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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完成整固再挑戰28626

Monday, October 16, 2017 Views3059

港股連升兩周,恆指再試衝前周高位,上周三最高見到28626,周五收報28426,按周微升18點,國指則突破了前周高位11539,上周五最高見到11554,收報11520,按周上升0.2%.

 
美股三大指數上周繼續創出歷史新高,道指在上周五最高見到22905,收報22871,按周上升了0.4%;標準普爾500指數最高見到2557,收報2553,按周上升0.2%;納指最高見到6616,收報6605,周升幅亦為0.2%.道指與標普500指數已連升五周,納指則連升三周.經濟數據方面,10月份密歇根大學消費情緒指數升至101.1,是自2004年的十三年新高,數據有利股市.美國聯儲局9月份議息會議記錄顯示,部分官員認為,若美國經濟增長的中期前景大致不變,年底適合再次加息,但部分官員對加息提出前設,認為要視乎未來幾個月的數據是否足以使他們相信通脹水平會升至聯儲局2%的目標,反映聯儲局內部對通脹前景存在分歧,對股市影響中性偏好.另一方面,美股進入業績公布期,市場焦點將集中於公司業績之上.
 
A股在國慶節假期後表現向好,上證綜指逼近3400大關,上周五最高見到3395;創業板指數創出反彈新高,上周五收報1926.本周將有一系列經濟數據公布,包括居民消費價格指數工業產品出廠價格國內生產總值固定資產投資社會消費品零售總額工業增加值等數據.據市場預測第三季度經濟增長率為6.8%,與上半年增速差不多.第四季度增速或有所放緩,全年增長率或為6.7%,完成年初設定的6.5%增長目標應沒有懸念,且看能否上證綜指能否憑藉數據成功突破3400.
 
說回港股,恆指上周最低見到28260,只補回10月4日的上升裂口(該上升裂口介於28194和28311之間)的一小部分,應屬整固格局.相信在完成整固後將可再挑戰28626,並向28800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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