13/07/2022

【美股篇】黃偉康：美國6月通脹數據前瞻　百事業績勝預期　抗通脹之選？銀行股業績潮到！

#hot talk 1點鐘 #美國通脹 #美國聯儲局 #加息 #百事 #銀行股 #美股 #分析 #安里控股 #黃偉康

加入最愛專欄
收藏文章

嘉賓：安里控股主席兼行政總裁黃偉康

　　美國今晚公布6月通脹數據，市場關注通脹會否再創新高，甚至左右聯儲局月底嘅加息決定。通脹數據如何影響美股短期走勢？踏入美國企業業績期，百事可樂（PEP）第二季業績勝預期，公司上調全年業績指引，更表明加價應付通脹。百事能成為抗通脹之選？銀行股大摩（MS）及摩通（JPM）業績明天放榜，黃偉康會為大家前瞻銀行股業績。

影片網址：https://youtu.be/UoqMnTPL2iA?t=36

►把時間軸拉到00:35開始 — 節目開始

【立即追蹤我們的YouTube頻道，一按即睇所有精彩影片】

─────────────

【午間財經直播節目一按即睇】【逢港股交易日週一至週五下午1時】由專業主持以輕鬆、生動嘅手法，同各路專家由市場焦點、即市分析，講到樓市、鋪市，仲睇埋外匯、債市，以及商品市場，用最專業嘅角度穿梭本地同環球經濟，同你一齊喺投資路上並肩作戰！ 1點約定你，視野廣一點！

節目重溫► https://bit.ly/2T4T46z

─────────────

更多精彩節目:

直播節目《開市Good Morning》► https://bit.ly/2T70l62

─────────────

喜歡我們的影片，記得訂閱etnet YouTube Channel ► https://bit.ly/3lhKE89

《經濟通》所刊的署名及／或不署名文章，相關內容屬作者個人意見，並不代表《經濟通》立場，《經濟通》所扮演的角色是提供一個自由言論平台。

【與拍賣官看藝術】收藏界遺珠？超現實主義藝術家林飛龍注入拉美元素！► 即睇

我要回應

Array ( [catid] => 368 [id] => 92529 [title] => FX MONDAY｜英倫銀行未續減息，惟通脹續降，利率下調空間大？ [images] => https://img.etnet.com.hk/column/images/stories/368/2024/09/t30sep-web1200x628.jpg [isHealth] => N [real_publish_up] => 2024-09-30 14:05:00 [introtext] => 英倫銀行9月議息會議以8對1票決定維持指標利率在5厘，市場預期11月可能減息0.25厘。英國指標利率比通脹率高2.8個百分點，是否暗示英倫銀行較其他央行有更大的減息空間？本月暫停減息原因何在？相反，日... [tid] => [replies] => [has_video] => N [editor] => [images_m] => https://img.etnet.com.hk/column/images/stories/368/2024/09/t30sep-web1200x628_s.jpg [source] => lifestyle [isNew] => [isHot] => )

Array ( [catid] => 368 [id] => 92483 [title] => GLOBAL Wednesday｜美股或再破頂？｜前瞻周五PCE物價指數 [images] => https://img.etnet.com.hk/column/images/stories/368/2024/09/t25sep-web1200x628.png [isHealth] => N [real_publish_up] => 2024-09-25 14:05:00 [introtext] => 美國9月消費者信心指數創逾3年最大跌幅，不過市場憧憬可以為聯儲局進一步減息提供理據，總統拜登亦預告，聯儲局會進一步減息，道指和標普500指數周二(24日)再創新高，美股樂觀情緒可維持多久？另外，市場亦... [tid] => [replies] => [has_video] => N [editor] => [images_m] => https://img.etnet.com.hk/column/images/stories/368/2024/09/t25sep-web1200x628_s.png [source] => lifestyle [isNew] => [isHot] => )

Array ( [catid] => 14 [id] => 90693 [title] => 日本復甦，別光看股市 [images] => https://img.etnet.com.hk/column/images/stories/14/2024/05/tjpndollar_down_shutterstock.jpg [isHealth] => N [real_publish_up] => 2024-05-19 14:28:00 [introtext] => 在經歷了128年之後，道瓊斯終於站到了40000點之上。美國通脹數據弱過預期，企業盈利好過預期，零售投資者一擁而上，在巨額的期權結算日，美股再下一城，並寫下了2月以來最長的連漲周。 ... [tid] => [replies] => [has_video] => N [editor] => [images_m] => https://img.etnet.com.hk/column/images/stories/14/2024/05/tjpndollar_down_shutterstock_s.jpg [source] => lifestyle [isNew] => [isHot] => )

Array ( [catid] => 368 [id] => 90244 [title] => GLOBAL Wednesday｜美國減息未有期美股樂觀情緒漸消化？｜Tesla大裁員股價穿底要覓新出路？ [images] => https://img.etnet.com.hk/column/images/stories/368/2024/04/t17apr-web1200x628.jpg [isHealth] => N [real_publish_up] => 2024-04-17 14:05:00 [introtext] => 美國聯儲局主席鮑威爾表示，最近勞工市場強勁，但仍未能回落到2%的央行目標，似乎暗示在通脹有明顯回落前，減息的機會仍然不高？利率期貨顯示，5月會議加息的機會率曾一度由0%升至1.6%，市場對今年中減息預... [tid] => [replies] => [has_video] => N [editor] => [images_m] => https://img.etnet.com.hk/column/images/stories/368/2024/04/t17apr-web1200x628_s.jpg [source] => lifestyle [isNew] => [isHot] => )

Array ( [catid] => 368 [id] => 92066 [title] => 滙豐輪證特約｜分析小米、友邦業績｜業績期何時用窩輪? 何時用牛熊證? | 窩輪牛熊證101延續篇 [images] => https://img.etnet.com.hk/column/images/stories/368/2024/08/tht20240822.jpg [isHealth] => N [real_publish_up] => 2024-08-22 14:05:00 [introtext] => 隔晚美股三大指數反覆靠穩，反映中概股表現的中國金龍指數彈高於2%，恒指今早升逾百點後掉頭回落，半日升69點，報17460點，成交接近500億元。大市成交仍然淡靜，料恒指短期繼續區間上落？美國新增非農就... [tid] => [replies] => [has_video] => N [editor] => [images_m] => https://img.etnet.com.hk/column/images/stories/368/2024/08/tht20240822_s.jpg [source] => lifestyle [isNew] => [isHot] => )

Array ( [catid] => 346 [id] => 90829 [title] => 美國債務擴張的背後購買力 [images] => https://img.etnet.com.hk/column/images/stories/346/2024/05/twebmay29-usdebt.png [isHealth] => N [real_publish_up] => 2024-05-29 10:36:25 [introtext] => 　　據《彭博社》最新數據，截至今年4月份，美國政府整體債務達至34.6萬億美元，較去年底增加超過6000億美元，續創歷史新高。事實上，自從美國總統拜登在去年6月份簽署提高國家債務上限的法案而成為法律後... [tid] => [replies] => [has_video] => N [editor] => [images_m] => https://img.etnet.com.hk/column/images/stories/346/2024/05/twebmay29-usdebt_s.png [source] => lifestyle [isNew] => [isHot] => )

Array ( [category] => 生財有道 [catalias] => wealthgrowth [catid] => 355 [artid] => 92561 [arttitle] => 高息定存 | 大新推3個月定存息4厘，信銀6個月加至3.5厘 [isHealth] => N [images] => https://img.etnet.com.hk/cover/lifestyle/features/special/2024/10/20241003570001.jpg [introtext] => 近日港元拆息有所回升，市場對港元資金需求增加，大新銀行推3個月港元定存年息高達4厘，存額由10萬元至50萬元，... [tid] => [replies] => [has_video] => N [real_publish_up] => 2024-10-03 16:54:00 [editor] => [images_m] => https://img.etnet.com.hk/cover/lifestyle/features/special/2024/10/20241003570001.jpg [timestamp] => 03/10/2024 [isHot] => )

Array ( [category] => 市場最熱點 [catalias] => hottalkmarket [catid] => 368 [artid] => 92555 [arttitle] => 溫傑星期四｜恒指三大入市策略望實四大類股份｜NIKE業績反映銷售疲軟體品股跑輸大市？ [isHealth] => N [images] => https://img.etnet.com.hk/column/images/stories/368/2024/10/tht20241003.jpg [introtext] => 恒指連升六日後回吐，技術上恒指已為超買，短線回調屬合理？預計回調幅度有多大？恒指開倒車，或吸引未有貨投資者上車... [tid] => [replies] => [has_video] => N [real_publish_up] => 2024-10-03 14:05:00 [editor] => [images_m] => https://img.etnet.com.hk/column/images/stories/368/2024/10/tht20241003_s.jpg [timestamp] => 03/10/2024 [isHot] => )

Array ( [category] => 親子理財 [catalias] => edmondlee [catid] => 91 [artid] => 91090 [arttitle] => 培養獨特的教養風格 - 父母對孩子日常的「要求」與「關顧」 [isHealth] => N [images] => https://img.etnet.com.hk/column/images/stories/91/2024/08/tshutterstock_2476216151_1200.jpg [introtext] => 我們繼續討論親子相處的方法和技巧，特別引用《親子相處的魔法——愉快教養100招》，由香港教育大學「兒童與家庭科... [tid] => [replies] => [has_video] => N [real_publish_up] => 2024-10-03 08:00:00 [editor] => [images_m] => https://img.etnet.com.hk/column/images/stories/91/2024/08/tshutterstock_2476216151_1200_s.jpg [timestamp] => 03/10/2024 [isHot] => )

Array ( [category] => 市場最熱點 [catalias] => hottalkmarket [catid] => 368 [artid] => 92542 [arttitle] => GLOBAL Wednesday｜美股10月開門黑｜拆解 NIKE首季業績｜iPhone16需求疲弱，蘋果或大削訂單？ [isHealth] => N [images] => https://img.etnet.com.hk/column/images/stories/368/2024/10/tht20241002.jpg [introtext] => 伊朗向以色列發射多枚導彈，令中東局勢緊張情緒升溫，加上美國碼頭工人爆發50年來最大的罷工，或阻礙四成貨物進口量... [tid] => [replies] => [has_video] => N [real_publish_up] => 2024-10-02 14:05:00 [editor] => [images_m] => https://img.etnet.com.hk/column/images/stories/368/2024/10/tht20241002_s.jpg [timestamp] => 02/10/2024 [isHot] => )

Array ( [category] => 樓市亮話 [catalias] => jacintotong [catid] => 321 [artid] => 92544 [arttitle] => 現在炒樓可以做好事，又可以賺錢 [isHealth] => N [images] => https://img.etnet.com.hk/column/images/stories/321/2024/10/tshutterstock_2289737949.jpg [introtext] => 國慶早上，要去一個升旗活動，見到一個大孖沙也文也武，佢話富貴迫人來，假期前一個星期，買了20萬股港交所(003... [tid] => 49053 [replies] => 1 [has_video] => N [real_publish_up] => 2024-10-02 12:37:25 [editor] => [images_m] => https://img.etnet.com.hk/column/images/stories/321/2024/10/tshutterstock_2289737949_s.jpg [timestamp] => 02/10/2024 [isHot] => Y )

Array ( [category] => 我要退休 [catalias] => retirement [catid] => 245 [artid] => 92543 [arttitle] => 告別遺憾，留住回憶 [isHealth] => N [images] => https://img.etnet.com.hk/column/images/stories/245/2024/10/tmanyi.jpeg [introtext] => 兩年前我在本欄介紹過一位退休達人，名字叫盧炳松，大家都叫他BC（炳松的英文簡稱）。BC曾是幾家跨國大公司的公關... [tid] => [replies] => [has_video] => N [real_publish_up] => 2024-10-02 11:37:00 [editor] => [images_m] => https://img.etnet.com.hk/column/images/stories/245/2024/10/tmanyi_s.jpeg [timestamp] => 02/10/2024 [isHot] => Y )