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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反彈料將持續

Monday, March 6, 2023 Views1642

港股上周先跌後回升,恆指在上周初失守20000大關,周二最低見到19783,再創出此輪調整新低.不過,恆指周三急升超過800點,周五最高見到20727,收報20568,相對前周上升了558點,升幅2.8%,結束了連續四周的跌勢.國指和科指按周分別上升3.5%和4.9%,也結束了連續四周的跌勢.

滬深股市上周亦顯著上揚,上證綜指和深證成指按周分別上升1.9%和0.5%.2月份中國官方製造業採購經理指數(PMI)從1月份的50.1大幅反彈至52.6,創自2012年4月以來最高,並且是連續第二個月位於擴張區間.2月份財新中國製造業PMI為51.6,較1月份上升2.4點,是2022年8月以來首次高於50,結束此前連續六個月的收縮.服務業PMI方面,2月份官方非製造業商務活動指數為56.3,較1月份上升1.9點;財新中國服務業經營活動指數為55,較1月份上升2.6點,為2022年9月以來新高.

美股上周先跌後回升,道指按周上升1.8%,結束了連續四周的跌勢;標準普爾500指數和納指按周分別上升1.9%和2.6%.美國國債孳息顯著上揚,其中十年期國債孳息曾升越4%,為美股帶來沽壓.不過,消費信心指數及耐用品訂單數據差於市場預期,加上部分聯儲局官員發表鴿派言論,包括一向被視為鷹派的亞特蘭大聯儲銀行行長博斯蒂克,紓緩了市場的加息憂慮,為美股帶來支持.

說回港股,恆指成功收復10天線,但升近20天線卻見到阻力,加上9天相對強弱指數仍處50中軸以下,對於上周的回升,暫宜視為技術性反彈.估計本周反彈仍將持續,恆指或有望上試20天線,該線現時處於20700水平.若能突破20天線,或將進一步上試50天線,該線現時處於20900附近.


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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