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郭思治: 油组减产 但相关股份及ETF则反而回软
阿思达克 04-15 10:08
香港股票分析师协会副主席郭思治称,大市昨(14日)先升後整固,恒指早市先高开47点至24,347点,其後一直在24,283点至24,546点之间拉据。相对本月低位为2日之22,756点计,技术上该属紧扣高台而不下之格局。当然,由於恒指仍稳守於10天线(约在23,714点左近)及20天线(约在23,250点左近)之上,故形态上确有利於短期後市再进一步推上。只是交投方面则略感偏疏,即动力方面颇不相配。以恒指目前已升至24,500点左近计,任何再推升之目标该为50天线(约在25,300点左近),惟在动力不足下,担心升势会渐受规限。

油组虽达成初步减产协议,惟中海洋石油(00883.HK)股份欲反见回软至8.58元。另中石油(00857.HK)之股价亦稍回软至2.85元。至於原油ETF(03175.HK)则先裂口低开至5元,其後一直反覆在5元之下。单从市场之反应看,投资者对油价之前景似看得较保守。严格而言,在供过於求之下,即使减产,但对油价刺激有限,故相关股份及ETF便呈急升後之正常回吐。

(笔者为证监会持牌人)~

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