Ragingbull

Ragingbull Public page of Francis Lun
藺常念公開網頁

03/06/2026

3/6/2026
意博亞洲有限公司
藺常念；每日報告

科技巨企受到獲利回吐拖累急挫。

星期三港股開市下跌，恆生指數跌85點，國企指數跌39點，科技指數跌36點。聯想跌7.8%，令指數跌22點。阿里巴巴跌0.69%，令指數跌14點。建設銀行跌0.92%，令指數跌12點。相反，騰訊升0.5%，令指數升10點。滙豐升0.4%，令指數升9點。上證綜合指數開市跌14點。開市後跌幅擴大，恆生指數跌300多點。阿里巴巴2.5%，令指數跌50點。騰訊跌2.7%，令指數跌52點。美團跌4.33%，令指數跌32點。小米跌2.1%,令指數跌18點。4大科技股領跌。之前急挫的新科技股反彈，智譜升3.96%，稀宇升2.2%，迅策升1.1%。光纖股升，長飛光纖升8.5%，曦智科技升15%。芯片股升，中芯國際升3.1%，華虹半導體升1.9%，長光辰芯升5.8%，納芯微升3%。建滔積層板升5.9%，廣合科技升3.9%，勝宏科技升5.1%，劍橋科技升11.5%。接近中午，跌幅擴大，恆生指數跌4百多點。阿里巴巴跌3%，令指數跌60點。騰訊跌3.6%，令指數跌70點。美團跌6.7%，令指數跌50點。小米跌3.1%，令指數跌26點。上午收市，上證綜合指數升22點。恆生指數跌438點，國企指數跌183點，科技指數跌122點，成交1698億元。

下午港股變化不大，恆生指數維持跌4百多點。科技股領跌，騰訊跌3.78%，令指數跌73點。阿里巴巴跌2.75%，令指數跌55點。美團跌6%，令指數跌45點。小米跌3.1%，令指數跌27點。比亞迪跌3.6%，令指數跌20點。京東跌4,3%，令指數跌13點。建設銀行跌1.6%，令指數跌21點。工商銀行跌1.6%，令指數跌14點。汽車股跌，比亞迪跌3.56%，理想汽車跌4.5%，小鵬跌5.4%，蔚萊跌3.5%，奇瑞汽車跌2.4%。相反，中芯國際升1.7%，令指數升9點。長光辰芯升11.9%，華虹半導體升2.4%，兆易創新升3.3%。上證綜合指數收升9點。恆生指數收市跌405點，國企指數跌166點，科技指數跌142點，成交3229億元。




Daily report

Technology mega stocks fell sharply to drag down the market.

The market opened lower on Wednesday. Hang Seng index opened down 85 points, H share index down 39 points but technology index down 36 points. Lenovo lost 7.8% for 22-point loss. Alibaba rose 0.69% for 14-point gain. CCB lost 0.92% for 12-point gain. On the other hand, Tencent rose 0.5% for 10-point gain. HSBC rose 0.4% for 9-point gain. Shanghai composite index opened down 14 points. The market fell further after opening as Hang Seng index lost 300+ points. Alibaba lost 2.3% for 46-point loss. Tencent lost 2.7% for 52-point loss. Meituan lost 4.33% for 32-point loss. Xiaomi lost 2.1% for 18-point loss. The big 4 technology stocks led the fall. New technology stocks rebounded. Minimax rose 2.2%. Knowledge Altas rose 3.96%. Optic and photonics shares rose. YOFC rose 8.5%. Xizhi Technology rose 15%. Semiconductor shares rose. SMIC rose 3.1%. Huahong Semiconductor rose 1.9%. GP Ixel rose 5.8%. Novosense rose 3%. KB Laminates rose 5.9%. Delton rose 3.9%. VGT rose 5.1%. CIG rose 11.5%. The market fell further near midday. Hang Seng index lost more than 400 points. Alibaba lost 3% for 60-point loss. Tencent lost 3.6% for 70-point loss. Meituan lost 6.7% for 50-point loss. Xiaomi lost 3.1% for 26-point loss. Shanghai composite index closed the morning up 22 points. Hang Seng index closed the morning down 438 points, H share index down 183 points and technology index down 122 points. Turnover was $169.8 billion.

The market was little changed in the afternoon. Hang Seng index lost more than 400 points. Technology stocks led the fall. Tencent lost 3.78% for 73-point loss. Alibaba lost 2.75% for 55-point loss. Meituan lost 6% for 45-point loss. Xiaomi lost 3.1% for 27-point loss. BYD lost 3.6% for 20-point loss. JD lost 4.3% for 13-point loss. CCB lost 1.6% for 21-point loss. ICBC lost 1.6% for 14-point loss. Auto shares fell. BYD lost 3.56%. Li Auto lost 4.5%. XPeng lost 5.4%. Nio lost 3.5%. Chery lost 2.4%. On the other hand, SMIC rose 1.7%. GPI Exel rose 11.9%. Huahong Semiconductor rose 2.4%. Giga Device rose 3.3%. Shanghai composite index closed up 9 points. Hang Seng index closed down 405 points, H share index down 166 points and technology index down 142 points. Turnover was $322.9 billion.

29/05/2026

29/5/2026
意博亞洲有限公司
藺常念；每日報告

聯想急升，領導港股上升。

星期五港股開市上升，恆生指數升155點，國企指數升42點，科技指數升51點。聯想升15%，令指數升32點。友邦保險升2.1%，令指數升28點。阿里巴巴升1.15%，令指數升21點。信達生物升6.9%，令指數升13點。騰訊升0.75%，令指數升13點。比亞迪升2.3%，令指數升12點。相反，工商銀行跌1.06%，令指數跌9點。上證綜合指數開市升10點。港股開市後變化不大，恆生指數升一百多點。聯想一度急升30%，上午中段升20%，令指數升41點。受惠同業戴爾電腦業績好，在美國延長交易時段升40%。信達生物和輝瑞達成全球合作協議，輝瑞將幫信達拓展銷售其腫瘤藥物，股價急升10%。有大股東增持，泡泡瑪持升9.3%，令指數升18點。但阿里巴巴跌0.8%，令指數跌15點。中芯國際跌4.25%，令指數跌24點。小米跌2.24%，令指數跌18點。滙豐跌0.62%，令指數跌14點。人工智能股升，稀宇升2.5%，智譜升6.3%。記億體股持續上升，南方三星ETF 升10%，南方海力士ETF升5%。上證綜合指數上午收市跌15點。上午收市前科技股升，聯升24%，令指數升51點。騰訊升2.63%，令指數升45點。阿里巴巴升1.56%，令指數升29點。恆生指數上午收市升275點，國企指數升107點，科技指數升81點，成交1941億元。


下午早段港股升幅擴大，恆生指數升3百多點。聯想升25%，令指數升54點。騰訊升1.5%，令指數升26點。阿里巴巴升1.56%，令指數升29點。百度升8.36%，令指數升20點。信達生物升13%，令指數升25點。泡泡瑪特升9%，令指數升17點。舜宇光學升14%，令指數升11點。半導體電路板股升，壁仞科技升15%，勝宏科技升3.1%，廣合科技2.3%，建滔集團升3.3%。發電股升，華潤電力升3%，中國電力升3.9%，華能國際升5.6%，大唐發電升6.1%，華電國際升3.8%。內房股升，龍湖升5.6%，華潤置地升3.1%，中國海外升2.1%，越秀升4.3%。上證綜合指數收市跌10點。恆生指數最高升至25313點，升307點。收市前升幅收窄，中芯國際急挫8.5%，令指數跌49點。恆指收市升176點，國人止指數升61點，科技指數跌4點，成交4621億元。





Daily report

Lenovo soared to lead the market’s rally.

The market opened higher on Friday. Hang Seng index opened up 155 points, H share index up 42 points and technology index up 51 points. Lenovo rose 15% for 32-point gain AIA rose 2.1% for 28-point gain. Alibaba rose 1.15% for 21-point gain. Innovent rose 6.8% for 13-point gain. Tencent rose 0.75% for 13-point gain. BYD rose 2.3% for 12-point gain. On the other hand, ICBC lost 1.06% for 9-point loss. Shanghai composite index opened up 10 points. The market was little changed after opening as Hang Seng index gained more than 100 points. Lenovo soared as much as 30%. US competitors Dell soared 40% in US trading as it announced spectacular results. Lenovo rose 23% for 50-point gain. Innovent reached global marketing agreement with Pfizer, whereby the later would help market Innovent’s cancer drugs. Share price rose as much as 10% for 18-point gain. Popmart rose 9.3% for 18-point gain. However, Alibaba lost 0.8% for 15-point loss. Memory stocks continued to rise. Biren Technology rose 15%. Samsung ETF rose 10%. Hynix ETF rose 5%. Shanghai composite index closed the morning down 15 points. The market rose further near midday as big techs rose. Lenovo rose 24% for 51-point gain. Tencent rose 2.63% for 45-point gain. Alibaba rose 1.56% for 29-point gain. Hang Seng index closed the morning up 275 points, H share index up 107 points and technology index up 81 points. Turnover was $194.1 billion.


The market rose further in the afternoon as Hang Seng index gained more than 300 points. Lenovo rose 25% for 54-point gain. Tencent rose 1.55 for 26-point gain. Alibaba rose 1.56% for 29-point gain. Baidu rose 8.36% for 20-point gain. Innovent rose 13% for 25-point gain. Popmart rose 9% for 17-point gain. PCB shares rose. VGT rose 3.1%. Delton rose 2.3%. Kingboard Holding rose 3.3%. Electricity generators rose sharply. CR Power rose 3%. China Power rose 3.9%. Huaneng International rose 5.6%. Datang Power rose 6.1%. Huadian International rose 3.8%. Mainland developers rose. Longfor roe 5.6%. CR Land rose 3.1%. China Overseas Land rose 2.1%. Yuexiu rose 4.3%. Shanghai composite index closed down 10 points. Hang Seng index reached a high of 25313 points, up 307 points. The market retreated near the close. SMIC crashed 8.3% for 49-point loss. Hang Seng index closed up 176 points. H share index closed up 61 points and technology index down 4 points. Turnover was $462.1 billion.

14/05/2026

14//5/2026
意博亞洲有限公司
藺常念；每日報告

特朗普訪問中國，未能刺激港股急升。

星期四港股開市急升，恆生指數升448點，國企指數升193點，科技指數升165點。科技股領升，阿里巴巴盈利下跌，但投入人工智能增加，股價升7.76%，令指數升157點。騰訊同樣上升2.5%，令指數升47點。美團升3.94%，令指數升30點。小米升2.2%，令指數升20點。百度升7%，令指數升19點。建設銀行升1.24%，令指數升17點。平保2%，令指數升14點。相反，友邦保險跌3%，令指數跌43點。上證綜合指數開市升7點。開市後升幅收窄，恆生指數升不足2百點。阿里巴巴升6%，令指數升122點。騰訊升2%，令指數升38點。小米升1.26%，令指數升12點。百度升4.6%，令指數升12點。芯片股個別發展，瀾起科技升6%，納芯微升14%，芯成科技升24%。相反愛芯元智跌4.2%，天數智芯跌1.6%。人工智能股升，稀宇升4.2%，英諾賽科升4.8%，海致科技升4.7%。印度向黃金徴收15%重稅，金礦股急挫，招金跌12%，山東黃金跌6.1%，紫金礦業跌4.8%。接近中午升幅再收窄至一百點以下，主因是A股下跌34點，拖累港股回軟。上證綜合指數上午收市跌43點。恆生指數上午收市升89點，國企指數升13點，科技指數升15點，成交1812億元。

下午港股變化不大，恆生指數升約100點。科技股領升，阿里巴巴升4.6%，令指數升96點。友邦保險升0.98%，令指數升14點。京東升2.8%，令指數升9點。中國銀行升1.53%，令指數升9點。新鴻基地產升2.5%，令指數升8點。理想車升4.8%，令指數升8點。相反紫金礦業跌4.4%，令指數跌16點。中芯國際跌2.3%，令指數跌12點。美團跌1.3%，令指數跌10點。創科跌2.42%，令指數跌10點。藥明系下跌，藥明生物跌3.8%，藥明康德跌5.4%。零售股跌，泡泡瑪特跌3.73%，李寧跌2.2%。機械人股跌，樂動機械人跌4.9%，越疆跌2.2%，地平線跌7%，優必選跌4%。但速騰聚創升9.65%，禾賽升5.5%，英諾賽科升4%。上證綜合指數收市跌64點。下午中段港股升幅收窄，騰訊跌0.8%，令指數跌15點。美團跌1.8%，令指數跌13點。收市前升轉跌，恆生指數收市升0.6 點，國企指數跌18點，科技指數跌17點，成交3067億元。

Daily report

Hong Kong market failed to soar as Trump visits China.

The Hong Kong market opened sharply higher on Thursday. Hang Seng index opened up 448 points, and H share index up 193 points and technology up 165 points. Technology stocks led the rally. Alibaba rose 7.76% for 157-point gain. First quarter profit fell sharply as it invested heavily in AI. Tencent rose 2.5% for 47-point as it tried to catch up in AI. Xiaomi rose 2.2% for 20-point gain. Baidu rose 7% for 19-point gain. CCB rose 1.24% for 17-point gain. Ping A rose 2% for 14-point gain. On the other hand, AIA lost 3% for 453-point loss. Shanghai composite index opened up 7 points. The market’s gain narrowed after opening as Hang Seng index gained under 100 points. Heavyweights retreated from opening highs. Alibaba rose 6% for 122-point gain. Tencent rose 2% for 38-point gain. Xiaomi rose 1.26% for 122-point gain. Baidu rose 4.6% for12-point gain. Semiconductor shares were mixed. Montage Technology rose 6%. Novosense rose 14%. Sino ICT rose 24%. However, Axera lost 4.2%. Iluvatar Corex lost 1.6%. AI shares rose. Minimax rose4.2%. Innosense rose 4.8%. Haizhi Technology rose 4.7%. Gold miners fell sharply. India increased import duty of gold to 15%. Zhaojin lost 12%. SD Gold lost 6.1%. Zijin Mining lost 4.8%. The market’s gain narrowed further near midday, as A shares fell and Shanghai composite index closed the morning down 43 points. Hang Seng index closed the morning up 89 points, H share index up 13 points and technology index up 15 points. Turnover was $181.2 billion.

The market was little changed in the afternoon as Hang Seng index gained about 100 points. Technology stocks led the rally. Alibaba rose 4.6% for 96-point gain. AIA rose 0.98% for 14-point gain. JD rose 2.8% for 9-point gain. BOC rose 1.53% for 9-point gain. SHK Property rose 2.5% for 8-point gain. Li Auto rose 4.8% for 8-point gain. However, Zijin Mining lost 4.4% for 16-point loss. SMIC lost 2.3% for 12-point loss. Meituan lost 1.3% for 1`0-point loss. Techtronic lost 2.42% for 10-point loss. Wuxi shares fell. Wuxi Biologics lost 3.8%. Wuxi Apptec lost 5.4%. Retail stocks fell. Popmart lost 3.73%. Lining lost 2.2%. Robot shares fell. LD Robot lost 4.9%. Horizon lost 7%.UB Tech lost 4%. Dobot lost 2.2%. On the other hand, Robosense rose 9.65%. Hesai rose 5.5%. Innoscience rose 4%. Shanghai composite index closed down 64 points. The market’s gain narrowed in midafternoon. Tencent lost 0.8% for 15-point loss. Meituan lost 1.8% for 13-point loss. The market turned from gain to loss just before the close. Hang Seng index closed up 0.6 point, but H share index down 18 points and technology index down 17 points. Turnover was $306.7 billion.

13/05/2026

13/5/2026
意博亞洲有限公司
藺常念
每日報告

特朗普起程坐飛機，訪華三天。

星期三港股開市微升，恆生指數升22點，國企指數跌5點，科技指數跌15點。滙豐升1.58%，令指數升33點。京東業績比預期好，升3.6%，令指數升11點。友邦保險升0.7%，令指數升10點。相反，科技股領跌。阿里巴巴跌0.97%，令指數跌20點。中芯國際跌2.94%，令指數跌15點。上證綜合指數開市跌15點。開市後港股升轉跌，恆生指數微跌。科技股跌幅擴大，阿里巴巴跌2.1%，令指數跌43點。中芯國際跌3.5%，令指數跌18點。騰訊跌0.57%，令指數跌10點。比亞迪跌1.75%，令指數跌10點。創科跌3.3%，令指數跌10點。但不久又由跌轉升，主因是騰訊升0.65%，令指數升11點。加上阿里巴巴跌幅收窄至1%。但機械人股跌，拖累港股升轉跌。優必選1.4%，地平線跌1.8%，樂動機械人跌8%，速騰聚創跌2.1%，微創機械人跌2.8%，臥安機械人跌3.4%。恆生指數跌一百多點。阿里巴巴跌1.87%，令指數跌38點。中芯國際跌3.46%，令指數跌18點。比亞迪跌3.15%，令指數跌18點。吉利跌5.6%，令指數跌13點。汽車業庫存系數升1.89%，汽車股跟隨比亞迪下跌，小鵬跌1,5%，零跑跌2.25%，奇瑞跌2.2%。上證綜合指數上午收市跌5點。恆生指數上午收市升69點，國企指數升9點，科技指數升26點，成交1402億元。

港股下午變化不大，恆生指數升43點，國企指數升1點，科技指數升32點。美團升5.1%，令指數升37點。滙豐升1.44%，令指數升30點。騰訊升1.4%，令指數升26點。京東升6.8%，令指數升20點。友邦升1.33%，令指數升19點。小米升1.2%，令指數升11點。相反，吉利跌5.3%，令指數跌12點。中芯國際跌2.2%，令指數跌11點。中國人壽跌3.13%，令指數跌11點。手機設備股升，瑞聲升10%，其高玏率液冷CDU 規模生產。舜宇光學升4.2%，丘鈦科技升2.8%，高偉電子升2.7%。受惠業績好，京東系上升，京東升6.8%，京東健康升6.95%，京東物流升8.3%。下午中段港股由升轉跌，阿里巴巴跌0.97%，令指數跌20點。中芯國際跌3.1%，令指數跌16點。中國人壽跌4.1%，令指數跌15點。吉利跌6%，令指數跌14點。但收市前又轉升，滙豐升2%，令指數升42點。美團升4.4%，令指數升32點。京東升8%，令指數升24點。上證綜合指數收市升28點。恆生指數收市升40點，國企指數跌5點，科技指數升23點，成交277.8億元。




Daily report

Trump boarded the plane to China for a three-day official visit.

The Hong Kong market opened higher on Wednesday. Hang Seng index opened up 22 points, but H share index down 5 points and technology down 15 points. HSBC rose 1.58% for 33-point gain. JD reported strong earnings. Share price rose 3.6% for 11-point gain. AIA rose 0.7% for 10-point gain. On the other hand, Alibaba lost 2.1% for 43-point loss. SMIC lost 3.5% for 18-point loss. Tencent lost 0.57% for 10-point loss. BYD lost 1.75% for10-point loss. Techtronic lost 3.3% for 10-point loss. Shanghai composite index opened down 15 points. The market turned from gain to loss after opening as technology stocks fell further. Alibaba lost 2.1% for 43-point loss. SMIC lost 3.5% for 18-point loss. Tencent lost 0.57% for 10-opint loss. BYD lost 1.75% for 10-point loss. Techtronic lost 3.3% for 1oss. However, the market turned from loss to gain again, as Tencent rose 0.65% for 11-point gain. Then the market turned negative again due to weakness in robot stocks. UB Tech lost 1.4%. Horizon lost 1.8%. LD Robot lost 8%. Dobot lost 2.1%. Medbot lost 2.8%. One Robotics lost 3.4%. Hang Sengi index lost more than 100 points. Alibaba lost 1.87% for 38-point loss. SMIC lost 3.46% for 18-point loss. BYD lost 3.15% for 18-point loss. Geely lost 5.6% for 13-point loss. The Industry reported showed increase in car inventory. Auto shares fell. XPeng lost 1.5%. Leapmotor lost 2.25%. Chery lost 2.2%. Shanghai composite index closed the morning down 6 points. Hang Seng index closed the morning up 69 points, H share index up 9 points and technology index up 26 points. Turnover was $140.2 billon.

The market was little changed in the afternoon. Hang Sengi index was up 43 points, H share index up 1 point and technology index up 32 points. Meituan rose 5.1% for 37-point gain. HSBC rose 1.44% for 30-point gain. Tencent rose 1.4% for 26-point gain. JD rose 6.8% for 20-point gain. AIA rose 1.33% for 19-point gain. Xiaomi rose 1.2% for 11-point gain. On the other hand, Geely lost 5.3% for 12-point loss. SMIC lost 2.2% for 11-point loss. China Life lost 3.1% for 11-point loss. Handset suppliers rose. AAC rose 10% as its liquid cooled CDU went into mass production. Sunny Optical rose 4.2%. Q-Tech rose 2.8%. Cowell rose 2.7%. JD list of shares rose on strong results. JD rose 6.8%. JD Health rose 6.95%. JD Logistics rose 8.3%. Shanghai composite index closed up 10 points. The market turned from gain to loss in midafternoon. Alibaba lost 0.97% for 20-point loss. SMIC lost 3.1% for 16-point loss. China Life lost 4.1% for 15-point loss. Geely lost 6% for 14-point loss. The market again turned from loss to gain. HSBC rose 2% for 42-point gain. Meituan rose 4.4% for32-point gain. JD rose 8% for 24-point gain. Shanghai composite index closed up 28 points. Hang Seng index closed up 40 points, H share index down 5 points and technology index up 23 points. Turnover was $277.8 billion.

12/05/2026

12/5/2026
意博亞洲有限公司
藺常念
每日報告

南韓指數跌7%，拖累半導體股急挫。

星期二港股高開，恆生指數升90點，國企指數升18點，科技指數升23點。快手分拆人工智能可靈業務獨立上市，升9.9%，令指數升24點。友邦保險升1.56%，令指數升22點。相反，滙豐跌0.35%，令指數跌7點。上證綜合指數開市升2點。開市後港股微升，恆生指數升約一百點。快手升7%，令指數升17點。阿里巴巴升1.12%，令指數升22點。紫金礦業升3.1%，令指數升11點。吉利升3.74%。令指數升9點。中石油升2.6%，令指數升9點。中海油升1.6%，令指數升10點。建設銀行升1.24%，令指數升17點。金價上升，黃金股造好。紫金黃金升3.1%，中國黃金升3%，招金升2%。赤峰黃金升2.8%，老鋪黃金升3.1%。南韓總統宣佈人工智能稅，令南韓指數跌7%。受到獲利回吐拖累，連日急升的三星及海力士ETF 急挫10%。拖累半導體股跌，中芯國際跌1.2%，華虹半導體跌3.4%，長光辰芯2.9%，瀾起科技跌4.5%，兆易創新跌2.45%。被證券商降評級，泡泡瑪特跌3.1%，為跌幅最大藍籌股。發電股升，東方電氣升4.8%，哈爾濱電氣升3.2%，重慶機電升1.2%。長飛光纖升4.4%。上證綜合指數上午收市跌17點。恆生指數升80點，國企指數升32點，但科技指數跌20點，成交1404億元。

下午早段升幅再收窄，恆生指數只是微升24點。騰訊跌0.82%，令指數跌15點。中芯國際跌2.74%，令指數跌14點。相反，中石油升4%，令指數升14點。建設銀行升0.9%，令指數升12點。工商銀行升1.15%，令指數升10點。中海油升1.7%，令指數升11點。網易升2.3%，令指數升10點。下午中段港股由升轉跌，恆生指數跌約50點。滙豐及騰訊領跌，滙豐跌1.7%，令指數跌36點。騰訊跌1.33%，令指數跌25點。中芯國際跌2.35%，令指數跌12點。比亞迪跌2%，令指數跌12點。中國人壽跌2.8%，令指數跌10點。泡泡瑪特跌3.2%。上證綜合指數收市跌10點。恆生指數收市跌59點，國企指數跌2點，科技指數跌36點，成交2636億元。




Daily report

South Korean KOSPI fell sharply. Semiconductor shares fell to profit taking.

The Hong Kong market opened higher on Tuesday. Hang Seng index opened up 90 points, H share index up 18 points and technology index up 23 points. Kuaishou announced spinning off its AI business Kling and rose 9.9% for 24-point gain. AIA rose 1.56% for 22-point gain. On the other hand, HSBC lost 0.35% for 7-point loss. Shanghai composite index opened up 2 points. The market edged up slightly after opening as Hang Seng index gained more than 100 points. Kuaishou rose 7% for 17-point gain. Alibaba rose 1.12% for 22-point gain. Zijin Mining rose 3.1% for 11-point gain. Geely rose 3.74% for 9-point gain. Price of gold rose. Gold shares rose. Zijin Gold rose 3.1%. China Gold rose 3%. Zhaojin rose 2%. Chifeng Gold rose 2.8%. Laopu Gold rose 3.1%. Petrochina rose 2.6% for 9-point gain. CNOOC rose 1.6% for 10-point gain. South Korean President announced AI tax. KOSPI lost 7%. The South Korean ETF for Samsung and SK Hynix fell 10% due to profit taking, after surging almost 100% in the past few days. Semiconductor shares fell to profit taking. SMIC lost 1.2%. Huahong Semiconductor lost 3.4%. GPI Xel lost 2.9%. Montage Technology lost 4.5%. Gigadevice lost 2.45%. Popmart lost 3.1% to become the top loser. Power generating equipment shares rose. Dongfang Electric rose 4.8%. Harbin Electric rose 3.2%. Chongqing M & E rose 1.2%. YOFC rose 4.4%. Shanghai composite index closed the morning down 17 points. Hang Seng index closed the morning up 80 points, H share index up 32 points but technology index down 20 points. Turnover was $140.4 billion.

The market’s gain narrowed further in the afternoon. Hang Seng index edged up slightly. Tencent lost 0.82% for 15-point loss. SMIC lost 2.74% for 14-point loss. On the other hand, Petrochina rose 4% for 14-point gain. CCB rose 0.9% for 12-point gain. ICBC rose 115% for 10-point gain. CNOOC rose 1.7% for 11-point gain. Netease rose 2.3% for 10-point gain. The market fell further in midafternoon as Hang Seng index lost more than 50 points. HSBC and Tencent led the fall. HSBC lost 1.7% for 36-point loss. Tencent lost 1.3% for 25-point loss. SMIC lost 2.35% for 12-point loss. BYD lost 2% for 12-point loss. China Life lost 2.8% for 10-point loss. Shanghai composite index closed down 15 points. Hang Seng index closed down 59 points, H share index down 2 points and technology index down 36 points. Turnover was $262.6 billion.

11/05/2026

11/5/2026
意博亞洲有限公司
藺常念
每日報告

特朗普拒絕最新伊朗反建議，為市場添加不明朗因素。

星期一中東局勢不明朗，油價上升，港股開市下跌。恆生指數跌83點，國企指數跌36點，科技指數跌24點。科技股領跌，阿里巴巴1.58%，令指數跌34點。騰訊跌1.34%，令指數跌26點。百度跌3.8%，令指數跌11點。美團跌1.1%，令指數跌8點。相反，滙豐升0.94%，令指數升20點。中芯國際升3.13%，令指數升15點。上證綜合指數開市升20點。開市後跌幅擴大，恆生指數跌一百多點。阿里巴巴跌3.23%，令指數跌69點。騰訊跌1.4%，令指數跌27點。小米跌1.7%，令指數跌13點。百度跌4.1%，令指數跌12點。美團跌1.7%，令指數跌12點。相反，芯片股升，中芯國際升5%，華虹半導體升8.6%，瀾起科技升18.7%，兆易創新升9%，騰宏科技升14%。國家四月份消費物價指數升1.2%，比預期高；製造業採購指指數升2.8%，主因是石油產品上升。接近中午跌幅收窄，恆生指數跌76點。中芯國際升4.56%，令指數升23點。滙豐升0.8%，令指數升17點。聯想升5.6%，令指數升8點。上午收市上證綜合指數升39點。恆生指數收市跌76點，國企指數跌26點，科技指數升2點，成交`1570億元。

下午港股由跌轉升，恆生指數升31點，滙豐升1.5%，令指數升32點。中芯國際升5.1%，令指數升25點。建設銀行升1.14%，令指數升15點。比亞迪升1.75%，令指數升10點。聯想升6.5%，令指數升9點。內房股上升，華潤置地升4.6%，令指數升8點。中國海外升3.6%，龍湖集團升8%，富力地產升10%。相反，科技股下跌。阿里巴巴跌3.4%，令指數跌72點。騰訊跌1.3%，令指數跌25點。百度跌2.9%，令指數跌8點。新股樂動機械人上市，升128%。汽車股升，比亞迪升1.75%，零跑升3.4%，理想升4.7%。上證綜合指數收市升42點。恆生指數收市升13 點，國企指數跌5 點，科技指數升4點，成交2885億元。




Daily report

Trump rejected Iran’s latest counter proposal, increasing political uncertainty. .

Trump rejected Iran’s latest counter proposal. Crude oil rose sharply. The Hong Kong market fell. Hang Seng index opened down 83 points, H share index down36 points and technology index down 24 points. Technology stocks led the fall. Alibaba lost 1.58% for 34-point loss. Tencent lost 134% for 26-point loss. Baidu lost 3.8% for 11-point loss. Meituan lost 1.1% for 8-point loss. Shanghai composite index opened down 0.3 point. The market fell further after opening as Hang Seng index lost more than 100 points. Alibaba lost 3.23% for 69-point loss. Tencent lost 1.4% for 27-point loss. Xiaomi lost 1.4% for 13-point loss. However, semiconductor shares rose sharply. SMIC rose 5%. Huahong Semiconductor rose 8.6%. Montage Technology rose 18.7%. Gigadevice rose 9%. VGT rose 14%. China’s April CPI rose 1.2% better than expected. PPI rose 2.8% due to rise today energy products. At morning’s close, Shanghai composite index closed up 39 points. Hang Seng index closed down 76 points, H share index down 26 points and technology index up 2 points. Turnover was $157 billion.

The market turned from loss to gain. HSBC rose 1.5% for 32-point gain. SMIC rose 5.1% for 25-point gain. CCB rose 1.14% for 15-point gain. BYD rose 1.75% for 10-poitn gain. Lenovo rose 6.5% for 9-point gain. Mainland developers rose. CR Land rose 4.6%. China Overseas Land rose 3.6%. Longfor rose 8%. R & F rose 10%. On the contrary, technology stocks fell. Alibaba lost 3.4% for 72-point loss. Tencent lost 1.3% for 25-point loss. Baidu lost 2.9% for 8-point loss. IPO LD Robot soared 128% on its trading debut. Auto shares rose. BYD rose 1.75%. Leapmotor roe 3.4%. Li Auto rose 4.7%. Shanghai composite index closed up 42 points. Hang Seng index closed up 13 points, H share index down 5 points and technology index up 4 points. Turnover was $288.5 billion.

08/05/2026

8/5/2026
意博亞洲有限公司
藺常念
每日報告

美伊在霍爾木茲海峽發生幾小時衝突，令到股市急跌。

星期五港股回落，連續兩天急升後，港股出現獲利回吐。恆生指數開市跌266點，國企指數跌56點，科技指數跌41點。金融股領跌，滙豐跌2.6%，令指數跌56點。友邦保險跌2.2%，令指數跌32點。阿里巴巴跌1.42%，令指數跌30點。創科跌5%，令指數跌14點。中芯國際跌2.5%，令指數跌13點。平保跌1.66%，令指數跌12點。港交所跌1.3%，令指數跌10點。相反百度升2.9%，令指數升8點。上證綜合指數開市跌16點。美伊在霍爾木茲海峽發生衝突，令到股市急跌。開市後港股跌幅擴大，恆生指數跌3百多點。滙豐跌2.8%，令指數跌62點。騰訊跌1.7%，令指數跌33點。阿里巴巴跌1.6%，令指數跌35點。友邦保險跌3%，令指數跌45點。中芯國際跌5.1%，令指數跌26點。相反泡泡瑪特升7.45%，令指數升14點。小米升1.6%，令指數升14點。百度升3.7%，令指數升10點。人工智能相關股個別發展。滴普科技升8%，海致科技升13%，迅策升4.7%。相反，稀宇跌5.7%，智譜跌5%，瀾起科技跌4.1%，壁仞科技跌5.9%。內房股升，龍湖集團升3.1%，中國海外升1%，華潤置地升2.6%，富力地產升4.2%。上證綜合指數上午收市跌18點。恆生指數跌290，國企指數跌56點，科技指數跌55點，成交1455億元。

下午港股變化不大，恆生指數跌2百多點。金融股領跌。滙豐跌2.8%，令指數跌60點。友邦跌2.86%，令指數跌43點。阿里巴巴跌1.56%，令指數跌33點。騰訊跌1.6%，令指數跌30點。中芯國際跌4.6%，令指數跌14點。建設銀行跌0.79%，令指數跌10點。相反，小米升1.35%，令指數升12點。百度升3.8%，令指數升10點。泡泡瑪特升4%，令指數升8點。內房股升，華潤置地升3.1%，龍湖集團升5.3%，中國海外升2.84%。越秀升3.1%，富力升4.2%。黃金股升，紫金黃金升2.6%，山東黃金升2.6%，靈寶黃金升3.6%。赤峰黃金升4.2%，老鋪黃金升1.88%。上證綜合指數收市跌4點。恆生指數收市跌232點，國企指數跌30點，科技指數跌18點。成交2798億元。


Daily report

US naval forces with Iranian forces engaged in skirmishes in the Strait of Hormuz for several hours.

The market opened lower on Friday. The market retreated on Friday after two days of strong gains. Investors sold to take profit. Hang Seng index opened down 266 points, H share index down 56 points and technology index down 41 points. Finance stocks led the fall. HSBC lost 2.6% for 56-point loss. AIA lost 2% for 32-point loss. Alibaba lost 1.42% for 30-point loss. Techtronic lost 5% for 14-point loss. SMIC lost 2.5% for 13-point loss. Ping An lost 1.66% for 12-point loss. HK Exchanges lost 1.3% for 10-point loss. On the other hand, Baidu rose 2.9% for 8-point gain. Shanghai composite index opened down 16 points. US naval forces with Iranian forces engaged in skirmishes in the Strait of Hormuz for several hours. Stock markets fell on the news. The market fell further after opening as Hang Seng index lost more than 300 points. HSBC lost 2.8% for 60-point loss. Tencent lost 1.7% for 33-point loss. Alibaba lost 1.6% for 35-point loss. AIA lost 3% for 45-point loss. SMIC lost 5.1% for 26-point loss. However, Popmart rose 7.5% for 14-point gain. Xiaomi rose 1.6% for 14-point gain. Baidu rose 3.7% for 10-point gain. AI shares were mixed. Deepexi rose 8%. Haizhi Technology rose 13%. Xunce rose 4.7%. However, Minimax lost 5.7%. Knowledge Atlas lost 5%. Montage Tech lost 4.1%. Biren Technology lost 5.9%. Mainland developers rose. Longfor rose 3.1%. China Overseas Land rose 1%. CR Land rose 2.6%. R & F rose 4.2%. Shanghai composite index closed the morning down 18 points. Hang Seng index closed the morning down 290 points, H share index down 56 points and technology index down 55 points. Turnover was $145.5 billion.

The market was little changed in the afternoon as Hang Seng index lost more than 200 points. Finance stocks led the fall. HSBC lost 2.8% for 60-point loss. AIA lost 2.86% for 43-point loss. Alibaba lost 1.56% for 33-point loss. Tencent lost 1.6% for 30-point loss. SMIC lost 4.6% for 14-point loss. CCB lost 0.79% for 10-point loss. On the other hand, Xiaomi rose 1.35% for 12-point gain. Baidu rose 3.8% for 10-point gain. Popmart rose 4% for 8-point gain. Mainland developers rose. CR Land rose 3.1%. Longfor rose 5.3%. China Overseas Land rose 2.84%. Yuexiu rose 3.1%.R & F rose 4.2%. Gold shares rose. Zijin Gold rose 2.6%. SD Gold rose 2.6%.Lingbao Gold rose 3.6%. Chifeng Gold rose 4.2%. Laopu Gold rose 1.88%. Shanghai composite index closed down 4 points. Hang Seng index closed down 232 points, H share index down 30 points and technology index down 18 points. Turnover was $279.8 billion.

07/05/2026

7/5/2026
意博亞洲有限公司
藺常念
每日報告

美伊接近達成停火協議，港股股上升。

市場憧憬美伊戰事快結束，星期四港股開市上升，恆生指數升317點，國企指數升114點，科技指數升120點。科技股領升，阿里巴巴升3.95%，令指數升81點。騰訊升1.98%，令指數升37點。滙豐升0.92%，令指數升20點。美團升2.4%，令指數升17點。百度升4.86%，令指數升12點。網易升3%，令指數升12點。友邦保險升0.8%，令指數升12點。小米升1.3%，令指數升12點。中芯國際升2.3%，令指數升11點。相反，油價跌7%，石油股下挫。中海油跌2.7%，令指數跌19點。中石油跌3.5%，令指數跌14點。上證綜合指數開市升8點。開市後港股升幅擴大，恆生指數升400多點。阿里巴巴升4.6%，令指數升96點。騰訊升2.46%，令指數升45點。友邦升2.7%，令指數升40點。滙豐升1.56%，令指數升32點。快手升7.5%，令指數升16點。黃金及金飾股升，周大福發盈喜，股價升5.35%。周六福升22%，赤峰黃金升4.5%，老鋪黃金升3.1%。紫金黃金升4.4%，招金升1.9%。創科升8.4%，為升幅最大藍籌股。上證綜合指數上午收市升11點。恆生指數升410點，國企指數升137點，科技指數升154點，成交1658億元。
下午港股早段升幅略為收窄，恆生指數升350點，國企指數升101點，科技指數升144點。阿里巴巴升4.3%，令指數升87點。騰訊升3.4%，令指數升64點。創科升9.5%，令指數升25點。滙豐升1.2%，令指數升25點。友邦升1.83%，令指數升27點。平保升2.5%，令指數升17點。美團升2.1%，令指數升15點。快手升7.78%，令指數升17點。中國人壽升3.95%，令指數升14點。相反中海油跌5.2%，令指數跌36點。中石油跌8.1%，令指數跌32點。近日上市的股票急升，滴普科技急升40%。壁仞科技升14.5%，瀾起科技升6.2%，禾賽升6.1%。天數智芯升4.9%，海致科技升6.1%。下午中段升幅再擴大至4百多點。阿里巴巴升4.4%，令指數升90點。騰訊升3.63%，令指數升67點。上證綜合指數收市升20 點。恆生指數收市升412點，國企指數升119點，科技指數升152點，成交3125億元。



Daily report

The US and Iran were closed to reaching a ceasefire agreement. Stock markets soared.

The market opened higher on Thursday. Hang Seng index opened up 317 points, H share index up 114 points and technology index up 120 points. Technology stocks led the rally. Alibaba rose 3.95% for 81-poit gain. Tencent rose 1.98% for 37-point gain. HSBC rose .092% for 20-point gain. Meituan rose 2.4% for 17-point gain. Baidu rose 4.86% for12-point gain. Netease rose 3% for 12-point gain. AIA rose 0.8% for 11-point gain. On the other hand, crude oil fell 7%. Oil stocks fell sharply. CNOOC lost 2.7% for 19-point loss. Petrochina lost 3.5% for 14-point loss. Shanghai composite index opened up 8 points. The market rose further after opening as Hang Seng index gained more than 400 points. Alibaba rose 4.6% for 96-point gain. Tencent rose 2.46% for 45-point gain. AIA rose 2.7% for 40-point gain. HSBC rose 1.56% for 32-point gain. Kuaishou rose 7.6% for 16-point gain. Gold miners and retailers rose. Chow Tai F**k issued positive profit alert. Share price rose 5.35%. Zhou Liu Fu rose 22%. Chifeng Gold rose 4.5%. Laopu Gold rose 3.1%. Zijin Gold rose 4.4%. Zhaojin rose 1.9%. Techtronic rose 8.4% to lead the blue chips. Shanghai composite index closed the morning up 11 points. Hang Seng index closed the morning up 410 points, H share index up 137 points and technology index up 154 points. Turnover was $165.8 billion.

The market’s gain narrowed slightly in the afternoon. Hang Seng index rose 350 points. H share index rose 101 points and technology index rose 144 points. Alibaba rose 4.3% for 87-point gain. Tencent rose 3.4% for 64-point gain. Techtronic rose 9/5% for 25-point gain. HSBC rose 1.2% for 25-point gain. AIA rose 1.83% for 27-point gain. Ping An rose 2.5% for 17-point gain. Meituan rose 2.1% for 15-point gain. Kuaishou rose 7.78% for 17-point gain. China Life rose 3.95% for 14-point gain. On the other hand, CNOOC rose 5.2% for 36-point gain. Petrochina lost 8.1% for 32-point loss. Certain recently listed shares soared. Deepexi rose 40%. Biren Technology rose 14.5%. Montage Technology rose 6.2%. Hesai rose 6.1%. Haizhi Technology rose 6.1%. Iluvatar rose 4.9%. The market rose further in midafternoon as Hang Seng index gained more than 400 points. Alibaba rose 4.4% for 90-point gain. Tencent rose 3.6% for 67-point gain. Shanghai composite index closed up 20 points. Hang Seng Index closed up 412 points, H share index up 119 points and technology index up 152 points. Turnover was $312.5 billion.

06/05/2026

6/5/2026
意博亞洲有限公司
藺常念
每日報告

市場對美伊戰事轉樂觀，油價下跌，港股上升。

星期三港股開市上升，恆生指數升131點，國企指數升55點，科技指數升42點。科技股領升，中芯國際升4.2%，令指數升20點。阿里巴巴升0.91%，令指數升18點。建設銀行升1.14%，令指數升15點。工商銀行升1.45%，令指數升13點。滙豐升0.44%，令指數升9點。油價下跌，中海油跌0.9%，令指數跌6點。騰訊跌0.5%，令指數跌10點。上證綜合指數開市升23點。開市後港升幅一度收窄，恆生指數升不足100點。中芯國際升7.2%，令指數升34點。滙豐升1.76%，令指數升36點。阿里巴巴升1.83% ，令指數升37點。小米升1.8%，令指數升16點。長和升2.5%，令指數升7點。相反騰訊跌1.5%，令指數28點。中海油2.5%，令指數跌25點。芯片及半導體股升，中芯國際升9.1%，華虹半導體升8.8%，天數智芯升13.7%，長光辰芯升3.1%。建滔積層板升6.9%。消息指美伊談判有進展，港股再回升，恆生指數升3百多點。中芯國際升9.8%，令指數升47點。滙豐1.9%，令數升39點。阿里巴巴升3.7%，令指數升75點。恆生指數最高升至26210點，升312點。上午收市上證綜合指數升52點。恆生指數升204點，國企指數升44點，科技指數升65點，成交1658億元。
下午港股變化不大，恆生指數升2百多點。阿里巴巴升3.3%，令指數升66點。滙豐升2.9%，令指數升60點。中芯國際升8.3%，令指數升39點。建設銀行升1.5%，令指數升20點。百度升5.5%，令指數升13點。小米升1.4%，令指數升13點。友邦保險升0.9%，令指數升13點。新鴻基地產升4.1%，令指數升13點。相反，騰訊跌1.7%，令指數跌32點。中海油跌2.3%，令指數跌16點。比亞迪跌1.9%，令指數跌11點。國家要求今年底國產芯片佔市場70%，芯片股升。中芯國際升8.3%，華虹半導體升12.3%，瀾起科技升18.5%。兆易創新升17.3%，上海復旦升7%。天數智芯升12%，ASMPT 升5.9%。內地樓市景氣復甦，內房股升。華潤置地升4.5%，中國海外升5.6%，龍湖集團升4.5%。香港地產股升，長實集團升2.7%，恆基地產升4.3%，新鴻基地產升4.1%。收市上證綜合指數升48點。恆生指數升315點，國企指數升70點，科技指數升39點，成交3047億元。





Daily report

The market turned optimistic about resolution of the US-Iran conflict. Crude oil fell and Hong Kong rose.

The market opened higher on Wednesday. Hang Seng index opened up 131 points, H share index up 55 points and technology index up 42 points. Technology stocks led the rally. SMIC rose 4.2% for 20-point gain. Alibaba rose 0.91% for 18-poit gain. CCB rose 1.14% for 15-point gain. ICBC rose 1.45% fort 13-point gain. HSBC rose 0.44% for 9-point gain. Crude oil fell overnight, CNOOC lost 0.9% fort 6-point loss. Tencent lost 0.5% for 10-point loss. Shanghai composite index opened up 23 points. The market retreated after opening as Hang Seng index gained under 100 points. SMIC rose 7.2% for 34-point gain. HSBC rose 1.76% for 36-point gain. Alibaba rose 1.83% for 37 Xiaomi rose 1.8% for 16-point gain. On the other hand, Tencent lost 1.5% for 28-point loss. CNOOC lost 2.5% for 25-point loss. The US Government announced that US and Iran were close to reaching a ceasefire agreement. Hong Kong market rebounded. Hang Seng index rose more than 300 points. SMIC rose 9.8% for 47-point gain. HSBC rose 1.9% for 39-point gain. Alibaba rose 3.7% for 37-point gain. Hang Seng index reached a high of 26210 points, up 312 points. At morning’s close, Shanghai composite index rose 52 points. Hang Seng index closed up 204 points, H share index up 44 points and technology index up 65 points. Turnover was $165.8 billion.

The market was little changed in the afternoon with Hang Seng index rising more than 200 points. Alibaba rose 3.3% for 66-point gain. HSBC rose 2.9% for 60-point gain. SMIC rose 8.3% for 39-point gain. CCB rose 1.5% for 20-point gain. Baidu rose 5.5% for 13-point gain. Xiaomi rose 1.4% for 13-point gain. AIA rose 1.45% for 21-point gain. SHK Property rose 4.1% for 13-point gain. On the other hand, Tencent lost 1.7% for 32-point loss. CNOOC lost 2.3% for 16-point loss. BYD lost 1.9% for 11-point loss. China set target of 70% for using 70% locally made semiconductors. Semiconductor share rose sharply. SMIC rose 8.3%. Huahong Semiconductor rose 12.3%. Montage Technology rose 18.5%. Giga Device rose 17.3%. Shanghai Fudan rose 7%. Iluavtar Corex rose 12%. ASMPT rose 5.9%. Mainland property market showed signs of recovery. Mainland properties rose. CR Land rose 4.5%. China Overseas Land rose 5.6$. Longfor rose 4.5%. Local properties also rose on market recovery. CK Assets rose 2.7%. Henderson Land rose 4.3%. SHK Property rose 3.3%. Shanghai composite index closed up 49 points. Hang Seng index closed up 315 points, H share index up 70 points and technology index up 39points. Turnover was $304.7 billion.

Address

Hong Kong

Telephone

85293853666

Website

Alerts

Be the first to know and let us send you an email when Ragingbull posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category