郭思治: 落後蓝筹可能会接力造好
帝(峰)证券及资产管理有限公司行政总裁郭思治称,昨天(18日)大市虽再进一步创月来新高,惟表现则略见反覆,恒指昨先高开103点至27,946点,其後在腾讯(00700.HK)做好带动下再进一步升至27,970点方渐受规限,即是说,此刻大市已上升127点,且亦创出月内之新高,但由於买盘态度渐趋保守,加上伺高回吐之沽压亦稍增,故整个大市卒渐陷反覆,而恒指亦一度回落至27,775点,当然,相对月内之升幅计,技术上只属高台整固而已,其後大市一直在上述波幅内拉锯,恒指最後报收27,884点,较上日微升40点,全日总成交金额则稍减至944亿元。
直到目前一刻止计,本月大市在先低後高之形态主导下,月内累积之升幅已达1,975点,恒指是由4日之低位25,995点升至18日之高位27,970点,以幅度计当不算少,惟目前主要恒指成份股之表现仍偏稳,故只要落後蓝筹稍作推升,大市已可进一步往上创月内之新高,如汇控(00005.HK)在恒指内之成功比重占达9.11%,另中移动(00941.HK)占5.44%,平安(02318.HK)占4.9%,只要此三只重磅蓝筹稍造好,整个大市之升势已可续处欲罢不能之中。
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