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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維持上落市格局

Monday, July 16, 2018 Views5386

上周港股一如預期作出反彈,恆指在上周二最高回升見28982,周五收報28558,相對前周上升了209點,升幅0.7%;國指在上周二最高回升見10920,周五收報10746,按周上升了1.2%,亦結束了連續四周的升勢.

 

美股方面,道指成功收復25000關口,上周五收報25019,按周上升2.3%,是連續第二周上升,也是自6月初以來最大單周升幅.納指和標準普爾500指數亦連升兩周,周升幅分別達到1.8%和1.5%.近期公布的經濟數據顯示,美國經濟表現保持穩健,特別是就業市場,為美股帶來支持.

 

A股上周亦止跌回升,上證綜指重越2800,上周五收報2831,按周上升了3.1%;滬深300和深證成指周升幅分別達到3.8%和4.7%.人民銀行定向降準自7月5日實施,是年內第三次定向降準,這次降準將釋放資金7000億元,有助緩解小微企業融資難融資貴的問題.另一方面,據人民銀行公布,6月份新增人民幣貸款18400億元,較預期的15350億元及5月份11500億元為多,主要反映人行先前降準以及部分表外貸款轉回表內,令表內信貸規模有所上升.

 

說回港股,恆指9天相對強弱指數(RSI)在上周呈現初步背馳,預示會作出反彈,而上周走勢顯示,恆指反彈暫受制於29000關口,9RSI亦未能升回50中軸以上.目前影響股市的不明朗因素仍然不少,包括中美貿易戰可能加速升級;美國通脹升溫,經濟過熱壓力或將顯示;美股正藉業績公布期,令股市增加波動.所以,對於港股上周回升暫宜定性為技術性反彈,預期本周維持上落市格局,在28000和29000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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