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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反彈受制於20天線阻力

Monday, August 30, 2021 Views3225

上周評論指出,恆指由8月11日26822起步下跌,跌至前周五低位24582,已下跌超過2000點,9SRI再次呈現超賣,短期或有反彈.結果恆指在上周三最高回升見25983,周五收報25408,相對前周上升了558點,升幅2.2%.國指上周三最高回升至9224,但未能企穩9000點以上,周五收報8958,按周上升2.5%.科指重越6000點,上周三最高見到6671,周五收報6322,周升幅達7.2%,終於結束連續五周的跌勢.

 
A股上周亦止跌回升,上證綜指按周上升2.8%,滬深300和深證成指按周分別上升1.2%和1.3%.經濟數據方面,國家統計局公布,7月份全國規模以上工業企業利潤同比增長16.4%,增速比6月份加快2.3個百分點,相比2019年同期則增長39.2%,兩年平均增長18%,反映隨著國民經濟持續穩定恢復,工業生產總體穩定,企業經營狀況繼續改善,利潤保持平穩增長.
 
美股方面,聯儲局主席鮑威爾在備受矚目的全球央行年會上就"收水"發表鴿派言論,刺激納指和標準普爾500指數雙雙創出歷史新高,按周分別上升2.8%和1.5%,至於道指,周升幅為1%.經濟數據方面,7月份個人消費支出增幅和8月份密歇根大學消費情緒指數均低於預期,而7月份PCE物價指數和首次申領失業救濟金人數都高於預期,但沒有對美股帶來負面影響.
 
說回港股,恆指自7月展現跌浪以來,每次反彈都受制於20天線阻力,這次亦不例外.不過,跌近25200卻見到支持,估計本周將介於25100和25950之間波動.


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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