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郭思治: 传统恒指成份股该有机会追落後
阿思达克 11-10 10:48
香港股票分析师协会副主席郭思治称,执笔时为昨日(9日)晚上10时半左近,道指期货大幅急升1663点至29,867点,而纳指期货则只升70点至12,145点,表现资金已开始流入传统经济股。受此刺激,恒指场外期货亦大幅急升760点至26,794点,相信港股今早(10日)亦会再大幅高开,出现七个交易日以来第四个上升裂口。正如笔者所描述,本月低位暂为2日之24,232点,则高位该在中旬或之後才出现。

港股昨日再大幅急升。恒指早市先高开445点至26,157点,其後一直在高台整固,上落於25,950点至26,172点之间。由於买盘持续渗着入市,故周来大市已累积升幅达1,940点(2日之低位24,232点至9日早市之高位26,172点)。惟在资金加捧下,大市升势确有余未尽,恒指昨报收在26,016点,较上又再急升303点,全日总成交金额为1,684亿元。以交投仍然炽烈看,大市该有条件再进一步上寻本月高位。

笔者已多次指出,自9月25日低位23,124点开始之上升,大市该有机会及条件发展成一中期反弹。以一个中期反弹至少运行六至八周计,则整个升潮该可伸延到11月中旬或下旬。照看,传统恒指成份股该有机会追落後,包括友邦(01299.HK)、汇控(00005.HK)、中移动(00941.HK)、平安(02318.HK)及建行(00939.HK)、工行(01398.HK)等均会有较佳表现。

(笔者为证监会持牌人)~

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