耀才团队: 大市缺乏利好催化剂 或先行作窄幅上落
耀才证券研究部团队称,隔晚(6日)美股个别发展但变动不大,道指持平,标普500指数升2点,纳指跌24点或0.3%。市场观望中美贸易谈判的新消息传出,但消息指双方仍然在挑选新的地方签署首阶段协议,相信下一次的习特会要延迟至12月才能举行,市场缺乏利好催化剂。IMF发表报告指欧罗区经济增长放缓幅度将超於预期,假如贸易关系未能改善,制造业放缓问题可能蔓延至服务业,港股ADR则预示港股或作回吐近百点,中国明天将公布进出口数据,A股气氛将左右大市表现。银娱(00027.HK)第三季经调整净嬴率後EBITDA按年跌7%,净收益跌2.2%。永利澳门(01128.HK)第三季纯利按年跌近54%,留意濠赌版块或出现回吐。
从技术上看,港股重返二万七大关并一举突破250天线即27,300点即市阻力,八月初遗留下的最後一个下跌裂口已经回补完毕,短线後市须连续企稳於9月13日高位27,366点楼上,方可确认双底形态形成,并进一步上望至二万九关;但短线若失守27,366点颈线位置,恒指此前破位不过是昙花一现,後市或重新回试二万六大关。
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