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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再上試100天線

Monday, December 3, 2018 Views4308
由於市場對"特習會"有所憧憬,加上美國聯儲局主席鮑威爾發表鴿派言論,為港股帶來利好刺激,恆指上周穩步回升,並一度升近27000,在上周四最高見到26923,周五收報26507,相對前周上升了579點,升幅2.2%;國指上周五收報10622,按周亦升2.2%.美國聯儲局主席鮑威爾表示目前的政策利率只略低於聯儲局預估的中性利率區間,市場解讀為聯儲局利率政策轉偏鴿派,預期明年加息次數可能比目前預期的三次為少.
 
美股亦受到同樣利好因素支持,道指上周五收報25538,按周上升了5.2%,是自2016年11月以來的最大周升幅.納指和標準普爾500指數按周分別上升5.6%和4.9%,均錄得自2011年12月以來的最大周升幅.11月份,道指納指和標普500指數分別較10月份上升1.7%0.3%和1.8%.年初以來,道指納指和標普500指數分別上升了3.3%6.2%和3.2%.
 
A股上周亦止跌回升,但升幅相對溫和.上證綜指上周五收報2588,按周上升9點;滬深300收報3172,按周上升11點;深證成指收報7681,按周上升45點,升幅為0.6%.經濟數據顯示,中國經濟面對放緩壓力,但對A股沒有太大影響.11月份官方製造業採購經理指數回落至50,較10月份下跌0.2個百分點,並低於預期的50.2,為2016年7月以來新低;11月份官方非製造業採購經理指數亦降至53.4,較10月份下跌0.5個百分點,並低於預期的53.8.經濟數據表現不佳,反而令市場憧憬穩增長政策還需加碼,除穩投資外,還需刺激消費激發民營經濟等政策配合,以達到穩增長目的,對股市反而有利.
 
說回港股,中美元首會面後,雙方達成共識,同意明年1月1日起不互相加徵額外關稅,並將繼續談判.對股市而言,雖然不是最好的消息,但也不是壞消息.估計本周恆指可以再上試27000以及100天線阻力,支持位為26150.
 
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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