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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整固後有望再上越29000

Monday, March 4, 2019 Views4101
恆指上周曾兩度上破29000,於上周一和周三分別最高見到29010和29014,但都未能企穩29000以上,周四最低回落至28571,周五收報28812,相對前周輕微下跌4點.國指在上周二最高見到11662,周四最低回落至11343,周五收報11507,按周上升0.7%,是連續第二周上升.
 
A股相對港股表現更為強勢,上證綜指在上周五以全日最高位2994收市,逼近3000大關,並創八個半月新高.年初至今,上證綜指已累漲超過兩成.中國國家統計局於上周四公布的2月份製造業採購經理指數創2016年3月以來新低,較1月份下降0.3個百分點至49.2,繼續處於收縮區間, 一度為A股帶來沽壓,但周五公布的2月份財新中國製造業採購經理指數較1月份大幅回升1.6個百分點至49.9,創出三個月新高,顯示製造業活動有所改善.加上MSCI宣布將通過三步把中國A股的納入因子從5%增加至20%,預計將為A股帶來約800億美元的海外增量資金.另一方面,據滬深交易所公布的數據,兩融餘額在2月27日突破8000億大關,達到8032億元人民幣,是自去年10月12日以來首次重返8000億大關.同時,融資買入金額也出現爆發式增長.在2月25日和26日,兩市融資買入金額連續兩個交易日突破1100億元大關.
 
美股方面,道指按周輕微下跌0.1%,但標準普爾500指數和納指按周卻分別上升0.4%和0.9%,而且標普500指數更是自去年11月以來首次收於2800之上.上周公布的美國經濟數據大部分都略差預期,如2月份供應管理協會製造業指數下滑至54.2,低於預期的55.5;2月份Markit製造業採購經理指數亦由1月份的53.7下滑至53.不過,有消息指未來數周中美可能達成並簽署貿易協議,為股市帶來良好憧憬.
 
說回港股走勢,恆指雖未能企穩29000以上,但回落至10天線附近卻見到支持,現時正處於整固形態.相信如上證綜指能突破3000大關,將帶動恆指再上越29000並企穩其上.


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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