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郭思治: 國際油價反彈 相關股份成市場焦點
阿思達克 04-03 10:28
香港股票分析師協會副主席郭思治稱,美股昨晚(2日)先跌後升,道指早市先低開124點至20,819點,其後再進一步跌至20,735點方見喘定。由於產油國就國際油價問題可能達成協議,故在油價反彈刺激下,市場氣氛亦略見改善。在資金回補下,道指卒逐步上移至21,477點放見止步,其後一直處反覆拉据中,最後報收21,413點,較上日升469點。從走勢上看,道指自3月23日低位18,213點開始之反彈,至3月26日高位22,595點止計,在短短四日內已急升達4,382點。論步伐確頗偏促,故稍見回吐乃正常現象。由於經濟前景不明,故美股即使能再稍推升,惟相信幅度亦有限。

港股昨先跌而後升,恆指於日中曾一度低見22,756點,即技術上曾稍跌穿10天線(23,067點)。惟其後市勢回升,恆指最後報收23,280點,較上日升194點,即10天線仍未有失。前文已述,只要恆指能續穩守10天線之上,即表示大市技術上仍續處反彈之勢頭中。只是大市之交投似稍放緩,故在動力不配下,大市即使再作推升,惟步伐亦會漸偏反覆。估計石油相關之板塊會成市場焦點,如中海洋石油(00883.HK)、中石油(00857.HK)、中海油田服務(02883.HK)、F三星原油期(03175.HK)等。

(筆者為證監會持牌人)~

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