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

受制21000

Monday, October 21, 2024 Views648

港股上周如預期盤整,恆指在上周四一度失守20000大關,最低見到19977。中國一行兩局一會在「2024金融街論壇年會」重磅發聲,發布了一連串積極消息,強化支持市場的決心,令周五恆指回升超過700點,但相對前周仍下跌了448點,跌幅2.1%,是連續第二周下跌。國指和科技按周分別下跌2%和2.85%,也是連跌第二周。滬深股市上周五亦大幅上揚,上證指數和深成指按周分別上升2.9%和4.7%。上周五公布的中國經濟數據全部勝於預期,亦為股市帶來利好刺激。其中,第三季國內生產總值(GDP)按年增4.6%,高於預期的增4.5%。「三頭馬車」方面,9月社會消費品零售總額按年增長3.2%,優於預期的2.5%,增速亦較8月加快1.1個百分點;9月工業增加值按年增5.4%,勝預期的增4.6%;首三季全國固定資產投資按年增3.4%,略高於預期的3.3%。

美股上周繼續向好,三大指數連升六個星期,道指和標準普爾500指數雙雙再創新高,按周分別上升1%和0.9%;納指按周升0.8%。經濟數據方面,美國9月零售銷售按月升0.4%,高於預期的0.3%;上周新申領失業救濟金人數減少1.9萬人至24.1萬人,少於市場預期,反映美國經濟仍然穩健,聯儲局下月減息幅度將收窄至0.25厘。除了數據表現理想,銀行股業績佳亦為股市帶來支持。

說回港股,恆指上周五最高見到20953,仍受制於21000和10天線(21123)阻力。能否突破21000並進一步上揚,要看本周有關刺激經濟政策的消息面,下一阻力位將為21600,初步回落支持看20500。


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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