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Expo 2019-05-21T15:20 財經茄呢啡 本報數據庫追蹤的30個行業,上星期有多於一半的跌幅超過2.5%,跑輸恆指國指;中美的焦點已由經貿磋商轉移至科技角力,美國商務部將華為列入出口管制實體清單,封殺華為,科技股捱沽,上星期跌近9%。電訊及媒體上星期跌逾6%,部分受到和電香港除淨後股價大跌四成,撇除該股,行業亦跌逾3%。其次,汽車、內房跌約4%。
Expo 2019-05-21T15:20 財經茄呢啡 資產最怕無了期的不明朗,導至從港、中兩地股市買家逃之夭夭。離岸人民幣上星期五走弱至6.95,充足拖累航空、紙業、內房、濠賭、本地零售和內地銀行、保險和券商,加上貿戰重災區進出口股,幾乎港股有半都易跌難升。
Expo 2019-05-17T14:54 財經茄呢啡 由周一盤面看,權重股中的大消費等內需板塊相對較強,出口有關個股則相對稍弱,金融板塊的表現也明顯較弱,比如保險、券商等。在非權重股中,農業板塊、自貿港板塊等表現較強,其余多數品種表現較弱。
Expo 2019-05-17T14:54 財經茄呢啡 申洲國際公司簡介:申洲國際集團控股有限公司是一家投資控股公司,重要從事生產及銷售針織品業務。該公司生產三類產品,包括運動產品、休閒服及內衣。重要的具體產品包括夾克、背心、短褲、長褲、上衣、T恤、裙裝及內衣。該公司透過其子公司還在香港從事進出口商品業務。
Expo 2019-05-17T14:54 財經茄呢啡 多位企業家迫不及待、爭相發言。「上次考察後,我對欽州港20萬噸級集裝箱碼頭及配套航道工程、欽州保稅港區國際冷鏈中心、欽州市濱海新城健康療養中心、憑祥邊境經濟合作區進出口水果加工等項目比較感興趣,應該跟哪個部門銜接?」亞太網絡空間港股權有限公司總經理閻偉寧搶到第一個「提問」機會。
Expo 2019-05-14T15:00 財經茄呢啡 港股裂口低開,二萬八關爭持,開市即失守二萬八關,及貶破牛熊分界線,重磅股全線挫3%至4%,出口、航空股沽壓沉重,藍籌股僅4只錄得升幅。資產從A股流出量龐大。
Expo 2019-05-10T15:06 財經茄呢啡 若然中美確認互課高關稅,在兩國業務占比較重的出口股,以及航運股及港口股料首當其沖受到影響,例如利豐、耐世特、敏華控股、萬洲國際、偉易達及創科實業等股權,早前反彈浪似乎已告一段落,近月趨勢轉下,短線宜先避其鋒。
Expo 2019-05-10T15:06 財經茄呢啡 至於中美貿易戰陰霾影響下,金融股及出口股均再次下跌,創科實業全日挫4.38%,至53.45元,是表現最差藍籌,港交所首季純利同比升1.8%,好過大行預期,重要因為投資回報及成本控制好過預估,但午後港股再插,午後股價曾倒升,其後再跌,終收261元,全日跌1.58%,匯控及友邦保險尾市沽壓力,全日挫1.82%及1.71%,是推低港股元凶。
Expo 2019-05-10T15:06 財經茄呢啡 港股續受中美貿易戰陰霾籠罩,加上內地上月出口數據較預期差,港股昨天反彈過百點後,今日沽壓復現,恆生指數更一度創超過一個月低。
Expo 2019-05-10T15:06 財經茄呢啡 中美貿易談判生變的同一時間,大陸在4月份更出口出現負成長,因此,拖累陸港股市表現。富達研究團隊直言,正持續密切關注未來發展,短期市場震蕩在所難免,依過去經驗顯示,一旦達成協議後,陸股漲勢非常快速,投資人宜持續待在場中。
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