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郭思治: 人行降準 內地金融股受刺激上升
香港股票分析師協會副主席郭思治稱,大市昨(15日)終出現初步回穩之信號,恆指早市先輕微高開14點至27,801點,其後曾略為拉鋸而低見27,741點,惟在買盤漸增下,大市卒開始穩步推上至28,181點方漸受規限,即其時大市已一度急升394點,但高台買盤態度漸趨保守,而市勢亦開始漸呈拉鋸,恆指最後報收27,996點,較上日升208點,全日總成交金額為1,510億元,以收市指數為27,996點計,技術上已重越10天線(27,825點),即是說,大市已初步呈現回穩之信號,至於恆指能否持續穩守於10天線之上,則需看主要恆指成份股之表現而定。

從昨天所見,一眾中資金融股之表現確不俗,其中以平安(02318.HK)之走勢最佳,以股價報收於73.05元計,即技術上已重越10天線72.80元,再往上望的目標該為20天線(75.00元)及50天線(79.14元),初步看自103.60元開始之中期調整,暫已止步於69.85元。

另外,一眾內銀股之表現亦不俗,建行(00939.HK),工行(01398.HK),中行(03988.HK)及農行(01288.HK)等國有銀行均見微升,惟相對而言,招商銀行(03968.HK)及郵儲銀行(01658.HK)之表現則較可取,人行下調準備金0.5%,意味著會有達一萬億元人民幣將釋放入市,對內銀而言該具正面效益。

(筆者為證監會持牌人)~

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