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

仍難擺脫牛皮悶局

Monday, August 31, 2020 Views2082

上周評論指出,恆指仍未擺脫於24600和25600之間窄幅波動的態勢,但接近期指結,可能嘗試突破此波動期間,或有望上試250天線.結果恆指在上周五一度高見25749,逼近250天線(當時250天線位於25780水平),但尾市升幅收窄,恆指收報25422,相對前周上升了308點,升幅1.2%.國指卻表現偏軟,上周五收報10183,按周下跌0.3%,是連續第二周下跌.

 
A股方面,上證綜指上周五重越3400,收報3403,按周上升0.7%,而且周線呈現五連陽.滬深300和深證成指按周分別上升2.7%和2.8%.上周是創業板註~制實施首周,創業板指數全周上漲4.8%.人民銀行持續放水,上周連續五日實行逆回購.統計數據顯示,人行自8月7日以來連續15個工作日開展逆回購,累計操作量達1.93萬億元人民幣.
 
美股上周亦造好,納指和標準普爾500指數雙雙再創歷史新高.納指上周五收報11695,按周上升3.4%.標普500指數和道指按周分別上升3.3%和2.6%.8月初至上周五止,美股三大指數累升約8%.美國聯儲局主席鮑威爾在全球央行年會上表示,聯邦公開市場委員會一致同意,對貨幣政策框架進行修改.過去30多年來,聯儲局一直採取提前加息以阻止通脹上升的策略,現在的變化表明,聯儲局將對通脹採取更寬鬆的立場,其談話利好股市.另一方面,上周公布的美國經濟數據大都優於市場預期,包括個人收入與個人開支,以及密歇根大學消費情緒等數據,為股市帶來支持.
 
說回港股,恆指在上周一裂口高開,重越10天線,但之後反覆走低,周四最低見到25186,補回周一上升裂口的大部分(該上升裂口闊146點,介於25179和25325之間).周五試圖上試250天線無功而還,本周可能再回試20天和50天線的支持,現時兩線均處於25100附近.在沒有新的因素影響下,相信仍難擺脫牛皮悶局.
 
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.
This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
Top of Page
Contact Us
Please contact your account executive or call us now.
Research Department
Tel : (852) 2277 6846
Fax : (852) 2277 6565
Email : businessenquiry@phillip.com.hk

Enquiry & Support
Branches
The Complaint Procedures
About Us
Phillip Securities Group
Join Us
Phillip Network
Phillip Post
Phillip Channel
Latest Promotion
E-Check
Login
Investor Notes
Free Subscribe
Contact Us