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郭思治:一衆新經濟股 跌得深反彈亦較明顯
香港股票分析師協會副主席郭思治稱,大市昨(15日)再大幅抽升,恆指昨早市先輕微高開46點至17,665點,其後曾稍作拉鋸而低見17,552點,但由於沽壓並不明顯,加上買盤又不斷涌現,故整個大市卒在穩步中不斷推上至18,356點,即其時大市已再急升737點,相對本月低位仍爲1日之14,859點計,在短短十一個交易日內,大市累積之升幅已達3,497點,論幅度當已不算少,且步伐亦頗爲偏促,但由於資金之入市態度已明顯轉勇,故即使技術上已稍呈超買,惟大市之升勢仍似欲擺不能,只是有一點需留意,一旦大市出現正常回吐,相信步伐亦同樣會偏促,故任何再冒高追入的短炒部署,切記做好一切風險管理。 移動線方面之表現續轉穩,目前恆指已成功重越20天線(約在16,065點左近),10天線(約在16,621點左近)及50天線(約在17,205點左近),且技術上更有漸升離之感,單從形勢上看,大市現時之上望目標該爲100天線(約在18,862點左近),當然,大市如欲保持不斷尋頂之趨勢,成交金額必需保持暢旺,即動力方面絕對不能退減,需留意的是,一旦大市之成交金額減縮,可能表示大市之反彈趨勢已開始漸受規限。 從走勢上看,短炒對像多集中在一衆新經濟股,如騰訊(00700.HK),美團-W(03690.HK),阿裏-SW(09988.HK),京東-SW(09618.HK),嗶哩嗶哩-W(09626.HK)及快手-W(01024.HK)等,原因乃跌得深,反彈亦較明顯,惟以現價計,再高追已需承擔回吐風險。 (筆者爲證監會持牌人)~
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