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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雙頂量度下跌目標可見21900

Monday, February 28, 2022 Views4521

上周評論指出,恆指再度失守100天線,9天相對強弱指數亦再度跌穿50中軸,基本走勢呈現轉弱跡象,將下試50天線.結果大市走勢比預期還要弱,恆指在上周二跌穿50天線後急速下瀉,周五最低見到22718,收報22767,相對前周下跌了1561點,跌幅達6.4%,是連續第二周下跌.國指再度失守8000大關,上周四最低見到7971,周五7992,按周下跌6.4%.科指在上周四最低見到5016,再創新低,周五收報5113,按周下跌6.7%,也是連續第二周下跌.


A股上周雖然亦下跌,但跌幅相對輕微.上證綜指,滬深300和深證成指按周分別下跌1.1%,1.7%和0.3%.中國人民銀行自上周二開始加碼逆回購,連續四日淨投放7600億元,主要為了維護月尾流動性平穩及應對稅期高峰.新一期LPR利率維持不變,但當前經濟面臨需求收縮、供給衝擊、預期轉弱三重壓力,未來仍有空間降準,政策利率和市場利率也有繼續下行的可能.


受俄烏局勢緊張影響,美股上周大幅波動,納指在上周三最低見到13032,由去年11月高位調整兩成,不過周四和周五大幅反彈,全周埋單計數反而上升了1.1%.標準普爾500指數按周上升0.8%,而道指僅微跌0.1%.俄烏局勢為經濟前景帶來不確定性,令市場認為聯儲局不會急進加息,有利股市.另一方面,美國1月份個人消費開支(PCE)物價指數按年上升6.1%,增幅創40年新高,但1月份美國消費開支增長2.1%,好於預期,顯然未有受到高通脹的太大影響.


說回港股,恆指於25000水平形成個雙頂,上周跌穿頸線支持,量度下跌目標可見21900.但本周初將跟隨美股先作反彈,預期阻力位23330.


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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