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

守住29852甚為關鍵

Monday, March 26, 2018 Views4438

美國聯儲局一如預期加息四分一厘,並維持今年加息三次的預期,但預測2019年可能加息三次,比市場預期的兩次為多,為股市和債市帶來沽售壓力.接著,美國總統特朗普在上周四簽署總統備忘錄,將對高達600億美元的中國進口商品徵收關稅,並對中國投資美國設限等,而中國對比回應,擬對約30億美元美國進口商品加徵關稅,令市場擔心中美之間貿易戰會進一步加劇.另一方面,臉書用戶數據洩露醜聞繼續發酵,對臉書以至其他科網股帶來沉重的沽壓.

 

上述因素導致環球股市大幅下挫,港股亦不能倖免.恆指在上周五一度失守30000大關,最低見到29930,收報30309,相對前周下跌了1193點,跌幅3.8%.國指亦一度失守12000關口,在上周五最低見到11939,收報12128,按周下跌4.3%.

 

美股自上周三開始展現跌勢,道指在上周五最低見到23509,收報23533,創出今年新低,按周下跌了5.7%,年初以來跌幅接近5%.納指和標準普爾500指數按周分別下跌6.5%和6%.雖然上周公布的美國經濟數據如二手房屋銷售、經濟領先指標耐用品訂單等都優於市場預期,但對股市沒有帶來太大的幫助.

 

A股方面,上證綜指上周下跌3.58%,滬深300和深證成指周跌幅分別達到4.7%和6.5%.全國兩會結束後,股市回落壓力加大,加上外圍外況偏弱,短期缺乏利好催化劑.

 

說回港股的技術走勢,經過上周的下跌,恆指再次失守10天20天50天和100天線,9天相對強弱指數亦跌破50中軸,完全破壞了自3月初低位29852回升形成的上行趨勢.如29852失守,將形成短期一浪低於一浪的走勢,恆指或將再下試2月低位29129.所以,能否守住29852,對短期後市甚為關鍵.


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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