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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反彈阻力25300-25500

Monday, August 23, 2021 Views3623
上周評論指出,恆指若跌穿25500,將意味反彈浪告一段落,或將重展跌浪,回補去年11月3日的上升裂口,該上升裂口闊204點,介於24486和24690之間.港股上周大幅下挫,恆指再度失守25000,同時亦跌穿了7月低位24749,最低見到24582,補回上升裂口的一部分,上周五收報24850,相對前周下跌了1542點,跌幅達5.8%,結束了連續兩周的回升態勢.國指失守9000大關,上周五最低見到8645,收報8742,按周下跌6.8%;科指更是重災區,上周五最低見到5770,收報5895,周跌幅達到10.5%,是連續第五周下跌.
 
A股上周亦顯著回落,上證綜指在上周五曾跌穿3400,最低見到3394,收報3427,按周下跌2.5%.滬深300和深證成指按周分別下跌3.6%和3.7%.上周公布的數據顯示,經濟增速繼續呈現放慢跡象,如1-7月份全國固定資產投資同比增長10.3%,增速比1-6月份放慢2.3個百分點;7月份社會消費品零售總額同比增長8.5%,增速比6月份放慢3.6個百分點;7月份規模以上工業增加值同比增長6.4%,增速比6月份放慢1.9個百分點.
 
經濟數據方面,美國第二季度經濟增長12.2%,罕有跑贏中國同期的7.9%增幅.不少經濟學家預測,在接下來數個季度,美國經濟增速將保持強勢.然而,聯儲局7月會議記錄顯示,官員對經濟增長速度表示樂觀,因此制定計劃可能在年底前減慢每月購債步伐,因此為美股帶來沽售壓力.美股自上周二至周四連跌三日,周五止跌回升,但全周計數,道指仍要下跌1.1%,納指和標準普爾500指數周跌幅分別為0.7%和0.8%.
 

說回港股,這一浪由8月11日26822起步下跌,跌至上周五低位24582,已下跌超過2000點,9SRI再次呈現超賣,短期或有反彈,回試25300-25500的阻力.

 

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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