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

先作整固再挑戰250天線

Monday, April 29, 2024 Views625

恆指上周連升五日,升勢凌厲,周五最高見到17758,收報17651,相對前周上升了1427點,升幅8.8%;國指和科指按周分別上升9.1%和13.4%.中國證監會前周五宣布五項資本市場對港合作措施,以協助香港鞏固國際金融中心地位,包括放滬寬深港通下股票ETF合資產產品範圍、將基金架構不動產投資信託(REITs)納入滬深港通、支持人民幣股票交易櫃台納入港股通、優化基金互認安排,以及支持國內行業龍頭企業赴港上市.上述舉措令市場憧憬可吸引更多北水流入香港市場,令港交所受惠,其股價周升幅達16.6%.

內地股市上周亦造好,上證綜指按周上升0.8%,深證成指則升近2%;滬深兩市成交在上周五再次突破1萬億,達到10863億元,為4月1日以來首次.當日北上資金淨買入A股224億元,創歷史新高,反映中國股市正重新吸引外資的投資興趣.中國將於本周二公布4月份採購經理指數(PMI)數據,繼3月份大幅上升後,4月份數據可能在50以上擴張區間小幅回落.

美股方面,標準普爾500指數和納指上周錄得自11月以來的最好表現,周升幅分別達到4.2%和2.7%,而道指則上升0.7%.美國上周公布的經濟數據其實並不理想,其美國首季國內生產總值按季年率初值增長1.6%,低於市場預期的2.4%,以及去年第4季的3.4%;第一季度核心個人消費支出價格指數(PCE)從前一季度的2%躍升至3.7%,而3月份的PCE則連續兩個月同比上漲2.8%,都高於市場預期.美股上周不跌反升,可能是因為之前跌得太多(在上周之前,標普500指數曾連跌三周,而納指則是連跌四周),加上個別科技股如Alphabet和微軟等業績優於預期所致.

說回港股,之前筆者曾指出,恆指在3月13日最高見到17215,突破了今年1月2日高位17135,扭轉了今年先高後低的高低韻律.本周恆指成功突破3月13日高位17215,延續一浪高於一浪的走勢,並進一步挑戰250天線(17717).這是自去年8月初跌穿250天線以來首次挑戰250天線,未必一舉成功.加上上周已連升五日,短線或須先作整固再上衝250天線,整固支持位看17200-17300.


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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