郭思治: 大市進一步急挫 惟舊經濟股表現偏穩
香港股票分析師協會副主席郭思治稱,大市經過上周四(19日)一輪急跌後,到周五(20日)又再大幅急挫,且跌幅相當明顯,恆指當日早市先低開75點至25,241點,其後由25,044點開始逐步回落,至午後更一度急回735點至24,581點,由於跌勢偏促,故末段略見後抽,恆指最後報收24,849點,較上日再急跌466點,全日總成交金額則增至2,043億元,從走勢上看,由於恆指已一度跌穿7月27日之低位24,748點,表示大市自2月18日高位31,183點開始之跌浪,技術上仍在延續中,單從年圖上看,後市較具防守性之支持據點已退守至去年9月25日之低位23,124點。
八月大市經過上周五之急跌,在先高後低之形態主導下,月內之波幅已再擴闊至2,241點,恆指暫是由11日之高位26,822點跌至20日之低位24,581點,由於期間大市之跌勢頗偏促,在技術上略呈超賣下,或會有適量反彈,但目前市內充滿避險情緒,故即使偶見回升,亦只屬有波幅而無升幅,有反彈而無大升之後抽市而已,尤其是一眾新經濟股,在政策不斷出台下、暫時確難抱太多上望憧憬。
憧當一眾新經濟股受壓之時,舊經濟股卻表現平穩,如中資電訊股,水泥股,汽車股及中資電力股等均有較穩定的表現,另外,領展(00823.HK)及港鐵(00066.HK)之表現亦相對較穩定,似乎,資金已開始流入傳統經濟股,故即使恆指再進一步受壓,惟一眾舊經濟股可能不會受太大影響。
(筆者為證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
![](/hk/assets/image/code.84ab0b.png)
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.