低位爭持 有待突破

樓 市 自 二 月 小 陽 春 後 , 交 投 日 漸 疏 落 , 價 格 又 再 回 落 至 一 月 時 的 低 位 , 好 淡 爭 持 , 一 時 找 不 到 方 向 。 這 種 情 況 亦 反 映 在 最 近 我 們 在 網 頁 上 所 做 的 一 次 問 卷 調 查 上 , 有 百 分 之 五 十 八 的 人 認 為 不 宜 在 這 個 時 候 入 市 買 樓 , 但 同 樣 是 這 批 人 中 , 百 分 之 六 十 八 的 人 卻 認 為 , 如 果 有 樓 也 不 應 在 這 個 時 候 賣 出 , 寧 等 一 個 時 候 再 說 , 變 成 這 個 時 候 買 賣 皆 不 適 宜 , 難 怪 地 產 代 理 的 生 意 這 麼 難 做 了 。 當 前 的 形 勢 確 是 相 當 混 亂 , 利 好 利 淡 的 因 素 同 時 存 在 , 何 方 勝 出 現 時 尚 未 有 必 然 的 答 案 。 現 在 最 關 鍵 的 是 一 月 的 低 位 會 否 跌 破 。 一 旦 真 的 跌 破 , 業 主 的 信 心 又 會 動 搖 , 樓 價 可 能 要 再 度 下 跌 超 過 十 個 百 分 點 以 上 , 才 能 找 到 新 的 支 持 位 。 不 過 , 如 果 爭 持 到 六 月 還 跌 不 穿 的 話 , 積 累 下 來 的 購 買 力 就 會 爆 發 , 出 現 另 一 次 小 陽 春 。 令 地 產 代 理 行 業 可 以 苟 延 殘 喘 。 近 期 , 從 表 面 上 看 , 利 淡 的 消 息 似 乎 佔 主 導 地 位 。 譬 如 不 斷 聽 到 有 公 司 倒 閉 或 裁 員 , 令 失 業 率 不 斷 上 升 。 另 一 方 面 , 股 市 又 再 跌 近 一 萬 點 邊 緣 , 很 有 機 會 又 再 跌 穿 一 萬 點 的 關 口 , 然 而 , 經 濟 放 緩 , 失 業 率 上 升 , 股 市 在 一 萬 點 附 近 上 上 落 落 , 都 是 人 們 早 已 預 期 得 到 會 在 今 年 不 斷 發 生 的 事 , 理 應 在 樓 價 裏 反 映 了 的 , 不 應 會 造 成 更 大 的 衝 擊 。 這 點 可 以 從 我 們 的 樓 盤 量 未 有 因 這 些 壞 消 息 而 大 幅 增 加 上 得 到 反 映 。 這 顯 示 , 有 樓 要 放 的 人 大 部 分 在 今 年 一 月 時 已 放 盤 , 急 放 的 人 , 前 一 個 時 期 已 把 手 上 的 單 位 脫 手 ; 餘 下 的 , 都 是 一 些 態 度 較 強 硬 的 , 令 成 交 尤 為 困 難 。 當 前 的 形 勢 雖 有 機 會 進 一 步 惡 化 , 但 惡 化 極 也 壞 不 過 一 月 的 形 勢 。 那 時 , 股 市 跌 破 八 千 點 , 聯 繫 匯 率 能 否 維 持 也 受 質 疑 , 銀 行 按 揭 差 不 多 完 全 停 頓 , 樓 市 的 交 投 量 跌 至 不 足 五 千 宗 , 這 與 今 天 的 情 況 全 不 一 樣 。 因 此 , 一 月 的 樓 價 低 位 仍 有 機 會 守 得 住 , 捱 得 過 五 月 的 話 , 情 勢 應 會 改 觀 。