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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恆指料再下試三萬大關

Monday, April 23, 2018 Views3251

港股在回升一周後,上周回復下跌.恆指在上周一見到30850的全周高位,周三一度下破30000大關,最低見到29979,周五收報30418,相對前周下跌了390點,跌幅1.3%.國指上周五收報12054,按周下跌1.7%.港元兌美元持續走弱並多次觸及7.85的弱方匯兌保證,引發金管局連續出手買港元,維持匯率穩定.

 

受地緣政治局勢緊張影響,美股上周表現反覆,但相對於前周,三大指數上周都錄得輕微升幅,道指、納指和標普500指數按周分別上升了0.4%、0.5%和0.4%.美股進入業績公布期,據市場估計,標普500指數公司今年首季盈利將平均增長17%,是七年來最高水平.截至上周五,標普500指數中已有約16%成分股公布了首季業績,其中約81.5%的公司業績皆優於預期.本周將有三分一標普500公司公布季度業績,料會成為市場關注點.另一方面,美國十年期國債孳息在上周五升至2.956%,是自2014年1月以來的最高水平.若美國債息持續走高,將對股市構成壓力.

 

相對港股和美股,A股上周表現更為弱勢,上證綜指、滬深300和深證成指按周分別下跌2.8%、2.9%和2.6%.上周公布的中國經濟數據大致表現理想,如首季經濟增長達6.8%,高於市場預期,但數據對股市沒有帶來太大刺激.

 

說回港股,目前四線匯聚,恆指在10天、20天、50天和100天線之間穿插上落,上周多次上衝50天線都未能企穩其上,9天相對強弱指數亦未能守穩50中軸,本周料將維持下行態勢,或將再考驗三萬大關.


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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