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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維持窄幅波動

Monday, April 8, 2024 Views1022

上周港股衝高回落,恆指在上周二一度升穿17000,最高見到17007,主要由於中國採購經理指數(PMI)優於市場預期。其中,3月官方製造業PMI為50.8,比2月高出1.7個百分點,時隔5個月再次突破50的榮枯分界線。3月官方非製造業商務活動指數為53,為9個月高點,比2月上升1.6個百分點。此外,3月財新中國製造業PMI上升0.2個百分點至51.1,連續五個月位於擴張區間。3月財新服務業PMI為52.7,比2月上升0.2個百分點。中國PMI數據好於預期,刺激港股在復活節節假期後衝高,恆指在上周二最高見到17007,可惜未能企穩其上。周五收報16724,但相對前周仍上升了183點,升幅1.1%,是連續第二周上升。國指也連升兩周,周升幅為0.9%,但科指按周下跌0.8%。

美股方面,上周公布的就業數據都超出市預期。其中,ADP就業報告顯示,3月私人企業職位增加18.4萬份,超出市場預期的14.8萬份,為八個月來最大增幅。3月非農職位則增加30.3萬份,遠超預期的20萬份。加上美國明尼阿波利斯聯儲行長卡什卡利放鷹,表示如果通脹仍然高企,今年可能不需要減息,為美股帶來沽壓,道指曾連跌四天,周跌幅達2.3%,是今年以來最大單周跌幅,而標普500指數和納指則分別下跌0.95%和0.8%。

本周美國和中國將公布CPI和PPI數據,而中國也將公布新增人民幣貸款、社會融資及外貿數據。不過,港股走勢仍難有突破,估計恆指將維持於16350和17000之間窄幅波動。


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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