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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料可收復100天線

Monday, June 22, 2020 Views2366
上周評論指出,恆指在前周五裂口下跌,再度失守10天線,並形成島形轉向.要扭轉淡勢,必須守住50天線(24015),並迅速補回前周五的下跌裂口(該下跌裂口闊162點,介於24480和24318之間)及收復10天線.結果,恆指在上周一裂口低開,再度失守50天線,並見到23685全周最低位.但隨即升回50天線以上,有驚無險.恆指上周五最高見到24777,收報24644,相對前周上升了343點,升幅1.4%.國指上周最高和最低分別見到10035和9612,周五收報9975,按周上升1.4%.
 
A股上周亦表現靠穩,上證綜指再次升近3000大關,上周五收報2967,按周上升1.6%.滬深300和深證成指按周分別上升2.4%和3.7%.創業板指數在上周五更創出歷史新高.富時羅素納入A股擴容,預計帶來30億美元資金.經濟數據方面,5月份規模以上工業增加同比增長4.4%,增速比4月份加快0.5個百分點,已續續兩個月正增長.服務業亦開始轉暖,5月份服務業生產指數同比增長1%,4月份為下降4.5%.需求端方面,5月份全國消費品零售總額同比下降2.8%,降幅比4月份收窄4.7個百分點.投資降幅也明顯收窄,1至5月份全國固定資產投資同比下降6.3%,降幅比1至4月份和第一季度分別收窄4和9.8個百分點.雖然數據顯示主要經濟指標持續改善,復甦態勢仍然延續,但刻下北京爆發疫情,會否擴散至其他地區,對經濟復甦有來影響,仍有待觀察.
 
美國疫情亦表現反覆,多州陸續重啟後,多地新冠肺炎感染病例持續增加,令美股在上周五先升後回,但全周計數,道指仍上升1%,標準普爾500和納指按周分別上升1.9%和3.7%.聯儲局主席鮑威爾在國會聽證會上表示,將使用全方位的工具來支持經濟復甦,並呼籲國會提供更多財政援助.他的言論為美股帶來支持.
 
說回港股,恆指已補回前周五的下跌裂口,上周五更重越10天線(24540).若企穩10天線之上,料可上試100天線(24800)阻力.恆指在前周初曾上試100天線,最高見到25304,可惜未能企穩100天線之上.現時100天線已下降至24800水平,料可較易升破並企穩其上,然後再挑戰25000.
 
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.
This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
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