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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整固後繼續回補下跌裂口

Monday, December 5, 2022 Views2813

港股上周先挫後揚,恆指在上周一曾下破17000,最低見到16834.之後急速回升,甚至上破19000,周四最高見到19237,周五收報18675,相對前周上升了1101點,升幅6.3%.國指在上周四最高見到6608,周五收報6369,按周上升6.7%.科指一度上破4000點,上周四最高見到4019,周五收報3839,周升幅達10.8%.

A股方面,廣州和重慶宣布放鬆疫情控制,之後亦有多地宣布微解封,為股市帶來利好刺激,上證綜指逼近3200點,上周五收報3156,按周上升1.8%;滬深300和深證成指按周分別上升2.5%和2.9%.經濟數據方面,11月份官方製造業採購經理指數為48,比10月份下降1.2個百分點;非製造業商務活動指數為46.7,比10月份下降2個百分點.不過,11月份財新中國製造業採購經理指數卻從10月份的49.2上升至49.4,好於預期的48.9.隨著中央進一步優化防控工作,疫情及防控措施對經濟的影響料會逐步減輕.

美股方面,道指,納指和標準普爾500指數上周齊齊上升,升幅分別為0.2%,2.1%和1.1%.聯儲局主席鮑威爾發表鴿派言論,鞏固了市場對美聯儲在12月加息50個基點的預期,利好股市.經濟數據方面,ADP報告顯示,11月份私營部門新增12.7萬就業人數,遠低於預期的20萬.不過,11月份就業人數增加26.3萬,遠高於預期的20萬,平均時薪環比和同比升幅亦於預期,顯示美聯儲未來仍有可能再累計加息100個基點.

說回港股,恆指上周補回了9月14日的下跌裂口的大部分,該下跌裂口闊307點,介於19296和18989之間,但未能企穩19000點以上.相信整固後有望補回整個下跌裂口,向19500推進.


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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