香港恒生指数，涨0.71%。恒生中国企业指数，涨0.19%。港股恒指午后发力翻红，腾讯大涨，马化腾重夺首富。互联互通南向12.8亿元净流入港股。
HSI, up 0.71%. HSCEI, up 0.19%. Tencent contributed the most to the index gain. Both China Tower and Hengan lead the percentage increase.
700，腾讯，涨4.51%。 中宣部版权副局长冯士新表示，首批部分游戏已经完成审核，正在抓紧核发版号。
700, Tencent, up 4.51%. Shared after Chinese media reported that regulators have resumed approving games, signaling a potential end to a hiatus that’s. Chilled the world’s biggest gaming industry. Deputy director of the communist party’s influential propaganda department, telling an industry forum that the government was prepping licenses for green-lit titles.
3690，美团点评，涨4.57%。广发证券给予美团初始评级为“买入”，目标价69.80港元。
3690, Meituan Dianping, up 4.57%. GF Securities initiate rating of “Buy” to Meituan; PT HK$69.80.
1810，小米，涨4.59%。小米支付服务获准在印度推出。这项批准是给大型团体使用，小米与ICICI银行和PayU合作。
1810, Xiaomi Corp, up 4.59%. Xiaomi Stepped-up preparations to launch its Mi Pay mobile payments brand in India, 2 years after releasing a similar product in its market of China.
1044，恒安国际，涨5.97%。公司连续4日持续回购，约691万股，斥资约3.67亿。12月12日，沽空机构质疑恒安国际财务报告，13日早间恒安国际对质疑予以否认，并称该报告包括误导性、具偏见、有选择性、不准确、及不完整的声明及毫无根据的指控以及不负责任的揣测，当天股价掉5%。
1044, Hengan International Group, up 5.97%. Hengan bought back the shares at price range of HK$52-HK$53.5 each in open market on Thursday. Hengan bought back the shares for continuous 4 days already with total amount 367m HKD.
788，中国铁塔，涨7.3%。中国铁塔控股东南亚铁塔公司在老挝正式挂牌运营。这是中国铁塔首个海外投资项目。此功哦持股比例为中国铁塔70%，老挝政府15%，克里克老挝市场咨询公司15%。中国铁塔座位控股 股东将主导东南亚铁塔公司的运营和管理。
788, China tower, up 7.3%. The company recently acquired a majority stake in a telecoms joint venture (JV) in Laos, btw the Lao government, Click Lao Marketing and Consultancy, and now China Tower. Under the deal, China Tower will have a 70% equity stake while the other two parties will each hold 15%. The JV aims to promote the development of communication infrastructure, Internet of Things, and big data in SE Asian countries. This will mark the company’s first overseas investment.
175，吉利汽车，涨1.62%。宁德时代与吉利组件合资公司，赋能新能源汽车发展。新公司主要从事电芯、电池模组、及电池包研发、制造及销售、提升双方在各自领域的核心竞争力和可持续发展能力。
175, Geely Automobile Holdings, up 1.62%. Geely’s new lithium-battery venture with CATL should be a boon for the Chinese automaker, as it could secure battery supplies and facilitate talks with Toyota on cooperation in hybrid technology. Yet CATL’s expansion in China should create a barrier for foreign battery makers like Samsung SDI LG Chem and Panasonic to increase market shares there.
83，信和置业，跌2.60%；101，恒隆地产，跌1.83%。麦格理料本港楼价至明年中回落10%-15%，对地产股宜圣诞节前套利离场。
83, Sino Land, down 2.60%; 101, Hang Lung Properties Ltd, down 1.83%. Macquarie bank predict another 10-15% fall of HK property price till mid of year 2019. Investors should lock in their profit before Christmas Day.
992，联想集团，跌5.4%。市场评论联想最近掀起的手机价格战（主要针对小米，Vivo等国产手机）并不会奏效，因为消费者不信任联想手机这个品牌。
992, Lenovo, down 5.4%. Critics says Lenovo wants to start a smartphone price war, but netizens don’t believe. Because Lenovo’s track record in promising big but failing to deliver means consumer don’t trust the brand.
981，中芯国际，跌3.79%。大摩料明年半导体需求将降5%。在客户减少库存之际，芯片制造商会更加痛苦。国际半导体设备与材料协会（SEMI)之前也预测降幅为4%。
981, Semiconductor Manufacturing International, down 3.79%. Morgan Stanley says next year’s global semiconductor sales would be down for 5%.
2600，中国铝业，跌3.49%。彭博称，中国铝行业会终止80万吨产能。因为铝价的下跌让利润大减。
2600, Alummnium Corp of China Ltd, down 3.49%. China’s aluminium smelters will halt more than 800,000 tons of capacity after slump in the price of the metal wiped out margins, the China Nonferrous Metals Industry Association said in a statement Friday.
330，思捷环球，跌5.59%，5日跌11.63%。彭博称，亚洲时尚零售类股可能追孙欧美同类股票下跌，此前Asos将2019年销售增长预期从20%-25%下调至15%左右，因11月销售明显落后于预期。Asos称，许多主要市场的经济不确定性以及消费者信心减弱令前景受挫。思捷在可能出现的异动股名单内。
330, Esprit Holdings, down 5.59%, 5 days down 11.63%. Bloomberg says Asian Fashion retail stocks may follow European and US peers lower after Asos cut its 2019 sales growth outlook to ~15% from 20%-25% as Nov sales were “significantly behind expectations.”. Outlook hindered by economic uncertainty across many major markets together with weakening consumer confidence, Asos says.
3993, 洛阳钼业，跌3.23%。钴价格10月到现在价格已大降30%。而洛阳钼业是国内钴产能第二的企业，受产品价格影响较大。
3993, China Molybdenum Co. Cobalt price has decreased 30% since October, and China molybdenum Co is the second largest Cobalt producer in China, very sensitive to Cobalt price changes.
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