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東方日報B1:港股波幅千點北水避險追入暫免|即時新聞|產經 @ 2024-10-10T Back Hot News
Keyword:港股 恆指
Concept:港股波幅
港股昨(8日)跌逾2,100點後,早市反覆。恆指高開363點,曾升490點高見21,417點,其後曾倒跌736點低見20,190點,半日跌291點或1.4%,報20,635點,今早高低波幅1,227點:國指半日跌110點或1.5%,報7,373點;恆生科技指數跌40點或0.9%,報4,655點。大市半日成交總額2,418.15億元。
【港股勁CHOK!】恆指再挫289點 高低波幅逾1200點
內地續放十一長假,市場陸續出現觀望、政策未改基本面等聲音,港股亦漸見動力減弱,大市半日成交較昨日午市減少19.7%,雖然恆指今早先跌後升396點收市,但波幅亦連續第二日下降,半日縮至825點。晶片股、中資券商股熱炒,內房個別發展,半日未有股份成交破百億元。外圍方面,美期、日、韓股上升,油價微跌,金價微升,鋁銅鎳上日回落。
今日(8日)A股復市北水回歸,截止發稿成交量已破5000億,再刷新記錄。不過今早發布會暫時未見「大招」, A股高開後升幅收窄,拖累港股一度急吐逾2000點,最低跌穿2萬1,有3800張相對期指張數、多個收回區域的牛證被收回。即市再有好倉資金流入博反彈,恆指近期波幅大,投資者可適當增加防守距離,看好後市可留意收回價20621點的恆指華泰牛51688;憂慮港股回調壓力大可留意收回價23500點的恆指華泰熊52819。
中泰國際在10月3日的早報中指出,此前極高斜率的暴力拉升是不可持續的,恆指波幅指數大升25.5%,創超過一年高位。過往恆指波幅指數伴隨恆生指數大升的階段僅有2015年4月及2018年1月底。隨著恆生指數上升至接近2023年1月初的高點,疊加短期估值修復已非常充分,預計港股的波動性將會顯著增強,不排除有高位獲利回吐壓力。

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