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郭思治:料股市及樓市最壞時刻已過 @ 2024-10-22T Back Hot News
Keyword:港股 恆指
Concept:港股恆指
港股踏入10月份下旬,目前主導大市去向的以外資對沖基金為主,加上配合中央冀搞活中港股市的資金,其中外資自9月底大舉入市,不斷藉內地推出政策提供新動力,炒上落謀短線圖利,而「北水」配合中央期望打造「健康牛」,以應對來自外圍的政經變數,包括美國總統大選,以及直接左右息口變化的經濟數據,還有資金流等,在兩股力量博弈下,預料10月份余下交易日持續活躍,傾向呈震蕩市。 本欄維持早前恆指在19500點至21750點區間上落的預測,留意在首輪5000億元人民幣的「證券基金保險公司互換便利」(SFISF)操作啟動,來自證券、基金、保險機構追捧的一批股票,有望大幅跑贏大市,一如總統大選前追捧民望回升的前總統特朗普的「TRUMP TRADE」板塊,均是未來一段日子個股跑贏大市的尋寶目標,總之配合本月內港股在炒政策市下呈現跳彈床式波動,「宜短勿長見好收」,留待11月不明朗因素消減才調整部署。 交投反映短線炒作持續 目前港股處19500點至21750點炒上落機會頗高,由於內外因素多變化,特別是美國總統選舉在兩周後有結果,近日已有基金預料特朗普勝算提升,加大「特朗普概念」部署,一旦美國未來加大對中國及全球關稅,

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