智通财经APP获悉，恒指上周升1012点，摩根资管亚太区首席市场策略师许长泰认为，这反映海外投资者对市况前景乐观，而且港股今年一直跑赢美股，外资为避免继续“挨打”，可能逐步吸纳港股。看好大市到明年年底的前景，但指数已连升5个月，或有投资者会对组合重新配置，出现获利回吐的机会升温，令现阶段值搏率不太吸引，建议不需急于入市。
许长泰表示，近期Sell side(卖方)普遍调高科技股投资建议，显示行业发展值得期待，加上美国科技龙头大手投资数据中心及发电厂等项目，市场憧憬中国会有同样发展空间，均利好整个AI供应链。
不过他坦言，港A股市场的新消费股累积不少升幅，短期欠缺值搏空间。投资者同时可留意其他亚洲市场，如中国台湾。另外，日本选新首相，或对日本股市有重要启示。
他预期，美国政府停摆对美国股市直接影响有限，而且其他数据已显示劳动市场转弱，预计10月美联储降息机会仍高。
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