Louis Wong Commentary

Author

黃瑋傑先生(Louis Wong)
輝立証券董事

見證過去三十多年香港股市每一個牛市和熊市,可謂實戰經驗豐富。現為香港多份財經報章雜誌專欄作家,並為電視台及電台擔任客席主持。個人著作有〈炒得精叻〉、〈投資先知〉及〈股市是平的〉,並獲『中金在線』選為『2010年最受歡迎的港股分析師』。
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震盪上行

Monday, October 7, 2024 Views1116

原以為在A股國慶節休假期間,港股可能出現回調,沒想到在北水暫停情況下,港股升勢有餘未盡,恆指上周五最高見到22742,再創年內新高,收報22737,相對前周上升了2105點,升幅10.2%,是連續第三周上升。雖然沒有北水,但上周三至周五日均成交仍超逾三千億元,反映資金入市相當踴躍。國指和科指按周分別上升11.7%和17.4%,也是連升第三周。

美股道指上周五收市指數再創歷史新高,但按周僅上升約0.1%;標準普爾500指數和納指按周分別上升0.2%和0.1%。上周公布的美國經濟數據表現參差,其中,8月工廠訂單按月跌0.2%,市場預期升0.1%,前值為升5%。8月耐用品訂單終值按月跌0.2%,而市場預期為持平。9月ISM製造業指數維持47.2,低於預期的47.6,而服務業指數為54.9,高於市場預期的51.7。勞動市場數據方面,JOLTS 8月份職位空缺升至804萬份,前值上修至771.1萬份。俗稱小非農」的ADP私人企業就業職位增加14.3萬個,遠高於市場預期的12萬個,是三個月來最大增幅,也是連續五個月減少後首次回升,而9月非農就業職位回升至25.4萬,遠高於預期的15萬,前值亦由14.2萬上修至15.9萬。失業率由4.2%回落至4.1%,低於預期的4.2%。不過,上周首次申領失業救濟金人數回升至22.5萬人,略高於預期的22.1萬。就業數據整體反映美國勞動市場維持穩健,強化了市場對11月聯儲局只會減息四分一厘的預期。

說回港股,恆指在上周三急升1310點後,周四一度回跌1000點,當日呈現V型逆轉,周五再創年內新高。相信短期仍將維持震盪上行態勢,往上目標分別看23000/23500,回落支持分別看22000/21800/21400。

 

本人黃瑋傑為証監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益.

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