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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維持區間上落

Monday, April 11, 2022 Views4304

港股上周先升後跌,恆指在上周一最高見到22524,是自今年3月3日以來的最高位.但在清明節假期後卻見走弱,上周五收報21872,相對前周下跌了168點,跌幅約0.8%.國指和科指上周分別下跌0.6%和2.2%.


A股上周亦下跌,上證綜指,深證成指和滬深300按周分別下跌0.9%,0.1%和1.1%.受疫情持續升溫影響,反映經濟前景的領先指標繼續走弱.3月份財新中國服務業採購經理指數錄得42,較2月份大幅回落8.2個百分點,為2020年3月以來最低.此前公布的官方製造業和服務業採購經理指數,以及財新中國製造業採購經理指數同樣落入收縮區間,顯示經濟活動明顯收縮.面對經濟持續走弱,4月降準降息的概率進一步加大,或將為股市帶來支持.


美股方面,聯儲局3月份會議記錄顯示,未來加息幅度會達到50個基點,同時將計劃每月減持約950億美元的債券,加上個別理事發表鷹派言論,刺激債息上升,10年期國債收益率在周五創出三年來新高,升至2.7%以上.另一方面,股市明顯受壓,特別是科技股,納指周跌幅達3.86%,而道指和標準普爾500指數則分別下跌0.28%和1.16%.


說回港股,雖然上周港股先揚後挫,但從成交和RSI等動力指標看,沽壓不算沉重,恆指跌近21500和20天線(21413)見到支持.事實上,恆指自3月中低位18235觸底回升後,就在21200和22500之間上落,相信會維持於這個波動區間內一段時間.

 

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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