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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17700-18500之間波動

Monday, June 24, 2024 Views1493

前周見到恆指失守18000後,原以為會進一步下試250天線,但恆指在上周一見到17753低位後,卻未有進一步下跌。周三受中特估概念帶動急升超過500點,最高見到18449,周四和周五連續兩日回落,周五收報18029,險守於18000之上,但相對前周仍上升了87點,升幅0.5%;國指按周上升1%,科指表現較弱,按周微跌7點,是連續第二周下跌。滬深股市上周亦表現偏軟,上證綜指失守3000關口,按周下跌1.1%;深證成指險守9000關口,按周下跌2%。上周公布的中國「三頭馬車」經濟數據兩壞一好,其中,社會消費品零售總額好於預期,但規模以上工業增加值和固定資產投資都低於預期。此外,人民銀行6月LPR貸款利率維持不變,令此前的降準降息預期雙雙落空。

美股上周表現強勢,納指和標準普爾500指數繼續創出歷史新高,周四和周五呈現調整,但兩個指數仍錄得0.5%周升幅。道指在上週末段跟上升勢,按周上升1.5%,是自5月以來的最好表現。美國上周公布的經濟數據大部分表現差於預期,提升了市場對美聯儲九月的減息預期。其中,上周申領失業救濟金人數回落至23.8萬,但高於預期的23.5萬;5月新屋動工按月跌5.5%至127.7萬間,遠低於預期的137萬間;6月費城聯準企業展望跌至1.3,遠低於預期的5和前值的4.5。不過,多名聯儲局官員發表偏鷹言論,重申減息需要保持耐心,似乎要為減息預期降溫。

說回港股,本周期指結算,料將維持飄忽市況,預計恆指將於17700和18500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.

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