2012-11-01 資金仍盛，市底強

國指及恒指仍守２０天線上，昨上升，成交大。國指升穿小時圖雙底，小型調整可能完結。

資金仍盛：

人民幣、港元仍強，金管局昨再注27億港元

資金吸納多隻追蹤中國股票的ETF。A50中國(2823)過去兩周增發3.3億個基金單位，吸資逾27億元。美國上市的新華富時25 ETF截至上周五止的過去兩周吸資近78億港元

策略：未來１－２星期似仍是安全期，仍可選股短線炒買。現時似Ａ股最值搏，而國指亦較恒指好

Focus list: 2823, 3049, 135

中國國家能源局修訂《天然氣利用政策》草案，首次將「城際客貨運輸車輛」列為「優先使用天然氣」類別。昆侖能源(135)將受惠，因其中一項主要業務為LNG(主要用作汽車及船舶燃料)供應

Others: Premium to NAV of iShares A50 indicates stronger trend of Chinese stock market ahead

The change of premium or discount to NAV of iShares A50 is a good indicator of to FTSE A50 index. I.e. premium increase (while FTSE A50 index drops) hints an uptrend for FTSE A50 index afterwards, and vice versa.

Note: FTSE A50 index is the index which A50 tracks and has a strong correlation to Chinese stock market indexes Shanghai Composite and Shenzhen 300). (Fig. 2)

As the premium has been increasing in the past 3 months while FTSE A50 index was on a downtrend, it hints on an uptrend for FTSE A50 index and thus the Chinese stock market.