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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恆指本周波動範圍看17000-17900

Monday, November 28, 2022 Views2871

港股上周窄幅波動,恆指高低波幅只有471點,最高17759,最低17288,主要受到內地疫情升溫陰霾籠罩,加上美國感恩節假期影響,大市成交亦回降至1000億元以下.恆指上周五收報17574,相對前周下跌了419點,跌幅2.3%,結束了連續三周的升勢.國指和科指按周分別下跌2.5%和6.5%,也都結束了連續三周的升勢.

A股上周表現分化,上證綜指按周微升4點,但滬深300和深證成指按周分別下跌0.7%和2.5%.國務院總理李克強主持召開國務院常務會議,會議提出將適時適度運用降準等貨幣政策工具,保持流動性合理充裕.按照過去慣例,一但國常會上提到適時適度降準的訊息後,實際降準通常在當周就會見到.這次亦不例外,人民銀行在上周五收市後宣布,決定於12月5日降低存款準備金率0.25個百分點,估計將釋放資金5000億元.由於市場對降準已有預期,加上今次降準幅度較預期的0.5個百分點點為低,而且其中一部分降準資金可能被用來置換到期的中期借貸便利(MLF),所以對股市刺激可能有限.

美股方面,由於聯儲局11月議息會議記錄顯示很大多數決策者同意不久後就適宜減慢加息速度,加上上周公布的美國經濟數據大都差於預期,為美股帶來支持,道指連升三日,上周五收報34347,按周上升1.8%;標準普500指數和納指按周分別上升1.5%和0.7%.

說回港股,上周恆指維持於17300和17750之間窄幅波動.本周期指結算,波幅料會擴大,恆指波動範圍看17000-17900.


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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