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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形成雙底回升格局

Monday, January 10, 2022 Views6021

上周預期恆指將介於23150和23750之間波動,但大市走勢比預期為弱.恆指在上周四最低見到22710,周五收報23493,相對前周仍上升了95點,升幅0.4%,是連續第三周上升.國指和科指都再創近期新低,國指在上周四最低見到7942,周五收報8231,按周仍微跌5點.科指在上周四最低見到5231,周五收報5504,按周下跌超過3%.


A股三大指數上周均見下跌,上證綜指,滬深300和深證成指周跌幅分別達到1.6%,2.4%和3.5%.經濟數據方面,去年12月份財新中國制造業採購經理指數錄得50.9,較11月份回升1個百分點,為2021年7月以來最高值.這一走勢與國家統計局的製造業採購經理指數一致,顯示製造業生產經營活動有所改善.服務業方面,12月份財新中國通用服務業經營活動指數為53.1,較11月份回升1個百分點,連續四個月位於50以上擴張區間.這一走勢與國家統計局的服務業採購經理指數一致,顯示服務業經營擴張勢頭加強.不過,數據並未對A股帶來太大幫助.


美股在新年後持續走弱,主要由於聯儲局12月議息會議記錄顯示,官員態度轉鷹,不僅首次加息時間點可能提前,更重要的是,縮表也可能來得更快.加上Omicron加速蔓延,為美股帶來沽壓,道指和標準普爾500指數按周分別下跌0.3%和1.9%,納指周跌幅更達到4.5%.


說回港股,恆指再次跌近去年12月低位22665,但迅速升回10天和20天線之上,形成雙底回升格局.未來若能突破23600並企穩其上,料可嘗試回補去年12月14日的下跌裂口.該下跌裂口闊119點,介於23937和23818之間.

 

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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