郭思治: 美股再明顯受壓 惟港股表現則相對爲穩
香港股票分析師協會副主席郭思治稱,美股上週五(11日)再大幅急跌,道指急挫503點(或1.43%)至34,738點,而納指則急挫394點(或2.78%)至13,791點,由於剛公佈之通賬遠較預期爲高,加上烏克蘭局勢持續緊張,故資金開始避險,在沽壓一面倒主導下,整個美股可能會再進一步下試1月份之低位。
再看港股,相對美股而言,表現已算穩企,以恆指於上週五(11日)報收在24,906點計,技術上仍能穩守於100天線(24,413點),20天線(24,404點),10天線(24,359點)及50天線(23,833點)等4組平均移動線之上,只要此形態不變,該有利於短期後市再進一步上尋月內之新高,恆指如能升越本月10日之高位25,050點,形勢該有利於再上試去年11月16日之高位25,746點。
烏克蘭局勢漸趨緊張,刺激國際油價進一步上升,影響所及,中海油(00883.HK)該可成功升越10元,一旦成功破關,目標該可進一步上望10.60元,另一衆金屬股亦可能伺機炒上,如中鋁(02600.HK),江銅(00358.HK),鞍鋼(00347.HK)等,單從走勢上看,上述股份技術上已初呈突破,另外,水泥股亦開始回暖,如海螺水泥(00914.HK),華潤水泥(01313.HK)等同樣已初見突破,只是在本月之交投持續偏疏下,場內之投資氣氛一直未感熾烈。
(筆者爲證監會持牌人)~
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