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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整固後可望上越28000

Monday, December 23, 2019 Views3210
恆指上周進一步逼近28000,在上周三最高見到27971,周五收報27741,相對前周上升了183點,升幅0.7%,是連續第三周上升.國指亦連升三周,上周五最高見到11063,為今年5月10日以來最高位,周五收報11030,周升幅達1.8%.
 
A股方面,上證綜指重越3000大關,上周五收報3004,按周上升1.2%;滬深300亦重越4000關口,收報4017,按周上升1.2%;深證成指收報10229,周升幅達2.2%.伴隨市況上升,成交亦放量增加,上周二滬深兩市成交突破7000億元人民幣,而兩融餘額亦突破1萬億,創一年半新高.中國人民銀行上周重啟逆回購,在上周三至周五分別進行了2800億元2000億元1500億元逆回購,同時將14天期逆回購利率下調5個基點,是四年來首次下調14天期逆回購利率,是與之前MLF利率和7天期逆回購利率下降相一致的後續行動.據市場分析,人行此番操作是釋放了一個重要信號:下一步,金融機構需切實降低企業融資成本.而在明年1月左右,人行很大機會再次降準.
 
美股三大指數上周不斷創出新高,道指上周五收報28455,相對前周上升1.1%.納指和標準普爾500指數按周分別上升2.2%和1.7%.今年以來,道指納指和標普500指數分別累升21.98%28.55%和34.51%.經濟數據方面,美國商務部公布第三季度經濟增長終值為2.1%,與此前公布的修訂數據持平.另一方面,美國眾議院批准了美加墨貿易協定(USMCA),亦為股市帶來利好刺激.
 
說回港股,恆指暫受制於28000阻力.只要能守穩250天線(27500),相信在完成整固後將有望上破28000,嘗試回補今年7月31日的下跌裂口.該裂口闊120點,介於28060和27940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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