郭思治: 傳統恆指成份股該有機會追落後
香港股票分析師協會副主席郭思治稱,執筆時為昨日(9日)晚上10時半左近,道指期貨大幅急升1663點至29,867點,而納指期貨則只升70點至12,145點,表現資金已開始流入傳統經濟股。受此刺激,恆指場外期貨亦大幅急升760點至26,794點,相信港股今早(10日)亦會再大幅高開,出現七個交易日以來第四個上升裂口。正如筆者所描述,本月低位暫為2日之24,232點,則高位該在中旬或之後才出現。
港股昨日再大幅急升。恆指早市先高開445點至26,157點,其後一直在高台整固,上落於25,950點至26,172點之間。由於買盤持續滲著入市,故周來大市已累積升幅達1,940點(2日之低位24,232點至9日早市之高位26,172點)。惟在資金加捧下,大市升勢確有餘未盡,恆指昨報收在26,016點,較上又再急升303點,全日總成交金額為1,684億元。以交投仍然熾烈看,大市該有條件再進一步上尋本月高位。
筆者已多次指出,自9月25日低位23,124點開始之上升,大市該有機會及條件發展成一中期反彈。以一個中期反彈至少運行六至八周計,則整個升潮該可伸延到11月中旬或下旬。照看,傳統恆指成份股該有機會追落後,包括友邦(01299.HK)、匯控(00005.HK)、中移動(00941.HK)、平安(02318.HK)及建行(00939.HK)、工行(01398.HK)等均會有較佳表現。
(筆者為證監會持牌人)~
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