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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28500-29500之間波動

Monday, March 15, 2021 Views2904
美國十年期國債孳息率重越1.6%,重燃了金融市場的恐慌情緒,恆指在上周二最低見到28326,是1月29日以來的最低位,周五最高回升至29550,但收報28740,相對前周下跌了358點,跌幅1.2%.國指在上周二最低見到10862,收報11173,按周下跌1.1%.
 
A股方面,上證綜指曾跌穿3400,在上周二最低見到3328,周五收報3453,按周下跌1.4%;滬深300和深證成指周跌幅分別為2.2%和3.6%.美國債息上升推動美元上漲,加上中美息差有所收窄,令人民幣升值壓力降低,人民幣兌美元匯率中間價於上周二跌破6.5關口,報兌6.5338,創今年1月4日以來新低,但隨後已見回穩,重越6.5水平.
 
美股方面,美國總統拜登正式簽署總額達1.9萬億美元的紓困方案,為股市帶來利好刺激,道指和標準普爾500指數在上周四和周五連續兩日收市指數都創出歷史新高,周升幅分別達到4.1%和2.6%,納指在上周五仍見沽售壓力,但按周仍錄得3.1%升幅.上周公布的美國經濟數據都優於市場預期,亦為股市帶來利好刺激,例如最新一周新申領失業救濟金人數下降至71.2萬人,創去年11月初以來新低,而1月份JOLTs職位空缺增至691.7萬份,高於前值664.6萬及預期值665萬份,顯示就業市場持續改善.另一方面,3月份密歇根大學消費情緒指數初值由2月份的終值76.8升至83,顯示消費信心有所改善.
 

說回港股,恆指在上周二低見28326後,周五最高回升見29550,令上周高低韻律扭轉為先低後高,加上9天相對強弱指數繼續呈現背馳,顯示沽售壓力有所收斂,相信恆指正處於築底整固階段,本周料於28500至29500之間波動.

 

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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