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中美雙方釋出善意 營造10月談判氣氛
September 16, 2019

中美雙方上周釋出善意,中方大手買入美國農產品,特朗普押後10月關稅,更親自證實考慮達成中美貿易戰臨時協議。道指連升8個交易日,為1年來首次;港股自撤回逃犯條例後由低位回升,再加上中美貿易談判有轉機,恆指上週五在27300點水平收市,總結9月份,港股已累升6.3%,表現跑贏全球主要股市。

本周市場聚焦多國央行,包括聯儲局在本港時間週四凌晨2時公佈的議息結果。利率期貨顯示,市場預期聯儲局有約80%的機會,下調聯邦基金利率4分1厘,至1.75厘至2厘區間。

未來數周中美貿易戰談判,美國鷹派能否暫時放下涉及中方視為核心利益訴求,或者是中美貿易戰能否達成臨時協議關鍵。

本資訊並不構成任何投資邀請或建議。投資涉及風險,閣下投資前應自行尋求獨立及專業顧問的建議。


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