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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四線匯聚

Monday, April 26, 2021 Views2539

上周評論指出,恆指目前仍介於50天和100天線之間窄幅波動,而10天和20天線剛好處於這個波動區間的中軸位置,但從大市成交開始回升的趨勢看,未來恆指上試及上破50天線的概率較高.結果恆指在上周一曾上試50天線,最高見到29320,可惜未能企穩50天線而回落,上周三再次跌近100天線,最低見到28507,全周高低波幅只有813點,恆指上周五收報29079,相對前周上升了109點,升幅0.4%,是連續第二周上升.國指上周高低波幅只有302點,周五收報11068,按周上升0.4%,也是連續第二周上升.
 
A股上周顯著回升,上證綜指上周五收報3474,按周上升1.4%;滬深300和深證成指周升幅分別達到3.4%和64.6%.近年來,隨著中國資本市場對外開放穩步推進,外資持續流入A股.中國證監會副主席方星海於4月19日在博鰲亞洲論壇上表示,截至3月31日,外資在A股的持倉佔比達到5%.統計數據顯示,截至4月20日,今年以來,北向資金淨流入1350.9億元.市場人士認為,未來外資將持續流入,促使A股投資者結構更加均衡.
 
美股上周表現略見反覆,一來因為全球新冠確診人數激增,引發投資者對經濟復甦的憂慮.另一方面,有報道指美國總統拜登將提議上調富人資本利得稅一倍,也為股市帶來沽售壓力.道指按周下跌0.5%,納指和標準普爾500指數周跌幅分別為0.3%和0.1%.不過,上周公布的美國經濟數據如4月份製造業和服務業採購經理指數(PMI)雙雙創出新高,而3月份新屋動工數量亦多於市場預期,並創近十五年新高,均顯示美國經濟復甦持續.
 
說回港股,踏入4月以來,恆指一直夾於50天和100天移動線之間窄幅波動.現時兩線相距不到800點,而且距離將愈趨收窄.加上10天和20天線正位於50天和100天線中間,可能演變成四線匯聚的局面,意味未來一段時間走勢將更為飄忽難料,但經過一輪糾纏後將會出現突破,走勢豁然開朗.

 

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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