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郭思治: 傳統較具防守性之股份均紛紛急跌
香港股票分析師協會副主席郭思治稱,大市經歷五連跌後,走勢仍處反覆偏軟,恆指昨(13日)早市先輕微低開1點至16,700點,其後曾略為後抽至16,736點,但由於買盤不繼,加上零碎沽壓又再滲著湧現,故整個大市卒漸趨反覆,恆指其後更一度回落312點至16,389點,單從走勢上看,整個大市暫仍身處反覆欲試底或續尋底之弱態中,期間衹要稍有利淡消息或事件出現,大市更可能出現較明顯之急跌,即是說,大市目前頗有低處未算低之感。 由於市場之避險情緒持續升溫,故投資者多傾向盡量手持較多現金,而基金經理面對持續性之贖回潮,最後均要無奈地盡量減持手上股份,目的當然是為應付客戶之贖回,亦正因如此,一眾基金愛股均持續受壓,情況至此,相信該不易扭轉,如中電(00002.HK),煤氣(00003.HK),港燈-SS(02638.HK),香港電訊-SS(06823.HK)等均已創年內新低,且技術上更有續尋底之趨勢。 另外,個別防守性較強的股份亦同樣持續受壓,如領展(00823.HK),港鐵(00066.HK)等亦續創年內之新低,單從此點看,已足見基金經理確正不斷逐步減持手上之投資組合,當然,銀行定期存款正不斷上升亦是其中一個原因,因在避險情緒升溫下,投資者多會選擇無風險的定期存款。 (筆者為證監會持牌人)~
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