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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港股上升動力減弱

Monday, February 6, 2017 Views2065

雞年伊始,首先恭祝大家萬事如意,財運亨通,身壯力健.春節假期後,港股表現有點令人失望,恆指連跌三日,上周五曾經失守23000,最低見到22997,收報23129,相對前周下跌了232點,跌幅約1%.國指上周五最低見到9633,收報9683,周跌幅約1.2%.

 

美股上周先挫後揚,特朗普簽署對七個穆斯林國家的移民禁令,其外交政策引起市場不安.不過,特朗普其後又簽署總統行政命令,要求美國財政部重新審查2010年頒布的金融監管法令,尋求金融監管大鬆綁,為金融股帶來利好刺激,加上1月份非農職位數據遠超預期,令美股成功收復周初的失地,道指上周五收報20071,按周僅微跌0.1%;納指和標準普爾500指數按周都上升0.1%.

 

除非農職位數據外,上周公布的其他美國經濟數據表現參差,如消費信心指數和供應管理協會服務業指數均有所回落.另外,聯儲局決定維持利率不變,但會後聲明比預期溫和,同時並未對下次加息時間給予明確訊號,反而令市場感到不明朗.

 

A股春節假期後表現亦令人失望,三大指數都高開低走,上證綜指上周五收報3140,按周下跌0.6%,滬深300和深證成指按周分別下跌0.7%和0.5%.人行全線上調逆回購利率和常備借貸便利(SLF)利率,令市場憂慮貨幣政策將由寬變緊.另一方面,1月份官方及財新中國製造業採購經理指數均較去年12月份有所回落,顯示製造業增長有所放緩,亦增加了股市的沽售壓力.

 

說回港股,恆指上周連跌三日,形成短期一浪低一浪的走勢.而且,10天線一度失守,9天相對強弱指數(RSI)急速下滑,顯示上升動力顯著減弱.如本周初未能跟隨美股上升,企穩23300以上,則淡勢可能持續,恆指或將下試22900的支持.


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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