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』。
Phone:
2277 6666

恆指下試19900

Monday, August 1, 2022 Views2838

上周評論指出,恆指前周雖力保20500不失,但成交顯著萎縮,顯示投資者入市意欲不大.上周期指結算,淡友可能嘗試推低大市,恆指很大機會失守20500,再考驗20200的支持.結果不幸言中,恆指在上周五終於跌穿20500,最低見到20050,收報20157,相對前周下跌了452點,跌幅2.2%.國指失守7000點,上周五收報6885,按周下跌3.1%.科指失守4500點,上周五收報4331,按周下跌5.8%.7月份埋單計數,恆指,國指和科指分別下跌了7.8%,10%和11%.

中美元首對話沒有實質結果,A股上周亦表現偏軟,上證綜指和深證成指按周分別下跌0.5%和1%.經濟數據方面,1-6月份全國規模以上工業企業實現利潤總額同比增長1%,增速與1-5月份相同.不過,7月份官方製造業採購經理指數為49,比6月份下降1.2個百分點,再次落入萎縮區間,顯示製造業景氣有所回落.7月份官方非製造業商務活動指數為53.8,比6月份下降0.9個百分點,但仍連續兩個月位於擴張區間.

美股方面,聯儲局一如預期加息四分三厘,鮑威爾在記者會暗示可能放緩加息步伐,令美股自上周三起連升三日,道指按周升近3%,而標準普爾500指數和納指按周分別上升4.3%和4.7%.7月份埋單計數,道指上升了6.7%,而標準普爾500指數和納指月升幅分別達到9.1%和12.4%,三大指數都錄得自2020年以來最大單月升幅.

說回港股,恆指20500支持位守了兩個星期終告失守,本周料將下破20000大關,下試19900的支持.至於科指,則再度跌穿100天線,未來料將維持下行態勢,回補5月下旬的上升裂口.其中一個上升裂口介於4233和4251之間,闊18點.另一個上升裂口介於4063和4135之間,闊72點.


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.
Top of Page
Contact Us
Please contact your account executive or call us now.
Research Department
Tel : (852) 2277 6846
Fax : (852) 2277 6565
Email : businessenquiry@phillip.com.hk

Enquiry & Support
Branches
The Complaint Procedures
About Us
Phillip Securities Group
Join Us
Phillip Network
Phillip Post
Phillip Channel
Latest Promotion
E-Check
Login
Investor Notes
Free Subscribe
Contact Us