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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一舉補回兩個上升裂口

Monday, October 23, 2017 Views3792

恆指上周多次上衝28800不破,周四大幅下跌超過500點,最低見到28095,周五回升超過300點,收報28487,按周仍上升11點,是連續第三周上升.國指上周最高見到11694,周五收報11558,按周上升0.3%,也是連續第三周上升.

 

美股上周繼續創新高,道指上周五收報23328,按周上升2%,是連續第六周上升;標準普爾500指數亦連升六周,周升幅為0.9%;納指則連升四周,周升幅為0.4%.除了公司業績表現理想,美國參議院批准了2018財年的預算議案,為特朗普總統的稅制改革掃除了一道重要障礙,亦為美股帶來利好刺激.本周美國沒有太多重要經濟數公布,相信市場視線會繼續聚焦於公司業績之上.

 

A股上周表現反覆,上證綜指按周下跌0.4%,滬深300和深證成指按周分別下跌0.3%和1.4%.市場除了關注十九大的召開,亦關注上周公布的宏觀經濟數據.中國首三季度經濟增長6.9%,比上年同期加快0.2個百分點.其中,第三季經濟增長6.8%,增速較上半年略為回落,主要受固定資產投資增速放緩影響.從結構上看,製造業投資增速回落,但房地產投資增速反見加快,在房地產市場調控日益趨嚴和房產銷售增速放緩的背景下,反映房地產開發商投資意欲仍然強烈.此外,社會消費品零售總額和工業增加值增速均高於預期,反映經濟仍保持中高速增長,全年實現6.5%預期增長目標應無懸念.

 

說回港股,恆指上周四最低跌至28095,一舉補回了10月4日和10月16日的兩個上升裂口(分別位於28194-28311和28492-28620之間),反而令走勢變得更為健康.恆指一度失守20天線,但迅即升回其上.只要守住20天線之上,中期升勢仍然良好.


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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