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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短線以5天線作參考

Monday, January 18, 2021 Views1997
上周評論指出,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.恆指上周五最高見到28668,補回這個終極下跌裂口的一部分.當日恆指收報28574,相對前周上升了696點,升幅2.5%,是連續第三周上升.國指上周五最高見到11368,收報11321,按周上升3.3%,也是連續第三周上升.
 
A股上周先升後回,上證成指在上周三最高見到3622,周五收報3566,相對前周微跌4點;滬深300和深證成指按周分別下跌0.7%和1.9%.2020年經濟數據陸續出爐,其中,去年全年人民幣貸款增加19.63萬元,同比多增2.82萬億元;社會融資規模增量累計為34.86萬億元,同比多增9.19萬億元,其中對實體經濟發放的人民幣貸款增加20.03萬億元,同比多增3.15萬億元.據人民銀行表現,今年貨幣政策將"穩"字當頭,同時將繼續保持對經濟恢復必要支持力度.
 
美股上周亦呈現先升後回走勢,道指在上周四最高見到31223,周五收報30814,按周下跌0.9%;納指和標準普爾500指數周跌幅同為1.5%.美國12月份零售銷售下跌0.7%,差於市場預期,為連續第三個月下跌,而前值亦下修至負1.4%.美國當選總統拜登推出1.9萬億美元刺激經濟計劃,市場人士預計,美國額外發債規模將大幅擴大,通脹水平也將上升,這將為聯儲局帶來壓力,逼使其逐步縮減債券購買計劃,甚至可能比預期更早加息.
 
說回港股,恆指於去年1月21日形成的下跌裂口已補回一部分.目前只差127點未補回.未來補回這個下跌裂口後,將上試去年1月高位29175.但鑑於恆指已連升三周,短線會否出現調整,可以5天移動平均線作參考,該線現時處於28100水平.
 
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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