郭思治:4月大市之形態已扭轉為先高而後低
香港股票分析師協會副主席郭思治稱,昨日(13日)市傳阿里-SW(09988.HK)大股東日本軟銀透過預付遠期合約減持阿里大部份持股,而經過是次之減持,軟銀持有阿里之股權已降至3.8%,翻查資料,軟銀於年來透過遠期合約已出售約72億美元(約為565億港元)之阿里股份,難怪阿里之股價於年來一直處區間性之反覆中,由於日本軟銀未來可能仍會進一步減持阿里,故投資者對阿里股價之表現多抱較保守之心態。
受上述傳聞所累,港股昨天早市再大幅急跌,恆指昨早市先明顯低開332點至19,977點,其後再進一步跌至19,885點方漸見喘定,即其時恆指已急回424點,由於低位開始有買盤維穩,故大市便順勢作技術性之後抽,而恆指亦伺機回升至20,271點,即其時大市之跌幅已收窄至38點,惟需留意,經昨日早市之急跌,由於恆指已跌穿本月6日之低位20,099點,故本月大市之形態現已屬先高而後低,恆指暫是由11日之高位20,750點跌至13日之低位19,885點,即月內之波幅暫為865點,由於一個月之高低位是不該同時出現於3個交易日之內,故在本月餘下之交易日,理論上該有更大之波幅點出現。
(筆者為證監會持牌人)~
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