郭思治: 汇控(00005.HK)创金融海啸以来新低
香港股票分析师协会副主席郭思治称,踏进8月後,大市於首个交易日呈先升後跌之弱态。恒指昨(3日)先轻微低开29点至24,566点,其後在少许买盘支持下曾一度後抽至24,647点。但买盘不继,加上沽压再阵阵涌现,大市卒开始倒跌。恒指更一度急回345点至24,250点,即此刻恒指已进一步跌穿100天线(24,264点)。惟幸沽压渐退,市势亦伺机稍作反弹,恒指最後报收24,458点,较上日跌137点,全日总成交金额为1,304亿元。
先从移动线方面看。以昨天收市为24,458点计,即已连续两天低收於50天线(24,682点)之下,论形态当偏淡。加上100天线(24,264点)亦曾一度失守,故整个大市技术上仍处反覆欲试底之弱态中。要摆脱此弱态,恒指必须先成功从越50天线(24,682点)并稳守其上,否则,形势该不利8月上旬之表现。
汇控(00005.HK)次季盈利逊预期,税前溢利仅26亿美元,低於市场预期12%。惟拨备则高於市场预期,并料全年信贷拨备将达80亿美元至130亿美元。业绩公布後,汇控股价即急跌至32.95元方见喘定,即技术上已稍跌至金融海啸以来之新低。虽末段稍见反弹,但势头偏弱确已颇明显。
(笔者为证监会持牌人)~
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