今日(ri)A股(gu)(gu)(gu)市場“二八分(fen)化”比較嚴重(zhong),券商(shang)、銀行(xing)和保險(xian)等(deng)權重(zhong)金融股(gu)(gu)(gu)保持(chi)(chi)強(qiang)(qiang)勢,部分(fen)白馬(ma)股(gu)(gu)(gu)逆勢上(shang)漲,除(chu)此之外,其他(ta)個股(gu)(gu)(gu)均表現比較弱(ruo)勢,兩市有(you)超過2700只(zhi)個股(gu)(gu)(gu)下跌(die)(die)(die),上(shang)漲個股(gu)(gu)(gu)數只(zhi)有(you)400多只(zhi)。滬指(zhi)(zhi)(zhi)在權重(zhong)股(gu)(gu)(gu)的影響下維持(chi)(chi)強(qiang)(qiang)勢盤(pan)(pan)整走勢,上(shang)證50指(zhi)(zhi)(zhi)數盤(pan)(pan)中大漲一度超2%,而深市股(gu)(gu)(gu)指(zhi)(zhi)(zhi)基本(ben)上(shang)全面(mian)下跌(die)(die)(die),中小創個股(gu)(gu)(gu)跌(die)(die)(die)幅(fu)較大,創業板(ban)指(zhi)(zhi)(zhi)盤(pan)(pan)中一度跌(die)(die)(die)近3%,中小板(ban)指(zhi)(zhi)(zhi)一度跌(die)(die)(die)2.5%,深證成指(zhi)(zhi)(zhi)受此影響也一度跌(die)(die)(die)近2%。
截至收盤,滬指(zhi)(zhi)跌0.18%,報(bao)3303.68點,成(cheng)交2434.90億(yi)元;深證成(cheng)指(zhi)(zhi)跌1.45%,報(bao)10854.76點,成(cheng)交2391.78億(yi)元;創業板指(zhi)(zhi)跌2.18%,報(bao)1758.59點,成(cheng)交599.05億(yi)元。
盤面上(shang),中(zhong)小(xiao)創(chuang)(chuang)(chuang)(chuang)個股(gu)(gu)今日遭(zao)到重創(chuang)(chuang)(chuang)(chuang),創(chuang)(chuang)(chuang)(chuang)業(ye)板跌幅最深,盤中(zhong)最低點創(chuang)(chuang)(chuang)(chuang)近4個月來(lai)新(xin)低。業(ye)內人士(shi)表(biao)示,中(zhong)小(xiao)創(chuang)(chuang)(chuang)(chuang)個股(gu)(gu)大(da)跌主要(yao)受(shou)以下(xia)幾(ji)大(da)因素影響:1、高送轉(zhuan)個股(gu)(gu)主要(yao)以中(zhong)小(xiao)創(chuang)(chuang)(chuang)(chuang)個股(gu)(gu)居多,受(shou)監管層(ceng)表(biao)態將(jiang)密切關(guan)注高送轉(zhuan),上(shang)市(shi)(shi)公司(si)高送轉(zhuan)行為將(jiang)受(shou)到抑制。2、臨近年(nian)底(di),不少上(shang)市(shi)(shi)公司(si)發布大(da)股(gu)(gu)東和(he)高管減(jian)持計(ji)劃,這在一定程度上(shang)會(hui)影響二級市(shi)(shi)場(chang)走(zou)勢(shi)。3、年(nian)底(di)解禁(jin)高峰,市(shi)(shi)場(chang)比較擔憂。
在今日大盤調(diao)整的(de)過(guo)程中(zhong)(zhong)(zhong),不少(shao)白(bai)馬股(gu)強(qiang)勢(shi)表現(xian),華域汽(qi)車、伊利股(gu)份、同仁(ren)堂、上汽(qi)集團等白(bai)馬股(gu)一路上揚,漲幅(fu)可(ke)觀。東興證券認為(wei),A股(gu)當前以龍頭股(gu)為(wei)核心的(de)投資邏輯將大概率延(yan)續。落實到(dao)個股(gu)選擇上,建議圍繞外資參與度提升(臺積電(dian)持股(gu)模式)和確定(ding)性更強(qiang)的(de)海外經(jing)濟復蘇兩條(tiao)主線出發,自下而(er)上篩選標的(de)如重點關注的(de)中(zhong)(zhong)(zhong)興通訊、國電(dian)南瑞、中(zhong)(zhong)(zhong)國建筑、京東方、歌(ge)爾股(gu)份、中(zhong)(zhong)(zhong)國中(zhong)(zhong)(zhong)車這(zhe)一類的(de)企業。
機構觀點
海通證券:著(zhu)眼(yan)2018年,看好金(jin)融、先進制造、新(xin)(xin)興消費(fei)。著(zhu)眼(yan)中期,前期表(biao)現較優(you)的(de)價(jia)值類股票仍(reng)有(you)很好的(de)配置意義,尤其是金(jin)融優(you)勢仍(reng)舊(jiu)明(ming)顯(xian)。另外(wai),著(zhu)眼(yan)中期產業布局,社會(hui)主(zhu)要矛盾決定主(zhu)導(dao)產業方(fang)向,十九大報告提出“中國特色社會(hui)主(zhu)義進入新(xin)(xin)時(shi)代”,滿足(zu)人民美好生活需要的(de)行業必(bi)然成為新(xin)(xin)時(shi)代的(de)主(zhu)導(dao)產業,如先進制造(自(zi)動化(hua)、信息化(hua))、新(xin)(xin)興消費(fei)(品(pin)牌化(hua)、服務化(hua))。
中證(zheng)(zheng)(zheng)(zheng)網(wang)(wang)聲明(ming):凡本(ben)網(wang)(wang)注明(ming)“來源(yuan):中國(guo)(guo)證(zheng)(zheng)(zheng)(zheng)券報(bao)·中證(zheng)(zheng)(zheng)(zheng)網(wang)(wang)”的所有作(zuo)品(pin),版權均(jun)(jun)屬于(yu)中國(guo)(guo)證(zheng)(zheng)(zheng)(zheng)券報(bao)、中證(zheng)(zheng)(zheng)(zheng)網(wang)(wang)。中國(guo)(guo)證(zheng)(zheng)(zheng)(zheng)券報(bao)·中證(zheng)(zheng)(zheng)(zheng)網(wang)(wang)與(yu)作(zuo)品(pin)作(zuo)者聯合聲明(ming),任何組織(zhi)未(wei)經(jing)中國(guo)(guo)證(zheng)(zheng)(zheng)(zheng)券報(bao)、中證(zheng)(zheng)(zheng)(zheng)網(wang)(wang)以(yi)及作(zuo)者書面授權不(bu)得轉載、摘(zhai)編或利(li)用其它(ta)方式使用上述作(zuo)品(pin)。凡本(ben)網(wang)(wang)注明(ming)來源(yuan)非中國(guo)(guo)證(zheng)(zheng)(zheng)(zheng)券報(bao)·中證(zheng)(zheng)(zheng)(zheng)網(wang)(wang)的作(zuo)品(pin),均(jun)(jun)轉載自(zi)其它(ta)媒(mei)體,轉載目(mu)的在于(yu)更好服務讀者、傳遞信息(xi)之(zhi)需,并(bing)不(bu)代(dai)表本(ben)網(wang)(wang)贊同其觀點,本(ben)網(wang)(wang)亦(yi)不(bu)對其真實(shi)性(xing)負(fu)責,持異議者應(ying)與(yu)原(yuan)出處單位主張權利(li)。
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