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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開始進入超賣區

Monday, September 10, 2018 Views5884

上周指出港股反彈已告一段落,將回復下行態勢,結果不幸言中.恆指跌穿了8月16日低位26871,上周五最低見到26670,再創年內新低,收報26973,按周下跌了916點,跌幅達3.3%.國指在上周五最低見到10489,收報10560,周跌幅為2.9%,也是連續第二周下跌.

 

A股亦表現偏軟,上證綜指上周五收報2702,險守2700關口,但滬深300和深證成指分別跌穿3300和8400.美國總統特朗普表示,在對2000億美元中國商品加徵關稅後,美國還將對另外2670億美元商品加徵關稅.他的言論不但意味中美貿易戰沒有任何和緩跡象,反而有愈演愈烈之勢.另一方面,最新公布的8月份財新中國綜合採購經理指數(PMI)顯示,中國製造業與服務業雙雙放緩.其中,製造業PMI從7月份的50.8下降至50.6,是連續三個月下降,並為2017年7月以來新低.服務業PMI從7月份52.8下降至51.5,是連續第二個下滑,並為自2017年10月以來新低.製造業與服務業活動雙雙放緩,拖累8月份財新中國綜合PMI從7月份的52.3降至52,創五個月新低.

 

美股上周亦面對調整壓力,尤其是科技股,納指按周下跌了2.6%,道指和標準普爾500指數周跌幅分別為0.2%和1%.不過,美國經濟數據維持理想表現,例如8月份非農業職位增加20.1萬份,優於市場預期的19.5萬份;失業率維持穩定於3.9%,但平均時薪增幅略高於市場預期,意味聯儲局今年仍會再加息兩次.

 

說回港股,恆指上周再創年內新低,延續一浪低於一浪的走勢.恆指這一浪由8月28日高位28580回落,已下跌接近2000點,9天相對強弱指數進入了超賣區.回顧8月的兩次反彈,都是在9RSI跌至2728水平後出現.現時恆指9RSI處於31水平,如本周再次跌近2728水平,料會開始作出反彈.


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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