耀才团队:美国债收益率曲线倒挂市场担忧经济衰退
耀才证券研究部团队称,隔晚(14日)外围股市急挫,美股道指收跌3.1%,标普跌2.9%,纳指跌3%,欧洲主要股指同样跌1%以上。美国2年期和10年期国债收益率曲线自2007年来首次出现倒挂,10年期债息创逾2年新低见1.596。资金大举流入债市,德国10年期国债息率跌至纪录新低的负0.639%,英国长债息率同样创纪录低位,同时收益率曲线亦出现倒挂现象。
腾讯(00700.HK)昨日收市後公布业绩,纯利大致胜於预期,但收入方面未如理想,公司预计广告业务持续受压情况有可能持续至明年,ADR表现受压。大市表现方面,目前仍维持审慎态度,不宜胡乱博反弹,加上香港政局前景未见任何明朗化,大型示威活动不断升级,美国国务院再次发布对香港的旅游警告,地缘政治风险仍为困扰大市的主因。
从技术上看,恒指昨日创下8月以来的新低25,270点,如前文所述,目前较关键的支持位已退至2019年低位24,896点。若恒指出现技术反弹,首个重要的阻力位为10天线26,355点,亦即上周四及五的高位26,300点水平,一日恒指未能突破此阻力,投资者宜慎防技术反弹过後,指数会再重拾寻底格局。
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 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. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.