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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短期調整告一段落?

Monday, February 8, 2021 Views3137
恆指於1月25日創出30191年內高位後急速回落,1月29日最低跌至28260,但上周港股並未進一步下跌,恆指在上周一最低見到28382,周二最高回升至29511,周五收報29289,相對前上升了1005點,升幅達3.6%.國指上周最高和最低分別見到11748和11261,周五收報11561,按周上升3.1%.
 
A股上周亦止跌回升,上證成指按周上升0.4%;滬深300和深證成指周升幅分別達到2.5%和1.3%.中國證監會批准深交所主板和中小板合併,預計兩個月完成.由於許多原本的中小板公司已成為大市值企業,加上近年來也有許多高市值企業在中小板上市,深交所主板與中小板合併將改善深交所現有市值結構,提高深交所市值競爭力.另一方面,為維護春節前流動性平穩,人民銀行在上周四開展今年以來首次14天逆回購.上周人行公開市場累計進行了4800億元逆回購操作,此外共有3840億元逆回購到期,因此實現淨投放960億元,推動銀行間和交易所資金利率快速下行.
 
美股三大指數上周齊齊再創歷史新高,道指上周五收報31148,按周上升3.9%;納指和標準普爾500指數按周分別上升6%和4.7%,反映中小盤的羅素2000指數周升幅更達到7.6%.美國勞工部公布,1月份增加49000份職位,失業率從6.7%下降至6.3%.就業數據低於預期,令市場憧憬美國政府將加快推出財政刺激計劃,反而利好股市.
 

說回港股,恆指從今年1月25日高位30191下跌至1月29日低位28260,已調整了升浪的46%,調整幅度差不多.時間上,這個調整浪已運行了兩個星期.目前恆指形成個敏感三角形走勢,如能突破29511,將意味短期調整告一段落,恆指有望再上試30000大關.

 

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.

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