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

30300-31000之間上落

Monday, May 28, 2018 Views3424

上周預期恆指可重拾升勢,挑戰31500-31600阻力區,但結果恆指在上周一最高僅升見31464,之後反覆走軟,周五最低見到30526,收報30588,按周下跌了460點,跌幅1.5%;國指上周亦呈現先高後低走勢,周一最高見到12508,周五最低見到12021,收報12048,按周下跌2.5%.

 

美股上周反而止跌回升,道指按周上升0.2%,納指和標準普爾500指數按周分別上升1.1%和0.3%.美國總統特朗普宣布取消美朝領導人原定於6月12日在新加坡舉行的會晤,一定令美股出現震盪,但之後特朗普又表示"特金會"仍可能如期舉行,令美股走勢回穩.除了"特金會"的不確定因素外,油價回落亦對美股特別是能源股帶來壓力.有報道指油組與俄羅斯將討論放寬限產,加上美國原油庫存高企,令油價受到打擊.另一方面,美元持續走強,ICE美元指數升越94,上周五收報94.197.債息有所回落,美國十年期國債孳息在上周五回落至2.931厘,按周下跌了13.6個基點.本周一為美國陣亡將士紀念日假期,投資者將繼續關注"特金會"會否如期舉行.另外,亦將關注本周公布的經濟數據,包括消費信心指數ADP就業報告第一季GDP聯儲局褐皮書個人收入與開支芝加哥採購經理指數供應管理製造業指數及非農職位等.

 

A股上周亦呈現衝高回落態勢,上證綜指未能企穩3200以上,周五收報3141,按周下跌1.7%;滬深300和深證成指按周分別下跌2.2%和2.1%.市場出現明顯的分化,資金風險偏好下降,防禦性股份如醫藥、釀酒、食品飲料等板塊成為資金避風港.

 

說回港股,恆指再次跌回10天20天50天和100天線之下,9天相對強弱指數亦落回50以下,顯示走勢轉弱.由於市場觀望因素眾多,加上5月期指結算的影響,預計恆指本周將在30300和31000之間波動.


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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