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耀才团队: 内地主要经济数据逊预期 大市易跌难升
阿思达克 09-02 11:54

耀才证券研究部团队称,中美於上周日(1日)正式同步把关税程度升级,美国向逾1,100亿美元的中国商品加徵至约15%的关税,中国亦向1,700多项进口美国货品加徵最多10%的关税。需留意12月1日起美国将对约1,600亿美元货加徵15%关税,届时将包括手机及相机设备等科技商品,特朗普指9月份中美仍有机会进行面谈,留意相关消息。

另一方面投资者仍然关注因中美纷争,而导致全球经济增长放缓的压力,中国首当其冲并於上周公布的PMI数据中反映,八月份制造业PMI报49.5逊於预期,环比跌0.2个百分点,并已是连续四个月处於荣枯线之下,制造业活动继续收缩。美国周一因劳动节假期休市,但接下来有一连串重点数据出炉,包括制造业及非制造业采购经理指数、耐用品订单、贸易账及非农数据等,同时联储局亦将发布经济报告褐皮书,主席鲍威尔及多名联储局官员将出席活动及发表讲话,为後市表现带来启示。

本港方面周末的政治事件及冲突再次成为国际新闻头条,预料本地地产股将再次受压,大市缺利好催化剂下仍易跌难升。

从技术上看,恒指50天线跌穿250天线,发出死亡交叉讯号,即使短线出现反弹,後市亦不宜太过乐观。目前大市在二万六大关面临较大阻力,倘恒指未能企稳於26,000点楼上,指数後市很大可能会顺势跌穿8月低位24,899点,并续创年内新低。

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