郭思治: 中資基建股開始炒落後
香港股票分析師協會副主席郭思治稱,自踏進2021年後,大市已連升三天,且成交金額亦續見增加,先看昨日(6日)之大市,恆指早市先輕微低開36點至27,613點,其後在回吐沽壓湧現下再進一步跌至27,389點方漸見喘定,由於沽壓漸消,加上維穩買盤再現,故市勢得以喘定並在緩步中再推上,至午後更再創本月新高至27,756點,即是說,其時大市已上升107點,末段稍見拉鋸,恆指最後報收27,692點,較上日升42點,全日總成交金額為2,181億元。
經昨天之上升,本月大市在先低後高的形態主導下,恆指暫是由4日之低位27,079點升至6日之高位27,756點,即本月之波幅稍擴闊至677點,但一個月之高低位是不會同時出現於3個交易日之內,加上677點之波幅亦該不能滿足月內之所需,故只要先低後高之形態不變,大市該仍會進一步上尋月內之新高,而首個上望目標該為2月17日之高位28,055點,如能成功升越此關,另一個上望目標幾上移至去年1月20日之高位29,174點,此亦為去年全年之高位。
另外,一直落後於大市之中資基建股開始轉勢,如中交建(01800.HK),中鐵建(01186.HK),中鐵(00390.HK)等均見急升,另中車(01766.HK)亦同樣急升,明顯見到,資金已開始追捧落後之基建股。
(筆者為證監會持牌人)~
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