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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破底後例牌反彈

Monday, July 23, 2018 Views593

港股經過前周的反彈,上周回復跌勢.恆指在上周一見到28699的全周高位後反覆回落,周五最低見到27746,再創年內新低,收報28224,相對前周下跌了301點,跌幅1.05%.國指亦再創年內新低,上周五最低見到10405,收報10683,按周下跌0.6%.

 

 

美股上周亦呈現先揚後挫走勢,道指曾連升五日,在上周三最高見到25215,周五收報25058,但按周仍上升0.2%.標準普爾500指數按周微升0.1%,而納斯達克指數按周下跌0.1%,結束了連續兩周的升勢.美國經濟數據表現理想,加上公司業績普遍優於市場預期,帶動美股上揚,但美國特朗普總統批評聯儲局加息,並形容強美元不利美國.他的言論令市場憂慮,聯儲局獨立性受到干預,美元匯價應聲下跌.另一方面,特朗普又指責中國和歐盟操縱匯率和利率,並表示準備對總值5050美元的中國進口商品加徵關稅.有關消息發出後,恆指夜期在上周五曾下跌超過200點.

 

A股方面,上證綜指2800關口失而復得,上周五收報2829,相對前周僅微跌2點;滬深300按周無起跌,深證成指按周下跌0.8%.上周五收市後,中國銀保監會發布銀行理財新規<<商業銀行理財業務監督管理辦法(徵求意見稿)>>,A股在公布前偷步上揚,升勢集中於金融板塊.另一方面,人民幣兌美元匯率中間價在上周五跌至6.7671,創出自去年7月14日以來新低.不過,離岸與在岸人民幣匯率在上周五雙雙反彈倒升,亦為A股帶來支持.

 

說回港股,恆指上周再創年內新低,而每次創出年內新低後都會作出反彈.上一次是在7月5日,恆指跌穿28000,創出27831的年內新低,之後反彈了三天,最高見升至28982,反彈超過1000點.相信這一次破底後亦將出現反彈(縱觀上周五夜期倒升,亦印證這一看法),有望回試20天線(28500)阻力.


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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