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郭思治: 新經濟股再見急挫 惟現價估值已不算高
香港股票分析師協會副主席郭思治稱,大市繼周一(26日)大幅急挫1,129點後,昨天(27日)再進一步勁插,恆指昨先低開181點至26,011點,其後曾略後抽至26,323點,惟由於買盤不繼,加上沽壓亦開始湧現,故整個大市卒開始逐步回落,且跌勢更越來越急,至午後更漸呈不理性拋售,恆指更一度低見24,748點,即其時大市已大幅急插達1,444點,由於大市跌勢實在過促,故技術上已呈超賣,故其後大市漸見後抽,恆指最後報收25,086點,較上日再急跌1,105點,全日總成交金額則增至3,606億元。

昨天大市再大幅急插乃由於一眾新經濟股全面受壓,騰訊(00700.HK)一度急跌51.2元,至438.8元,美團點評(03690.HK)亦急跌41.6元,至194元,另阿里巴巴(09988.HK)亦急跌17.6元,至174.5元,至於快手(01024.HK)則再急跌9元,至105元,京東集團(09618.HK)則急回29元,至238.2元,由於一眾新經濟股均大幅急挫,故引來不太理性之拋售,由於是潮跌浪是源自內地政策,故相信即使在急跌後略見反彈,但在人心虛怯下,可能暫只屬有波幅而冇升幅之後抽市而已。

惟需指出,騰訊目前之市盈率已跌至22.2倍,而阿里巴巴之市盈率亦低見21.8倍,估值實已不算高。

(筆者為證監會持牌人)~

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