耀才團隊: 本周外圍變數多 宜抱審慎態度看待
耀才證券研究部團隊稱,上周五(25日)美股普遍上漲,科網股表現較強,蘋果再創上市新高。本周較多事件需要留意,美國方面有美聯儲議息會議,數據顯示近九成機會率將減息25點子,同時將公布就業及通脹數據,將會影響外圍投資氣氛。中共四中全會將於日內展開,外界關注會否有新政策出台救市,同時將會發布官方PMI數字,市場預測製造業指數仍會處於50以下,景氣仍較為參差。
國家主席習近平近日提到區塊鏈技術發展仍為未來投資目標,新經濟及金融科技類板塊將成日內焦點。友邦(01299.HK)早上公布第三季新業務摘要,當中新業務價值達9.8億美元,上年同期錄約9.79億美元。若扣除香港業務,新業務價值增長14%,增速跟上半年相若,反映香港業務顯著受壓。港府將於周四公布第三季經濟增長的估算數字,不排除因各種社會事件的影響下,第三季經濟將持續呈現負增長,本地板塊前景宣抱審慎態度看待。
從技術上看,恆指於100天線二萬七關口遇阻回落,暫時在26,500點處有即市支持,短線或將於26,500至27,000點作窄幅上落。倘若短線未能升穿並重新企穩二萬七大關,本輪反彈浪可宣告結束,後市或重新回試二萬六關支持。
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