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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調整料已接近尾聲

Monday, November 6, 2017 Views4259

港股上周先軟後揚,結束了連續兩周的跌勢.恆指在上周二見到28184的全周低位,之後逐步回升,周五最高見到28661,收報28604,按周上升了165點,升幅0.6%.國指在上周一創出11785的年內新高,但之後表現偏軟,周五收報11602,按周下跌0.4%,結束了連續四周的升勢.

 

國指表現弱於恆指,部分受到A股下跌拖累.上證綜指3400關口得而後失,上周五收報3371,按周下跌1.3%;滬深300亦失守4000,收報3992,按周下跌0.7%;深證成指收報11215,按周跌2%.其實,也沒有甚麼重大不利因素影響A股下跌,主要是官方採購經理指數(PMI)顯示,中國第四季經濟開局偏弱,引起市場憂慮.10月份中國製造業PMI為51.6,比9月份回落0.8個百分點;非製造業PMI為55.3,比9月份回落1.1個百分點.不過,10月份製造業PMI仍高於去年同期0.4個百分點,而且是連續第15個月處於榮枯分界線50以上.

 

美股三大指數上周繼續創出歷史新高,道指上周五收報23539,按周上升0.5%,是連續第八周上升;納指和標普500指數按周分別上升0.9%和0.3%.標普500指數也是連升八周,而納指則連升六周.上周公布的美國經濟數據表現參差,市場關注的10月份非農業職位增加26.5萬份,少於預期的32.5萬份,但8月份和9月份的新增職位數都向上修訂,而且10月份失業率亦降至4.1%的十七年新低,顯示美國勞工市場仍表現穩健.另一方面,美國眾議院共和黨公布了稅改議案,而特朗普亦一如預期提名鮑威爾為下任聯儲局主席,消除了部分不明朗因素,利好股市.

 

說回港股,恆指在28100和28650之間已橫行了兩個星期,上周三至周五已連續三日收於10天和20天線之上,相信調整已接近尾聲,本周有望再挑戰28800.


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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