耀才团队: 大市闷局持续 关注个别股份业绩表现
耀才证券研究部团队称,美股隔晚(24日)先高後低,收市个别发展,市场继续聚焦企业盈利。最新放榜的焦点科网股表现逊色,Twitter第三季按年少赚95%,第四季预测也低於预期,股价大跌20.8%;亚马逊第三季每股盈利逊预期,同时是逾两年来首次盈利下滑,市後时段股价挫6.7%。
除了企业业绩外,投资者亦关注最新公布的经济数据。美国9月耐用品订单全线逊预期,但疲软的经济数据令市场对下个星期美联储进一步减息的预期得到支持。目前後市受美联储议息结果和中美贸易谈判进展主导,投资者仍较为谨慎,炒股不炒市或暂为上策。
隔晚ADR预示港股低开70点;加上最新放榜的重磅股中国平安(02318.HK)最新将全年新业务价值增长指引,由不低於去年的7.3%,下调至稍高於4.5%,大逊市场预期,势必令港股早段进一步承压。另外,大家乐(00341.HK)早前发盈警,香港宽频(01310.HK)因支付优先票据利息令利润大幅下滑,登辉控股(01692.HK)今日挂牌,暗盘已插水17.69%,新股热或有所减退,投资者须留意。
从技术上看,恒指於100天线二万七关口遇阻回落,暂时在26,500点处有即市支持,短线或将於26,500至27,000点作窄幅上落。倘若短线未能升穿并重新企稳二万七大关,本轮反弹浪可宣告结束,後市或重新回试二万六关支持。
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