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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回補終極下跌裂口

Monday, January 11, 2021 Views1939
上周評論指出,恆指100天線升越250天線,形成終極黃金交叉,顯示中期升勢仍將持續,下一目標可挑戰27485,然後上看28055.恆指上周成功突破27485,周五最高見到27921,收報27878,相對前周上升了647點,升幅2.4%,是連續第二周上升.國指上周五最高見到10997,收報10956,按周上升2%,也是連續第二周上升.
 
A股升幅更為顯著,上證成指、滬深300和深證成指周升幅分別達到2.8%5.5%和5.9%;滬深兩市成交更突破10000億.經濟數據方面,12月份官方和財新製造業和非製造業採購經理指數相比11月份均略為回落,其中,官方和財新中國製造採購經理指數分別為51.9和53,環比分別下降0.2和1.9個百分點,但仍然位於50榮枯分界線以上,顯示製造業繼續穩步復甦.12月份官方和財新中國非製造業採購經理指數分別為55.7和56.3,雖然都比11月份有所回落,但仍處於較高景氣區間,顯示非製造業亦延續穩步復甦勢頭.
 
美股三大指數上周齊齊創出歷史新高,道指最高見到31140,上周五收報31097,按周上升1.6%;納指和標準普爾500指數周升幅分別為2.4%和1.8%.美國國會發生騷亂事件,但對美股沒有構成太大影響.經濟數據方面,美國12月份非農業職位減少14萬份,與預期增加5.5萬份相去甚遠,令市場憧憬美國政府將推出更多刺激經濟措施,反而利好股市.由於市場相信美國政府須通過發債為額外的刺激計劃提供資金,帶動十年期國債孳息升破1厘.
 
說回港股,恆指於去年1月和3月展現的下跌浪出現了多個下跌裂口,除了1月21日的下跌裂口(該下跌裂口闊303點,介於28795和28492)尚未補回外,其他所有下跌裂口已全部補回.相信在這個始自去年3月19日的上升浪當中,將會回補這個下跌裂口.
 
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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