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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2277 6666

先作整固再挑戰31000

Monday, January 8, 2018 Views3577

踏入2018年,港股、美股和A股都呈現開門紅.港股方面,恆指新年後連升四天,上周五最高見到30911,收報30815,相對前周上升了896點,升幅達3%,是連續第四周上升.國指也連升四天,上周五最高見到12288,收報12212,按周上升達4.3%,也是連升四周.

 

美股踏入2018年也是連升四天,道指上周五收報25295,按周2.3%;標準普爾500指數和納指連續四日收市創出歷史新高,按周分別上升2.6%和3.4%.另外,道瓊斯運輸指數和羅素2000指數也齊齊創出歷史新高,顯示美股升勢相當全面,主要利好因素包括特朗普減稅政策實施、商品價格上升、企業盈利和經濟數據都表現理想.雖然美國12月份非農業職位僅增加14.8萬份,少於預期的19.1萬份,但失業率維持於4.1%的低水平,令市場認為勞動市場仍然穩健但未至過熱,同時也可能令聯儲局無須急於加息,因此利好股市.

 

A股方面,上證綜指在上周五曾重越3400,收報3391,開門紅四連陽,若算上去年12月尾兩支陽燭,連續6天上漲.12月份財迎中國服務業PMI錄得53.9,較11月份上升了2個百分點,創出自2014年8月以來最高增速.另外,12月份財新中國製造業PMI錄得51.5,較11月份上升了0.7個百分點,為四個月以來最高.數據顯示中國經濟再度回暖,將為股市帶來支持.

 

說回港股,恆指新年後雖連升四日,但只有一支較長的陽燭,其餘是兩支小陰燭和一顆陽燭十字星,加上9RSI已升越80,呈現超買,相信要先行消化整固,才有力挑戰31000,預計本周回調支持位為30500.


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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