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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港股仍處反彈階段

Monday, August 12, 2019 Views2127

港股持續下行,恆指在上周二最低見25397,之後作出反彈,最高回升至26300水平,上周五收報25939,相對前周下跌了980點,跌幅3.6%,是連續第三周下跌。國指亦連跌三周,並且失守一萬大関,上周五收報9994,周跌幅3.4%。

A股三大指數跌幅都超過3%,上證綜指、滬深300和深證成指周跌幅分別達到3.2%、3%和3.7%。經濟數據方面,中國7月份進出口同比增長4.2%,無論是進口或出口均小幅好於預期,但通脹數據卻差於預期,7月份居民消費價格(CPI)上漲2.8%,而工業生產者出廠價格(PPI)卻下跌0.3%,令投資者憂慮中國工業出現通縮。另一方面,人民幣兌美元匯率持續走軟,中間價破7,亦對股市構成壓力。

美股方面,市場憂慮中美貿易衝突進一步惡化,為美股帶來沽售壓力,但美國整體經濟仍表現穩健,加上市場憧憬聯儲局將繼續減息,為美股帶來支持,標準普爾500指數按周僅下跌0.5%。

說回港股,目前仍處於反彈階段,恆指如能企穩26000,料可嘗試回補26500至26700之間的下跌裂口。然而,如再失守25500,反彈將告一段落。

 

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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