美國聯儲大幅加息符合市場預期 憂慮後市息口上升港股遇阻調整
Jaco 袁永傑/uSMART投資顧問總監畢業於諾桑比亞大學，主修國際商業管理擁有10年港股、美股研究及操作經驗，擅長利用各種分析方式和宏觀經濟環境分析對股票及市場作出預測
01
美國5月份通脹創逾40年新高，加上通脹預期惡化，迫使聯儲局提速應對，於香港時間週四凌晨2時結束議息會議時，宣佈加息0.75釐，幅度之大爲1994年以來首見，聯邦基金利率目標區間升至介乎1.5至1.75釐，符合近日市場的最新預期。不過由於淡倉過多所以有輕微反彈。道指收升303點，報3101點；標指升1.46%，報3789點；以科技股爲主的納指升2.5%，報11099點。總括而言，美股的反彈或已完結，跌穿10700點的話下一知支持位爲9000點。
02
中國今天公佈了多項經濟數據，國家統計局公佈，5月份，規模以上工業增加值按年增長0.7%，優於市場預期下跌0.9%，4月份爲下降2.9%。今年首5月，規模以上工業增加值按年增長3.3%，高於預期的升3.1%。
03
內地5月70個城市房價按年轉跌，爲逾六年半首現下跌。根據國家統計局公佈數據測算，5月70個大中城市新建商品住宅價格指數按年轉跌0.1%，加上聯儲局宣佈加息75點，市場憂慮香港未來息口或會跟隨上升，令到港股下跌。恆指報20845，跌462點，總成交爲1584億，今天有28%的股票上升。總括而言，港股在22000點後明顯有巨大阻力，現時下一個支持短已退守至20000點，人民幣的走勢將會左右後市發展，投資者應留意。
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