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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先作整固再上試26500

Monday, June 12, 2017 Views4292

雖然面對"超級星期四"的不明朗因素,但上周港股仍繼續上行,恆指成功突破26000.不過,英國大選保守黨失利,令英鎊匯價大跌,恆指在上周四一度失守26000,最低見到25923,但市況瞬即回穩,恆指在上周五重拾升勢,再創出26090的年內新高,收報26030,按周上升了106點,升幅0.4%,是連續第五周上升.國指上周亦再創年內新高,於上周一最高見到10727,但之後走勢轉趨反覆,上周五收報10592,按周下跌0.7%,結束了連續兩周的升勢.

 

美股方面,亦沒有受到英國政治局勢的影響,道指上周五再創出21265的歷史新高,收報21271,按周上升0.3%.只是蘋果亞馬遜微軟Alphabet和Facebook五大科技股股價在上周五顯著回落,拖累納指下跌1.8%,周跌幅達1.6%;標準普爾500指數亦受到影響,按周下跌了0.3%.本周美國將有多個重要經濟數據公布,包括消費價格指數、零售銷售商業庫存進出口價格工業生產及設備使用率新屋動工及建屋許可密歇根大學消費情緒指數等,加上聯儲局公開市場委員會將開會議息,相信本周美股市況會較為反覆.

 

 

A股上周表現穩定,上證綜指連升四日,周升幅創八周之最.上周公布的經濟數據顯示,中國消費通脹持續反彈,但仍處於低位運行狀態;工業生產者出廠價格增速則持續回落,令CPIPPI剪刀差進一步收窄,趨於合理水平.另一方面,5月份中國進出口雙雙反彈,外匯儲備連續四個月上升,加上人民幣匯率轉趨穩定,為A股帶來支持.

 

說回港股,恆指雖然突破了26000,但9天相對強弱指數未有進一步走高,顯示上升動力略嫌不足,估計本周將會在25800和26000之間整固,才有力進一步上試26500.


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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