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耀才團隊: 大市悶局持續 關注個別股份業績表現
阿思達克 10-25 10:46
耀才證券研究部團隊稱,美股隔晚(24日)先高後低,收市個別發展,市場繼續聚焦企業盈利。最新放榜的焦點科網股表現遜色,Twitter第三季按年少賺95%,第四季預測也低於預期,股價大跌20.8%;亞馬遜第三季每股盈利遜預期,同時是逾兩年來首次盈利下滑,市後時段股價挫6.7%。 除了企業業績外,投資者亦關注最新公布的經濟數據。美國9月耐用品訂單全線遜預期,但疲軟的經濟數據令市場對下個星期美聯儲進一步減息的預期得到支持。目前後市受美聯儲議息結果和中美貿易談判進展主導,投資者仍較為謹慎,炒股不炒市或暫為上策。 隔晚ADR預示港股低開70點;加上最新放榜的重磅股中國平安(02318.HK)最新將全年新業務價值增長指引,由不低於去年的7.3%,下調至稍高於4.5%,大遜市場預期,勢必令港股早段進一步承壓。另外,大家樂(00341.HK)早前發盈警,香港寬頻(01310.HK)因支付優先票據利息令利潤大幅下滑,登輝控股(01692.HK)今日掛牌,暗盤已插水17.69%,新股熱或有所減退,投資者須留意。 從技術上看,恆指於100天線二萬七關口遇阻回落,暫時在26,500點處有即市支持,短線或將於26,500至27,000點作窄幅上落。倘若短線未能升穿並重新企穩二萬七大關,本輪反彈浪可宣告結束,後市或重新回試二萬六關支持。 (筆者為證監會持牌人)~ 阿思達克財經新聞 網址: www.aastocks.com
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