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』。
Phone:
2277 6666

考驗10天線支持

Monday, February 11, 2019 Views4087
雖然港股在農曆新年後未能紅盤高收,但恆指相對前周仍上升了16點,上周五收報27946,是連續第六周上升.國指前周曾突破11100,最高見到11165,但未能企穩11100之上,上周五收報10957,按周下跌約1%,結束了連續5周的升勢.隨著中美貿易戰休戰期即將屆滿,雙方爭取於3月1日前達成貿易協議.美國貿易代表團將於下星期到北京,與中方代表就貿易問題展開新一輪談判.不過,美國總統特朗普上周已確認不會在限期前與中國國家主席習近平會面.而且,更有報道指特朗普擬於本月底舉行的世界移動通訊大會(MWC)前簽署行政令,禁止美國無線網絡採用中國電訊設備.
 
市場憂慮若中美貿易談判缺乏進展,可能拖累環球經濟.歐盟委員會上周就下調了歐元區經濟增長預測,將今年經濟增長預測從1.9%下調至1.3%,明年預測增長率從1.7%下調至1.6%.此外,英國央行亦預計,英國經濟將出現2009年以來最疲弱的經濟前景,加上英國脫歐的不確定性,對歐美股市構成壓力.美股道指上周五曾失守25000,最低見到24883,不過收市扳回25106,按周仍上升了0.2%,是連續第七周上升.至於納指和標準普爾500指數,按周分別上升0.1%和0.5%.不過,隨著美國企業業績期接近尾聲,市場焦點將轉移至中美貿易談判和經濟數據上.
 
本周中國將公布1月份進出口貿易,以及居民消費價格指數與工業產品出廠價格指數.另外,市場亦將關注春節後A股行情,雖然統計數據顯示,最近十年A股主要指數在春節前後(臘月十八開始到正月十八)大部分都呈現明顯的上漲趨勢.
 
說回港股,恆指多次上破28000但未能企穩其上,進而回試10天線的支持.如缺乏進一步的利好消息刺激,相信恆指將再考驗10天線的支持.若10天線失守,可能先回試27350的支持.



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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