郭思治: 疫情一旦受控 传统经济股可能伺机推上
香港股票分析师协会副主席郭思治称,大市继上周五一轮急步反弹後,昨天(24日)再进一步上升。恒指早市先高开239点至25,352点,其後稍作少许整固後再进一步推上,最後更以全日最高位收市。恒指最後报收25,551点,较上周五再升437点,全日总成交金额略增至1,401亿元。从走势上看,经昨天之急升,恒指已渐升离10天线(25,190点)、50天线(25,014点)及20天线(24,960点)。单从移动线方面看,目前之目标该直指250天线(25,786点)。亦可以说,在先低後高之形态主导下,恒指将进一步上寻月内高位。
本周四是即月期指转仓高峰日,而周五则是即月期指结算日。照目前之市势看,好仓大户该已手执主控权,故即月期指或会在较高处进行转仓及结算。另外,由於恒指现已升近月内高位左近,故大市如在现水平过渡至九月份,则九月大市能否接力再进一步推上便至为关键。
由於疫情渐受控,一众传统经济股份可能会伺机做好,如领展(00823.HK)、港铁(00066.HK)甚至汇控(00005.HK)等均可能会伺机反弹。
(笔者为证监会持牌人)~
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