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郭思治: 新經濟股續受壓 對大市帶來頗負面影響
香港股票分析師協會副主席郭思治稱,大市自踏進12月份後,技術上仍處整固待變之中,恆指上周五(3日)早市先低開113點至23,675點,其後在零碎沽壓湧現下曾一度急跌337點至23,451點,但維穩買盤漸現,故市勢得以回穩並曾倒升14點至23,802點,惟接近末段則再見反覆,恆指最後報收23,766點,較上日跌22點,全日總成交金額為1,659億元,大市經過上周五早市之急跌,本月之市勢已漸呈先高後低之形態,恆指暫是由1日之高位23,864點跌至3日之低位23,451點,即月內之波幅暫為413點,首先,一個月之高低位是不該同時出現於三個交易日之內,加上413點之波幅並該不能滿足月內之所需,故在本月餘下之交易日,定必有更大之波幅點出現,不論是更高或更低。 由今天起,恆指成份股將增至64隻,惟騰訊(00700.HK),阿里(09988.HK)及美團(03690.HK)等在恆指內之成份比重仍各佔達8%,即此三隻新經濟股在恆指內之成份比重共佔達24%,故不論股價是升或跌,定會對大市具一定影響性,即日說,12月份之市勢能否擺脫目前之弱態,還需視乎一眾新經濟股之表現而定,目前市場較關注阿里之表現,由於在沽盤不斷力壓下,阿里巴巴股價正不斷往下創年來新低,對大市而言,當造成頗負面影響。 (筆者為證監會持牌人)~
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