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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醖釀突破

Monday, October 28, 2024 Views1305

港股上周維持橫向盤整態勢,恆指繼續受制於21000,上周三最高見到20942,一周高低波幅只得562點,周五收報20590,相對前周下跌了214點,跌幅約1%,是連續第三周下跌。國指和科指按周分別下跌1.2%,和1.4%,也是連跌三周。滬深股市上周造好,上證綜指和深證成指按周分別上升1.2%和2.5%。中國人民銀行上周一下調10月貸款市場報價利率(LPR)25個基點,減幅比預期的20個基點為多,但人行行長潘功勝早已預先披露LPR利率會下調,所以未有帶來太大刺激。另一方面,人行上周開展了證券、基金、保險公司互換便利首次操作,操作金額為500億元人民幣,為資本市場貢獻增量資金。

美股三大指數上周表現分化,道指和標普500指數按周分別下跌2.7%和1%,結朿了連續六周的升勢。納指在科技股業績理想帶動下,上周五再創18690盤中新高,收報18518,按周上升0.2%,是連續第七周上升。上周公布的美國經濟數據大都好於預期,其中9月製造業採購經理指數(PMI)由8月的47.3回升至47.8,高於預期的47.5;服務業PMI由8月的54升至55.3,高於預期的53.8。最新一周首領失業救濟金人數降至22.7萬。9月耐用品定單按月跌0.8%,少於預期的1%。10月密歇根大學消費信心指數終值上修至70.5,較市場預期的69.1及初值68.9爲高。

本周將迎來多項重要經濟數據,包括美國三季度GDP、9月PCE通脹數據以及10月非農就業報告,分別定於本周三、周四和周五公布。此外,本周將有超過150家標普500指數成分股公司發布業績。其中,magnificent 7中的5家都將公布業績。說回港股,本周期指結算。恆指周線圖形成上升旗形,醖釀突破。如能突破21000並企穩其上,可上試21600;反之,若跌穿20380,將破壞旗形,可能會再下試20000大關。


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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