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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短期調整有望完成

Monday, October 30, 2017 Views3203

港股上周表現分化,恆指連跌兩周,而國指卻連升四周.恆指上周兩度下試28100的支持,最低見到28099,周五收報28439,對比前周下跌了48點,跌幅約0.2%.國指國指上周最低見到11397,周五收報11644,按周上升0.7%,是連續第四周上升.雖然國指仍未突破10月19日高位11694,但上周五收市指數卻再創年內新高.

 

美股方面,納斯達克指數和標準普爾500指數在上周五齊齊創出收市新高,主要受幾隻科技龍頭股如亞馬遜、微軟、英特爾和Alphabet的理想業績刺激.經濟數據方面,美國第三季經濟增長3%,是連續兩個季度增長達到3%或以上.另外,10月份密歇根大學消費情緒指數升至116.5,為十三年高位,顯示美國經濟增長穩健,而美國眾議院通過2018財政年度聯邦政府預算決議,為特朗普總統的稅改立法奠定重要基礎,也利好股市.道指和標普500指數皆連升七周,上周升幅分別為0.5%和0.2%;納指則連升五周,上周升幅達到1.1%.

 

A股在十九大結束後表現向好,上證綜指終於突破3400,上周五收報3416,按周上升1.1%;滬深300亦突破了4000大關,上周五收報4021,按周上升2.5%.深證成指上周五收報11444,按周上升1.8%.內銀與內險相繼公布業績,建行(939)與國壽(2628)季度業績表現理想,為大市帶來上升動力.工、中、農三大國有商業銀行將於本周一公布季績,如果表現理想,將可推動大市進一步上揚.

 

說回港股,上周恆指一直守住10月19日的大陰燭低位28095之上,周五重越10天和20天線,而9天相對強弱指數亦重返50之上.若本周確認企穩10天和20天線,將意味短期調整已告一段落,後市有望再上衝28800.         (筆者沒有持有上述股票)


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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