科技巨头带崩市场情绪,港股高开难改下跌趋势
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
昨日谷歌母公司Alphabet及微軟的財報雙雙遜於預期,爲市場投下震撼彈令科技股受壓,科技巨頭業績差令市場預計經濟已響起衰退警告,但通脹仍然高企,令聯儲局將陷兩難的局面,繼而影響昨晚美股走勢轉弱。道指收市微升2點,報31839點;標指跌28點,報3830點;納指跌228點,報10970點。市場壞消息主要來自企業業績: 包括: 波音第三季收入按年微升4%至159.6億美元,但遠低於市場預期177.6億美元,期內錄得超過33億美元虧損,調整後每股虧損達6.18美元,亦差過市場預期虧損0.08美元。Spotify季度收入30.4億歐元,略高於預期的30.2億歐元,每股虧損0.99歐元,差於預期的0.85歐元。微軟銷售額爲501.22億美元,按年增長11%,爲2018財年以來表現最疲弱。Alphabet第三季銷售額爲690.9億美元,按年增幅僅達6%。
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港股方面沒有受到美股昨晚走弱所影響,恆指高開403點,早段曾升500點,其後升勢回軟,最終收市升110點,收報15427點,成交1229億。1. 市場的好消息主要來自於國家政策,例如: 發改委週二發佈的《關於以製造業爲重點促進外資擴增量穩存量提品質的若幹政策措施》,提及在做好新冠肺炎疫情防控前提下,便利跨國公司、外商投資企業高管、技術人員及其家屬出入境,外界憧憬內地對外商人員的防疫限制有所放寬。路透引述消息人士稱,國有大行夜盤時段在境內外市場拋售美元,以支撐人民幣走勢。今日下午,人民幣兌美元在岸價、離岸價均收復7.2關,離岸價大漲。總結: 昨晚美股開盤拉漲再跌下來是慣常殺空頭的正常做法,而港股今早突然拉漲是因爲昨日有大戶大量買入認沽期權,相信今早已經殺乾淨,港美股將繼續走下跌走勢。
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