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"慢跌"態勢

Monday, September 19, 2022 Views2694

港股連跌三周,恆指再度失守19000,上周五最低見到18678,收報18762,是今年3月15日以來的最低收市指數,相對前周下跌了600點,跌幅3.1%;國指和科指周跌幅分別為3.1%和5.4%.

A股方面,上周公布的中國經濟數據顯示,在疫情和高溫限電等因素擾動下,經濟繼續修復.其中,1-8月份全國固定資產投資同比增長5.8%,增部比1-7月份加快0.1個百分點;1-8月份全國商品房銷售面積和銷售額同比分別下降23%和27.9%,降幅比1-7月份分別收窄0.1和0.9個百分點;製造業方面,8月份全國規模以上工業增加值同比增長4.2%,增速比7月份加快0.4個百分點;消費方面,8月份社會消費品零售總額同比增長5.4%,比7月份加快2.7個百分點.不過,人民幣兌美元匯價持續面對貶值壓力,離岸價和在岸價雙雙跌穿7算,為2020年7月以來首次,為A股帶來沽售壓力,上證綜指和深證成指按周分別下跌4.2%和5.2%.

美股上周亦顯著下跌,主要由於美國通脹形勢仍未好轉,8月份消費物價指數(CPI)同比和環比漲幅都超出市場預期,剔除食品和能源的核心CPI升幅亦高於預期.另一方面,製造業數據顯示美國經濟有放緩跡象,而國際貨幣基金組織(IMF)和世界銀行齊齊發出警告,全球或將陷入滯脹,都為股市帶來沽壓.道指,標準普爾500指數和納指都錄得自6月以來的最大周跌幅,跌幅分別為4.1%,4.8%和5.5%.

說回港股,恆指料將維持緩步下行的"慢跌"態勢,如18500失守,將下試3月低位18235,回升阻力19000-19300.


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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