那还好积极
2023-05-31
垃圾 虽然我最多 但是任何时候都可以做空港股 垃圾垃圾
港股午评:三大指数陷入技术性熊市,兖矿能源录得8连跌
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垃圾垃圾","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/182280740278440","repostId":2339255624,"repostType":2,"repost":{"id":"2339255624","kind":"highlight","pubTimestamp":1685506225,"share":"https://www.laohu8.com/m/news/2339255624?lang=&edition=full","pubTime":"2023-05-31 12:10","market":"us","language":"zh","title":"港股午评:三大指数陷入技术性熊市,兖矿能源录得8连跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2339255624","media":"格隆汇","summary":"三大指数均创去年11月以来新低,陷入技术性熊市。","content":"<html><body><p>格隆汇5月31日丨人民币汇率继续走弱,中国官方制造业及非制造业PMI均低于预期。港股再度大跌,恒生科技指数跌2.47%,恒指、国指分别下跌2.25%和2.35%,三者均创去年11月以来新低,陷入技术性熊市。</p><p><img src=\"https://img3.gelonghui.com/432db-3ddc0504-ff19-4eda-8e15-a5df2e0ade62.png\"/></p><p><b>盘面上</b>,大型科技股集体下挫,<a href=\"https://laohu8.com/S/NTES\">网易</a>跌超5%,美团、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、快手等权重均跌超4%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌近3%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌1.6%;6月上旬煤价或加速下行,煤炭股跌势不止,<a href=\"https://laohu8.com/S/600188\">兖矿能源</a>录得8连跌;国际原油期货结算价跌超4%,三桶油齐跌,<a href=\"https://laohu8.com/S/00883\">中国海洋石油</a>跌近5%;昨日强势高铁基建股走低,电信股、军工股、汽车股、内房股、大金融股纷纷下跌。 另一方面,惟富士康概念板块个别上涨,半导体股龙头<a href=\"https://laohu8.com/S/688981\">中芯国际</a>逆势涨近1%。南下资金半日净流入17.85亿港元,大市成交额为527亿港元。</p><p>板块方面</p><p><b>内房股集体下跌</b>。中国5月官方制造业PMI为48.8(预期49.4),比上月下降0.4个百分点,低于临界点,制造业景气水平小幅回落。中国5月非制造业PMI为54.5(预期55.2),比上月下降1.9个百分点。 人民币继续走弱,离岸人民币兑美元跌破7.11关口至7.1196,为2022年11月以来新低;在岸人民币兑美元跌破7.10至7.1086,亦为2022年11月以来新低。</p><p><img src=\"https://img3.gelonghui.com/72235-6830ae68-3d1a-4130-9b7f-976f705e0a11.png\"/></p><p><b>煤炭股下挫,<a href=\"https://laohu8.com/S/01171\">兖矿能源</a>连跌8日,6月上旬煤价或加速下行</b>。截至5月29日,北方港口5500K动力煤为880元/吨左右,同比下跌约380元/吨,跌幅近30%。有市场人士预测,随着港口和电厂库存加快积累以及下游采购积极性下降,煤价在6月上旬下行速度可能会加快,预计此轮煤价将跌至800至850元/吨。</p><p><img src=\"https://img3.gelonghui.com/cf022-1932a1be-f1f6-4ac9-8f96-ca872613bc42.png\"/></p><p><b>三桶油走低,中国海洋石油跌近5%领衔走低</b>。消息面上,周二,国际原油期货结算价跌超4%。 WTI 7月原油期货收跌3.21美元,跌幅4.42%,报69.46美元/桶。布伦特7月原油期货收跌3.41美元,跌幅4.43%,报73.54美元/桶。有机构指出,短期来看,至少6月前,油价缺乏明显向上突破的驱动。</p><p><img src=\"https://img3.gelonghui.com/aa214-58733895-efab-42ad-a54c-9c65c47896b7.png\"/></p><p>个股方面</p><p><b>美团跌近5%创14个月新低</b>。美团(3690.HK)盘中跌超5%至110.1港元,股价创2022年3月以来新低,且自今年1月份高点195.6港元累计下跌43%。不过,南下资金已连续6天加仓美团,共计20.35亿港元。</p><p><img src=\"https://img3.gelonghui.com/be3f8-3009ac13-5412-4d9b-939a-6eaa1a80596c.png\"/></p><p><b><a href=\"https://laohu8.com/S/06865\">福莱特玻璃</a>跌超6%,遭朱雀基金减持</b>。香港联交所最新资料显示,5月24日,朱雀基金减持<a href=\"https://laohu8.com/S/601865\">福莱特</a>玻璃114.2万股,每股作价23.67港元,总金额约为2703.11万港元;减持后最新持股数目为3111万股,最新持股比例为6.91%。此外,姜瑾华于5月26日以每股均价115.1034元(人民币,单位下同)售出福莱特玻璃105.25万股A股股份,价值约1.21亿元;售出后,姜瑾华最新持股数目为10.54亿股股份,好仓比例由62.18%降至62.12%。</p><p><img src=\"https://img3.gelonghui.com/0fda9-a30e2f58-e41d-4dab-a412-fbd2c29a07d1.png\"/></p><p><b><a href=\"https://laohu8.com/S/00321\">德永佳集团</a>大跌23%,发盈警料溢利大跌65%</b>。公司昨晚发盈警,预期截至2023年3月31日止年度公司普通权益所有者应占综合溢利与2022年同期相比可能下跌约65%。主要是纺织业务的收入及毛利率于年内下跌,因全球通胀影响消费者情绪,及新冠引至零售商存货过剩,需求疲弱;同时内地2022年实施严格新冠政策,导致零售及分销业务销售额下降。</p><p><img src=\"https://img3.gelonghui.com/24da2-938b58c4-6272-4d84-b428-bd94ba48e101.png\"/></p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股午评:三大指数陷入技术性熊市,兖矿能源录得8连跌</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/2275d-def33eba-4416-4c6b-aa5e-f5f3f40b7092.png","relate_stocks":{"513600":"恒生指数ETF","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0541502299.USD":"ALLSPRING EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0431992006.USD":"摩根大通新兴市场机会A(acc)","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) 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另一方面,惟富士康概念板块个别上涨,半导体股龙头中芯国际逆势涨近1%。南下资金半日净流入17.85亿港元,大市成交额为527亿港元。板块方面内房股集体下跌。中国5月官方制造业PMI为48.8(预期49.4),比上月下降0.4个百分点,低于临界点,制造业景气水平小幅回落。中国5月非制造业PMI为54.5(预期55.2),比上月下降1.9个百分点。 人民币继续走弱,离岸人民币兑美元跌破7.11关口至7.1196,为2022年11月以来新低;在岸人民币兑美元跌破7.10至7.1086,亦为2022年11月以来新低。煤炭股下挫,兖矿能源连跌8日,6月上旬煤价或加速下行。截至5月29日,北方港口5500K动力煤为880元/吨左右,同比下跌约380元/吨,跌幅近30%。有市场人士预测,随着港口和电厂库存加快积累以及下游采购积极性下降,煤价在6月上旬下行速度可能会加快,预计此轮煤价将跌至800至850元/吨。三桶油走低,中国海洋石油跌近5%领衔走低。消息面上,周二,国际原油期货结算价跌超4%。 WTI 7月原油期货收跌3.21美元,跌幅4.42%,报69.46美元/桶。布伦特7月原油期货收跌3.41美元,跌幅4.43%,报73.54美元/桶。有机构指出,短期来看,至少6月前,油价缺乏明显向上突破的驱动。个股方面美团跌近5%创14个月新低。美团(3690.HK)盘中跌超5%至110.1港元,股价创2022年3月以来新低,且自今年1月份高点195.6港元累计下跌43%。不过,南下资金已连续6天加仓美团,共计20.35亿港元。福莱特玻璃跌超6%,遭朱雀基金减持。香港联交所最新资料显示,5月24日,朱雀基金减持福莱特玻璃114.2万股,每股作价23.67港元,总金额约为2703.11万港元;减持后最新持股数目为3111万股,最新持股比例为6.91%。此外,姜瑾华于5月26日以每股均价115.1034元(人民币,单位下同)售出福莱特玻璃105.25万股A股股份,价值约1.21亿元;售出后,姜瑾华最新持股数目为10.54亿股股份,好仓比例由62.18%降至62.12%。德永佳集团大跌23%,发盈警料溢利大跌65%。公司昨晚发盈警,预期截至2023年3月31日止年度公司普通权益所有者应占综合溢利与2022年同期相比可能下跌约65%。主要是纺织业务的收入及毛利率于年内下跌,因全球通胀影响消费者情绪,及新冠引至零售商存货过剩,需求疲弱;同时内地2022年实施严格新冠政策,导致零售及分销业务销售额下降。","news_type":1},"isVote":1,"tweetType":1,"viewCount":586,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":48,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/182280740278440"}
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