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郭思治: 大市續創月內新高 宜留意落後成份股
阿思達克 02-16 09:41
香港股票分析師協會副主席郭思治稱,踏進牛年,首先祝各位財運亨通,心想事成,最重要是身體健康。

鼠年尾恆指先跌而後升,恆指於上周四(11日)先低開43點至29,995點,其後再進一步跌210點至29,828點方漸見喘定,並在個別恆指成份股做好帶動下續步回升,大市更創月內新高至30,184點,末段稍見拉鋸,恆指最後報收30,173點,較上日升134點,由於只得半日市,成交金額只得920億元,而經此一升,本月大市之波幅已再擴闊至1,802點,恆指暫是由1日之低位28,382點升至11日之高位30,184點。

恆指成份股中,舊經濟股以建行(00939.HK),工行(01398.HK),港交所(00388.HK)及友邦(01299.HK),中移動(00941.HK)等之表現較佳,而新經濟股則只有美團點評(03690.HK)及小米(01810.HK)等表現最好,其他均處整固之中,從走勢上看,該只屬個別發展而已,估計當恆指作進一步推升時,主要恆指成份股之表現該會同步。

踏進牛年,不妨留意較落後之恆指成份股,如匯控(00005.HK),建行,工行,中移動及阿里巴巴(09988.HK)等,由於上述股份均落後於大市,技術上該有一定值博率,筆者個人認為,其中以阿里的值博率最大。

(筆者為證監會持牌人)~

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