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郭思治: 大市稍見喘定 惟仍以舊經濟股之表現較佳
阿思達克 02-26 10:05
香港股票分析師協會副主席郭思治稱,大市經過前日(24日)之一輪急挫後,昨天(25日)有適量反彈,恆指早市先高開456點至30,174點,其後曾稍見反覆而低見29,833點,惟買盤續步湧現,而市勢亦開始再在穩步中推上,大市更一度大幅上升735點至30,453點,即其時恆指己重越10天線(30,403點),但高台買盤漸減,而大市升勢亦漸放緩,恆指最後報收30,074點,全日總成交金額為2,568億元,從走勢上看,經昨天之反彈,大市確稍見回穩,但一日恆指仍續反覆於10天線(30,403點)之下,即表示整個大市將續處反覆不明之中,只是恆指既能穩收於30,000點之上,情況似不用太擔心。

今日(26日)是即月場外衍生工具結算日,估計大市仍會續處反覆不明之中,另外,今日亦是恆指服務公司季檢日,由於主要恆指成份股之比重可能有變,加上恆指成份股亦可能有改動,故市場正待公佈,在事件未明朗前,估計資金之入市態度會較保守,但其他非恆指成份股的股份則仍會有細波幅之炒作,但大氣候則需待3月份才見到。

直到目前一刻止計,傳統經濟股之表現仍優於一般新經濟股,如匯控(00005.HK),中移動(00941.HK),中海油(00883.HK),中國海外(00688.HK)等之走勢均優於大市。

(筆者為證監會持牌人)~

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