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

考驗17000

Monday, July 29, 2024 Views959

港股上周反覆走低,恆指呈現四連陰,曾經失守17000,上周五最低見16925,再創今輪調整新低,收報17021,相對前周下跌了397點,跌幅2.3%。國指和科指按周分別下跌2.5%和2.6%,三大股指都是連續第二周下跌。滬深股市上周仍承壓,上證綜指失守2900,上周五收報2890,按周下跌3.1%;深證成指和滬深300周跌幅分別達3.4%和3.7%。人民銀行意外地下調逆回購操作利率,由1.8厘下調至1.8釐,是去年8月以來首次下調。隨後公布的本月貸款市場報價利率(LPR)也同幅度下調,一年期和五年期LPR均下調10個基點至3.35厘和3.85厘。不過,降息未有對股市帶來刺激。
美股上周上演「黑色星期三」,表現十分波動,VIX恐慌指數升逾18,創三個半月新高。資金繼續呈現輪輪,由科技股流向傳統股,道指按周上升約1%,而標準普爾500指數和納指則分別下跌1%和2%。經濟數據方面,美國次季GDP初值按季升2.8%,較市場預期2%為高,前值為1.4%,但支出速度、儲蓄和可支配收入成長率都呈現放緩。另一方面,6月個人消費支出物價指數(PCE)持續放緩,年率上升2.5%,略低於5月的2.6%增幅,令9月減息機會進一步提升。

說回港股,恆指17300-18300波動區間失守,目前正考騐17000的支持。若17000確認失守,將回補4月遺留下來的上升裂口。其中較近的一個出現於4月24日,介於16846和16935之間,闊89點.再下一個上升裂口出現於4月22日,介於16255和16411之間,闊156點.

 

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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