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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回補上升裂口

Monday, May 22, 2023 Views1629

上周評論指出,過去幾個星期恆指多次下破250天線,都有驚無險,但會否出現「狼來了」,真的跌穿250天線,值得關注.同時亦指出,若250天線確認失守,下一個重要支持位19500不容有失.結果恆指跌穿了19500,上周五最低見到19353,創自今年3月21日以來低位,收報19451,相對前周下跌了176點,跌幅0.9%,是連續第二周下跌.國指按周下跌1.05%,也是連續跌兩周.科指更是連跌七周,周跌幅為1.3%.雖然大部分重磅科技股的季度業績都好於預期,但對股價利好刺激有限.,

滬深股市上周表現靠穩,上證綜指和深證成指按周分別上升0.3%和0.8%.雖然「三頭馬車」宏觀數據都遜於預期,顯示經濟增長有進一步放慢的跡象,但對股市沒有帶來太大沽壓.其中,4月份規模以上工業生產按年上升5.6%,低於預期的10.9%升幅;4月份社會消費品零售銷售按年增長18.4%,低於預期的21.9%增幅;1-4月份固定資產投資增長4.7%,亦低於預期的5.7%增幅.另一方面,人民幣卻見受壓,兌美元中間價「破七」,報7.0356兌1美元,創去年12月5日以來新低.

美股上周先挫後揚,周初大部分聯儲局官員談話偏軟,認為通脹仍然高企,如有需要的話,可能需要再加息.加上國會在債務上限問題仍陷入僵局,為股市帶來沽壓.但其後傳出債務上限談判出現曙光,為股市帶來希望,道指和標普500指數按周分別上升0.4%和1.7%,納指周升幅更達到3%.不過,美國債務上限談判在5月19日晚短暫恢復後再次暫停,相信在拜登總統回國前將難有進展.

說回港股,恆指在上周五最低見到19353,補回今年3月22日的上升裂口(該上升裂口闊132點,介於19296和10428之間)的一部分.未來料會繼續回補上述裂口,同時或將下試19000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.

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