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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10天與100天線黃金交叉

Monday, January 21, 2019 Views4503
港股延續前兩周的升勢,上周繼續回升,恆指更重越27000,在上周五最高見到27117,收報27091,相對前周上升了424點,升幅1.6%,是連續第三周上升.國指上周五最高見到10662,收報10637,按周上升1.8%,亦為連續第三周上升.中國國務院副總理劉鶴將於今月底訪問美國,參加與美方舉行的另一輪貿易談判,而白宮經濟顧問庫德洛亦表示中美貿易談判取得了進展,令市場對中美貿易談判前景寄予厚望,為股市帶來利好刺激.
 
美股上周連升四天,道指上周五收報24706,按周上升3%;納指和標準普爾500指數按周分別上升2.7%和2.9%.直到上周五,美國政府關閉已進入第28天,對經濟造成一定影響,上周五公布的1月份密歇根大學消費情緒指數降至90.7,創兩年新低,遠低於市場預期的97.5.不過,經濟數據走弱,卻令聯儲局官員近期立場由鷹轉鴿,反而有利股市.未來市場焦點將聚焦於企業業績及美國何時能結束政府停擺局面.
 
A股上周亦穩步回升,上證綜指上周五收報2596,按周上升了1.7%.除了受惠市場對中美貿易談判的良好憧憬外,人行財政部發改委三部委在上周初連手發聲要穩定經濟.其後,國務院總理李克強再指會實施好普惠性減稅降費,令投資者預期中央將續推政策穩經濟.另一方面,人民銀行上周三進行了史上最大單日逆回購,逆回購規模達5700億元人民幣,全周累計進行了12700億元的逆回購操作,實現資金淨投放11600億元(上周累計有1100億元逆回購到期).
 
說回港股,恆指成功重越27000,補回今年1月5日的下跌裂口(該下跌裂口闊70點,介於26984和26914之間),10天線亦見升越100天線,出現黃金交叉,本周料可上試去年12月初高位27260.如能突破27260並企穩其上,下一目標看27500,回落支持26700.


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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