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』。
Phone:
2277 6666

恆指料將下試25200

Monday, July 10, 2017 Views3680

港股上周呈現先高後低的走勢,債券通"北向通"在上周一正式啟動,但對港股沒有帶來太大刺激.之後,受騰訊(700)股價下跌拖累,港股亦見走弱,恆指在上周三最低見到25200,周五收報25341,按周下跌了424點,跌幅1.6%;國指上周三最低見到10214,周五收報10252,按周下跌了1.1%,是連續第二周下跌.

 

美股繼續受科技股主導,納指在上周四曾下跌達1%,但周五反彈,全周反而微升了0.2%,道指和標準普爾500指數分別上升0.3%和0.1%.美國6月份非農業職位增加22.2萬份,遠多於市場預期的17.9萬份,4月份及5月份非農業職位亦向上修訂,較原來公布合共多4.7萬份.至於6月份失業率,則上升0.1個百分點,達4.4%,主要由於重返勞工市場的人口增加.就業數據優於預期,亦為美股帶來支持.

 

A股表現靠穩,上證綜指重越3200,上周五收報3217,創本輪反彈新高,按周上升了0.8%;滬深300和深證成指按周分別下跌0.3%和上升0.3%.6月份財新中國製造業採購經理指數報50.4,較5月份上升0.8,再次回升至擴張區間,新訂單及產出等分項指數均見改善,顯示製造業運行有所轉強,結束了5月份輕微放緩的態勢,這一趨勢與國家統計局的製造業採購經理指數一致.另一方面,5月份規模以上工業企業利潤同比增長16.7%,增速比4月份加快2.7個百分點;1至5月份利潤同比增長22.7%,顯示工業利潤延續良好增長態勢.本周將公布CPIPPI貨幣供應與新增信貸,以及進出口等數據.

 

說回港股,上周指出如恆指能守住25500,將以時間進行調整,但鑑於恆指已跌穿25500,而50天線亦告失守,相信恆指會下試25200的支持.如25200失守,下一支持位將為25025.


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.

This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
Top of Page
Contact Us
Please contact your account executive or call us now.
Research Department
Tel : (852) 2277 6846
Fax : (852) 2277 6565
Email : businessenquiry@phillip.com.hk

Enquiry & Support
Branches
The Complaint Procedures
About Us
Phillip Securities Group
Join Us
Phillip Network
Phillip Post
Phillip Channel
Latest Promotion
E-Check
Login
Investor Notes
Free Subscribe
Contact Us