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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出現早晨之星

Monday, December 11, 2017 Views3533

上周預期港股將維持下行趨勢,恆指可能下試50天線的支持.結果恆指在上周三一舉跌穿50天線,周四最低見到28135才作出反彈,周五回升超過300點,收報28640,但按周仍下跌了434點,跌幅1.5%,是連續第二周下跌.國指上周最低見到11093,周五收報11290,按周下跌1.4%,也是連續第二周下跌.

 

美股上周先跌後回穩,納指曾失守6800點,最低見到6734,周五收報6840,但按周仍下跌了0.1%;道指和標普500指數按周分別上升0.4%和0.3%.美國參眾兩院通過了各自的減稅方案,令市場對稅改立法進展信心增加.另外,美國國會亦通過了過渡性法案,暫時避免政府關門,亦利好股市.經濟數據方面,美國11月份非農業職位增加22.8萬份,較預期的20萬份為多,失業率維持4.1%,反映美國勞動力市場持續穩定.

 

A股亦表現偏軟,上證綜指和深證成指按周分別下跌0.8%和0.7%,滬深300按周微升5點.人民幣兌美元匯率中間價實現十連降,創出自2016年11月21日以來最長連跌周期.另一方面,人行上周在公開市場累計淨回籠資金5100億元,創近十個月最高單周淨回籠量.經濟數據方面,中國11月份進出口增速雙雙超預期.其中,出口增長10.3%,進口增長15.6%,主要由於全球經濟回暖拉動國內出口增速反彈,而原油、天然氣等大宗商品價格上漲,則推高了國內進口金額.雖然大宗商品價格上漲,但周末公布的工業生產者出廠價格(PPI)同比上漲5.8%,較10月份回落1.1個百分點;居民消費價格(CPI)漲幅則比10月份回落0.2個百分點至1.7%.

 

說回港股,恆指失守了50天線,但跌近100天線見到支持,陰陽燭圖出現了一個類近早晨之星的形態,而9天相對強弱指數亦開始呈現背馳,顯示跌勢有和緩跡象,如本周能收復50天線,將進一步預示市勢回穩.


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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