華爾街再迎美國“通脹劫” ，港股衝高回落物業持續低迷
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
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美國總統拜登本週出訪沙地阿拉伯，加拿大皇家銀行相信沙地將引導油組及盟友(OPEC+)，延長增產行動至今年12月，沙地和阿聯酋料同意增加供應，填補其他OPEC+成員產量未達標的缺口，令油價短暫回落，現在市場聚焦本星期將公佈的通脹數據，投資者避險情緒升溫下先行沽貨，令到美股三大指數再輕微下跌，道指收跌192點，報30971點；標指跌0.92%，報3818點；以科技股爲主的納指跌0.95%，報11264點。總括而言，美股長期趨勢仍然向下，但由於過度超賣及在橫行區，相信納線10500點有支持，本星期的通脹數據將會左右美股短期的走勢，中線而言就要看美國企業第二季業績和未來展望是怎樣。
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中國6月進出口總值5645.9億美元，按年增長10.3%；其中出口增長17.9%，優於市場預期升12.5%；進口增長1%，低於預期的升4%。6月貿易順差979.4億美元，但內房股持續急跌，令今天港股好淡爭持，恆指報20797，跌46點，總成交爲1083億，今天有45%的股票上升。總括而言，港股短線於22500點有一定阻力，短線支持位在20500，相信港股短線仍是波幅上落。
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