郭思治:大市氣氛瀰漫著觀望情緒
致富證券市務總監郭思治稱,大市昨(16日)在反覆中再稍創月內及年內之新高,恆指早市先高開90點至26,536點,其後在買盤支持下再稍升至26,601點方漸受規限,但由於高台買意漸呈保守,加上伺高回吐之沽壓亦稍見湧現,故整個大市卒漸呈反覆,而恆指亦一度略回落至26,332點方漸見喘定,其後大市一直在上述波幅內拉鋸,從走勢上看,大市雖仍處續尋頂之中,但場內氣氛則充滿觀望態度,恆指最後收報26,438點,較上日升8點,大市全日之總成交金額為2,940億元。
短期後市能否再續創月內及年內之新高,當需視乎主要恆指成份股之表現而定,直到執筆一刻止計,走勢偏強之恆指成份股有騰訊(00700.HK),匯控(00005.HK)及阿里-W(09988.HK)等,由於此三隻股份在恆指內之成份比重已佔達24%,故當上述3隻重磅成份股仍在不斷上升中,大市之升勢當可持續,但一眾落後之恆指成份股仍然盤著不動,如小米-W(01810.HK),中國平安(02318.HK)等仍稍有落後感,至於美團-W(03690.HK)及比亞迪(01211.HK)則明顯弱於大市,上述情況如不能改善,擔心大市之升勢會漸受規限。
(筆者為證監會持牌人)~
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