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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2277 6666

守住22000有望進一步反彈

Monday, March 23, 2020 Views3160
港股連跌兩周,恆指在上周四最低見到21139,為2016年7月以來最低水平,周五回升超過1000點,收報22805,但對比前周仍下跌了1228點,跌幅達5.1%.國指在上周四最低見到8290,為2016年6月以來最低水平,周五收報9119,按周下跌5.5%,也是連續第二周下跌.
 
美股方面,雖然美國政府積極推出貨幣和財政政策以穩定經濟,但新冠病毒疫情持續蔓延,令美股跌勢持續,道指上周五急挫超過900點,失守20000大關,收報19173,為自2016年10月10日以來最低收市指數,相比前周跌幅達17.3%.標準普爾500指數上周五收報2304,為自2017年2月8日以來最低收市指數,周跌幅為14.98%.納指失守7000點,上周五收報6879,周跌幅為12.64%.相對今年初的歷史高位,道指、標普500和納指已分別下跌了35.1%32%和30%.疫情對美國經濟的影響開始浮現,最新一周新申領失業救濟金人數上升至28.1萬人,為2017年以來最高水平.有分析預測,未來數周美國新申領失業救濟金人數可能飆升至200萬人以上.
 
A股方面,上證綜指在上周四最低見到2646,周五收報2745,按周下跌4.9%.滬深300和深證成指按周分別下跌6.2%和6.3%.市況下跌的同時,成交開始縮減,滬深兩市成交在上周五回降至8000億以下水平.雖然北向資金在上周五恢復淨流入,但自2月21日至3月19日,北向資金已累計淨流出1020.92億元.市場關注的3月份貸款市場報價利率(LPR)維持前值不變,1年期LPR為4.05%,5年期以上為4.75%,雖然令市場略感意外,但市場反應仍屬正面,顯示經濟收狀況未如想像中嚴峻,同時也為後續貨幣政策操作留下空間.
 
說回港股,恆指日線圖出現了"早晨之星",9天相對強弱指數重越30水平,即月期指周四和周五連續兩日轉炒高水,反映市況有觸底態勢,若能守住22000,本周或有機會進一步反彈,上試23000阻力.


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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