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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2277 6666

再考驗21400的支持

Monday, June 13, 2022 Views2799

上周預期恆指有望上試100天線,結果不負所望.恆指在上周四最高見到22143,一度上破100天線,可惜未能企穩其上,周五收報21806,但相對前周仍上升了724點,升幅3.4%,是連續第二周上升.國指和科指也是連升兩周,升幅分別為4.7%和9.7%.

A股方面,上證綜指,滬深300和深證成指按周分別上升2.8%,3.6%和3.5%.5月份財新中國製造業採購經理指數為48.1,較4月份回升2.1個百分點,而5月份財新中國服務業採購經理指數則較4月份回升5.2個百分點至41.4,顯示疫情對製造業和服務業的影響邊際放緩.另一方面,5月份全國居民消費價格同比上漲2.1%,漲幅與4月份持平,並且低於市場預期的2.3%漲幅.而5月份全國工業生產者出廠價格則同比上漲6.4%,漲幅較4月份回落1.6個百分點,令CPI與PPI的剪刀差由4月的5.9%收窄為5月的4.3%,顯示通脹保持溫和,工業企業利潤空間有望進一步改善.5月貸款需求仍見回暖,當月人民幣貸款增加1.89萬億元,同比多增3920億元;社會融資規模增量為2.79萬億元,同比多增8399億元.

美股方面,5月份消費物價指數按年和按月分別上升8.6%和1%,都大於市場預期,令市場憂慮聯儲局加快加息的時間將拉長.加上6月份密歇根大學消費情緒指數跌至50.2,為上世紀70年代有記錄以來最低水平,同時亦遠低於預期的58,為美股帶來重大沽壓,道指,標準普爾500指數和納指按周分別下跌4.6%,5.1%和5.6%.

說回港股,恆指未能企穩100天線以上,加上美股走弱,本周恆指料將再考驗21400的支持.若失守21400,就可能要回試50天線,該線現時處於20960附近.

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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