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上週港股5連升 今週還看英國脫歐表決
January 14, 2019

港股經歷今年首個交易日大跌逾700點後,受聯儲局主席鮑威爾突然「轉鴿」的言論刺激,指出聯儲局利率政策上可以處於一個既有耐性也可有彈性的地位,令港股在上週一(7日)升209點。之後市場憧憬在北京舉行的中美副部級貿易談判有成果,美國總統特朗普更表示與中方談判情況理想,再加上發改委推出國策谷家電及汽車行業,恆指上週三急升586點。隨著美國科技股反彈,FANNG五大科技股受支持,再加上人民幣持續反彈下,港股上週尾段越升越有,總結整個星期,恆生指數累升1041點或4.06%;國企指數累升425點或4.24%;日均成交額989.11億元。

人民幣兌美元匯率上週大漲逾1000點,創下2005年匯改以來最大單週漲幅,令在岸,離岸人民幣兌美元雙雙升破6.75關口,創5個月新高,報6.7560人民幣對一美元,預計短線對中資金融股,油氣股有支持,有利於港股進一步挑戰27000關口。除此之外就要留意英國國會的脫歐表決,議案會否被否決?英國文翠珊會否提交替代方案?會否出現硬脫歐?這些憂慮會左右大市交投的氣氛。

本資訊並不構成任何投資邀請或建議。投資涉及風險,閣下投資前應自行尋求獨立及專業顧問的建議。


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