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信報即時新聞0.0 恆指曾挫236點創一個月低藥明捱沽航空急升 @ 2021-11-09T00: Back Hot News
Keyword:恆指 港股 股市
Concept:港股市
以美元計價的中國10月出口額按年升幅收窄至27.1%,優於市場預期升23%;進口額按年升幅僅加快至20.6%,遜於市場預期升25%。期內,貿易順差擴至845.4億美元,遠超市場預期順差661億美元。亞太區股市個別發展,但升跌均不足0.8%;港股兩連跌,恆指承上周五跌1.4%勢,今天在阿里巴巴(09988.HK)
一如預期弱勢板塊只宜短炒,中線投資者可趁反彈止蝕。事實上,目前的政經風險、企業盈利前景及全球資金流分析均反映中港股市暫未具備轉勢條件。一旦反彈市告一段落,恆指樂觀預測將於23800至26800點區間橫行,悲觀看法則下試22000點,可參考筆者早前提出的分三段吸納建議,一切視乎第四季余下日子會否有黑天鵝或灰犀牛出現。這些負面因素估計源自外圍多於如第三季的來自內部,但筆者略傾向偏穩預期,即後市回調至技術支持區帶來較值博收集機會,特別是追捧強勢板塊會勝一籌。
港股周一無跟隨外圍股市上升,恆指跌逾200點收市。美股三大指數上周五再創新高,道指期貨周一亞洲市漲逾百點,港股昨天表現仍不濟,難免令股民失望。中國經濟步伐顯然有別於歐美,今年來的監管風暴,則令眾多企業估值插水,投資中國難上加難。中國公布PMI數據後,更多機構發出滯脹預警。花旗發表研究報告指出,由於 ...

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