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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反彈告一段落 回補上升裂口

Monday, August 26, 2019 Views1848

恆指上周重越26000,周五收報26179,相對前周上升445點,升幅1.7%,結束了連續四周的跌勢。國指亦止跌回升,並重越10000大關,上周五收報10195,按周上升2.3%。

A股方面,上證綜指在上周五曾升越2900,最高見到2902,收報2897,按周上升2.6%;滬深300和深證成指按周分別上升2.9%和3.3%。

中美貿易戰升級,令美股上周五大幅回落,道指按周下跌得1%,而納指和標準普爾500指數周跌幅分別為1.8%和1.4%。美國十年期國債孳息率在上周四再次跌低於兩年期國債孳息率,出現孳息曲線倒掛,引發市場對經濟衰退的憂慮。經濟數據方面,Markit8月份美國製造業採購經理指數由7月份的50.4下降至49.9,創出十年新低,而8月份美國服務業採購經理指數亦由7月份的53下滑至50.9的三個月新低,顯示美國經濟面對放緩壓力。不過,聯儲局官員對於應否繼續減息卻看法分歧。

說回港股的走勢,恆指在上周一最高回升見26356便無力再上,上周中段打後開始出現低點下移,顯示反彈可能已告一段落,26000料將失守,將回補前周一的上升裂口,該裂口闊197點,介於25798和25995之間.

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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