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   Value in Motion    Value in Motion > 2014年11月20日星期四 Ae觀點 --- 港股分道楊鑣 想看更多分析? 請加入我們的FB專頁 :  https://www.facebook.com/moneytank 按Follow成為我們的戰友吧 Ae觀點 --- 港股分道楊鑣 滬港通開通三日,恒指由高位最多跌了972點,最高見過24,313點,距離今個月目標只差二百多點,便急速回落。之前的睇法暫時保持,23,300依然是本月的重要支持,一旦失守,便很大機會見22,900。如十一月前未能收復失地並重上23,600,十二月便難以樂觀,起碼會殺至至22,300或以下。 這只是作壞打算,暫毋需太擔憂,而之前建議的對沖動作,希望也能起到一點作用。以近日整體市況看,表現的確較疲弱,卻比恒指和國指好。而由10月3日至11月17日間,恒指雖反彈了近1,800點,但絶對不算超買,整體股市還有不少上升空間。現在大家可能只在等trigger出現。 2006年建設銀行成為首隻晉身恒指的國企股,恒生指數便受到外圍和國內兩大經濟體左右,其走勢自始也跟中美兩大國的基準指數有著較高的相關性。但自今年9月1 日起,此相關性忽然消失,港股跟中美股市分道揚鑣。直覺聯想,9月1日是831人大落閘後的首個交易日,之後更發生一連串的政治風波。把港股落後於中美股市歸咎於政治因素,應是合理推斷。假如此相關性不變,從中美兩國的基準指數作計算基礎,現時恒指或許會處於26,300水平。換句話說,政治不明朗,令恒指出現了約一成多的折讓。 *本文轉載自我們的facebook專頁,想開市前搶先看? 請Like : https://www.facebook.com/moneytank 發佈者: Sam 於 上午11:00 0 留言 以電郵發送這個 BlogThis! 分享至 Twitter 分享至 Facebook 分享至 Pinterest 標籤: AE觀點 2014年11月18日星期二 Ae教學第28 集 --- 投資心理誤區(2) 想看更多分析? 請加入我們的FB專頁 :  https://www.facebook.com/moneytank 按Follow成為我們的戰友...

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