微軟預計雙位數增長緩解情緒，碧桂園配股領跌科技緊隨其後
Jaco 袁永傑/uSMART投資顧問總監畢業於諾桑比亞大學，主修國際商業管理擁有10年港股、美股研究及操作經驗，擅長利用各種分析方式和宏觀經濟環境分析對股票及市場作出預測
01
昨晚美股受零售巨頭沃爾瑪下調盈利預測導致氣氛轉弱，零售股大跌拖累股指走低。市場繼續觀望聯儲局議息會議。道指收市跌228點，報31761點；標指跌45點，報3921點；以科技股爲主的納指跌220點，報11562點。雖然在美股盤後Alphabe和微軟公佈的業績雖然差過預期，但Google搜尋引擎和其他收入較市場預期爲佳，而微軟的高管預計今年收入和營運溢利可維持雙位數百分比增長和重申看好Azure業務增長，並指季內簽下歷來最多1億美元以上和10億美元以上合約，令市場爲之振奮，緩解對美股悲觀情緒。02
港股方面，今天受到多重不利因素影響，包括: 碧桂園配股、高盛預期內地物管股收入的年複合增長率放慢，騰訊大股東Naspers及Prosus持續進行回購，即代表加速沽售騰訊以及阿裏昨日發佈的年報披露，大股東軟銀，年報披露截至今年7月中持股不足50.7億股，較去年同期減逾3.2億股，亦爲阿裏來港上市以來首度減持。減持涉資逾400億元等，恆指報20670點，跌235點，總成交爲872億，總括而言，今天成交薄弱，北水也偏向保守，建議投資者不要過分進取。
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