Ragingbull

30/09/2026

30/9/2026
意博亞洲有限公司 藺常念
每日報告
港股先跌後升。
星期三港股開市下跌，恆生指數跌130點，國企指數跌43點，科技指數跌17點。滙豐跌1%，令指數跌20點。阿里巴巴跌0.85%，令指數跌16點。騰訊跌0.46%，令指數跌9點。上證綜合指數開市升8點。開市後港股跌幅一度收窄，阿里巴巴及友邦由跌轉升。但很快阿里巴巴再跌0.66%，令指數跌13點。上午中段港股跌幅顯著收窄，恆生指數跌50點。醫藥股升，百濟神州 升3.3%，令指數升13點。藥明生物升4.67%，令指數升15點。石藥升6.4%，令指數升7點。信達生物升3.23%，中生製藥升4%。康希諾升19%，金斯瑞升10%，英砂智能升8.2%。相反，滙豐跌1.4%，令指數跌28點。騰訊跌1.3%，令指數跌27點。內房股回軟，龍湖集團跌4.8%， in中國海外跌3%，華潤置地跌2%。萬科跌4%，富力地產跌3.47%。接近中午，港股由跌轉升，阿里巴巴升0.94%，令指數升18點。上證綜合指上午收市升11點。恆生指數跌10點，國企指數升10點，科技指數跌6點，成交887.8億元。

下午港股由跌轉升，恆生指數微升幾點。內銀股，科技及醫藥股升。建設銀行升0.88%，令指數升12點。美團升1.92%，令指數升12點。百濟神州升2.66%，令指數升10點。藥明生物升3.55%，令指數升11點。石藥升6.4%，令指數升8點。相反，滙豐跌1.4%，令指數跌28點。騰訊跌0.97%，令指數跌19點。中芯國際跌2.78%，令指數跌11點。中國人壽跌2.64%，令指數8點。下午中段升幅擴大，恆生指數升100多點。建設銀行升1.5%，令指數升21點。藥明生物升5.3%，令指數升17點。百濟神州升3.5%，令指數升14點。阿里巴巴升0.66%，令指數升13點。美團升2.13%，令指數升12點。工商銀行升1.17%，令指數升11點。相反，滙豐跌幅收窄至0.82%，令指數跌16點。上證綜合指數收市升12點。恆生指數收市升90點，國企指數升41點，科技指數升4點，成交1871億元。


Daily report
The market opened lower but closed higher.
Hong Kong market opened lower on Wednesday. Hang Seng index opened down 130 points, H share index down 130 points and technology index down 17 points. HSBC lost 1% for 20-point loss. Alibaba lost 0.85% for 16-point loss. Tencent lost 0.46% for 9-point loss. Shanghai composite index opened up 8 points. The market recovered slightly after opening as Hang Seng index lost under 100 points. Alibaba and AIA turned from loss to gain. Then the market fell back again as Alibaba lost 0.66% for 13-point loss. The market’s loss narrowed in midmorning as pharmaceutical shares rose to lift the market. Be One rose 3.3% for 13-point gain. Wuxi Biologics rose 4.67% for 15-point gain. CSPC rose 6.4% for 7-point gain. Innovent rose 3.23%. Sino Biopharm rose 4%. Cansino rose 19%. Genscript rose 10%. Insilico rose 8.2%. On the other hand, HSBC lost 1.4% for 28-point loss. Tencent lost 1.3% for 27-point loss. Mainland developers fell to profit taking. Longfor lost 4.8%. China Overseas Land lost 3%. CR Land lost 2%. Vanke lost 4%. R & F lost 3.47%. The market turned from loss to gain near midday on the strength of Alibaba. Alibaba rose 0.94% for 18-point gain. Shanghai composite index closed up 11 points. Hang Seng index closed the morning down 10 points, H share index up 10 points and technology index down 6 points. Turnover was $88.78 billion.

The market turned from loss to gain in the afternoon. Mainland banks, technology and pharmaceutical shares rose. CCB rose 0.88% for 12-point gain. Meituan rose 1.29% for 12-point gain. Be One rose 2.66% for 10-point gain. Wuxi Biologics rose 3.55% for 11-point gain. CSPC rose 6.4% for 8-point gain. On the other hand, HSBC lost 1.4% for 28-point loss. Tencent lost 0.97% for 19-point loss. SMIC lost 2.78% for 11-point loss. China Life lost 2.64% for 8-point loss. The market rose further in midafternoon. Hang Seng index gained 100+ points. CCB rose 1.5% for 21-point gain. Wuxi Biologics rose 5.3% for 17-point gain. Be One rose 3.5% for 14-point gain. Alibaba rose 0.66% for 13-point gain. Meituan rose 2.13% for 12-point gain. ICBC rose 1.17% for 11-point gain. On the other hand, HSBC’s loss narrowed to 0.82% for 16-point loss. Shanghai composite index closed up 12 points. Hang Seng index closed up 90 points, H share index up 41 points and technology index up 4 points. Turnover was $187.1 billion.

28/09/2026

28/9/2026
意博亞洲有限公司 藺常念
每日報告
金融股及騰訊領升，但科技股跌。

星期一港股開市上升，恆生指數升44點，國企指數升30點，科技指數升13點。科技及金融股領升，但窄幅上落。騰訊升1.1%，令指數升22點。工商銀行升1.13%，令指數升10點。相反，阿里巴巴跌0.55%，令指數跌11點。友邦保險跌0.88%，令指數跌10點。上證綜合指數開市升16點。開市後港股升幅擴大，恆生指數升2百多點，最多升257點。美伊談判有進展，油價回落，有利股市。權重科技及金融股急升，騰訊升2.2%，令指數升44點。建設銀行升2.3%，令指數升31點。工商銀行升3.1%，令指數升29點。滙豐升1.2% ，令指數升24點。網易升3.65%，令指數升17點。中國銀行升2.4%，令指數升15點。中海油升2.82%，令指數升15點。友邦升1.3%，令指數升15點。相反，聯想跌3%，令指數跌12點。中芯國際跌2.5%，令指數跌11點。恆生指數最高升至24767點，升257點。但高位守不住，阿里巴巴跌1.66%，令指數跌33點。半導體股跌。芯片股跌，中芯國際跌3.15%，華虹跌4.9%，瀾起科技跌4%，壁仞科技跌5.7%，天數智芯跌6.9%。%。恆生指數回吐一百多點。但在金融股支撐下跌，恆指再升2百多點。滙豐升2%，令指數升40點。建設銀行升1.94%，令指數升26點。騰訊升1.24%，令指數升25點。工商銀行升2.26%，令指數升21點。但阿里巴巴跌1.47%，令指數跌29點。聯想跌4.5%，令指數跌18點。中芯國際跌3.55%，令指數跌15點。上午收市上證綜合指數跌67點。恆生指數升156點，國企指數升46點，但科技指數跌23點，成交948億元。
下午港股變化不大，恆生指數升一百多點。滙豐升1.8%，令指數升35點。騰訊升1.28%，令指數升26點。建設銀行升1.94%，令指數升26點。工商銀行升2.46%，令指數升23點。網易升4.3%，令指數升20點。友邦升1.63%，令指數升18點。相反，阿里巴巴跌0.92%，令指數跌18點。聯想趺%，令指數跌16點。中芯國際跌3.7%，令指數16點。美國國會通過制裁中國光通訊產品法案，光通訊股大跌。長飛光纖跌13.6%，劍橋科技跌7.7%，中際旭創跌8.2%。積層板股跌，建滔積層板跌6.1%，勝宏科技跌7.4%，廣合科技跌6.4%。三星ETF 跌5.2%，海力士ETF跌7%。金礦股大跌，山東黃金跌9.5%，紫金黃金跌4.4%，招金礦業跌5.9%。有色金屬股跌，江西銅跌3.3%，中鋁跌1%，洛陽鉬業跌1.7%，五礦資源跌3%。上證綜合指數收市跌76點。恆生指數收市升132點，國企指數升51點，科技指數跌15點，成交1775億元。



Daily report
Financial stocks and Tencent led the market’s gain but technology stocks fell.

Hong Kong market opened higher on Monday. Hang Seng index opened up 44 points, H share index up 30 points and technology index up 13 points. Blue chips were range bound. Tencent rose 1.1% for 22-point gain. ICBC rose 1.13% for 10-point gain. On the other hand, Alibaba lost 0.55% for 11-point loss. AIA lost 0.88% for 10-point loss. Shanghai composite index opened up 16 points. The market rose further after opening as Hang Seng index gained more than 200 points. Progress was reported in the US-Iran negotiations. Price of crude oil fell. Stock markets rose on the news. Technology and finance heavyweights led the rally. Tencent rose 2.2% for 44-point gain. CCB rose 2.3% for 31-point gain. ICBC rose 3.1% for 29-point gain. HSBC rose 1.2% for 24-point gain. Netease rose 3.65% for 17-point gain. BOC rose 2.4% for 15-point gain. CNOOC rose 2.82% for 15-point gain. AIA rose 1.3% for 15-point gain. Alibaba rose 0.73% for 15-point gain. On the other hand, Lenovo lost 3% for 12-point loss. SMIC lost 2.5% for 11-point loss. Semiconductor stocks fell. CPU stocks fell. SMIC lost 3.15%. Huahong lost 4.9%. Montage Tech lost 4%. Biren Tech lost 5.7%. Iluvatar Corex lost 6.9%. AI shares fell. Minimax lost 9%. Z.ailost 4.7%. Xunce lost 5%. Optical shares fell sharply as they faced US sanctions. YOFC lost 13.6%. CIG lost 7.7%. ZJ Innolight lost 8.2%. Hang Seng index retreated more than 100 points. Then the market rebounded and Hang Seng index gained more than 200 points on the strength of finance stocks. HSBC rose 1.9% for 39-point gain. CCB rose 1.94% for 26-point gain. Tencent rose 1.24% for 25-point gain. ICBC rose 2.26% for 21-point gain. Shanghai composite index closed the morning down 67 points. Hang Seng index closed up 156 points, H share index up 46 points but technology index down 23 points. Turnover was $94.8 billion.

The market was little changed in the afternoon as Hang Seng index lost more than 100 points. HSBC rose 1.8% for 35-point gain. Tencent rose 1.28% for 26-point gain. CCB rose 1.94% for 26-point gain. ICBC rose 2.46% for 23-point gain. Netease rose 4.3% for 20-point gain. AIA rose 1.63% for 18-point gain. On the other hand, Alibaba lost 0.92% for 18-point loss. Lenovo lost 4% for 16-point loss. SMIC lost 3.7% for 16-point loss. The US Congress passed the law to ban the use of optical semiconductors in US equipment. Chinese optical shares fell sharply. YOFC lost 13.6%. CIG lost 7.7%. ZJ Innolight lost 8.2%. PCB shares fell. KB Laminates lost 6.1%. VGT lost 7.4%. Delton lost 6.4%. Samsung ETF lost 5.2%. SK Hynix ETF lost 7%. Gold miners fell. SD Gold lost 9.5%. Zijin Gold lost 4.4%. Zhaojin lost 5.9%. Non-ferrous metals fell. Jiangxi Copper lost 3.3%. Chalco lost 1%. Luoyang Moly lost 1.7%. MMG lost 3%. Shanghai composite index closed down 75 points. Hang Seng index closed up 132 points, H share index up 51 points but technology index down 15 points. Turnover was $177.5 billion.

25/09/2026

25/9/2026
意博亞洲有限公司 藺常念
每日報告
科技及金融股領跌。

星期五港股開市下跌，恆生指數跌237點，國企指數跌93點，科技指數跌43點。科技及金融股領跌。阿里巴巴跌2.27%，令指數跌46點。騰訊跌1.05%，令指數跌21點。友邦保險跌1.98%，令指數跌23點。工商銀行跌2.09%，令指數跌20點。建設銀行跌1.03%，令指數跌14點。網易跌2.2%，令指數跌11點。小米跌1.5%，令指數跌11點。開市後跌幅擴大，恆生指數跌4百多點。阿里巴巴跌3.2%，令指數跌64點。友邦跌2.3%，令指數跌27點。騰訊跌1.23%，令指數跌25點。小米跌4%，令指數跌28點。美團跌2.5%，令指數跌15點。比亞迪跌3.3%，令指數跌14點。建設銀行跌1.4%，令指數跌19點。網易跌3.1%，令指數跌15點。汽車股跌，比亞迪跌3.3%，理想跌3.16%，零跑跌3.8%，小鵬跌2.1%。周大福創建增加派息，及送紅股，股價升6.4%。上午收市恆生指數跌418點，國企指數跌152點，科技指數跌93點，成交591億元。
下午港股跌幅略為收窄，恆生指數跌不足400點。科技及金融股領跌。阿里巴巴跌2.2%，令指數跌44點。友邦跌3.69%，令指數跌43點。小米跌3.3%，令指數跌24點。騰訊跌1.18%，令指數跌23點。建設銀行跌1.96%，令指數跌27點。工商銀行跌2.1%，令指數跌20點。網易跌3.53%，令指數跌1７點。滙豐跌0.57%，令指數跌11點。比亞迪跌2.89%，令指數跌13點。中海油跌2%，令指數跌11點。中國人壽跌3.67%，令指數跌12點。港交所跌1.47%，令指數跌10點。相反聯想逆市升2.6%，令指數升10點。滙豐升0.5%，令指數升10點。收市恆生指數跌254點，國企指數跌100點，科技指數跌49點，成交1022 億元。



Daily report

Technology and financial stocks led the fall.

Hong Kong market opened lower on Friday. Hang Seng index opened down 237 points, H share index down 93 points and technology index down 43 points. Technology and finance stocks led the fall. Alibaba lost 2.27% for 46-point loss. Tencent lost 1.05% for 21-point loss. AIA lost 1.03% for 14-point loss. ICBC lost 2.09% for 20-point loss. CCB lost 1.03% for 124-point loss. Netease lost 2.2% for 11-point loss. Xiaomi lost 1.5% for 11-point loss. The market fell further after opening as Hang Seng index lost more than 400 points. Alibaba lost 3.2% for 64-point loss. AIA lost 2.3% for 27-point loss. Tencent lost 1.23% for 25-point loss. Xiaomi lost 4% for 28-point loss. Meituan lost 2.5% for 15-point loss. BYD lost 3.3% for 14-point loss. CCB lost 1.4% for 19-point loss. Netease lost 3.1% for 15-point loss. Auto shares fell. BYD lost 3.3%. Li Auto lost 3.16%. Leap Motor lost 3.8%. XPeng lost 2.1%. CTF Services increased dividend payout and distributed bonus shares. Share price rose 6.4%. Shanghai composite index closed the morning down 48 points. Hang Seng index closed down 418 points, H share index down 152 points and technology index down 93 points. Turnover was $59.1billion.

The market’s loss narrowed slightly in the afternoon as Hang Seng index lost under 400 points. Technology and financial stocks led the fall. Alibaba lost 2.2% for 44-point loss. AIA lost 3.69% for 43-point loss. Xiaomi lost 3.3% for 24-point loss. Tencent lost 1.18% for 23-point loss. CCB lost 1.96% for 27-point loss. ICBC lost 2.1% for 20-point loss. Netease lost 3.53% for 17-point loss. HSBC lost 0.57% for 11-point loss. BYD lost 2.89% for 13-point loss. CNOOC lost 2% for 11-point loss. China Life lost 3.67% for 12-point loss. HK Exchanges lost 1.47% for 10-point loss. On the other hand Lenovo rose 2.6% against the market for 10-point gain. HSBC rose 0.5% for 10-point gain. Hang Seng index closed down 254 points, H share index down 100 points and technology index down 49 points. Turnover was $102.2 billion.

24/09/2026

24/9/2026
意博亞洲有限公司 藺常念
每日報告
習主席到達美國，展開三天官式訪問。
星期四港股開市下跌，恆生指數跌184點，國企指數跌58點，科技指數跌34點。科技股領跌。騰訊跌1.36%，令指數跌27點。阿里巴巴跌1.36%，令指數跌27點。滙豐跌1.25%，令指數跌25點。建設銀行跌0.78%，令指數跌10點。上證綜合指數開市跌11點。開市後港股跌幅收窄，恆生指數跌不足100點。騰訊及阿里巴巴跌幅收窄至1%以下，騰訊跌0.3%，令指數跌6點。阿里巴巴跌0.2%，令指數跌3點。聯想跌3%，令指數跌12點。滙豐跌1.25%，令指數跌25點。相反，石油股升。中海油升2%，令指數升10點。中石油升2%，令指數升6點。上午中段跌幅再收窄，恆生指數跌不足50點。中海油升1.88%，令指數升10點。工商銀行升1.4%，令指數升13點。相反，滙豐跌0.943%，令指數跌19點。聯想跌2.76%，令指數跌11點。騰訊跌0.5%，令指數跌10點。積層板跌，建滔積層板跌2.1%，廣合科技跌8.7%，騰宏科技跌2.4%。光學股跌，長飛光纖跌3.2%，劍穚科技跌3.8%，曦智科技跌4.4%，滙聚科技跌3.3%。上證綜合指數上午收市跌36點。港股接近中午跌幅再擴大至一百多點。騰訊跌1.54%，令指數跌31點。滙豐跌0.94%，令指數跌19點。聯想跌3.74%，令指數跌15點。上午收市恆生指數跌129點，國企指數跌38點，科技指數跌48點，成交822億元。
下午港股變化不大，恆生指數跌1 百多點。騰訊跌1.4%，令指數跌28點。滙豐跌1.13%，令指數跌23點。聯想跌3.1%，令指數跌12點。紫金礦業跌3.3%，令指數跌10點。相反，中海油升2,1%，令指數升11點。工商銀行升1%，令指數升9點。中石油升2.8%，令指數升8點。友邦升0.73%，令指數升8點。阿里巴巴升0.73%，令指數升14點。小米升0.84%，令指數升6點。金價下跌，金礦股跌，紫金黃金跌4.3%，招金跌3.2%，中國黃金跌3.2%，山東黃金跌3.6%。有色金屬股跌，江西銅跌4.3%，中國宏橋跌2.9%，洛陽鉬業跌5%，五礦資源跌4.1%。收市上證綜合指數跌48點。恆生指數收市跌73點，國企指數跌8點，科技指數跌18點，成交1595億元。


Daily report

Chairman Xi Jinping arrived in the US for a three-day official visit.

Hong Kong market opened lower on Thursday. Hang Seng index opened down 184 points, H share index down 58 points and technology index down 34 points. Technology stocks led the fall. Tencent lost 1.36% for 27-point loss. Alibaba lost 1.36% for 27-point loss. HSBC lost 1.25% for 25-point loss. CCB lost 0.87% for 10-point loss. Oil stocks rose. CNOOC rose 2% for 10-point gain. Petrochina rose 2% for 6-point gain. The market’s loss narrowed again in midmorning as Hang Seng index lost under 50 points. CNOOC rose 1.88% for 10-point gain. ICBC rose 1.4% for 13-point gain. On the other hand, HSBC lost 0.94% for 19-point loss. Lenovo lost 2.76% for 11-point loss. Tencent lost 0.5% for 10-point loss. PCB shares fell. KB Laminates lost 2.1%. Delton lost 8.7%. VGT lost 2.4%. Optical shares fell. YOFC lost 3.2%. GIC lost 3.8%. Xizhi Tech lost 4.4%. Time Intercon lost 3.3%. Shanghai composite index closed the morning down 36 points. The Hong Kong market’s loss widened again near midday as Hang Seng index lost more than 100 points. Tencent lost 1.54% for 31-point loss. HSBC lost 0.94% for 19-point loss. Lenovo lost 3.74% for 15-point loss. Hang Seng index closed down 129 points, H share index down 38 points and technology index down 48 points. Turnover was $82.2 billion.

The market was little changed in the afternoon. Hang Seng index lost more than 100 points. Tencent lost 1.4% for 28-point loss. HSBC lost 1.13% for 23-point loss. Lenovo lost 3.1% for 12-point loss. Zijin Mining lost 3.3% for 10-point loss. On the other hand, CNOOC rose 2.1% for 11-point gain. ICBC rose 1% for 9-point gain. Petrochina rose 2.8% for 8-point gain. AIA rose 0.73% for 8-point gain. Alibaba rose 0.73% for 14-point gain. Xiaomi rose 0.84% for 6-point gain. Price of gold fell. Gold miners fell. Zijin Gold lost 4.3%. Zhaojin lost 3.2%. China Gold lost 3.2%. SD Gold lost 3.6%. Non-ferrous metal shares fell. Jiangxi Copper lost 4.3%. China Hongqiao lost 2.9%. Luoyang Moly lost 5%. MMG lost 4.1%. Shanghai composite index closed down 48 points. Hang Seng index closed down 73 points, H share index down 8 points and technology index down 18 points. Turnover was $159.5 billion.

23/09/2026

23/9/2026
意博亞洲有限公司 藺常念
每日報告
科技股下跌，拖累恆指跌2百多點。
星期三港股開市下跌，恆生指數跌23點，國企指數跌6點，科技指數升0.65點。港股窄幅上落。騰訊升0.4%，令指數升8點。百濟神州升1.56%，令指數升點。相反，阿里巴巴跌0.87%，令指數跌18點。建設銀行跌0.87%，令指數跌12點。友邦跌0.6%，令指數跌7點。滙豐跌0.31%，令指數跌6點。上證綜合指數開市跌1點。港股開市後跌幅擴大，恆生指數跌2百多點。金融及科技股領跌，阿里巴巴跌2.7%，令指數跌55點。騰訊跌1.8%，令指數跌38點。友邦跌1.8%，令指數跌20點。建設銀行跌1.7%，令指數跌24點。滙豐跌0.63%，令指數跌13點。內房股急升，因為地產商萬科貸款可不內壞帳處理。萬科升14%，融創升8.4%，富力地產升8.1%。龍湖升4.4%，中國海外升3.4%，華潤置地升3.3%。上午中段科技股跌幅擴大，阿里巴巴跌4%，令指數跌84點。騰訊跌2.4%，令指數跌50點。積層板升，建滔積層板升4.4%。勝宏科技升3.5%，廣合科技升2.7%。長飛光纖升2.1%。上午收市上證綜合指數跌14點。恆生指數跌192點，國企指數跌61點，科技指數跌43點，成交988億元。
下午港股變化不大，恆生指數跌2百多點。科技股領跌，阿里巴巴跌4%，令指數跌84點。騰訊跌2.6%，令指數跌53點。小米跌3.23%，令指數跌23點。建設銀行跌0.92%，令指數跌13點。滙豐跌0.82%，令指數跌16點。相反，聯想升1.25%，令指數升5點。華潤置地升2.26%，令指數升3點。人工智能股跌，智譜跌9,8%，迅策跌3.4%，稀宇跌5.4%。芯片股跌，天數智芯跌9.5%，壁仞科技跌6.8%。光模組股跌，中際旭創跌3.2%，劍橋科技跌2%，滙聚科技跌2.1%。但建滔積層板升9.3%，勝宏科技升4%，但廣合科技跌1.5%。手機設備股跌，舜宇光學跌3%，瑞聲科技跌2.1%，丘鈦科技跌1.9%，高偉電子跌2.1%，比迪電子跌2.3%。收市上證綜合指數跌15點。恆生指數跌253點，國企指數跌89點，科技指數跌59點，成交1843億元。



Daily report

Technology stocks fell to drag down the Hang Seng index by more than 200 points.

Hong Kong market opened lower on Wednesday. Hang Seng index opened down 23 points, H share index down 6 points and technology index up 0.65 points. The market was range bound. Tencent rose 0.4% for 8-point gain. Be One rose 1.56% for 6-point gain. On the other hand, Alibaba lost 0.87% for 18-point loss. CCB lost 0.87% for 12-point loss. AIA lost 0.6% for 7-point loss. HSBC lost 0.31% for 6-point loss. Shanghai composite index opened down 1 point. The market fell further after opening as Hang Seng index lost more than 200 points. Finance and technology stocks led the fall. Alibaba lost 2.7% for 55-point loss. Tencent lost 1.8% for 38-point loss. AIA lost 1.8% for 20-point loss. CCB lost 1.7% for 24-point loss. HSBC lost 0.63% for 13-point loss. Mainland developers rose sharply. Vanke rose 14%. Sunac rose 8.4%. R & F rose 8.1%. Longfor rose 4.4%. China Overseas Land rose 3.34%. CR Land rose 3.3%. Technology stocks fell further in midmorning. Alibaba lost 4% for 84-point loss. Tencent lost 2.4% for 50-point loss. PCB shares rose. KB Laminates rose 4.4%. VGT rose 3.5%. Delton rose 2.7%. YOFC rose 2.1%. At morning’s close, Shanghai composite index closed down 14 points. Hang Seng index closed down 192 points, H share index down 61 points and technology index down 43 points. Turnover was $98.8 billion.

The market was little changed in the afternoon as Hang Seng index lost more than 200 points. Technology stocks led the fall. Alibaba lost 4% for 84-point loss. Tencent lost 2.6% for 53-point loss. Xiaomi lost 3.23% for 23-point loss. CCB lost 0.92% for 13-point loss. HSBC lost 0.82% for 16-point loss. On the other hand, Lenovo rose 1.25% for 5-point gain. CR Land rose 2.26% for 3-point gain. AI shares fell. Z.ai lost 9.8%. Xunce lost 3.4%. Minimax lost 5.4%. CPU shares fell. Iluvatar Corex lost 9.5%. Biren Technology lost 6.8%. Optical shares fell. ZJ Innolight lost 3.2%. CIG lost 2%. Time Intercon lost 2.1%. However, KB Laminates rose 9.3%. VGT rose 4% but Delton lost 1.5%. Handset suppliers fell. Sunny Optical lost 3%. AAC lost 2.1%. Q-Tech lost 1.9%. Cowell lost 2.1%. BYD Electronics lost 2.3%. Shanghai composite index closed down 14 points. Hang Seng index closed down 253 points, H share index down 89 points, and technology index down 59 points. Turnover was $184.3 billion.

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10/09/2026

10/9/2026
意博亞洲有限公司 藺常念
每日報告
布蘭特期油升上100美元一桶，港股急挫。
星期四港股開市下挫，恆生指數開市跌290點，國企指數跌99點，科技指數跌61點。上證綜合指數開市跌12點。阿里巴巴跌2.37%，令指數跌48點。滙豐跌1.38%，令指數跌29點。騰訊跌0.92%，令指數跌18點。友邦跌1.2%，令指數跌14點。美團跌2%，令指數跌13點。建設銀行跌0.83%，令指數跌11點。開市後港股繼續下跌，恆生指數跌3百多點。阿里巴巴跌3.2%，令指數跌64點。滙豐跌1.45%，令指數跌30點。騰訊跌1.5%，令指數跌31點。友邦跌0.91%，令指數跌11點。美團跌1.86%，令指數跌11點。相反，建設銀行升1.2%，令指數升16點。科技股個別發展，劍橋科技逆市升4.2%，但長飛光纖跌2.4%。瀾起科技升1.3%。建滔積層板升3.8%，廣合科技升1%。人工智能股跌，迅策跌1.5%，智譜跌6.5%，稀宇跌5.1%。三星ETF跌3.6%，海力士ETF 跌1.1%。汽車股跌，比亞迪跌1.95%，理想跌1.1%，吉利汽車跌2.5%，小鵬跌3.8%，蔚萊跌4.9%。上午收市上證綜合指數跌14點。恆生指數跌325點，國企指數跌102點，科技指數跌91點，成交1058億元。
下午港股變化不大，恆生指數跌3百多點。阿里巴巴跌3.2%，令指數跌64點。騰訊跌1.8%，令指數跌37點。美團跌3.7%，令指數跌24點。滙豐跌0.72%，令指數跌15點。友邦跌1.23%，令指數15點。比亞迪跌2.93%，令指數跌13點。小米跌2.3%，令指數跌16點。相反，建設銀行升1.25%，令指數升17點。汽車股跌，比亞迪跌3.24%，理想跌2.2%，蔚萊跌5.2%，小鵬跌3.5%。貨車股跌，濰柴動力跌6.6%，中國重汽跌3.7%，慶鈴汽車跌3%。下午人工智能股大跌。智譜跌11%，稀宇跌9%。光模組股跌，中際旭創跌4.8%，曦智科技跌6.3%，長飛光纖跌2.6%。上證綜合指數收市跌14點。恆生指數收市跌320點，國企指數跌94點，科技指數跌90點，成交1988億元。


Daily report

Brent crude futures rose to US$100 per barrel. Hong Kong market fell sharply.

The Hong Kong market opened sharply lower on Thursday. Hang Seng index opened down 290 points, H share index down 99 points and technology index down 61 points. Shanghai composite index opened down 12points. Alibaba lost 2.37% for 48-point loss. HSBC lost 1.38% for 29-point loss. Tencent lost 0.92% for 18-point loss. AIA lost 1.2% for 14-point loss. Meituan lost 2% for 13-point loss. CCB lost 0.83% for 11-point loss. The market fell further after opening as Hang Seng index lost more than 300 points. Alibaba lost 3.2% for 64-point loss. HSBC lost 1.45% for 30-point loss. Tencent lost 1.5% for 31-point loss. AIA lost 0.91% for 11-point loss. Meituan lost 1.86% for 11-point loss. However, CCB rose 1.2% for 16-point gain. Technology stocks were mixed. CIG rose 4.2% against the market. However, YOFC lost 2.4%. Montage Technology rose 1.3%. KB Laminates rose 3.8%. Delton rose 1%. AI shares fell. Xunce lost 1 .5%. Z.ai lost 6.5%. Minimax lost 5.1%. Samsung ETF lost 3.6%. SK Hynix ETF lost 1.1%. Auto shares fell. BYD lost 1.95%. Li Auto lost 1.1%. Geely lost 2.5%. XPeng lost 3.8%. Nio lost 4.9%. At morning’s close, Shanghai composite index closed down 14 points. Hang Seng index closed down .325 points, H share index down 102 points and technology index down 91 points. Turnover was $105.8 billion.
The market was little changed in the afternoon. Hang Seng index lost more than 300 points. Alibaba lost 3.2% for 64-point loss. Tencent lost 1.8% for 37-point loss. Meituan lost 3.7% for 24-point loss. HSBC lost 0.72% for 15-point loss. AIA lost 1.23% for 15-point loss. BYD lost 3.01% for 15-point loss. Xiaomi lost 2.3% for 16-point loss. Auto shares fell. BYD lost 3.24%. Li Auto lost 2.2%. Nio lost 5.2%. XPeng lost 3.5%. Commerical truck shares also fell. Weichai Power lost 6.6%. Sinotruk lost 3.7%. Qinqling Motor lost 3%. AI shares fell sharply. Z.ai lost 11%. Minimax lost 9%. Optical shares fell. ZJ Innolight lost 4.8%. Xizhi Technology lost 6.3%. YOFC lost 2.6%. Shanghai composite index closed down 14 points. Hang Seng index closed down 320 points, H share index down 94 points and technology index down 90 points. Turnover was $198.8 billion.

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01/09/2026

1/9/2026
意博亞洲有限公司 藺常念
每日報告
利率上升，地產股下跌。
星期二港股開市下跌，恆生指數開市跌151點，國企指數跌54點，科技指數跌29點。阿里巴巴跌1.75%，令指數跌32點。騰訊跌1.46%，令指數跌28點。建設銀行跌1.26%，令指數跌18點。港交所除淨，令指數跌1５點。友邦保險跌0.8%，令指數跌10點。上證綜合指數開市跌6點。港股開市後跌幅擴大，恆生指數跌3百多點。權重股跌幅擴大，阿里巴巴跌4.1%，令指數跌75點。騰訊跌2.7%，令指數跌53點。港交所跌2.34%，令指數跌32點。滙豐跌1.24%，令指數跌28點。美團跌3%，令指數跌20點。建設銀行跌0.89%，令指數跌12點。相反，比亞迪升3%，令指數升15點。快手回購股份，股價升5.3%，令指數升8點。人工智能股造好，智譜半年收市升4倍，股價升2.4%。稀宇升5.6%，迅策升2.9%。但其他科技股跌，建滔積層板跌5.5%，勝宏科技跌2.9%，廣合科技跌5.5%。芯片股跌，中芯國際跌1.8%，華虹跌1%。壁仞科技跌3.6%，瀾起科技跌2.6%。長飛光纖跌3.4%，劍橋科技跌2.1%。上證綜合指數上午收市升1點。恆生指數上午收市跌258點，國企指數跌52點，科技指數跌34點，成交1332億元。
港股下午變化不大，恆生指數跌2百多點。阿里巴巴跌3.4%，令指數跌42點。騰訊跌2.2%，令指數跌43點。港交所跌2.6%，令指數跌33點。滙豐跌0.93%，令指數跌21點。美團跌2.1%，令指數跌14點。中芯國際跌2.6%，令指數跌12點。相反，比亞迪升2.64%，令指數升13點。工商銀行升1.38%，令指數升13點。建設銀行升0.84%，令指數升11點。中國銀行升1.01%，令指數升6點。比亞迪升2.5%，令指數升12點。積層板股跌，建滔積層板跌4.9%，廣合科技跌5.8%，勝宏科技跌3.5%。日本長債息率升至30年高位，利率上升，地產股跌。內房股跌，龍湖跌4.1%，中國海外跌2.8%，華潤置地跌5%。香港地產股跌，新鴻基地產跌2.7%，恆基地產跌2.3%，新世界跌3%。上證綜合指數收市跌6點。恆生指數收市跌237點，國企指數跌50點，科技指數跌69點，成交2387億元。


Daily report

Properties fell on higher interest rates.

The Hong Kong market opened lower on Tuesday. Hang Seng index opened down 151 points, H share index down 54 points and technology index down 29 points. Alibaba lost 1.75% for 32-point loss. Tencent lost 1.46% for 28-point loss. CCB lost 1.26% for 18-point loss. HK Exchanges went ex-dividend and caused 15-point loss. AIA lost 0.8% for 10-point loss. Shanghai composite index opened down 6 points. The market fell further after opening as Hang Seng index lost more than 200 points. Heavyweights lost more ground. Alibaba lost 4.1% for 75-pointl loss. Tencent lost 2.7% for 53-point loss. HK Exchanges lost 2.34% for 32-point loss. Meituan lost 3% for 20-point loss. CCB 翃lost 0.89% for 12-point loss. However, BYD rose 3% for 15-point gain. Kuaishou bought back shares. Kuaishou rose 5.3% for 8-point gain. AI shares rose. Z.ai reported four times increase in interim sales. Share price rose 2.4%. Minimax rose 5.6%. Xunce rose 2.9%. However, other technology stocks fell. PCB shares fell. KB Laminates lost 5.5%. VGT lost 2.9%. Delton lost 5.5%. CPU shares fell. SMIC lost 1.8%. Huahong Grace lost 1%. Biren Technology lost 3.6%. Montage Technology lost 2.6%. YOFC lost 3.4%. CGI lost 2.1%. Shanghai composite index closed the morning up 1 point. HangSeng index closed the morning down 258 points, H share index down 52 points and technology index down 34 points. Turnover was $133.2 billion.

The market was little changed in the afternoon. Hang Seng index lost more than 200 points. Alibaba lost 3.4% for 42-point loss. Tencent lost 2.2% for 3-point loss. Hong Kong Exchanges lost 2.6% for 33-point loss. HSBC lost 0.93% for 21-point loss. Meituan lost 2.1% for 14-point loss. SMIC lost 2.6% for 12-point loss. On the other hand, BYD rose 2.64% for 13-point gain. ICBC rose 1.38%for 13-point gain. CCB rose 0.84% for 11-point gain. BOC rose 1.01% for 6-point gain. PCB shares fell. KB Laminates lost 4.9%. Kelton lost 5.8%. VGT lost 3.5%. Japanese long-term interest rates rose to 30-year high. Interest rates rose. Properties fell. Mainland developers fell. Longfor lost 4.1%. China Overseas Land lost 2.8%. CR Land lost 5%. Local properties fell. SHK Property lost 2.7%. Henderson Land lost 2.3%. New World lost 3%. Shanghai composite index closed down 5 points. Hang Seng index closed down 237 points, H share index down 50 points and technology index down 69 points. Turnover was $238.7 billion.

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28/08/2026

28/8/2026
意博亞洲有限公司 藺常念
每日報告
港股收市個別發展。
星期五港股開市下跌，恆生指數開市跌155點，國企指數跌65點，科技指數跌40點。阿里巴巴跌2%，令指數跌36點。滙豐跌0.74%，令指數跌17點。建設銀行跌0.76%，令指數跌10點。相反，騰訊0.94%，令指數升18點。友邦升1.6%，令指數升20點。上證綜合指數開市升2點。開市後港股跌幅收窄。主因是騰訊升1.4%，令指數升27點。友邦升1.87%，令指數升23點。世茂在內地被申請清盤，股價跌10%。但其他內房股未受到影響。人工智能股個別發展，迅策升6.2%，稀宇升2.9%，但智譜跌1.1%。建滔積層板升3%，但勝宏科技跌6%。上午中段港股由跌轉升。恆生指數微升。騰訊升2%，令指數升39點。友邦升2%，令指數升24點。小米升2.5%，令指數升19點。軟件股升，金山軟件升3.7%，金蝶升9.7%，中國軟件升3.1%。上證證綜合指數上午收市升2點。恆生指數上午收市升119點，國企指數升44點，科技指數升28點，成交1175億元。
下午港股變化不大，恆生指數升一百多點。騰訊升2.59%，令指數升50點。友邦升1.74%，令指數升22點。小米升2.4%，令指數升19點。相反，阿里巴巴跌1,2%，令指數跌22點。創科跌3.2%，令指數跌10點。東方海外半年盈利跌24%，股價跌7.4%；中遠海控跌1.65%。個別科技股大跌，智譜跌5.7%，瀾起科技跌3.6%，兆易創新跌3.3%。但軟件股反彈。金蝶升7.7%，中國軟件升3.5%，金山軟件升2.6%。近日急升的醫藥股回吐，康希諾跌7.3%，康方生物跌5%。黃金股上升，中國黃金升7.6%，紫金黃金升3.65%，招金升3.5%，山東黃金升2.7%。上證綜合指數收市跌4點。收市前港股升幅收窄，恆生指數收市升19點，國企指數升0.08點，科技指數跌15點，成交2312億元。

Daily report

The Hong Kong market closed mixed.

The Hong Kong market opened lower on Friday. Hang Seng index opened down 155 points, H share index down 65 points and technology index down 40 points. Alibaba lost 2% for 36-point loss. HSBC lost 0.74% for 17-point loss. CCB lost 0.76% for 10-point loss. On the other hand, Tencent rose 0.94% for 18-point gain. AIA rose 1`.6% for 20-point gain. Shanghai composite index opened up 2 points. The market’s lss narrowed after opening. The main reason was Tencent rose 1.4% for 27-point gain. AIA rose 1.87% for 23-point gain. Shimao received winding up petition in China. Share price crashed 10%. Other Mainland developers were not affected. AI shares were mixed. Xunce rose 6.2%. Minimax rose 2.9% but X.ai lost 1.1%. KB Laminates rose 3% but VGT lost 6%. The market turned from loss to gain in midmorning. Tencent rose 2% for 39-point gain. AIA rose 2 % for 24-point gain. Xiaomi rose 1.75% for 14-point gain. Software stocks rose. Kingsoft rose 3.7%. Kingdee rose 9.7%. Sinosoft rose 3.1%. Shanghai composite index closed up 2 points. Hang Seng index closed the morning up 119 points, H share index up 44 points and technology index up 28 points. Turnover was $117.5 billion.

The market changed little in early afternoon. Hang Seng index gained about 100 points. Tencent rose 2.59% for 50-point gain. AIA rose 1.74% for 22-point gain. Xiaomi rose 2.4% for 19-point gain. On the other hand, Alibaba lost 1.2% for 22-point loss. Techtronic lost 3.2% for 10-point loss. OOIL reported decline of 24% in interim profit. Share price fell 7.4%. Cosco Holding lost 1.65%. Certain technology stocks fell sharply despite Nvidia’s strong results. Z.ai lost 5.7%. Montage Technology lost 3.6%. Giga Device lost 3.3%. However, software stock rose. Kingdee rose 7.7%. Sinosoft rose 3.5%. Kingsoft rose 2.6%. Some pharmaceutical shares that rose sharply recently retreated. Cansino lost 7.3%. Akeso lost 5%. Gold shares rose. China Gold rose 7.6%. Zijin Gold rose 3.65%. Zhaojin rose 3.5%. SD Gold rose 2.7%. Shanghai composite index closed down 4 points. The market’s gain narrowed before the close. Hang Seng index closed up 19 points, H share index up 0.08 point but technology index down 15 points. Turnover was $231.2 billion.

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