美股調整足夠或現反彈 港股沽貨影響上遇阻力
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
美國商務部公佈，當地首季國內生產總值(GDP)終值下滑1.6%，收縮幅度較原先公佈的1.5%略大；期內個人消費增幅由原本3.1%，顯著向下修訂至1.8%，服務行業的下調集中於金融服務、保險及醫療開支，產品開支跌0.3%亦遜預期，主要是非耐用品開支減少3.7%，而私人庫存較前一季增加1890億美元，多於之前公佈的1500億美元，數據欠佳令美國三大指數沒有太大方向，道指收升82點，報31029點；標指跌0.07%，報3818點；以科技股爲主的納指升跌0.03%，報11177點。總括而言，美股踏入半年結，加上今個月的跌幅已經足夠，相信未來數個交易日會在10700左右有支持。
02
港股仍然受到騰訊大股東要沽貨的壞消息影響，加上美股通脹數據成市場預期，而且近一個月升勢過急下令港股有回吐，恆指報21859，跌137點，總成交爲1514億，今天有43%的股票上升。總括而言，港股短線於22500點有一定阻力，投資者應趁高位減持。
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