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耀才团队: 本周外围变数多 宜抱审慎态度看待
阿思达克 10-28 11:37

耀才证券研究部团队称,上周五(25日)美股普遍上涨,科网股表现较强,苹果再创上市新高。本周较多事件需要留意,美国方面有美联储议息会议,数据显示近九成机会率将减息25点子,同时将公布就业及通胀数据,将会影响外围投资气氛。中共四中全会将於日内展开,外界关注会否有新政策出台救市,同时将会发布官方PMI数字,市场预测制造业指数仍会处於50以下,景气仍较为参差。

国家主席习近平近日提到区块链技术发展仍为未来投资目标,新经济及金融科技类板块将成日内焦点。友邦(01299.HK)早上公布第三季新业务摘要,当中新业务价值达9.8亿美元,上年同期录约9.79亿美元。若扣除香港业务,新业务价值增长14%,增速跟上半年相若,反映香港业务显着受压。港府将於周四公布第三季经济增长的估算数字,不排除因各种社会事件的影响下,第三季经济将持续呈现负增长,本地板块前景宣抱审慎态度看待。

从技术上看,恒指於100天线二万七关口遇阻回落,暂时在26,500点处有即市支持,短线或将於26,500至27,000点作窄幅上落。倘若短线未能升穿并重新企稳二万七大关,本轮反弹浪可宣告结束,後市或重新回试二万六关支持。

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