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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死亡交叉

Monday, September 14, 2020 Views2804
上周評論預期恆指將考驗能否守穩100天線,結果該線在上周二宣告失守,恆指在上周三最低見到24213,周五收報24503,相對前周下跌了192點,跌幅0.8%,是連續第二周下跌.國指在上周三最低見到9652,周五收報9753,按周下跌1.3%,是連續第四周下跌.
 
A股上周亦顯著下跌,上證綜指失守3300,周五收報3254,按周下跌2.8%.滬深300和深證成指按周分別下跌3%和5.2%,而創業板指數周跌幅更達到7.2%.經濟數據方面,8月份全國居民消費價格指數(CPI)同比上漲2.4%,同比和環比漲幅均有回落.由於豬肉價格漲幅大幅回落,預計9月份CPI同比漲幅將進一步回落至2%以內.至於PPI,8月份全國工業生產者出廠價格同比下降2%,降幅連續三個月收窄,顯示工業生產持續向好,PPI將延續修復態勢.另一方面,人民銀行持續放水,上周有3900億元逆回購到期,而人行共進行了6200億元逆回購,實現資金淨投放2300億元.
 
美股方面,科技股繼續大幅波動,納指上周五最低見到10728,為自12074歷史高位回落以來的新低,當天收報10853,按周下跌4.1%,為自3月20日以來最大單周跌幅,而道指和標準普爾500指數按周分別下跌1.7%和2.5%.美國上周亦公布了消費數據,8月份CPI上漲0.4%,雖然略高於市場預期的0.3%,卻低於前兩個月的0.6%漲幅.另一方面,聯儲局公開市場委員會將於本周二和周三開會議息,市場預期將維持指標利率於0至0.25%不變.
 
說回港股,恆指上周二失守100天線後,已連續四日收於其下.從十天線趨勢看,本周有機會跌穿100天線,形成死亡交叉.恆指本周料將下試8月低位24168.若24168失守,下一支持位看23685.
 
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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