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郭思治: 油組減產 但相關股份及ETF則反而回軟
阿思達克 04-15 10:08
香港股票分析師協會副主席郭思治稱,大市昨(14日)先升後整固,恆指早市先高開47點至24,347點,其後一直在24,283點至24,546點之間拉据。相對本月低位為2日之22,756點計,技術上該屬緊扣高台而不下之格局。當然,由於恆指仍穩守於10天線(約在23,714點左近)及20天線(約在23,250點左近)之上,故形態上確有利於短期後市再進一步推上。只是交投方面則略感偏疏,即動力方面頗不相配。以恆指目前已升至24,500點左近計,任何再推升之目標該為50天線(約在25,300點左近),惟在動力不足下,擔心升勢會漸受規限。

油組雖達成初步減產協議,惟中海洋石油(00883.HK)股份欲反見回軟至8.58元。另中石油(00857.HK)之股價亦稍回軟至2.85元。至於原油ETF(03175.HK)則先裂口低開至5元,其後一直反覆在5元之下。單從市場之反應看,投資者對油價之前景似看得較保守。嚴格而言,在供過於求之下,即使減產,但對油價刺激有限,故相關股份及ETF便呈急升後之正常回吐。

(筆者為證監會持牌人)~

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