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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觀望突破何時出現

Monday, May 8, 2023 Views1737

港股在五.一假期後大幅高開,恆指在上周二最高見到20286;周三卻大幅回落,最低見到19539.全周高低位就在周二和周三兩日見到,周五收報20049,相對前周上升了154點,升幅0.8%,結束了連續兩周的跌勢.國指在中字頭股份特別是內銀內險股強勢帶動下,按周上升了1.4%,也結束了連續兩周的跌勢.不過,科指仍受累於部分重磅股弱勢,按周微跌6點,是連續第五周下跌.

A股在五.一假期後仍維持滬強深弱的格局,上證綜指和深證成指按周分別上升0.3%和下跌1.4%.4月份官方和財新中國製造業採購經理指數都回落至50榮枯線以下,顯示經濟恢復基礎仍不牢固.其中,官方4月份製造業採購經理指數為49.2,比3月份下降2.7個百分點;財新中國4月份製造業採購經理指數為49.5,較3月份下降0.5個百分點.不過,非製造業仍保持較高景氣水平.其中,官方非製造業商務活動指數為56.4,雖比3月份下降1.8個百分點,但仍為年內次高點.財新中國4月份服務業採購經理指數為56.4,較3月份下降1.4個百分點,但仍創2020年11月以後的第二高.

美股方面,上周一至周四連跌四天,周五受就業數據支持而回升,但道指和標準普爾500指數按周仍分別錄得1.2%和0.8%跌幅,僅納指微升0.07%.美聯儲一如預期加息四分一厘,鮑威爾表示會暫停加息一段時間,未來會逐次評估,取決於數據和經濟表現.事實上,投資者焦點已開始由擔心加息轉移至擔心經濟數據,上周五公布的數據顯示,4月份非農職位增加253,000萬份,遠多於市場預期的18萬份.同時,失業率由3.5%下降至3.4%,較預期的3.6%為佳,紓緩了市場對經濟衰退的憂慮,為美股帶來支持.

說回港股,恆指目前夾於100天線和250天線之間窄幅波動,而且五線有靠攏跡象,顯示市況仍處於待變格局,暫時最好耐心觀望突破何時出現.


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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