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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國指有望率先突破去年高位

Monday, February 13, 2017 Views2759

港股於前周呈現弱勢,恆指曾下破23000,但有驚無險。上周大市止跌回升,恆指在上周三突破前周高位23439,之後繼續上行,周五最高見到23718,收報23575,相對前周上升了446點,升幅1.9%;國指重越一萬大關,上周五最高見到10190,收報10125,周升幅達4.6%.

美股上周亦繼續上行,三大指數在上周四和周五連續兩日齊齊創出收市新高.道指上周五收報20272,按周上升1%;納指和標準普爾500指數則分別上升1.2%和0.8%.上周美國沒有太多重要經濟數據公布,表現好的有新申領失業救濟金人數,降至23.4萬人,接近去年11月見到的43年低位,反映美國勞工市持持續強勁.另一方面,美國總統特朗普繼於前周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後,上周又表示很快會宣布減稅計劃,為美股帶來利好刺激.

A股方面,上周終於一洗疲態,自上周三起連升三日.上證綜指在上周五最高見到3205,收報3196,按周上升1.8%;滬深300和深證成指按周分別上升1.5%和1.8%.上周只有8隻新股啟動網上申購,較最近每周最少十隻甚至十三、四隻的發行速度明顯減慢.其中,上周一更罕見地無新股申購,被市場解讀為IPO節奏放緩,利好股市.此外,人行連續六日暫停逆回購操作,累計淨回籠資金達6250億元,反映市場資金充裕,亦對股市有利.隨著兩會於三月初召開,資金開始布局兩會行情.

說回港股,恆指上周延續一浪高於一浪的走勢,成交與RSI等動力指標亦同步上行,相信本周恆指可挑戰23850至24000.事實上,國指已逼近去年9月所見高位10210,看走勢應可率先突破去年高位.
 

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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