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』。
Phone:
2277 6666

上試26800-26900阻力區

Monday, October 14, 2019 Views4083
港股上周呈現V形反彈.恆指在上周四見到25522的近期低位,周五卻大幅回升達600點,收報26308,相對前周上升了487點,升幅1.9%,結束了連續三周的跌勢.國指上周五收報10453,周升幅達3%,也結束了連續三周的跌勢.中美雙方達成初步貿易協議,港股春江鴨在上周五率先偷步上揚.
 
A股在國慶節假期後表現尚算穩定,上證綜指連續四個交易日上漲,逼近3000關口,北上資金一反國慶節假期前連續減持,全周淨買入33.9億元,重點買入對象偏好醫藥生物股消費股和科技股.中美貿易談判取得實質性進展,料可刺激上證綜指本周上試3000大關,但能否企穩3000點以上,亦看本周公布的經濟數據,包括9月份進出口M1/M2/新增人民幣貸款9月份CPI/PPI固定資產投資等數據.
 
美股方面,受到有關中美貿易談判的利好消息刺激,道指在上周五曾急升超過500點,尾市升幅收窄,收報26816,按周上升了0.9%.納指和標準普爾500指數按周分別上升0.9%和0.6%.經濟數據方面,上周五公布的10月份密歇根大學消費情緒指數報96,優於市場預期的92,亦為股市帶來支持.此外,美國聯儲局宣布將從10月15日開始,每月個月購買600億美元坐期美債,並至少持續至2020年第二季度,目的是延續自今年9月以來實施的回購計劃,以擴張資產負債表及增加金融市場的美元供應量.
 
說回港股,恆指重越10天20天和50天線,9天相對強弱指數亦重越50中軸,本周初料可憑藉中美貿易談判的利好消息再圖上衝,上試26800-26900阻力區.若回軟的話,則須守住26180.


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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