植耀輝: 美股調整壓力增 港股觀望A股表現
耀才證券研究部總監植耀輝稱,美國9月非農數據勝預期,令市場憧憬下年減息之期望進一步幻滅,加上AMD(AMD.US)發布第三季盈警,亦利淡科技股表現,上周五(7日)三大指數再度急跌,當中道指大跌630點或2.1%,標普500指數及納指跌幅更分別達到2.8%及3.8%。不過全周計,三大指數仍能錄得升幅,當中以道指表現最佳,升幅約2%。惟在減息預期降溫,以及第三季業績期快將開展下,恐怕美股仍有下調整壓力。
至於港股方面,上周五下跌超過270點,不過成交金額只得570億元,反映整體市況仍相當淡靜,投資者除了觀望美國上周五之就業數據,亦觀望A股復市後之表現。惟整體投資氣氛仍不樂觀,正如筆者早前指出,困擾市場之因素仍多,地緣因素以及美國經濟及企業業績表現對大市仍會有顯著影響,內地亦即將召開「二十大」會議,政策因素對A股亦會有一定啟示,在未有利好消息支持下,恆指未來走勢仍偏弱,短期若未能重上18,000點,恐怕仍會維持尋底格局,料有機會再次考驗17,000點以下水平。
(筆者為證監會持牌人)
**********
恆指周線圖未能維持破腳穿頭的利好形態
耀才研究部稱,美股上周五(7日)急挫,三大指數均跌2%以上,納指更跌近4%,美國9月非農就業新增26.3萬個工作崗位,超乎市場預期的25萬個,失業率則從上個月3.7%回落至3.5%,市場預期聯儲繼續強勁的加息步伐,將影響環球股市氣氛。展望本周,美國將公布最重要的通脹數據CPI以及零售數據,同時多位鷹派聯儲委員亦會發表講話,大市利淡因素較多。美國商務部對31間中企公布新的出口管制,限制中國取得先進晶片技術,為過去十年最廣泛的出口管制;另一方面商務部同時將9間中國公司剔出未經核實名單,包括今年2月列入名單的藥明生物(02269.HK),將於13日生效。
技術走勢方面,恆指周線圖曾經出現破腳穿頭的利好反彈形態,可惜最後得以復失,由於指數於10月5日遺下了一個上升裂口,假如跌穿10天線的話則大機會順勢回補裂口,投資者可以10天線即17,625點作為利淡指標。
(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.