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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25000攻防戰

Monday, July 20, 2020 Views2242
上周評論指出,恆指未能企穩250天線之上,並失守26000,預期可能進一步考驗10天線的支持,並補回7月6日的上升裂口.該上升裂口闊89點,介於25454和25543之間.結果不幸言中,上周港股呈現跌多升少格局,恆指在上周四一度失守25000,最低見到24920,周五收報25089,相對前周下跌了638點,跌幅2.5%,結束了連續三周的升勢.國指在上周四最低見到10118,周五收報10204,按周卻下跌3.2%,亦結束了連續三周的升勢.
 
A股上周亦明顯走弱,上證綜指回落至3200水平,上周五收報3214,相對前周下跌5%;滬深300最和深證成指按周分別下跌4.4%和4.1%.大市成交亦見萎縮,以上周五為例,兩市成交縮減至11160億元.不過,今次A股回調,似乎是因為之前升勢過急,監管當局有意令升勢降溫所致.7月14日,銀保監會通報了影子銀行和交叉金融業務突出問題,指出部分資金違規流入房市股市,推高資產泡沫,要求嚴查資金違金流入股市.此外,社保基金減持股票,也對A股起到降溫作用.經濟方面,中國第二季經濟增長3.2%.其中,固定資產投資社會消費品零售總額和進出口降幅都繼續收窄,而規模以上工業企業增加值增幅更見加快,顯示復甦勢頭持續.
 
美股方面,雖然新冠病毒疫情繼續快速增加,上周五單日新增病例再創新高,超過76000例,但市場憧憬國會將出台更多紓緩措施,所以反而有利股市.全周計數,道指和標準普爾500指數分別上升了2.3%和1.3%,但納斯達克指數卻下跌1.1%,相信是因為先前升勢過急及升幅巨大所致.
 
說回港股,恆指未能守穩10天線,更失守20天線,短線將考驗25000的支持,預期本周將於24450和25700之間上落.
 
 
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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