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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Monday, January 16, 2023 Views2190

上周指出恆指有望補回去年7月22日遺留的下跌裂口,該下跌裂口闊144點,介於21615和21471之間。結果恆指在上周五最高見到21770,收報21739,相對前周上升了747點,升幅3.6%,是連續第四周上升。國指亦連升四周,周升幅為3.5%。科指則連升三周,周升幅為2.8%。 

A股上周亦造好,三大指數全面上揚,上證綜指、深證成指和滬深300指數上周分別上升1.2%、2.1%和2.4%。經濟數據方面,12月份人民幣貸款增加1.4萬億元,同比多增2665億元。全年人民幣貸款增加21.31萬億元,同比多增1.36萬億元。12月份社會融資規模增量為1.31萬億元,同比減少1.05萬億元,但全年增量累計為為32.01萬億元,比上年多6689億元。其中,對實體經濟發放放的人民幣貸款增加20.91萬億元,同比多增9746億元。此外,中國2022年12月份CPI同比上漲1.8%,較前值回升0.2個百分點,符合市場預期;2022年全年CPI同比上漲2%,控制在目標以內。至於PPI則同比下降0.7%,是連續第三個月下降。

美國12月份CPI如期走低,年率由11月份的7.1%下降至6.5%,核心CPI年率由6%降至5.7%,創2021年12月以來最低水平,今市場相信聯儲局下月加息幅度將降至四分一厘,刺激美股上揚,道指、納指和標準普爾500指數按周分別上升2%、4.8%和2.7%。

說回港股,恆指已成功補回去年7月22日遺留的下跌裂口,本周料可上試21900-22000,回落支持21200。

 

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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