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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以時間調整升幅

Monday, July 3, 2017 Views3764

上周港股仍未能扭轉窄幅上落的局面,恆指高低波幅只得339點,最高25965,最低25626,周五收報25765,按周微升約0.4%,按月則上升1.6%,是連續第六個月上升,創4年來最長升浪.國指上周五收報10365,按周下跌約0.6%,按月則下跌約2.2%.

 

美股上周表現反覆,美國參議院推遲對醫改方案的投票,令市場對特朗普的刺激經濟和金融改革方案能否順利推行感到憂慮,加上科網股繼續面對沽售壓力,納指按周下跌了2%,而道指和標準普爾500指數則分別下跌0.2%和0.6%.市場憂慮在聯儲局收緊貨幣政策的同時,歐洲央行也將減少寬鬆措施,令美債和美匯均面對沽售壓力,美國十年期國債孳息率自上周二的2.13%一路攀升至上周五的2.3%,創自3月3日以來最大單周升幅.美元指數最低跌至95.54,跌破去年美國大選以來的最低點95.89.本周美國只有四個交易日,因周二為獨立日假期,市場將關注周五公布的非農數據.

 

A股上周表現相對穩定,上證綜指升近3200,上周五收報3192,按周和按月分別上升1.1%和2.4%.經濟數據方面,1-5月份全國規模以上工業企業實現利潤總額同比增長22.7%;6月份官方製造業採購經理指數回升至51.7的年內次高點,高於前值和預期,反映中國經濟仍維持穩中有進的態勢.

 

債券通"北向通"將於今日上試運行,料對港股無大影響.技術上,恆指在10天和20天線之間上下穿梭,9天相對強弱指數亦在50中軸徘徊,顯示市況仍處於待變格局,如能守住25500以上,將以時間調整先前的升幅.

 

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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