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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美股納指落入熊市區域

Monday, December 24, 2018 Views4277
美股上周大幅下挫,道指和納指按周分別下跌6.9%和8.4%,是自2008年以來的最大單周跌幅.標準普爾500指數按周下跌7.1%,是自2011年以來的最差表現.截至上周五為止,納指已由今年8月31日高位下跌達21.9%,正式進入熊市區域.道指和標普500指數則分別由今年高位下跌了16.3%和17.5%,都距離熊市區域不遠.聯儲局上周決定加息四分一厘,並預計明年再加息兩次,同時按計劃繼續漸進縮表,加深了市場對經濟可能陷入衰退的憂慮.此外,美國政府局部"關門",加上國防部長馬蒂斯因與特朗普總統存在政策分歧而宣布辭職,都為市場帶來不確定因素.
 
受美股下跌拖累,上周港股反覆下行,恆指跌穿了前周低位25571,在上周五最低見到25314,收報25753,相對前周下跌了342點,跌幅1.3%.國指在上周五曾經失守1萬大關,最低見到9922,收報10101,按周下跌了2.5%,是連續第三周下跌.
 
A股上周也顯著下跌,上證綜指按周下跌約3%,而滬深300和深證成指周跌幅分別達到4.3%和3.8%.中央經濟工作會議召開,對A股沒有帶來太大刺激.人民銀行在連續36日暫停逆回購操作後,上周重啟逆回購,連續五天進行逆回購操作,累計投放6000億元人民幣,同時宣布創設定向中期借貸便利(TMLF),主要目的是降低民營企業和小微企業的融資成本,但對股市刺激作用不大.
 
說回港股,恆指再度失守50天線,加上聖誕新年假期前投資者入市意欲下降,令大市下行壓力增加.如25500確認失守,將下試25000,回升阻力25900.


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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