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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上試28000並回補下跌裂口

Monday, September 24, 2018 Views6360

受外圍美股及A股上升帶動,加上港匯突然走強,港股上周持續回升,恆指在上周五最高見到27966,逼近28000大關,收報27954,相對前周上升了668點,升幅達2.4%,是連續第二周上升.國指重越11000,上周五最高見到11068,收報11027,按周上升達4.3%,也是連續第二周上升.在加息預期升溫令資金趨緊下,港匯於上周五一度升穿7.8兌1美元,觸及今年新高並創出自2003年以來最大單日升幅.

 

美股在理想經濟數據帶動下繼續上揚,道指在上周四和周五連續兩日創出歷史新高,周五收報26732,按周上升2.3%,是連續第二周上升.標準普爾500指數按周上升0.9%,也是連續第二周上升.不過,受科技龍頭股下跌拖累,納指上周微降0.3%.經濟數據方面,最新一周新申領失業救濟金人數跌至1969年11月以來的最低水平,顯示美國勞動力市場持續走強.此外,9月份費城聯儲製造業指數升至22.9,遠高於市場預期的19.6及8月份的11.9,而按照8月份經濟領先指標上升0.4%推算,美國下半年經濟增長率將達到3%.

 

A股方面,上證綜指在上周初段再次跌近熔斷低點,最低見到2644,但在上周末段發力上升,重越2700,周五收報2797,按周上升了4.3%,創兩年半以來最大周升幅.雖然中美貿易戰繼續升級,但中國密集出台促進基建、民間投資政策,同時亦將擴內需促消費提上了議事日程,令相關板塊受到資金追捧,帶動大市大幅回升.

 

說回港股,恆指這一波由9月22日年內新低26220反彈,已回升了1700多點,和8月中旬那一波反彈的回升幅度差不多.不過,由於9天相對強弱指數升至63,創出今年6月7日以來的新高,顯示上升動力仍未減弱,本周料可挑戰28000,並嘗試補回8月31日介於28121和27962之間的下跌裂口.


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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