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』。
Phone:
2277 6666

考驗廿天線支持

Monday, February 5, 2018 Views2962

港股上周止升回跌,結束了七連升,主要受外圍市況拖累.恆指在上周五最低見到32321,收報32602,相對前周下跌了552點,跌幅1.7%.國指在上周五最低見到13268,收報13539,周跌幅約1.4%.

 

美股上周錄得兩年多以來的最大單周跌幅,道指上周五收報25520,按周下跌了4.1%;納指和標普500指數周跌幅分別達到3.5%和3.9%,主要受債息抽升影響,美國十年期債息升至2.83%的四年高位,而三十年期國債孳息亦升越3%.

 

美國聯儲局公開市場委員會上周開會議息,雖然決定維持利率不變,但會後聲明收變得鷹派,把「預期通脹持續略低於2%」改為「預期通脹今年內回升,於2%目標水平附近保持穩定」.聯儲局的會後聲明提升了市場的加息預期,上周五公布的就業數據進一步加深市場的加息憂慮,1月份非農業職位增加20萬份,遠多於市場預期的17.5萬份.同時,平均時薪按年上升2.9%,高於市場預期的2.6%升幅,創出八年多年以來最快增速.

 

A股在上周四出現大面積閃崩,超過200隻股份跌停.雖然周五市況先跌後回穩,但上證綜指和滬深300按周仍分別下跌了2.7%和2.5%,深證成指周跌幅更達到5.5%.今年1月11日以來,中國部分地方證監局下發對信託公司的窗口指導,要求規範信託公司證券投資類業務,因此造成股票閃崩現象,是大量資金通過信託及其他形式的配資引起的連鎖反應.

 

說回港股走勢,恆指上周失守了10天移動平均線,9天相對強弱指數回落至60以下,顯示走勢明顯轉弱,本周料將下試20天線的支持,該線現時大約處於32150水平.如20天線亦守不住,下一支持位將為31900.


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.

This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
Top of Page
Contact Us
Please contact your account executive or call us now.
Research Department
Tel : (852) 2277 6846
Fax : (852) 2277 6565
Email : businessenquiry@phillip.com.hk

Enquiry & Support
Branches
The Complaint Procedures
About Us
Phillip Securities Group
Join Us
Phillip Network
Phillip Post
Phillip Channel
Latest Promotion
E-Check
Login
Investor Notes
Free Subscribe
Contact Us