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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恆指維持下行趨勢

Monday, March 13, 2017 Views3691

港股在2月下旬見到24217的年內高位後開始回調,呈現一浪低於一浪的走勢.上周初段大市

 

呈現反彈,恆指在上周三最高回升至23604,補回前周五的下跌裂口(該下跌裂口闊59點,介於20694和20635之間),之後卻反覆下行,上周五最低見到23439,收報23569,不過按周反而上升了16點,結束了連續兩周的跌勢.國指亦呈現先揚後挫的走勢,在上周三最高回升至10318,周五最低跌至10022,收報10069,按周下跌了0.7%,是連續第二周下跌.

 

過去一個星期,紐約期油價格下跌了9.1%,創出自去年11月以來的新低.受油價下跌拖累,美股上周止升回跌,道瓊斯工業平均指數上周五收報20902,按周下跌0.5%,結束了連續四周的升勢.納指和標準普爾500指數按周分別下跌0.2%和0.4%,均結束了連續六周的升勢.另外,市場亦觀望今周聯儲局公開市場委員會議息結果.上周公布的美國經濟數據,大部分都優於市場預期,特別是ADP和非農兩個就業數據,顯示美國就業市場繼續穩步擴張.令3月加息機會提升.除聯儲局議息會議外,本周將有多項重要經濟數據公布,包括消費和生產物價指數、零售銷售、紐約州製造業指數、費城聯儲製造業指數、NAHB房屋市場指數、商業庫存、新屋動工及建屋許可、工業生產及設備使用率、經濟領先指標、密歇根大學消費情緒指數等.

 

A股上周表現缺乏方向,上證綜指按周下跌了6點,滬深300按周持平,而深證成指則上升了0.5%.中國2月份外貿數據差於預期,進口增幅遠高於出口,錄得貿易逆差603.6億元人民幣,是自2014年2月以來的首次貿易逆差.另外,中國2月份CPI僅增長0.8%,而PPI則增長7.8%,創八年來最大漲幅,令市場憂慮通脹傳對失靈.

 

說回港股,恆指上周延續短期一浪低於一浪的走勢,始終無法升回10天線以上,9RSI亦拾級下行.相信本周仍會維持下行趨勢,有機會下試50天線的支持,該線現時處於23254水平,每天以10點速度上升.


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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