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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100天線攻防

Monday, September 7, 2020 Views2284
美股上周大幅波動,納斯達克指數在上周五一度失守11000,最低見到10875,收報11313,按周下跌3.3%,而道指和標準普爾500指數按周分別下跌1.8%和2.3%.經濟數據方面,上周公布的8月份非農業職位增加140萬份,多於預期的120萬份,而失業率則從7月份的10.2%下降至8.4%.技術上看,美股上周四和周五兩日跌勢應是先前上升過急所觸發的回調.以納指而言,從12704的歷史高位急跌至上周五低位10875,跌幅已達一成.
 
上周港股不斷走低,恆指在上周五最低見到24489,收報24695,相對前周下跌了727點,跌幅2.9%.國指在上周五最低見到9774,收報9884,按周下跌2.9%,是連續第三周下跌.
 
A股亦受美股下跌拖累,上證綜指失守3400,上周五收報3355,按周下跌1.4%;滬深300和深證成指按周分別下跌1.5%和1.4%.經濟數據方面,8月份財新中國製造業指數(製造業PMI)錄得53.1,較7月份提高0.3個百分點,而通用服務業經營活動指數(服務業PMI)較7月份回落0.1個百分點,但仍連續四個月處於擴張區間.這一走勢與國家統計局的採購經理指數一致,國家統計局公布的8月份綜合PMI上升0.4個百分點至54.5,創年內新高,顯示製造業和服務業從疫情中迅速恢復仍是當前經濟運行的主基調.另一方面,人民銀行上周共開展2800億元7天期逆回購操作,但上周共有7500億元逆回購到期,因此實現資金淨回籠4700億元.
 
說回港股,雖然恆指上周五險守100天線之上,相信本周仍將繼續考驗能否守穩100天線,該線現時24645水平.如100天線失守,下一支持位為24170,而回升阻力位為25150.
 
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.
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