You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
美聯儲放鴿令美股跌幅收窄 ,騰訊難敵沽壓帶動港股走弱

Jaco 袁永傑/uSMART投資顧問總監畢業於諾桑比亞大學,主修國際商業管理擁有10年港股、美股研究及操作經驗,擅長利用各種分析方式和宏觀經濟環境分析對股票及市場作出預測

01

昨晚美股低開低走,首先是道指重要成分股的目標百貨公佈次季財報差過預期和美國7月零售銷售按月無增長,低於預期升0.1%,反映消費市場增長持續放緩,另外美國8月12日當週MBA抵押貸款申請活動指數週環比 -2.3%,前值 0.2%也加深市場對經濟前景憂慮。及後美聯儲公佈7月議息紀錄,報告繼續強調要遏制高通脹而需要繼續加息,不過提到將來如果通脹有所回落的話在某個時間點可能會放緩加息。道指後一度跌超過300點,納指曾下跌最多1.7%;議息紀錄公佈後,市場仍憧憬通脹見頂令美股跌幅收窄。道指收報33980點,跌171點;標普500指數收報4274點,跌31點;納指收報12938點,跌164點。總括而言,美股長期趨勢仍然向下,目前美股反彈力量已經接近尾聲,反彈是隨時可以停止,繼續反彈的話潛在升幅也不會太多,現在進場追逐上漲需要面對較高風險。

 

02

港股方面,受騰訊業績勝預期帶動下,港股沒有被昨晚美股走低所帶動,不過及後沽壓力量顯著增加而導致高開低走。港股好消息主要包括:騰訊上季純利約186.19億元,按年跌56.2%,遜預期,唯經調整純利約281.39億元,按年跌17%,勝預期的248.8億元、國務院總理李克強早上到訪深圳比亞迪總部,其間表示會繼續保持新能源車相關優惠政策,以及藥明生物首6個月純利25.35億元(人民幣),按年增37.6%。不過市場中壞消息力量明顯比較大,例如: 銀河娛樂公佈上半年盈轉虧蝕8.5億收益大跌近40%、吉利汽車上半年收益升29%至581.8億元人民幣,唯溢利跌35%和碧桂園發盈警,上半年度股東應佔淨利潤按年減少93.3%至98.7%;核心淨利潤按年跌67.1%至70%,而這些消息均觸發整個板塊急跌。恆生指數跌158點,收報19763點,成交893億元。總括而言,港股短線仍有一些反彈,大方向仍然是向下,不過接下來是MSCI和恆指成份股調整,按照最近記錄,都是最後階段會炒高讓被動基金接盤。

 

本文件所載之內容僅作爲一般參考。本文件並非及不應被視作爲投資或買賣證券或任何金融產品的要約或邀請。投資涉及風險。投資產品價格可上升或下跌,投資涉及盈利或極大虧損的風險。過去業績並不保證將來表現。閣下應仔細考慮本身的經濟狀況、投資經驗及目標,以及承擔虧損的能力或諮詢閣下專業的理財顧問再進行有關投資交易。在編制本文件時使用了一些相信其來源可靠的數據,但盈立證券有限公司(“盈立”)並不擔保此等數據之準確性、完整性或正確性。盈立亦有權更新或更改任何數據而不另行通知。本文件無意向派發本文件即觸犯法例或規例的司法權區或國家的任何人士或實體派發,亦無意供該等人士或實體使用。盈立以及與盈立關聯的任何公司("本集團")或個人均不會承擔因使用本文件或因依賴其內容而產生的任何法律責任。本文件的版權屬盈立所有,未經盈立同意,任何人不得因任何用途擅自複印或發佈全部或部份內容。盈立、本集團及其關連人士可能就本報告所涉及的任何證券持倉及進行交易,亦可能與客戶持相反的位置,惟盈立必會將客戶利益置於本集團及盈立之上。 本文件並未經香港證券及期貨事務監察委員會審覈。

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.
uSMART
Wealth Growth Made Easy
Open Account