郭思治: 舊經濟股似漸成資金避難所
香港股票分析師協會副主席郭思治稱,大市經過跌多天後,昨天終見技術性後抽,恆指昨天先高開196點至24,785點,但由於買盤卻步,加上沽壓又陣陣湧現,故市勢卒續往下調,至中午時份更一度倒跌257點至24,341點,即是說,其時大市己創本月之新低,相對本月高位為1日之25,254點計,即月內之波幅稍擴闊至913點,而正當大市似欲進一步尋底之時,維穩資金開始湧現,而吸納對象全日一眾傳統恆指成份股,包括匯控(00005.HK),中移(00941.HK),建行(00939.HK),工行(01398.HK),平保(02318.HK),中人壽(02628.HK)及中行(03988.HK)等,由於上述成份股在恆指內之比重佔超30%,故即使騰訊(00700.HK),阿里巴巴(09988.HK)及小米(01810.HK)等略見受壓,惟大市最後仍能微升34點收市,恆指最後報收24,624點,全日總成交金額為1,406億元。
執筆時,美股再急跌,道指曾一度急挫632點至27,501點,而納指亦一度急挫438點至10,875點,雖其後略見反彈,但形勢己明顯偏弱,影響所及,相信本港一眾新經濟股亦會受累,或者,部份資金會暫流入傳統經濟股份作避險。
(筆者為證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.