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郭思治: 大市能否上破29,511点 还需看阿里巴巴之表现
阿思达克 02-04 10:13
香港股票分析师协会副主席郭思治称,经过连续两天急升後,大市昨(3日)略见反覆,恒指昨早市先高开57点至29,305点,其後在零碎沽压涌现下渐转反覆,恒指更一度倒跌281点至28,967点,即其时大市已跌近20天线(28,895点),惟幸沽压渐消,故市势得以喘定并略作回升,至接近收市时段,阿里巴巴(09988.HK)突见急升,带动大市後抽,恒指最後报收29,307点,较上日升58点,全日总成交金额为2,210亿元,单从走势上看,自踏进2月份後,大市已连升三天。

是潮升浪,主要是由腾讯(00700.HK),美团(03690.HK)及港交所(00388.HK)等恒指成份股急升所拉动,至於友邦(01299.HK)及中国平安(02318.HK)早前亦曾成升市领航股,惟独阿里巴巴一直偏弱,股价亦处较低水平,昨午後市传蚂蚁集团与中国监管机构就重组计划达成协议,故资金卒大手追捧,由於阿里巴巴在恒指成分内之比重占达5%,故假如阿里巴巴能再进一步推升,定可拉动市势伺机上试2日之高位29,511点。

相对一众新经济股而言,阿里巴巴明显有落後感,目前只是欠缺转势上升之借口而已。

(笔者为证监会持牌人)~

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