美債息通脹高企市場情緒保守 螞蟻或重啓上市港市走勢堅挺
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10年期債息仍在3釐，加上美國財耶倫表示美國通脹仍然高企，市場避險情緒升溫。數據方面，美國勞工部公佈，截至6月4日止一週的首次申領失業救濟人數增加2.7萬人，創去年7月以來最大增幅，錄得22.9萬人，多於預期的20.6萬人；截至5月28日止一週，持續申領失業救濟人數維持在130.6萬人，略多於預期的130.3萬人。市場在5月通脹數據前投資者保守，令美股下跌。道指收跌638點，報32272點；標指跌2.38%，報4017點；以科技股爲主的納指跌2.75%，報11854點。總括而言，由於之前美股極度超賣，現時有技術性反彈，相信納指第一個阻力位爲12500點。
02
路透最新引述消息人士稱，中國政府完成對螞蟻集團的審查，容許螞蟻重新啓動首次公開招股(IPO)上市程序，預料最快下月提交在香港及上海上市的申請，加上中國經濟數據好過預期，令港股即使在外圍走弱下仍比較堅挺。恆指報21806，跌62點，總成交爲1803億，今天有49%的股票上升。總括而言，港股下一個阻力位爲22500，人民幣的走勢將會左右後市發展，投資者應留意。
本文件所載之內容僅作爲一般參考。本文件並非及不應被視作爲投資或買賣證券或任何金融產品的要約或邀請。投資涉及風險。投資產品價格可上升或下跌，投資涉及盈利或極大虧損的風險。過去業績並不保證將來表現。閣下應仔細考慮本身的經濟狀況、投資經驗及目標，以及承擔虧損的能力或諮詢閣下專業的理財顧問再進行有關投資交易。在編制本文件時使用了一些相信其來源可靠的數據，但盈立證券有限公司(“盈立”)並不擔保此等數據之準確性、完整性或正確性。盈立亦有權更新或更改任何數據而不另行通知。本文件無意向派發本文件即觸犯法例或規例的司法權區或國家的任何人士或實體派發，亦無意供該等人士或實體使用。盈立以及與盈立關聯的任何公司("本集團")或個人均不會承擔因使用本文件或因依賴其內容而產生的任何法律責任。本文件的版權屬盈立所有，未經盈立同意，任何人不得因任何用途擅自複印或發佈全部或部份內容。盈立、本集團及其關連人士可能就本報告所涉及的任何證券持倉及進行交易，亦可能與客戶持相反的位置，惟盈立必會將客戶利益置於本集團及盈立之上。 本文件並未經香港證券及期貨事務監察委員會審覈。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
