郭思治: 繼港交所後 匯控、中移及友邦似開始轉強
香港股票分析師協會副主席郭思治稱,大市昨(22日)出現明顯反彈,恆指早市先高開240點至27,464點,其後稍作拉鋸而輕回至27,455點,但由於沽壓收斂,加上買盤續見湧現,故整個大市卒再進一步推上,恆指更一度升至27,759點方漸受規限,即其時大市已急升535點,由於高台買盤態度再見保守,故大市亦漸轉入拉鋸之中,恆指最後報收27,723點,較上日升499點,而全日總成交金額則稍減至1,371億元,即是說,大市之動力與升勢並不配合,情況如不獲改善,擔心大市之升勢會漸受規限。
7月只剩下六個交易日(包括今天計在內),由於下周三(28日)已是即月期指轉倉高峰日,故在時日不多下,一眾好倉大戶如欲即月期指能在較高水平進行轉倉,則應該開始部署了,談到此點,當需睇緊一眾恆指成份股之表現,舊經濟股有友邦(01299.HK),匯控(00005.HK),建行(00939.HK),港交所(00388.HK),工行(01398.HK)及中移動(00941.HK)等,新經濟股則需留意騰訊(00700.HK),美團點評(03690.HK),阿里巴巴(09988.HK)及小米(01810.HK)等。
從昨天所見,匯控,中移動及友邦等似已開始有維穩資金部署,至於港交所則早已呈欲試頂之趨勢。
(筆者為證監會持牌人)~
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