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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恆指量度上升目標29500

Monday, November 13, 2017 Views5107

上周蕪文指出,恆指在前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,上周有望再挑戰28800.恆指上周成功突破28800阻力位,再創年內新高,在上周最高見到29238,收報29121,相對前周升了517點,升幅1.8%,是連續第二周上升..國指亦突破了10月高位11785,在上周五最高見到11804,收報11746,按周則上升1.2%.恆指服務公司於上周五收市後公布,恆指成分股加入碧桂園(2007)及舜宇光學(2382),剔除昆侖能源(135)及國泰(293).國企指數加入廣汽(2238),剔除龍源電力(916),12月4日生效.

 

美股上周表現較為反覆,三大指數在上周三齊齊創出今年收市新高後,周四和周五都回軟,道指和標準普爾500指數按周都下跌了0.5%,同時都結束了連續八周的升勢.納指按周下跌0.2%,結束了連續六周的升勢.美國參議院公布了稅改方案,與眾議院的稅改方案版本出現分歧,令市場擔心稅改方案未必能在短期內通過,為股市帶來沽售壓力.經濟數據方面,上周五公布的11月份密歇根大學消費情緒指數降至97.8,比預期的100和10月份終值100.7為低.

 

A股上周穩步上揚,上證綜指和滬深300分別突破了3400和4000心理關口,上證綜指上周五收報3432,按周上升1.8%;滬深300收報4111,按周上升3%;深證成指收報11645,周升幅亦達到2.8%.經濟數據方面,中國10月份進出口總值同比增長10.2%.其中,出口增長6.1%,低於預期的7%增幅;進口增長15.9%,亦比預期的17.5%增幅為低,但數據沒有對A股帶來太大影響.此外,中國10月份全國居民消費價格(CPI)同比上漲1.9%,略高於預期的1.8%漲幅.1-10月平均比去年同期上漲1.5%,預計全年CPI同比漲幅將保持在1.5%左右水平,通脹壓力温和,對股市有利.

 

說回港股,恆指早前在28100和28800之間橫行了接近三個星期,現時突破了28800,量度上升目標可見29500.

 

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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