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喜憂參半Meta重挫拖累納指,港股集體收跌山雨欲來風滿樓

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

昨晚道指在成分股Caterpillar第三季業績超預期下帶動上升,不過納指在權重股META業績遜預期拖累下走弱,道指收市升194點,報32033點,納指跌178點,報10792點,標指跌23點,報3807點。市場消息好壞參半,例如: Meta公佈第三季營業額爲277.1億美元,按年跌4.5%,且作爲公司主要收入來源的廣告收入萎縮3.7%。Caterpillar第三季收入149.94億美元,按年增20.9%,經調整每股盈利3.95美元,增48.5%,超過市場預期爲143.3億美元及3.16美元。美國公佈第三季GDP初值,按季由負0.6上升至增2.6%,超預期的2.4%個人消費支出增長1.4%,超預期的1%。耶倫預計,美國經濟並不會步入衰退,但強調一旦經濟走弱,美國政府擁有財政空間和措施來應對。

 

02

港股方面,在期貸期權結算日再創逾13年低,恆指輕微低開3點,開市後走勢反覆向下,尾市跌逾600點,低見14770點。恆生指數全日跌564點,報14863點,成交1246億元。市場充斥不同壞消息,包括: 碧桂園一筆境內債「21碧地02」一度下挫20%觸發臨時停牌,拖累碧桂園股價跌逾9%,而其他內房股持續弱勢。中國商務部發言人束珏婷表示,隨著世界經濟和全球貿易增長動能減弱,外貿發展環境日趨複雜,不確定性仍在增加,外需增長放緩的風險加大。人民幣匯價持續波動,未能延續升勢。在岸人民幣兌美元昨收跌近260點,失守7.2關,曾跌穿7.23。離岸價(CNH)則跌破7.26。總結: 全球股市已山雨欲來風滿樓,請大家務必非常小心。

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