after opening as Hang Seng index lost more than 200 points. Alibaba lost 2.2% for 41-point loss. Tencent lost 2% for 40-point loss. AIA lost 1.3% for 15-point loss. Meituan lost 1.8% for 14-point loss. Controlling shareholders increased shareholding. Chalco roe 5.6% to lead the blue chips. China Hongqiao rose 3.5%. AI shares rose. Minimax rose 9%. Z.ai rose 5.8%. Optical shares rose. YOFC rose 7.8%. ZJ Innolight rose 7.2%. SK Hynix ETF rose 13.8%. Samsung ETF rose 14.7%. Hang Seng index fell to a low of 25323 points, down 329 points. At morning’s close, Shanghai composite index closed up 12 points. Hang Seng index closed down 300 points, H share index down 108 points and technology index down 56 points. Turnover was 117 billion.

The market was little changed in the afternoon as Hang Seng index lost more than 300 points. Technology stocks led the fall. Alibaba lost 4% for 80-point loss. Tencent lost 2.76% for 56-point loss. Meituan lost 2.26% for 18-point loss. Netease lost 3.6% for 18-point loss. Xiaomi lost 1.6% for 12-point loss. CCB lost 0.8% for 10-point loss. CPU stocks rose. SMIC rose 2.76%. Huahong Grace rose 6.15%. Biren Technology rose 4.2%> Montage Technology rose 5.7%. Giga Device rose 3.67%. Mainland developers rose. CR Land rose 3%. China Overseas Land rose 1.67%. Longfor rose 3.2%. Yuexiu rose 4.5%. PCB shares rose. KB Laminates rose 6.4%. VGT rose 3.2%. Delton rose 3.1%. The market’s loss narrowed in midafternoon as Hang Seng index lost more than 200 points. SMIC rose 3.6% for 15-point g*in. CR Land rose 7% for 11-point g*in. Shanghai composite index closed up 12 points. Hang Seng index closed down 212 points, H share index down 82 points and technology index down 47 points. Turnover was $216,8 billion.

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05/08/2026

5/8/2026
意博亞洲有限公司
藺常念
每日報告
科技股領升
星期三港股開市上升，恆生指數升38點，國企指數升11點，科技指數升16點。科技股領升，阿里巴巴升2.06%，令指數升41點。騰訊升1.19%，令指數升25點。相反，滙豐跌0.6%，令指數跌14點。中海油跌1.6%，令指數跌9點。美團1.13%，令指數跌9點。中石油跌1.92%，令指數跌6點。上證綜合指數開市跌7點。開市後港股由升轉跌，恆生指數跌100點，維持窄幅上落。。滙豐跌1.98%，令指數跌46點。中海油跌2.46%，令指數升15點。相反阿里巴巴升1.43%，令指數升29點。創科升7.2%，令指數升21點。聯想升7.1%，令指數升15點。信達生物升6%，令指數升13點。中芯國際升2.9%，令指數升12點。新科技股升，人工智能股升，稀宇升5.7%，智譜升6%，迅策升6.8%。芯片股升，瀾起科技升4.3%，兆易創新升6.7%，壁仞科技升6%。積層板股升，建滔積層板升5.5%，勝宏科技升2.8%，廣合科技升3%。長飛光纖升2.6%，鴻騰升8.2%。南韓ETF 升，三星ETF 升6.8%，海力士ETF 升10.4%。但光通信股跌，中際旭創跌8%，劍橋科技跌5.3%。恆生指數最多跌123點，港股低位有支持，創科及阿里巴巴領升。阿里巴巴升2.2%，令指數升44點。騰訊升1.27%，令指數升27點。中芯國際升4.75%，令指數升20點。創科升8.2%，令指數升24點。上證綜合指數上午收市升52點，恆生指數上午收市升28點，國企指數升21點，科技指數升53點，成交1430億元。
港股下午由升轉跌，恆生指數微跌幾十點，之後又再微升。滙豐跌2.2%，令指數跌52點。中海油跌3.4%，令指數跌19點。建設銀行跌1.4%，令指數跌18點。友邦跌1.34%，令指數跌17點。工商銀行跌1.1%，令指數跌10點。相反，阿里巴巴升2.2%，令指數升44點。騰訊升1.1%，令指數升23點。中芯國際升4.9%，令指數升21點。創科升6.76%，令指數升20點。紫金礦業升4.89%，令指數升15點。資源股升，洛陽鉬業升6.8%，紫金礦業升4.8%，江西銅升4.5%，中鋁升2.2%。金礦股急升，中國黃金升9.9%，紫金黃金升6.15%，招金升5.3%，赤峰黃金升6.4%。國泰去年盈利升71%，派息增30%，股價升0.7%。中國東航升3.5%，南航升3.1%，國航升2%。上證綜合指數收市升56點。恆生指數收市升63點，國企指數升29點，科技指數升47點，成交2780億元。


Daily report

Technology stocks led the market higher.

The market opened higher on Wednesday. Hang Seng index opened up 38 points, H share index up 11 points and technology index up 16 points. Technology stocks led the rally. Alibaba rose 2.06% for 41-point g*in. Tencent rose 1.19% for 25-point g*in. On the other hand, HSBC lost 0.6% for 14-point loss. CNOOC lost 1.6% for 9-point loss. Meituan lost 1.13% for 9-point loss. Petrochina lost 1.92% for 6-point loss. Shanghai composite index opened down 7 points. The market turned from g*in to loss after opening. Hang Seng index lost under 100 points. HSBC lost 1.98% for46-point loss. CNOOC lost 2.46% for 15-point loss. On the other hand, Alibaba rose 1.43% for 29-point g*in. Techtronic rose 7.2% for21-point g*in. Lenovo roe 7.1% for 15-point g*in. Innovent rose 6% for 13-point g*in SMIC rose 2.9% for 12-point g*in. New technology stocks generally rose. Minimax rose 5.7%. Z.airose 6%. Xunce rose 6.8%. Semiconductor shares rose. Montage Tech rose 4.3%. Giga Device rose 6.7%. Brien Tech rose 6%. PCB shares rose. KB Laminates rose 5.5%. VGT rose 2.8%. Delton rose 3%. However, optics shares fell. ZJ Innolight lost 8%. CIG lost 6%. However, YOFC rose 2.6%. Hongten rose 8.2%. Samsung ETF rose 6.8%. SK Hynix ETF rose 10.4%. Hang Seng index reached a low of 25730 points, down 123 points. The market had support at low level and rebounded on the strength of Techtronic and Alibaba. Techtronic rose 8.2% for 24-point g*in. Alibaba rose 2.2% for 44-point g*in. Tencent rose 1.27% for 27-point g*in. SMIC rose 4.75% for 20-point g*in. Techtronic rose 8.2% for 24-point g*in. Shanghai composite index closed the morning up 52 points. Hang Seng index closed the morning up 28 points, H share index up 21 points and technology index up 53 points. Turnover was $143 billion.

The market turned from g*in to loss after opening. Hang Seng index lost under 50 points and then rebounded slightly. HSBC lost 2.2% for 52-point loss. CNOOC lost 3.4% for 19-point loss. CCB lost 1.4% for 18-point loss. AIA lost 1.34% for 17-point loss. ICBC lost 1.1% for 10-point loss. On the other hand, Alibaba rose 2.2% for 44-point g*in. Tencent rose 1.1% for 23-point g*i. SMIC rose 4.9% for 21-point g*in. Techtronic rose 6.76% for 20-point g*in. Zijin Mining rose 4.89% for 15-point g*in. Resources stocks rose. Luoyang Moly rose 6.8%. Zijin Mining rose 4.8%. Jiangxi Copper rose 4.5%. Chalco rose2.2%. Gold miners rose. China Gold rose 9.9%. Zijin Gold rose 6.15%. Zhaojin rose 5.3%. Chifeng Gold rose 6.4%.Cathay Pacific reported 70% increase in net profit and 30% increase in dividend payout. Share price rose 0.7%. China Eastern rose 3.5%. China Southern rose 3.1%. Air China rose 2%. Shanghai composite index closed up 56 points. Hang Seng index closed up 63 points, H share index up 29 points and technology index up 47 points. Turnover was $278 billion.