財經零距離 – 10/21/2022
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【市場更新】
1.這兩週美國企業陸續公布上一季營運數字。截至目前為止，因為許多公司之前已調降未來展望，所以大部分公司的營運數據都優於市場預期，也是本週股市表現不錯的原因之一。我們還是建議投資人保持審慎樂觀的態度，首先是目前才剛開始，還有許多公司沒揭露他們的數據，其次幾家大公司的動作，像是微軟裁員或是Apple減少生產iPhone 14 +都不是特別樂觀的消息。除了微軟及Apple之外，另外還有幾家公司的獲利結果可能顯示部分產業未來將面臨更多的挑戰。
- 幾家大的金融機構受投資銀行、公司併購業務趨緩影響，獲利減少。
- SNAP受企業主廣告支出減少影響，創下有史以來最低的營收成長。
- 家電廠商Whirlpool因房市降溫，調降2022展望，每股獲利由原本預期的$9.5到$11.5，減少為$5。
2. 本週有一些令市場對升息感到樂觀的新聞，像是聯準會官員James Bullard表示也許明年上半年就會停止快速升息。另外在週五，華爾街日報提到部分聯準會官員討論在11月升息0.75%後，12月有可能降低升息幅度，甚至在明年年初時停止升息。我們一樣是建議審慎樂觀看待這些消息，首先是我們不確定這是否是聯準會大部分人的共識，更重要的是今年這樣的消息已經有很多次了。如果真的要以聯準會政策作為投資依據，建議至少等到聯準會確定改弦更張之後再行動。
3. 中國宣布暫停更新包括第三季經濟成長率在內的經濟數據，可能暗示經濟數據不如預期理想。但市場反應平靜，部分分析師認為市場已接受中國不再是全球經濟成長最主要火車頭的事實。
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