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

恆指未能企穩十天和廿天線

Monday, September 2, 2019 Views2634
上周指出短期反彈可能已告一段落,恆指料將失守26000,將回補8月19日的上升裂口,該裂口闊197點,介於25798和25995之間.結果恆指以下跌裂口回補上升裂口,受到有關中美貿易談判的不利消息影響,恆指在上周一裂口跌穿26000,最低見到25250,之後反覆回升,上周五最高回升至26012,收報25725,相對前周下跌了454點,跌幅1.7%.國指在上周一亦裂口下跌,最低見到9850,之後反覆回升,周五最高回升至10137,收報10083,按周下跌1.1%.
 
A股方面,上證綜指上周在2900水平波動,上周五收報2886,相對前周下跌了0.4%;滬深300按周下跌0.5%,而深證成指則微升3點.經濟數據方面,7月份全國規模以上工業企業利潤總額止跌回升,同比上升2.6%,6月份為下降3.1%.今年1至7月份累計利潤同比下降1.7%,降幅比1至6月份收窄0.7個百分點.不過,8月份中國官方製造業採購經理指數卻繼續下行至49.5,比7月份回落0.2個百分點,繼續處於50以下收縮區間,顯示製造業活動持續放緩.
 
美股方面,雖然面對中美貿易談判的不確定因素,以及孳息曲線持續倒掛引起的衰退憂慮,三大指數上周仍呈現上升,其中,道指上升3%,納指和標準普爾500指數分別上升2.7%和2.8%.美國7月份PCE物價指數上漲1.4%,符合市場預期,通脹指標保持低迷,給予聯儲局繼續減息的空間.另一方面,美國7月份個人收入僅增長0.2%,低於市場預期,但個人消費開支增長0.6%,高於預期,顯示美國家庭消費狀況保持穩健.
 
說回港股,恆指以下跌裂口補回8月19日的上升裂口,上周一出現的下跌裂口闊248點,介於25940和25692之間,已於上周五補回.技術上,恆指未能穩企於10天和20天線之上,顯示上升動力有所減弱,本周料於25400和26000之間波動.


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.

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