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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恆指料再上試20天線

Monday, December 18, 2017 Views3737

上周指出恆指跌近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.恆指上周止跌回穩,最高回升見29368,上周五收報28848,按周上升了208點,升幅0.7%,結束了連續兩周的跌勢.國指在上周四最高回升見11612,周五收報11366,按周則上升0.7%,亦結束了連續兩周的跌勢.

 

美股上周反覆上揚,三大指數齊齊創出歷史新高,道指和標準普爾500指數都連升四周,周升幅分別為1.3%和0.9%,納指周升幅更達到1.4%.聯儲局一如預期加息四分三厘,但整體言論較預期鴿派,利好股市.另一方面,美國參眾兩院公布了稅務改革法案的最終敲定版本,消除了不明朗因素.

 

A股上周表現反覆,上證綜指和滬深300按周分別下跌0.7%和0.6%,但深證成指按周反而上升0.6%.上周公布的經濟數據顯示,固定資產投資和規模以上工業增加值增速俱呈現放緩,但社會消費品零售總額增速卻有所加快,顯示中國經濟增長從過去更多依靠投資和出口拉動為主,逐步轉向更多依靠消費.另一方面,在聯儲局加息後,中國人民銀行亦小幅上調逆回購利率和中期借貸便利(MLF)利率.在資金面方面,人行上周實現資金淨投放,並提前超額續作MLF,顯示人行在加息的同時亦意圖通過大規模注入流動性來緩解利率上調帶來的影響.

 

說回港股的走勢,恆指上周最高回升至29368,補回11月30日的下跌裂口的一小部分.該下跌裂口闊199點,介於29563和29354之間.恆指上周曾上越20天線,但未能企穩其上.估計在回試10天和50天線支持後,本周有望再上試20天線.


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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