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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2277 6666

恆指挑戰大時代高位

Monday, August 28, 2017 Views2785

受天鴿襲港影響,上周港股只有四個交易日,但在颱風過後,港股卻顯著上揚,恆指在上周五成功突破8月8日所見高位27868,創出27878的年內新高,收報27848,和上周比較上升了800點,升幅接近3%,並且是連續第二周上升.國指亦突破了8月2日高位11147,創出11316的年內新高,上周五收報11288,周升幅達5.6%,也是連續第二周上升.

 

美股方面,道指和標準普爾500指數在連跌兩周後止跌回穩,按周分別上升0.6%和0.7%;納指按周上升0.8%,結束了連續五周的跌勢.上周公布的美國經濟數據表現一般,新屋和二手房屋銷售耐用品訂單數據都差於預期,但市場焦點都集中於全球央行行長會議,特別是美國聯儲局主席耶倫和歐洲央行行長德拉吉發表的談話.本周美國將有一系列重要經濟數據公布,包括消費信心第二季經濟增長修訂值ADP就業報告個人收入與開支芝加哥採購經理指數非農職位及失業率供應管理協會製造業指數建築開支及密歇根大學消費情緒指數等,相信市場焦點會轉移至經濟數據上.

 

A股方面,雖然近期公布的經濟數據顯示中國經濟增長有所放緩,但公司業績特別是金融類表現理想,帶動大市上揚,上證綜指終於突破3300,上周五收報3331,創出自2016年1月以來新高.如果這次可以站穩3300以上,相信A股亦會步環球股市後塵進入牛市.這將有助推動港股進一步上揚,特別是國企指數.技術上,國企指數突破了11100,短期料可上試11550.至於恆指,中線有望挑戰2015年大時代所見高位28589.

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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