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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考驗能否企穩29000

Monday, March 18, 2019 Views820
原以為港股已進入調整期,恆指可能下試28000甚至是27845的支持.但結果看錯了.上周港股呈現先低後高的走勢,恆指在上周一最低見到28241,但未有跌穿前周五低位28201,之後快速回升,於上周五最高見到29205,收報報29012,相對前周指上升了784點,升幅2.8%,結束了連續兩周的跌勢.國指上周五收報11508,周升幅達到3.1%.
 
A股上周亦顯著上升,上證綜指重越3000大關,按周上升1.8%;深證成指按周升近2%,而滬深300周升幅更達到2.4%.上周中國公布了一系列宏觀經濟數據,除規模以上工業增加值和商品房表現稍差後,其餘經濟數據如固定資產和房地產投資,社會消費品零售銷售及就業都表現平穩.加上國務院總理李克強在兩會結束後回答記者的問題時表示,今年下決心要進行更大規模的減稅降費,今年4月1日要減增值稅,5月1日降社保費,減稅降費紅利近兩萬億元.他的言論為股市帶來利好刺激.
 
美股上周亦反覆上揚,道指按周上升1.6%,是自2月15日以來表現最好的一周;納指按周升達3.8%,是自去年12月28日以來表現最好的一周;標準普爾500指數按周升2.9%,是自去年11月30日以來的最大單周升幅.上周公布的美國經濟數據表現參差,零售銷售耐用品訂單數據和消費情緒指數都優於預期,但新申領失業救濟金人數新屋銷售及工業生產等數據卻差於預期.另一方面,市場繼續對中美貿易談判抱有憧憬,特朗普總統的首席貿易談判代表表示,在解決中美經貿磋商中剩下的最棘手問題方面,雙方正取得進展,"不久"就將知道是否有可能達成協議.
 
說回港股,本周恆指能否企穩29000以上,端視中美貿易談判進展和重磅股業績.如獲利好因素配合,恆指企穩29250後,可上試29500.


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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