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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反彈幅度有限

Monday, April 25, 2022 Views3619

港股連跌三周,恆指上周五最低見到20185,收報20639,相對前周下跌了879點,跌幅4.1%.國指再度失守7000點,上周五最低見到6788,收報6972,按周下跌5.6%.科指曾經失守4000點,上周五最低見到3847,收報4001,周跌幅達7.4%.


A股方面,雖然人民銀行宣布降存準0.25個百分點,釋放5300億元流動性,而一行一會又聯合發布<<通知>>,推出金融23條,但對股市沒有帶來太大刺激,上證綜指和深證成指上周分別下跌3.9%和5.1%,均錄得周線三連陰.人民幣兌美元匯價持續走弱,即期匯率一度跌破6.5關口,上周五個交易日累計下跌了1163個基點,貶值幅度超過1.8%,對股市形成走資壓力.經濟數據方面,國家統計局用"開局總體平穩"評價今年第一季度國民經濟運行情況.面對俄烏局勢緊張,大宗商品價格上漲,疊加國內疫情多發,第一季經濟仍錄得4.8%增速,比2021年第四季度4%增速高出了0.8個百分點,已屬不錯.


美股方面,聯儲局主席鮑威爾發表鷹派言論,明示5月加息50個基點,造成股債雙殺.道指上周五急瀉981點,創一年半最大單日跌幅,相對前周下跌1.9%,是連續第四周下跌.納指和標準普爾500指數都連跌三周,周跌幅分別為2.85%和3.8%.債市方面,十年期國債收益率升近3%,最高觸及2.975%,創三年新高.


說回港股,恆指上周五最低見到20185,跌近3月17日的上升裂口底部(該上升裂口闊666點,介於20121和20787之間)見到支持而作出反彈,但鑑於外圍股市處於弱勢,相信反彈幅度有限,21000水平料有頗大阻力.完成反彈後,向下回補3月17日餘下上升裂口的機會仍然很大.

 

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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