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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短期反彈告一段落?

Monday, August 27, 2018 Views7152

上周指出恆指前周創出年內新低26871,9天相對強弱指數再次跌穿30,呈現超賣,本周或借中美貿易談判重啟而作出反彈.加上人民幣兌美元匯價回穩,帶動港股止跌回升,恆指在上周四最高見到28052.不過,中美貿易談判在上周四結束,未能取得實質成果,恆指上周五略為回軟,收報27672,但按周仍上升了459點,升幅1.7%.國指上周四最高回升見10917,周五收報10780,按周上升2.5%.

 

A股上周亦止跌回升,上證綜指上周五收報2729,按上周上升1.4%;深證成指按周上升1.5%,而滬深300周升幅更接近3%.上周初,市場傳言國家隊入市護盤,令市場信心有所回復.另一方面,人民銀行自前周起重啟逆回購操作,加上中期借貸便利(MLF)操作和投放國庫現金1200億元,合計淨投放4855億元,令銀行體系流動性維持充裕.

 

美股方面,經濟數據和公司業績表現良好,為美股帶來支持.聯儲局主席鮑威爾在央行年會上表示,聯儲局仍將繼續加息,但將保持謹慎態度,並突出強調未來如何加息將密切關注經濟數據,其鴿派言論為美股帶來利好刺激,標準普爾500指數和納指在上周五齊齊創出收市新高,按周分別上升0.9%和1.7%,道指按周亦上升0.5%.

 

說回港股,恆指由8月16日低位26871回升,上周四最高見到28052,一共回升了1181點,跟上次反彈浪相若(恆指由8月2日低位27578回升要8月10日高位28728,一共回升了1150點).本周將考驗能否守住10天線之上,如10天線再次失守,短期反彈可能告一段落.

 

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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