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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先作整固再上試二萬七

Monday, July 24, 2017 Views2728

港股上周持續上揚,恆指連升九日,於上周四創出26794的年內新高,周五收報26706,按周上升317點,升幅1.2%,是連續第二周上升.國指亦再創年內新高,於上周四最高見到10900,周五收報10787,按周上升0.5%,也是連續第二周上升.

 

美股三大指數上周繼續創出歷史新高,道指、納指和標準普爾500指數按周分別上升0.3%、0.5%和1.2%.近期公布的美國經濟數據表現平穩,另一方面,標普500公司當中已有約五分一公布了季度業績,大都符合預期,支持美股繼續上揚.美國本周將公布第二季經濟增長數據,預期增速達2.4%,較第一季增速顯著提升.另外,市場亦將關注聯儲局於本周二和周三召開的議息會議.

 

A股上周表現兩極化,上證綜指上周五收報3237,按周上升0.5%,周線圖呈現"五連陽".不過,創業板指數卻呈現周線"兩連陰",上周五收報1690,按周大跌3.2%,創出自2015年夏天以來的新低.據國家統計局公布,第二季度經濟增長6.9%,高於市場預期的6.8%增速.固定資產投資增速穩中略緩,民間投資和製造業投資均見回升;房地產開發投資增速繼續放緩,但商品房待售面積持續減少;零售銷售增速有所加快,特別是網上零售增長更為強勁;進出口維持快速增長,外貿結構有所改善;工業生產增速加快,企業利潤持續改善.在經濟持續回暖支持下,相信A股的"一九行情"未來將會更加明顯.

 

說回港股,恆指升近26800開始遇到阻力,陰陽日線圖在上周四和周五出現了兩顆"十字星",相信短期要在26500水平先作整固,才有力上試27000.


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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