You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
植耀輝: 美股季績期 伺機吸優質股
耀才證券研究部總監植耀輝稱,港股近期在新經濟股領軍下亦總算扭轉近月跌勢,10月恆指累計暫亦能由跌轉升。恆指能有如斯表現,ATM實功不可沒,事實上單計本月三隻股份便已為恆指貢獻近513點(同期恆指升幅其實只得386點,值得一提的是匯控(00005.HK)亦貢獻超過161點)。不過是否真正轉勢仍有相當保留,尤其是美團(03690.HK)因違反《反壟斷法》而遭罰款之消息,市場一面倒地認為監管陰霾已消除,但這想法可能只是一廂情願而已。當然,大市短期去向亦可參考50天線(現時處於約25,460點水平)能否突破,畢竟恆指自今年3月後已未能企穩於水平之上,故亦可視為其中一個「轉勢」訊號。只是筆者亦要不厭其煩地再三指出,影響大市之變數,包括恆大(03333.HK)債務問題及限電限產等因素基本上未見太大改變,何況未來一至兩周內地將陸續公布重磅經濟數據,預期後市將維持震盪格局,現階段亦不建議大家急於追貨。 另外,本周美股開始步入季績發布期,打頭陣將是一眾金融股,年初至今金融股為標普500指數中表現第二好之板塊,僅次於資源類板塊。投資者對美企第三季看法亦相當樂觀,例如Refinitiv便預計,第三季標普500指數成份股每股盈利按年將增加27.6%,雖然較第二季之90%增幅大為放緩,但以升幅計仍會是2010年以來第三佳。截至執筆一刻,已公布季績之金融股亦普遍優於預期。 除盈利增速外,投資者另一關注點,則將會集中於供應鏈問題以及持續上升之勞動及運輸成本身上。早前已公布季績之FedEx(FDX.US)及Nike(NKE.US)便因相關問題而令業績表現受影響之餘,展望亦變得不明朗,股價在績後亦變得相當波動。所以本輪業績期可視為揀選優質美股之一個機會,日後再跟各位詳談。 (筆者為證監會持牌人,並未持有相關股份) ************ 恆指維持區間上落 耀才研究部稱,隔晚(14日)美股顯著上升,道指收市升超過500點,國際銀行業績優於預期,美國銀行及摩根士丹利分別抽高4.47%和2.46%;油價上漲,布油觸及每桶84美元水平。聯儲局會議紀錄提到官員可能會在11月中旬開始縮減買債,首先可能會先每月削減100億美元的國債和50億美元的按揭抵押證券(MBS),預計將於2022年年中結束。中概股表現較弱,人民網發文批富途和老虎等跨境互聯網券商在用戶信息安全以及合法化、合規化方面存在風險,老虎證券(TIGR.US)股價插逾21%,富途控股(FUTU.US)挫逾12%。內地個人信息保護法11月1日生效,視頻平台下跌,鬥魚(DOYU.US)和愛奇藝(IQ.US)挫逾5%,虎牙(FUYA.US)和騰訊音樂(TME.US)跌逾4%。已率先下挫逾300點,目前20天線將成為支持。 從技術走勢上,恆指上試50天線25,500點,不過暫時未能成功,不過14RSI 已重返50之上有利好之勢,10天線上移的話大市將於約24,700點找到支持,目前大市將於此區間上落。 (筆者為證監會持牌人)~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account