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』。
Phone:
2277 6666

上試26000

Monday, January 7, 2019 Views3708
新年伊始,港股未能呈現"開門紅",恆指再次失守25000,上周四最低見到24897.可幸周五大幅回升超過500點,收報25626,相對前周上升了122點,升幅0.5%,結束了連續兩周的跌勢.國指上周曾失守一萬大關,最低見到9761,再創自去年1月高位13963回落以來的新低,周五收報10030,按周上升0.4%,終於結束了連續四周的跌勢.
 
A股在新年首個交易日亦呈現"開門黑",滬深300更跌破了2018年的最低點,主要由於經濟數據顯示,中國經濟下行壓力加大.去年12月份中國官方及財新製造業採購經理指數雙雙跌穿50,落入收縮區.其中,官方製造業採購經理指數下跌至49.4,比11月份回落0.6個百分點,是自2016年7月以來首次跌落收縮區;財新中國製造業採購經理指數則下跌至49.7,比11月份回落0.5個百分點,是自2017年5月以來首次跌落收縮區.不過,其後公布的12月份財新中國服務業採購經理指數錄得53.9,較11月份微升0.1個百分點,並創出6個月以來新高,顯示年底服務業經營活動有所加快,略為紓緩市場對中國經濟前景的憂慮.加上中國商務部公布,中美將於1月7日至8日舉行經貿問題副部級磋商,帶來利好憧憬,推動A股回升,上證綜指上周五收報2514,按周上升0.8%,滬深300和深證成指按周分別上升0.8%和0.6%.
 
美股上周亦曾因為憂慮中國經濟前景而繼續探底下行,道指再度失守23000大關,在上周四最低見到22638,但由於財新中國服務業採購經理指數優於預期,加上美國12月份非農職位大幅增加31.2萬份,遠超預期,並為自2018年2月以來最大升幅,顯示美國勞動市場維持強勁,帶動美股回升,道指按周上升1.6%,納指和標準普爾500指數按周分別上升2.3%和1.9%.
 
說回港股,恆指上周五重越10天線,並形成早晨之星,本周料可上試26000,甚或升近100天線(26490).若急升後出現回吐,20天和50天線料會發揮支持作用.現時,20天和50天線線分別處於24840和24890水平.

 

This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
Top of Page
Contact Us
Please contact your account executive or call us now.
Research Department
Tel : (852) 2277 6846
Fax : (852) 2277 6565
Email : businessenquiry@phillip.com.hk

Enquiry & Support
Branches
The Complaint Procedures
About Us
Phillip Securities Group
Join Us
Phillip Network
Phillip Post
Phillip Channel
Latest Promotion
E-Check
Login
Investor Notes
Free Subscribe
Contact Us