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』。
Phone:
2277 6666

仍有機會上破100天線

Monday, March 4, 2024 Views1031

上周評論指出,恆指能否升穿100天線,對未來走勢甚具關鍵.繼前周一度升穿100天線但未能企穩其上,上周恆指再挑戰100天線,周三最高見到16844,可惜仍未能企穩其上.之後回吐壓力有所增加,上周五最低見到16321,收報16589,相對前周下跌了137點,跌幅0.8%,結束了連續三周的升勢.國指按周下跌0.6%,也結束了連續三周的升勢.科指卻連升四周,周升幅達2.6%.滬深股市上周放量上揚,上證綜指和深證成指按周分別上升0.8%和4%,兩市成交連續三日超過一萬億.經濟數據方面,2月份中國製造業採購經理指數(PMI)為49.1,較1月份下降0.1個百分點,連續五個月處於收縮區間;非製造業PMI為51.4,較1月份上升0.7個百分點,反映非製造業擴張步伐繼續加快.相反地,2月份財新中國製造業PMI升至50.9,較1月份上升0.1個百分點,創六個月高位.

美股上周表現分化,道指按周微跌0.1%,但標準普爾500指數和納指卻雙雙創出歷史新高,按周分別上升0.9%和1.7%,主要受AI熱潮和科技股業績所帶動.經濟數據方面,1月份個人消費支出(PCE)物價指數和核心指數按月分別上升0.3%和0.4%,均符合市場預期.其他數據卻遜於預期,例如上星期首次申領失業救濟人數按星期增加1.3萬人,增至21.5萬人,超過市場預期的21萬人;2月份密歇根大學消費信心指數終值報76.9,低於預期的79.6;2月份ISM製造業PMI為47.8,低於預期的49.5.疲軟經濟數據疊加美聯儲理事沃勒表示贊成將聯儲局持有的債券比例轉向更大比例的短期國債,帶動國債收益率下降.


說回港股,恆指暫時仍受制於100天線阻力,該線現時處於16728水平,每天以約6點速度下降.只要能守住50天線(16177),未來仍有機會上破100天線.

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.

This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
Top of Page
Contact Us
Please contact your account executive or call us now.
Research Department
Tel : (852) 2277 6846
Fax : (852) 2277 6565
Email : businessenquiry@phillip.com.hk

Enquiry & Support
Branches
The Complaint Procedures
About Us
Phillip Securities Group
Join Us
Phillip Network
Phillip Post
Phillip Channel
Latest Promotion
E-Check
Login
Investor Notes
Free Subscribe
Contact Us