郭思治:騰訊(00700.HK)上周五急挫 拖累大市急轉而下
香港股票分析師協會副主席郭思治稱,12月剩下之交易日只得三天,今天(27日)是即月期指轉倉高峰日,以恆指於22日報收在16,340點計,幾乎表示本月大局該已定,即整個先高後低之形態已不易改變,問題是恆指會否再進一步往下創月內及年內之新低而已,值得留意的是,以恆指現處於16,340點計,相距本月1日之高位17,038點確有點遠,惟相對本月11日之低位15,972點則頗近,故單從走勢上看,大市試底或續尋底之機會較大。
一眾手遊股又再受規管,影響所及,騰訊(00700.HK)上周五(22日)股價曾急挫15.7%,全日收報274元,跌12.4%;另一隻網易-S(09999.HK)盤中曾急挫28.2%,跌見116.1元,收報122元,全日跌24.6%,受手遊股急挫所累,整個大市卒再進一步跌至16,271點,雖末段略為後抽至16,340點,但表現已明顯偏弱,值得留意的是,大市之成交金額有達1,411億元,表示沽壓確已明顯增加。
接近月底及年底才出現上述規管,對大市之打擊確不宜低估,除本月恆指將試底或尋底外,亦頗不利於明年1月初旬大市之表現,政策帶來之風險從來均是最難預測。
(筆者為證監會持牌人)~
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