郭思治: 大市稍见喘定 惟仍以旧经济股之表现较佳
香港股票分析师协会副主席郭思治称,大市经过前日(24日)之一轮急挫後,昨天(25日)有适量反弹,恒指早市先高开456点至30,174点,其後曾稍见反覆而低见29,833点,惟买盘续步涌现,而市势亦开始再在稳步中推上,大市更一度大幅上升735点至30,453点,即其时恒指己重越10天线(30,403点),但高台买盘渐减,而大市升势亦渐放缓,恒指最後报收30,074点,全日总成交金额为2,568亿元,从走势上看,经昨天之反弹,大市确稍见回稳,但一日恒指仍续反覆於10天线(30,403点)之下,即表示整个大市将续处反覆不明之中,只是恒指既能稳收於30,000点之上,情况似不用太担心。
今日(26日)是即月场外衍生工具结算日,估计大市仍会续处反覆不明之中,另外,今日亦是恒指服务公司季检日,由於主要恒指成份股之比重可能有变,加上恒指成份股亦可能有改动,故市场正待公布,在事件未明朗前,估计资金之入市态度会较保守,但其他非恒指成份股的股份则仍会有细波幅之炒作,但大气候则需待3月份才见到。
直到目前一刻止计,传统经济股之表现仍优於一般新经济股,如汇控(00005.HK),中移动(00941.HK),中海油(00883.HK),中国海外(00688.HK)等之走势均优於大市。
(笔者为证监会持牌人)~
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