今星期主要政策及事件
- 澳門博彩監察協調局昨日公布，11月份澳門博彩毛收入按年跌8.5%至228.77億元（澳門元‧下同），跌幅雖較10月擴大，但低於市場預期的13%。今年首11個月，合共錄得博彩收入2696.17億元，按年跌2.4%。
- 中國11月製造業PMI 50.2 擺脫6個月收縮期
重回擴張區間 - 財新11月製造業PMI上升 報51.8 勝預期
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- 中國針對美國支持香港抗議者的法律採取了首批報復行動，表示要制裁一些人權組織並暫停審批美軍艦機赴港休整的申請，但未出台貿易相關措施。
- 美國11月製造業PMI意外從48.3降至48.1，遜於預期兼連續第四個月出現萎縮，顯示製造業活動進一步萎縮，
- 美國恢復對巴西、阿根廷鋼鋁加徵關稅
- 美國考慮對24億美元法國商品加徵關稅 作為對數字稅的回應
- 本港反修例風波引發的示威衝突持續升級，連月來不斷打擊零售表現，繼8月錄得空前跌幅後，10月再打破紀錄。政府昨公布10月份零售銷貨額為301億元，按年大跌24.3%，銷貨量更急挫26.2%，兩者皆遜市場預期，雙雙創下1981年有紀錄以來最大單月跌幅。
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- 川普稱達成中美協議沒有最後期限 有可能等到大選後
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- 近月內地連環爆出企業債券違約事件，情況更開始擴展到國企層面，彭博統計數據顯示，2019年至今，內地債市違約涉及本金總額達1204億元（人民幣．下同），接近去年1219億元的新高。當中，國企債券違約本金規模為202億元，較去年大增181%，創歷史新高
- 美國眾議院投票通過新疆法案 將就人權問題制裁中國官員
- 中国11月财新服务业PMI为53.5 为5月以来最高
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- 報道引述消息人士指，雖然美國總統特朗普的評論淡化美中貿易協議的緊迫性，但不應理解為談判停滯不前，因為他講話是即興發揮。另外，一位熟悉北京想法的人士說，美國最近的立法試圖就香港和新疆的人權問題制裁中國官員，此舉不太可能影響會談。報道的消息人士又指，美方談判人員預計，中美第一階段協議將在12月15日美國提高關稅之前完成。
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- 政府昨日公布第四輪中小企紓困措施
- 繼日前官方PMI勝預期，11月包括製造業和服務業的財新中國綜合PMI亦創21個月以來最高增速，報53.2，按月上升1.2，顯示中國整體生產經營活動在11月明顯增長。
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- 美国上周初请失业金人数20.3万人 跌至4月以来新低
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- 中國開展部分大豆、豬肉等自美採購商品的加徵關稅排除工作
- 美非農職位增長遠勝預期 失業率跌至3.5％
本地股表現
加入本地股表現，唔買都睇下：
制定本地股指數：
相對恆指表現：
- 可見相對恆指，本地股2019-05-23見頂
- 暴力升級. 反彈失敗但無穿底
本地股表現 （自
2019-05-23）：
| 股號 | 名稱 | 總市值 | 子板塊 | 核心市盈率 | 息率 | roc▲ |
|---|---|---|---|---|---|---|
| 01443 | 富臨集團控股 | 300M | 其他食肆 | -2.4 | 18.61% | -52.11% |
| 00653 | 卓悅控股 | 307M | 化妝品 | -5.3 | 0.00% | -51.87% |
| 00999 | I.T | 2.15B | 亞洲成衣 | -6.0 | 10.00% | -47.48% |
| 06811 | 太興集團 | 1.64B | 火鍋快餐 | 10.5 | 0.00% | -44.39% |
| 01314 | 翠華控股 | 586M | 火鍋快餐 | -6.6 | 4.82% | -43.60% |
| 02360 | 優品360 | 2.39B | 食品零售 | 88.5 | 2.51% | -39.87% |
| 00709 | 佐丹奴國際 | 3.73B | 亞洲成衣 | 10.2 | 14.19% | -30.22% |
| 00306 | 冠忠巴士集團 | 1.36B | 香港公用 | -98.3 | 8.42% | -30.11% |
| 00659 | 新創建集團 | 41.9B | 香港公用 | 11.5 | 5.41% | -29.89% |
| 00240 | 利基控股 | 1.09B | 其他建築 | 3.6 | 5.00% | -27.87% |
| 01212 | 利福國際 | 12.2B | 香港零售 | 6.2 | 8.17% | -27.52% |
| 02356 | 大新銀行集團 | 14.0B | 香港銀行 | 5.2 | 4.81% | -27.05% |
| 00014 | 希慎興業 | 31.3B | 香港收租 | 11.3 | 4.80% | -27.03% |
| 01270 | 朗廷—SS | 4.66B | REIT | 12.5 | 8.94% | -25.50% |
| 02778 | 冠君產業信託 | 29.3B | REIT | 18.7 | 5.23% | -23.49% |
| 01972 | 太古地產 | 144B | 香港收租 | 17.9 | 3.41% | -23.16% |
| 03613 | 同仁堂國藥 | 8.61B | 中藥 | 12.0 | 2.24% | -22.42% |
| 00019 | 太古股份公司A | 107B | 綜合企業 | 12.6 | 4.22% | -22.06% |
| 00592 | 堡獅龍 | 320M | 亞洲成衣 | -2.3 | 12.31% | -20.67% |
| 01997 | 九龍倉置業 | 131B | 香港收租 | 12.1 | 4.85% | -20.17% |
| 01881 | 富豪產業信託 | 6.22B | REIT | 14.0 | 7.85% | -19.85% |
| 00011 | 恒生銀行 | 305B | 香港銀行 | 11.4 | 4.70% | -19.20% |
| 00052 | 大快活 | 2.68B | 火鍋快餐 | 22.3 | 5.70% | -18.92% |
| 02119 | 捷榮國際控股 | 833M | 休閒食品 | 10.1 | 5.32% | -18.66% |
| 08473 | 彌明生活百貨 | 254M | 化妝品 | 11.3 | 6.61% | -16.85% |
| 01978 | 敘福樓集團 | 392M | 其他食肆 | 7.0 | 11.02% | -16.61% |
| 00178 | 莎莎國際 | 5.31B | 化妝品 | -71.3 | 9.36% | -16.05% |
| 00590 | 六福集團 | 12.1B | 鐘錶珠寶 | 12.2 | 5.58% | -15.61% |
| 00116 | 周生生 | 6.18B | 鐘錶珠寶 | 5.0 | 6.47% | -14.69% |
| 00823 | 領匯房產基金 | 169B | REIT | 28.5 | 3.37% | -14.56% |
| 00778 | 置富產業信託 | 17.5B | REIT | 17.3 | 5.67% | -14.47% |
| 00289 | 永安國際 | 6.54B | 香港零售 | 10.5 | 3.14% | -12.65% |
| 00017 | 新世界發展 | 104B | 港房 | 11.8 | 5.00% | -12.45% |
| 00573 | 稻香控股 | 1.30B | 其他食肆 | 9.0 | 8.98% | -11.97% |
| 00435 | 陽光房地產基金 | 8.48B | REIT | 18.8 | 5.33% | -11.39% |
| 02388 | 中銀香港 | 279B | 香港銀行 | 7.8 | 5.57% | -11.04% |
| 00012 | 恒基地產 | 184B | 港房 | 13.8 | 4.31% | -10.52% |
| 01113 | 長實集團 | 191B | 港房 | 6.8 | 3.67% | -10.36% |
| 00083 | 信和置業 | 79.3B | 港房 | 16.5 | 4.82% | -10.02% |
| 00062 | 載通 | 8.96B | 香港公用 | 14.4 | 5.99% | -9.97% |
| 00808 | 泓富產業信託 | 4.51B | REIT | 16.0 | 6.03% | -8.56% |
| 00293 | 國泰航空 | 41.1B | 航線 | 15.2 | 2.87% | -8.10% |
| 00066 | 港鐵公司 | 272B | 香港公用 | 39.2 | 2.72% | -7.17% |
| 02633 | 雅各臣科研製藥 | 2.72B | 其他醫藥 | 11.8 | 3.33% | -5.20% |
| 01373 | 國際家居零售 | 1.30B | 香港零售 | 10.8 | 7.94% | -4.76% |
| 00341 | 大家樂集團 | 11.3B | 火鍋快餐 | 30.0 | 4.34% | +1.52% |
| 02138 | 香港醫思醫療集團 | 5.32B | 醫療服務 | 13.5 | 6.48% | +1.52% |
| 01299 | 友邦保險 | 942B | 環球金融 | 15.6 | 1.58% | +4.50% |
| 00398 | 東方表行集團 | 1.24B | 鐘錶珠寶 | 10.0 | 15.21% | +7.43% |
| 01929 | 周大福 | 71.3B | 鐘錶珠寶 | 18.6 | 9.12% | +10.54% |
| 01830 | 必瘦站 | 3.61B | 美容保健 | 7.3 | 10.59% | +28.05% |
指數表現
| 名稱 | 股價 | 今星期變動 | 2019年第3季變動 | 2019年第2季變動 | 2019年第1季變動 | 2019年變動 | 2018年變動 |
|---|---|---|---|---|---|---|---|
| 恒生指數 | 26498 | +0.58% | -8.58% | -1.75% | +12.40% | +2.53% | -13.61% |
| 國企指數 | 10407 | +1.02% | -6.26% | -4.37% | +12.39% | +2.79% | -13.53% |
| 隨機指數 | 267.5 | +0.49% | -7.73% | -8.12% | +10.59% | -8.64% | -22.60% |
| 動能5 | 312.9 | +1.69% | -8.08% | -1.88% | +11.42% | +10.74% | -15.51% |
| 上証指數 | 2912 | +1.39% | -2.47% | -3.62% | +23.93% | +16.77% | -24.59% |
| 深成指數 | 9879 | +3.09% | +2.92% | -7.35% | +36.84% | +36.45% | -34.42% |
| 深創指數 | 1727 | +3.72% | +7.68% | -10.75% | +35.43% | +38.09% | -28.65% |
| 道指 | 28015 | -0.13% | +1.19% | +2.59% | +11.15% | +20.09% | -5.63% |
| 標指 | 3146 | +0.16% | +1.19% | +3.79% | +13.07% | +25.49% | -6.24% |
| 納指 | 8657 | -0.10% | -0.09% | +3.58% | +16.49% | +30.46% | -3.88% |
| 羅指 | 1634 | +0.57% | -2.76% | +1.74% | +14.18% | +21.15% | -12.18% |
| 日經平均 | 23300 | +0.03% | +2.26% | +0.33% | +5.95% | +16.41% | -12.08% |
| 德國DAX | 13167 | -0.53% | +0.24% | +7.57% | +9.16% | +24.70% | -18.26% |
指數股份表現
| 主板塊 | 股號 | 簡稱 | 股價 | 今星期變動▼ | 2019年第3季變動 | 2019年第2季變動 | 2019年第1季變動 | 2019年變動 | 2018年變動 |
|---|---|---|---|---|---|---|---|---|---|
| 所有 | +1.14% | -5.42% | -2.40% | +15.74% | +10.83% | ||||
| 科技 | +7.36% | +10.31% | -5.73% | +17.30% | +49.90% | ||||
| 02018 | 瑞聲科技 | 61.95 | +12.84% | -5.47% | -2.07% | +2.21% | +41.24% | -66.82% | |
| 02382 | 舜宇光學 | 138.7 | +8.11% | +42.75% | -13.07% | +34.71% | +101.28% | -29.98% | |
| 00700 | 騰訊控股 | 335.6 | +1.15% | -6.35% | -2.06% | +14.98% | +7.19% | -22.50% | |
| 工業 | +4.11% | -5.94% | +8.81% | +22.66% | +36.57% | ||||
| 02313 | 申洲國際 | 108 | +4.65% | -3.85% | +3.10% | +18.50% | +23.90% | +21.34% | |
| 00669 | 創科實業 | 60.95 | +3.57% | -8.03% | +14.52% | +26.81% | +49.24% | -17.03% | |
| 可選 | +3.19% | +21.46% | +1.02% | +42.22% | +104.39% | ||||
| 02020 | 安踏體育 | 75.95 | +3.19% | +21.46% | +1.02% | +42.22% | +104.39% | +8.56% | |
| 汽車 | +2.79% | -2.18% | -7.24% | +8.18% | +5.34% | ||||
| 02238 | 廣汽集團 | 8.87 | +6.10% | -9.45% | -6.08% | +18.69% | +19.38% | -37.62% | |
| 00175 | 吉利 | 15.36 | +4.92% | -0.45% | -8.37% | +8.64% | +14.46% | -48.44% | |
| 00489 | 東風集團 | 7.53 | +0.13% | +18.16% | -14.69% | +10.71% | +12.79% | -21.12% | |
| 01211 | 比亞迪 | 37.15 | 0.00% | -16.97% | +0.17% | -5.31% | -25.27% | -26.39% | |
| 醫藥 | +2.59% | +13.77% | -5.39% | +22.43% | +50.12% | ||||
| 01177 | 中生 | 10.62 | +5.15% | +24.89% | +12.23% | +38.76% | +107.38% | -43.76% | |
| 01099 | 國藥控股 | 26.35 | +1.93% | -8.50% | -15.89% | -0.62% | -17.91% | -0.43% | |
| 01093 | 石藥集團 | 17.94 | +0.67% | +24.92% | -12.50% | +29.15% | +60.90% | -27.93% | |
| 日常 | +2.53% | -1.52% | -0.85% | +23.90% | +30.20% | ||||
| 00151 | 中國旺旺 | 7.05 | +5.38% | +2.40% | -2.60% | +18.97% | +34.44% | -13.51% | |
| 00291 | 華潤啤酒 | 42.3 | +3.17% | +12.36% | +12.37% | +20.81% | +55.29% | -1.94% | |
| 00288 | 萬洲國際 | 8.28 | +2.99% | -10.69% | -3.76% | +39.32% | +41.25% | -29.15% | |
| 02319 | 蒙牛 | 30.6 | +2.17% | -2.98% | +4.31% | +19.69% | +26.29% | +5.53% | |
| 01044 | 恒安國際 | 51.15 | -1.06% | -8.69% | -14.56% | +20.70% | -6.28% | -31.86% | |
| 賭業 | +1.57% | -5.75% | -2.05% | +13.21% | +11.02% | ||||
| 00027 | 銀河娛樂 | 52.25 | +2.05% | -6.56% | -1.49% | +8.24% | +6.79% | -19.35% | |
| 01928 | 金沙中國 | 37.4 | +1.08% | -4.95% | -2.61% | +18.18% | +15.25% | -11.27% | |
| 電訊 | +0.93% | -7.98% | -3.93% | +14.28% | -12.29% | ||||
| 00762 | 中聯通 | 6.89 | +2.84% | -2.92% | -12.29% | +19.01% | -16.08% | -20.37% | |
| 00728 | 中電信 | 2.99 | +1.01% | -9.16% | -6.92% | +9.01% | -22.80% | +10.97% | |
| 00941 | 中移動 | 59.3 | +0.51% | -6.69% | -9.35% | +6.18% | -17.88% | -0.40% | |
| 00788 | 中國鐵塔 | 1.59 | -0.62% | -13.17% | +12.82% | +22.94% | +7.58% | +17.49% | |
| 地產 | +0.84% | -10.56% | -3.38% | +22.22% | +10.21% | ||||
| 01109 | 華潤置地 | 35.3 | +4.28% | -4.09% | +1.12% | +16.95% | +21.89% | +35.14% | |
| 00688 | 中海外 | 27.2 | +3.62% | -12.93% | -1.56% | +10.79% | +4.78% | +10.47% | |
| 00101 | 恒隆地產 | 16.46 | +2.62% | -3.31% | +0.16% | +28.44% | +15.02% | -18.46% | |
| 02007 | 碧桂園 | 11.14 | +2.20% | -14.32% | 0.00% | +28.59% | +23.60% | -28.75% | |
| 02202 | 萬科企業 | 29.6 | +1.02% | -3.19% | -11.21% | +24.06% | +15.62% | -11.08% | |
| 00012 | 恒地 | 37.95 | +0.80% | -14.02% | -2.53% | +27.98% | +11.52% | -13.67% | |
| 00016 | 新地 | 113.7 | -0.18% | -14.88% | -1.68% | +21.94% | +6.16% | -10.75% | |
| 00017 | 新世界 | 10.2 | -0.20% | -16.69% | -6.13% | +27.05% | +3.09% | -7.79% | |
| 00960 | 龍湖集團 | 31.95 | -0.31% | -0.51% | +9.40% | +20.02% | +42.44% | +22.90% | |
| 01997 | 九倉置業 | 43.3 | -0.35% | -20.37% | -4.14% | +24.77% | -3.65% | -6.43% | |
| 01113 | 長實集團 | 51.75 | -0.58% | -12.30% | -10.30% | +21.80% | -6.62% | -13.80% | |
| 00083 | 信和置業 | 11.4 | -2.90% | -10.10% | -13.69% | +14.24% | -11.28% | +4.22% | |
| 材料 | +0.73% | -4.10% | +4.18% | +10.34% | +15.91% | ||||
| 00914 | 海螺水泥 | 51.9 | +3.70% | -4.90% | +6.55% | +26.17% | +42.54% | +6.65% | |
| 00267 | 中信股份 | 9.97 | +1.73% | -10.49% | -1.51% | -4.59% | -15.29% | +12.74% | |
| 01088 | 中國神華 | 15.1 | -0.40% | -3.79% | -2.85% | +4.27% | -6.50% | -10.08% | |
| 03323 | 中建材 | 7.4 | -2.12% | +2.77% | +14.53% | +15.49% | +42.88% | -22.32% | |
| 金融 | +0.67% | -6.91% | -2.67% | +15.76% | +6.69% | ||||
| 06886 | 華泰證券 | 12.22 | +4.09% | -10.38% | -14.38% | +26.66% | +1.16% | -17.99% | |
| 06030 | 中証 | 14.96 | +2.89% | -7.56% | -10.94% | +35.38% | +13.59% | -13.53% | |
| 01658 | 郵行 | 5.22 | +2.76% | +3.02% | +8.44% | +8.71% | +32.62% | +5.33% | |
| 01988 | 民行 | 5.6 | +2.75% | -1.48% | +1.79% | +5.56% | +11.22% | -15.94% | |
| 06837 | 海通 | 7.99 | +2.17% | -4.31% | -13.77% | +35.46% | +8.65% | -31.40% | |
| 01336 | 新華保險 | 30.7 | +1.82% | -16.44% | -4.99% | +28.62% | +1.12% | -40.62% | |
| 03968 | 招行 | 37.6 | +1.62% | -1.53% | +2.10% | +32.93% | +34.72% | -4.29% | |
| 02628 | 中人壽 | 20.1 | +1.62% | -5.61% | -7.85% | +26.78% | +22.04% | -30.74% | |
| 00998 | 信行 | 4.34 | +1.40% | -6.07% | -5.66% | +5.03% | -3.36% | +2.86% | |
| 02318 | 平保 | 89.8 | +1.24% | -3.10% | +8.35% | +27.12% | +33.10% | -12.58% | |
| 02328 | 中國財險 | 9.16 | +1.10% | +8.54% | -1.91% | +11.36% | +18.70% | -17.43% | |
| 00939 | 建行 | 6.29 | +0.96% | -6.28% | 0.00% | +4.18% | +2.69% | -5.73% | |
| 02601 | 中國太保 | 27.9 | +0.72% | -5.73% | +3.14% | +21.49% | +14.44% | -30.46% | |
| 01288 | 農行 | 3.19 | +0.63% | -6.12% | -4.19% | +5.53% | -1.36% | -0.98% | |
| 03328 | 交行 | 5.16 | +0.39% | -13.66% | -2.69% | +5.25% | -10.88% | +11.78% | |
| 03988 | 中行 | 3.15 | +0.32% | -6.67% | -1.49% | +5.31% | -0.97% | -6.85% | |
| 00388 | 港交所 | 247.6 | +0.16% | -15.32% | +0.78% | +22.11% | +12.19% | -2.86% | |
| 00011 | 恒生 | 159.5 | -0.06% | -12.34% | +1.06% | +12.28% | -5.34% | -6.13% | |
| 01339 | 人保 | 3.13 | -0.32% | +2.95% | -7.66% | +6.65% | +1.07% | -17.06% | |
| 01398 | 工行 | 5.55 | -0.54% | -7.89% | +4.09% | +2.87% | +4.26% | -6.42% | |
| 01299 | 友邦 | 77.95 | -0.57% | -11.74% | +9.15% | +20.24% | +21.93% | -1.04% | |
| 02388 | 中銀香港 | 26.35 | -0.94% | -11.80% | -2.62% | +11.68% | -4.98% | -23.90% | |
| 00005 | 匯控 | 57.45 | -1.12% | -5.52% | +2.60% | +1.12% | -5.49% | -14.55% | |
| 02799 | 中國華融 | 1.11 | -2.63% | -13.24% | -17.73% | +16.82% | -21.55% | -58.76% | |
| 01359 | 中國信達 | 1.57 | -3.68% | -14.44% | -12.37% | +14.75% | -12.29% | -28.74% | |
| 公用 | +0.59% | -8.94% | +3.93% | +8.98% | +3.39% | ||||
| 00006 | 電能實業 | 55.55 | +2.02% | -4.95% | +7.10% | -0.10% | +7.30% | -5.11% | |
| 00270 | 粵海投資 | 16.38 | +1.24% | -0.78% | +4.44% | +0.14% | +12.04% | +50.30% | |
| 01038 | 長江基建 | 53.45 | +0.85% | -16.15% | +1.63% | +8.69% | -6.15% | -8.13% | |
| 00823 | 領匯 | 80.5 | +0.62% | -9.95% | +6.11% | +15.77% | +4.83% | +13.43% | |
| 00066 | 港鐵公司 | 44.15 | +0.57% | -15.92% | +10.38% | +17.96% | +9.85% | -7.74% | |
| 00002 | 中電控股 | 79.75 | -0.40% | -3.71% | -4.61% | +4.16% | -6.63% | +14.72% | |
| 00003 | 煤氣 | 14.8 | -0.80% | -11.11% | +2.44% | +16.20% | +2.49% | +18.75% | |
| 綜合 | -0.49% | -15.80% | -3.50% | +15.88% | -7.05% | ||||
| 00019 | 太古A | 71.15 | +0.99% | -22.63% | -3.22% | +22.12% | -10.82% | +17.46% | |
| 00001 | 長和 | 69.7 | -1.97% | -8.97% | -3.78% | +9.64% | -3.28% | -20.85% | |
| 能源 | -1.35% | -2.02% | -4.38% | +9.01% | -3.02% | ||||
| 00384 | 中燃 | 29.05 | -0.17% | +5.46% | +5.24% | -0.76% | +5.60% | +31.06% | |
| 00883 | 中海油 | 11.3 | -0.53% | -8.00% | -6.20% | +21.47% | -0.96% | +12.86% | |
| 00857 | 中石油 | 3.58 | -0.83% | -4.55% | -13.31% | +4.30% | -23.32% | -7.80% | |
| 00386 | 中石化 | 4.35 | -0.91% | -9.72% | -9.44% | +10.74% | -15.48% | +6.52% | |
| 02688 | 新奧能源 | 81.35 | -4.29% | +6.71% | +1.79% | +9.28% | +19.07% | +26.28% | |
| 基建 | -1.39% | -15.44% | -12.36% | +2.34% | -27.59% | ||||
| 00390 | 中國中鐵 | 4.56 | -0.44% | -17.78% | -17.05% | +0.43% | -34.38% | +26.32% | |
| 01766 | 中國中車 | 5.11 | -0.78% | -16.23% | -9.44% | -3.13% | -31.35% | -6.20% | |
| 01800 | 中交建 | 5.91 | -2.96% | -12.30% | -10.58% | +9.73% | -17.04% | -13.33% |
市場相對表現:
相對輪動圖
其他指標
| 名稱 | 股價 | 今星期變動 | 2019年第3季變動 | 2019年第2季變動 | 2019年第1季變動 | 2019年變動 | 2018年變動 |
|---|---|---|---|---|---|---|---|
| WTI原油 | 59.11 | +6.77% | -8.62% | -1.31% | +33.71% | +31.36% | -25.29% |
| 黃金 | 1465 | -0.55% | +5.58% | +7.61% | +1.17% | +14.30% | -2.14% |
| 銅價 | 2.75 | +3.27% | -5.98% | -7.71% | +12.96% | +4.48% | -19.79% |
| 鋁價 | 1762 | -1.03% | -3.59% | -6.21% | +4.25% | -3.35% | -19.90% |
| 美元指數 | 97.64 | -0.57% | +3.50% | -1.22% | +1.16% | +1.98% | +4.26% |
| 美元人民幣 | 7.04 | +0.04% | +4.09% | +1.34% | -1.48% | +2.28% | +5.70% |
| 美元對日元 | 108.6 | -0.82% | -0.28% | -2.34% | +1.28% | -0.91% | -2.75% |
| 歐元對美元 | 1.11 | +0.36% | -4.05% | +1.25% | -2.18% | -3.57% | -4.42% |
| 比特幣 | 7566 | -0.44% | -22.47% | +157.82% | +8.80% | +97.52% | -72.24% |
| 10年美債息率 | 1.84 | +3.89% | -18.44% | -15.77% | -9.61% | -31.38% | +11.68% |
| 30年2年美債收益差 | 0.67 | +12.52% | -35.28% | +38.10% | +4.20% | +26.91% | -38.50% |
| 10年2年美債收益差 | 0.224 | +38.27% | -82.64% | +70.42% | -25.26% | +17.89% | -63.32% |
| VIX | 13.62 | +7.92% | +7.69% | +9.99% | -46.07% | -46.42% | +130.25% |
| 恒指波幅指數 | 16.06 | -9.62% | +15.85% | +18.67% | -41.15% | -35.84% | +71.44% |
2019
市值回報
今星期市值回報
港股 vs
美股
市寬
| 名稱 | 平均數 | 標準差 | 股價 | 百分位 |
|---|---|---|---|---|
| 港股RSI9超賣比率 | 10.78 | 10.81 | 10.12 | 65.08% |
| 港股RSI9超買比率 | 9.75 | 7.5 | 6.16 | 37.21% |
| 港股超越50MA比率 | 46.34 | 20.75 | 37.76 | 34.80% |
| 港股超越150MA比率 | 46.73 | 23.22 | 31.16 | 26.36% |
| 港股超越250MA比率 | 47.38 | 23.54 | 28.97 | 25.54% |
| 名稱 | 平均數 | 標準差 | 股價 | 百分位 |
|---|---|---|---|---|
| A股RSI9超賣比率 | 9.37 | 15.88 | 1.97 | 50.30% |
| A股RSI9超買比率 | 10.7 | 13.67 | 8.64 | 62.58% |
| A股超越50MA比率 | 50.67 | 30.88 | 33.76 | 36.98% |
| A股超越150MA比率 | 50.31 | 30.66 | 31.12 | 34.65% |
| A股超越250MA比率 | 51.94 | 30.69 | 31.44 | 32.29% |
| 名稱 | 平均數 | 標準差 | 股價 | 百分位 |
|---|---|---|---|---|
| 美股RSI9超賣比率 | 8.22 | 9.02 | 3.8 | 35.32% |
| 美股RSI9超買比率 | 11.19 | 8.35 | 11.19 | 59.99% |
| 美股超越50MA比率 | 54.59 | 18.84 | 67.15 | 71.64% |
| 美股超越150MA比率 | 56.37 | 19.25 | 66.99 | 67.11% |
| 美股超越250MA比率 | 57.04 | 19.41 | 66.5 | 60.15% |
主要板塊今星期變動
| 名稱 | 今星期變動▼ | 2019年變動 |
|---|---|---|
| 半導體 | +11.33% | +46.63% |
| 餐飲 | +8.04% | +28.85% |
| 太陽能 | +7.22% | -9.74% |
| 手機 | +6.92% | +43.61% |
| 稀土概念 | +5.78% | +32.28% |
| 醫療設備 | +4.96% | +159.96% |
| 初教 | +4.44% | +82.40% |
| 生活用品 | +4.13% | +9.51% |
| 重工 | +3.84% | +46.35% |
| 生科平台 | +3.49% | +28.43% |
| 汽車分銷 | +3.46% | +33.83% |
| 啤酒 | +3.45% | +61.54% |
| 高教 | +3.42% | +40.63% |
| 家電 | +3.31% | +45.02% |
| 鈷鋰 | +3.26% | +16.75% |
| … 略去 63 行 … | ||
| 玻璃 | -1.27% | -4.77% |
| 香港零售 | -1.30% | -7.61% |
| 煤炭 | -1.44% | +8.28% |
| 電池 | -1.54% | -15.76% |
| 國際金融 | -1.63% | +14.77% |
| 內地百貨 | -1.63% | +8.17% |
| 新生科 | -2.04% | -1.24% |
| 建築 | -2.08% | +22.65% |
| 基建 | -2.16% | -29.40% |
| 油服 | -2.21% | +22.89% |
| 電子支付 | -2.85% | +27.02% |
| 服裝 | -3.62% | -1.12% |
| 美容 | -4.19% | +35.42% |
| 物業代理 | -4.36% | -35.33% |
| 大麻 | -5.35% | +13.27% |
主要板塊今年變動
| 名稱 | 今星期變動 | 2019年變動▼ |
|---|---|---|
| 醫療設備 | +4.96% | +159.96% |
| 白酒 | +3.15% | +127.69% |
| 物管 | -1.01% | +121.22% |
| 香煙 | +1.51% | +99.25% |
| 初教 | +4.44% | +82.40% |
| 電視 | -1.19% | +80.53% |
| 大灣區 | +1.09% | +69.52% |
| 豬肉 | +2.98% | +63.19% |
| 啤酒 | +3.45% | +61.54% |
| PCB | +1.31% | +58.26% |
| 體育 | -0.13% | +47.60% |
| 半導體 | +11.33% | +46.63% |
| 重工 | +3.84% | +46.35% |
| 家電 | +3.31% | +45.02% |
| 水泥 | +0.16% | +43.73% |
| … 略去 63 行 … | ||
| 中藥 | +0.09% | -11.54% |
| 港銀 | +0.01% | -11.58% |
| 快餐 | -0.76% | -12.69% |
| 石油石化 | -0.75% | -13.28% |
| 電池 | -1.54% | -15.76% |
| 內地火電 | +0.91% | -15.79% |
| 鋼材 | -0.56% | -16.92% |
| 電訊 | +1.45% | -18.46% |
| 醫務 | -1.22% | -18.53% |
| 物流 | -0.49% | -22.04% |
| 旅遊 | -0.81% | -22.26% |
| 廣告平台 | -0.94% | -26.12% |
| 內衣 | -1.22% | -28.64% |
| 基建 | -2.16% | -29.40% |
| 物業代理 | -4.36% | -35.33% |
南向資金
南向資金今星期
南向資金2018年至今
南向資金恆指圖
- ▲ 南向資金流入 20億以上
- ▼ 南向資金流出 20億以上
- 南向資金20日平均: 19.0億
北向資金
北向資金今星期
北向資金2018年至今
- 北向資金20日平均: 30.0億
業績
| 事件標籤▼ | 事件日期 | 事件後股價變動▼ | 股號 | 名稱 | 主板塊 | 市盈率 | Ω | ω |
|---|---|---|---|---|---|---|---|---|
| 差於預期／前景向差 | ||||||||
| 2019-12-01 18:52:00 |
-5.81% | 00372 | 保德國際發展 | ? | 3.0 | 56 | 32 | |
| 極差於預期／前景黯淡 | ||||||||
| 2019-12-01 18:11:00 |
0.00% | 00483 | 包浩斯國際 | 可選 | -5.9 | 44 | 38 | |
| 2019-12-01 18:07:00 |
0.00% | 01341 | 昊天國際建投 | 基建 | -120.0 | 15 | 13 | |
| 2019-12-06 21:52:00 |
0.00% | 08365 | 建泉國際控股 | 金融 | 5.4 | 6 | 9 | |
| 未評級 | ||||||||
| 2019-12-01 18:04:00 |
0.00% | 00723 | 永保林業 | ? | 8.0 | 74 | 95 | |
| 2019-12-01 18:02:00 |
-1.92% | 00474 | 昊天發展集團 | ? | -2.6 | 43 | 44 | |
| 2019-12-01 18:05:00 |
-14.29% | 06893 | 衍生集團 | 醫藥 | 180.0 | 32 | 24 |
- 共 10 只
盈喜
| 事件標籤▼ | 事件日期 | 事件後股價變動▼ | 股號▲ | 名稱 | 主板塊 | 市盈率 | ω | Ω |
|---|---|---|---|---|---|---|---|---|
| 未評級 | ||||||||
| 2019-12-04 20:35:00 |
0.00% | 08170 | 全民國際 | 基建 | -185.3 | 68 | 16 | |
| 2019-12-06 20:23:00 |
0.00% | 08442 | 樺欣控股 | 工業 | 10.5 | 73 | 63 | |
| 2019-12-06 16:31:00 |
02020 | 安踏體育 | 可選 | 43.6 | 76 | 95 |
- 共 3 只
盈警
| 事件標籤▼ | 事件日期 | 事件後股價變動▼ | 股號▲ | 名稱 | 主板塊 | 市盈率 | ω | Ω |
|---|---|---|---|---|---|---|---|---|
| 未評級 | ||||||||
| 2019-12-04 17:06:00 |
+5.08% | 01850 | 海鑫集團 | 工業 | 12.9 | 87 | 72 | |
| 2019-12-05 17:31:00 |
+1.38% | 00066 | 港鐵公司 | 公用 | 16.7 | 54 | 62 | |
| 2019-12-02 20:45:00 |
0.00% | 00158 | 萬邦投資 | 地產 | 2.2 | 44 | 62 | |
| 2019-12-02 09:59:00 |
0.00% | 00279 | 民眾金融科技 | 概念 | -0.1 | 3 | 2 | |
| 2019-12-06 20:15:00 |
0.00% | 02051 | 51信用卡 | 金融 | 0.4 | 6 | 2 | |
| 2019-12-06 21:35:00 |
0.00% | 08366 | 浙江聯合投資 | 基建 | -26.7 | 70 | 36 | |
| 2019-12-03 22:48:00 |
-0.39% | 01907 | 中國旭陽集團 | 材料 | 3.5 | 28 | 45 | |
| 2019-12-04 12:01:00 |
-1.96% | 02000 | 晨訊科技 | 科技 | 2.7 | 67 | 57 |
- 共 8 只
配股／供股／可換股債
| 股號 | 名稱 | 事件標籤 | 事件日期 | 標題 | 事件後股價變動▼ |
|---|---|---|---|---|---|
| 00070 | 金粵控股 | 未評級 | 2019-12-02 17:11:00 |
公告及通告 – [公開招股 / 《收購守則》所指的受要約公司刊發的公告 / 關連交易 / 交易安排（更改每手買賣單位除外） / 暫停辦理過戶登記手續或更改暫停辦理過戶日期] (I) 建議按記錄日期每持有五(5) 股現有股份獲發九(9) 股公開發售股份之基準進行公開發售；(II) 關連交易；及(III) 清洗豁免之通函 |
+13.01% |
| 06169 | 宇華教育 | 未評級 | 2019-12-04 07:41:00 |
公告及通告 – [發行可轉換證券 / 根據一般性授權發行股份 / 其他-雜項] 建議購回現有可換股債券及建議根據一般授權發行2,024,000,000港元於2024年到期的可換股債券 |
+3.68% |
| 02322 | 香港潮商集團 | 未評級 | 2019-12-02 20:01:00 |
公告及通告 – [配售 / 根據一般性授權發行股份] 根據一般授權配售新股份 |
+1.85% |
| 00527 | 瑞風新能源 | 未評級 | 2019-12-04 21:23:00 |
公告及通告 – [配售 / 根據一般性授權發行股份] 根據一般授權配售新股份 |
0.00% |
| 02012 | 陽光油砂 | 未評級 | 2019-12-05 19:09:00 |
公告及通告 – [根據一般性授權發行股份 / 配售] 根據一般授權發行股份以結算應付款 |
0.00% |
| 01533 | 莊園牧場 | 未評級 | 2019-12-05 22:54:00 |
公告及通告 – [根據特定授權發行股份] 建議根據特別授權非公開發行A股股票 |
-2.01% |
| 03998 | 波司登 | 未評級 | 2019-12-05 06:14:00 |
公告及通告 – [發行可轉換證券 / 根據一般性授權發行股份] 建議根據一般授權發行於2024年到期的275,000,000美元1.00%可換股債券 |
-7.79% |
- 共 7 只
美股主要ETF今星期變動
| 股號 | 名稱 | 今年變動 | 今星期變動▼ | Ω | ω |
|---|---|---|---|---|---|
| XLE | SPDR Select Sector Fund – Energy Select Sector |
+7.04% | +1.56% | 35 | 61 |
| XLP | SPDR Select Sector Fund – Consumer Staples | +25.69% | +1.02% | 61 | 52 |
| XLV | SPDR Select Sector Fund – Health Care | +17.55% | +0.99% | 75 | 78 |
| XLF | SPDR Select Sector Fund – Financial | +29.37% | +0.66% | 81 | 76 |
| XLU | SPDR Select Sector Fund – Utilities | +22.38% | +0.38% | 46 | 26 |
| SPX | 標指 | +25.49% | +0.16% | ||
| XLB | Materials Select Sector SPDR | +20.79% | +0.10% | 63 | 60 |
| XLRE | Real Estate Select Sector SPDR Fund (The) | +26.81% | -0.34% | 40 | 22 |
| XLK | SPDR Select Sector Fund – Technology | +42.93% | -0.50% | 81 | 68 |
| XLY | SPDR Select Sector Fund – Consumer Discretionary |
+24.21% | -0.58% | 49 | 39 |
| XLI | SPDR Select Sector Fund – Industrial | +27.94% | -1.08% | 64 | 57 |
美股相對輪動
- XLB: 材料
- XLE: 能源
- XLF: 金融
- XLI: 工業
- XLK: 科技
- XLP: 必需消費
- XLRE: 房地產
- XLU: 公用
- XLV: 醫療
- XLY: 可選消費
港股博弈 