30/04/2026
30/4/2026
意博亞洲有限公司
藺常念
每日報告
市場擔心美國將展開對伊朗新攻擊,股市下挫。
星期四港股開市下跌,恆生指數跌103點,國企指數跌48點,科技指數跌33點。阿里巴巴跌1.84%,令指數跌37點。騰訊跌1.08%,令指數跌21點。滙豐跌0.85%,令指數跌18點。工商銀行跌1.25%,令指數跌12點。美團跌1.5%,令指數跌11點。相反,友邦保險升1.94%,令指數升27點。中國人壽升4%,令指數升13點。開市後港股跌幅擴大,恆生指數跌300多點。阿里巴巴跌3.06%,令指數跌61點。騰訊跌2.3%,令指數跌45點。小米跌3.78%,令指數跌33點。滙豐跌1.06%,令指數跌22點。美團跌1.9%,令指數跌14點。比亞迪跌2.6%,令指數跌16點。相反,信達生物第一季收入升50%,股價升6.1%,令指數升13點。中國人壽第一季新業務增長75%,股價升4.3%,令指數升14點。中芯國際升4%,令指數升18點。長飛光纖首季盈利升226%,但市場不滿意,股價急挫11.3%。有色金屬股跌,中國宏橋跌4.4%,中鋁跌5.1%,江西銅跌5.7%,洛陽鉬業跌4%,五礦資源跌5.2%。建滔積層板受到獲利回吐拖累,跌8.2%;建滔集團跌8%。相反,天齊鋰業第一季盈利升17倍,股價升3.8%。但寧德時代跌1.75%。上午收市,上證綜合指數升4點。恆生指數跌321點,國企指數跌112點,科技指數跌48點,成交1566億元。
下午港港股變化不大,恆指維持跌3百多點。市場擔心美軍準備向伊朗發動新攻擊,油價急升2%,股市下跌。科技股領跌,阿里巴巴跌3.47%,令指數跌69點。騰訊跌2.7%,令指數跌53點。小米跌4.25%,令指數37點。比亞迪跌5.5%,令指數跌35點。工商銀行跌2.2%,令指數跌21點。建設銀行跌1.55%,令指數跌21點。A股芯片股升至停板,寒武紀升20%停板。香港芯片股跟隨。中芯國際升8%,為升幅最大藍籌股,令指數升35點。華虹半導體升6.8%,天數智芯升18.5%。中國人壽升4.45%,令指數升14點。信達生物升4.7%,令指數升10點。恆生指數最低跌至25734點,跌378點。下午中段跌幅收窄,恆生指數跌不足300點。收市上證綜合指數升6點。恆生指數跌335點,國企指數跌124點,科技指數跌39點,成交291.5 億元。
Daily report
Heightened Persian Gulf tension depressed the Hong Kong market.
The market opened lower on Thursday. Hang Seng index opened down 103 points, H share index down 48 points and technology index down 33 points. Alibaba lost 1.84% for 37-point loss. Tencent lost 1.08% for 21-point loss. HSBC lost 0.85% for 18-point loss. ICBC lost 1.25% for 12-point loss. Meituan lost 1.5% for11-point loss. On the other hand, AIA rose 1.94% for 27-point gain. China Life rose 4% for 13-point gain. The market fell further after opening. Hang Seng index lost more than 200 points. Alibaba lost 3.06% for 61-point loss. Tencent lost 2.3% for 45-point loss. Xiaomi lost 3.78% for 33-point loss. HSBC lost 1.06% for 22-point loss. Meituan lost 1.9% for 14-point loss. BYD lost 2.6% for 16-point loss. However, Innovent’s first quarter income rose 50%. Share price rose 6.1% for 131-point gain. China Life reported 75% increase in new business in the first quarter. Share price rose 4.3% for 14-point gain. SMIC rose 4% for 18-point gain. YOFC reported 226% increase in first quarter profit. But share price fell 11.3%. Non-ferrous metal shares fell. China Hongqiao lost 4.4%. Chalco lost 5.1%. Jiangxi Copper lost 5.7%. Luoyang Moly lost 4%. MMG lost 5.2%. KB Laminates fell 8.2% due to profit taking. Kingboard Holding lost 8%. However, Tianqi Lithium reported 17 times increase in first quarter profit. Share price rose 3.8%. However, CATL continued to fall 1.75%. At morning’s close, Hang Seng index closed down 321 points, H share index down 112 points and technology index down 48 points. Turnover was $156.6 billion.
The market was little changed in the afternoon as Hang Seng index lost more than 300 points. The public was worried about the US’s launching new attacks on Iran. Crude oil rose sharply by 2% and stock markets fell. Technology stocks led the fall. Alibaba lost 3.47% for 69-point loss. Tencent lost 2.7% for 53-point loss. Xiaomi lost 4.25% for 37-point loss. BYD lost 5.5% for 35-point loss. ICBC lost 2.2% for 21-point loss. CCB lost 1.55% for 21-point loss. On the other hand, Mainland GPU stocks rose the daily limit, in particular Cambricon. Chips stocks rose in Hong Kong. SMIC rose 8% to lead the blue chips for 35-point gain. Huahong Semiconductor rose 6.8%. Iluvatar Corex rose 8.5%. China Life rose 4.45% for 14-point gain. Innovent rose 4.7% for 10-point gain. Hang Seng index fell to a low of 25734 points, down 378 points. Hang Seng index closed down 335 points, H share index down 124 points and technology index down 39 points. Turnover was $291.5 billion.