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

19200若失守 下一支持位看18900

Monday, September 5, 2022 Views2657

恆指在前周重越20000大關,本來預期在上周初8月期指結算前市況可能進一步上揚,但在缺乏好因素刺激下,加上美股顯著回落,令20000大關得而復失,恆指在上周五最低見到19342,收報19452,相對前周下跌718點,跌幅3.6%.國指和科指按周分別下跌3.6%和3.7%.

A股上周亦表現偏軟,上證綜指和滬深300按周分別下跌1.5%和2%,深證成指周跌幅更接近3%.經濟數據方面,8月份官方製造業採購經理指數為49.4,雖然比7月份回升0.4個百分點,但仍處於50臨界點以下;8月份財新中國製造業採購經理指數錄得49.5,較7月份回落0.9個百分點,降至榮枯線以下,顯示由於內地局部地區疫情反復,疊加高溫少雨天氣導致供電緊張,令製造業在經歷了兩個月的擴張後重現收縮.

美股自從前周五聯儲局主席鮑威爾在全球央行行長年會上發表鷹派言論後,便跌多升少.道指,標準普爾500指數和納指上周分別下跌3%,3.3%和4.2%,都是連續第三周下跌.經濟數據方面,8月份非農職位增加31.5萬份略高於市場預期的30萬份.不過,失業率卻由3.5%回升至3.7%,加上平均時薪僅上升0.3%,低於市場預期的0.4%增幅,令9月加息四分三厘機率由七成以下回降至五成左右.

美國政府周末宣布,決定延長對中國進口商品繼續徵收懲罰性關稅,同時將啟動審查程序,檢討關稅的必要性,或需時數個月.消息料會對A股和港股帶來沽售壓力,恆指19200支持位若失守,下一支持位看18900,回升阻力19800.


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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