市寬跟不上 大市有點虛

最近市況有點虛的感覺，雖然恆指收市再創十年新高，成交也連續六個交易日過千億，但是市寬明顯跟不上，恆指昨日升幅主要由騰訊(0700)、友邦(1299)、瑞聲(2018)港交所(0388)等個別藍籌帶動。月初至今恆指雖然升超過3%，但是整體大市上升股份比例僅45%；換言之，大市約有55%股票這個月至今是下跌的。

自己今天會開始酌量減持，提高現金比例，為可能出現的調整做好準備。四大持股中舜宇(2382)最為超買，10月30日intraday low 110，昨日收149，半個月升了三成五，即使有ams和染藍消息刺激，你懂得......

友邦(1299)昨日破頂，飆6%至65.3，大摩唱好受惠內地放寬外資持股限制，維持「增持」，目標價75元，最牛看95元。不過野村唱反調，觀點如下：

 We think the relaxation of foreign ownership limits on China life insurers will bring more competition, rather than more business opportunity, to AIAChina. AIA, as the only foreign insurer that already wholly owns its China unit, actually benefited from the old rule. When all foreigner life insurer competitors were trapped by their disadvantages including ownership limits, AIA was able to take advantage to expand its business operations quickly to more tier-1 and tier-2 cities beyond Shanghai in China over the past few decades.

看官可自行判斷。