今日滬深兩市(shi)股(gu)(gu)指整(zheng)體維持小(xiao)幅(fu)震蕩上(shang)(shang)揚走(zou)勢,深證成指漲(zhang)(zhang)幅(fu)相對(dui)較好,午后(hou)(hou)一(yi)度(du)漲(zhang)(zhang)逾(yu)1%,滬指受銀行(xing)和券商等(deng)權重(zhong)股(gu)(gu)拖累,漲(zhang)(zhang)幅(fu)相對(dui)較小(xiao)。雄(xiong)安新區(qu)概念股(gu)(gu)午后(hou)(hou)掀起漲(zhang)(zhang)停(ting)(ting)潮,創(chuang)業環保(bao)、青龍管(guan)業和啟迪設(she)計(ji)等(deng)逾(yu)10股(gu)(gu)漲(zhang)(zhang)停(ting)(ting)。個(ge)股(gu)(gu)層面,午后(hou)(hou)上(shang)(shang)漲(zhang)(zhang)個(ge)股(gu)(gu)數(shu)明顯(xian)增多,貴(gui)州燃氣(qi)等(deng)近60股(gu)(gu)漲(zhang)(zhang)停(ting)(ting),達華智能和深振業A跌停(ting)(ting)。
截至收(shou)盤(pan),滬(hu)指漲(zhang)0.51%,報(bao)3288.41點(dian)(dian),成(cheng)交(jiao)1758.95億元;深證成(cheng)指漲(zhang)1.05%,報(bao)11019.08點(dian)(dian),成(cheng)交(jiao)2270.86億元;創業板(ban)指漲(zhang)0.45%,報(bao)1793.22點(dian)(dian),成(cheng)交(jiao)697.79億元。
盤(pan)面上(shang),隨著大盤(pan)股指(zhi)攀升,行業(ye)和(he)題材板(ban)塊(kuai)午(wu)后基本(ben)上(shang)全線(xian)飄紅。行業(ye)板(ban)塊(kuai)方面,除銀(yin)行和(he)券商等板(ban)塊(kuai)小幅下跌(die),其他板(ban)塊(kuai)均錄得上(shang)漲,醫藥、環保、園林和(he)水泥建材等板(ban)塊(kuai)表現突出(chu),板(ban)塊(kuai)指(zhi)數漲逾2%,醫療、工程建設、電(dian)力和(he)石(shi)油等多個板(ban)塊(kuai)漲逾1%。
題材(cai)股方面,雄(xiong)安新區概念股掀起漲停潮,板塊內逾(yu)10股漲停,次(ci)新股表(biao)現(xian)也比(bi)較活躍,萬興科技6連板,中藥、免疫治療、送轉預期和(he)(he)超級品牌等(deng)題材(cai)漲幅其次(ci)。增強現(xian)實、全息(xi)技術和(he)(he)國產(chan)芯片等(deng)科技股題材(cai)調整(zheng)走低,獨(du)角(jiao)獸概念午后有所(suo)異動(dong),安彩(cai)高科和(he)(he)環宇(yu)數(shu)控(kong)等(deng)盤中直(zhi)線拉升上漲。
機構觀點
興業(ye)證券:長期(qi)(qi)堅(jian)定牛(niu)市(shi)、找(zhao)最優(you)質(zhi)資產,中(zhong)(zhong)短期(qi)(qi)圍繞(rao)“三性(xing)(xing)”、防(fang)守反(fan)擊(ji):擇時(shi)(shi)(shi)(shi)的反(fan)人性(xing)(xing):中(zhong)(zhong)短期(qi)(qi)高波動是常態,但長期(qi)(qi)牛(niu)市(shi)邏輯穩固,今年上半年倉位不必太激進,多數時(shi)(shi)(shi)(shi)間保持(chi)中(zhong)(zhong)性(xing)(xing)倉位,少數時(shi)(shi)(shi)(shi)間進行逆向(xiang)倉位調整(zheng),就是說,市(shi)場樂觀(guan)時(shi)(shi)(shi)(shi)勇于(yu)降低(di)倉位,市(shi)場過度(du)悲觀(guan)時(shi)(shi)(shi)(shi)敢(gan)于(yu)增持(chi)優(you)質(zhi)核心資產。
廣州萬(wan)隆:由(you)于獨角獸和(he)(he)互聯網工業為代表的泛科(ke)技成(cheng)長股(gu)這一主(zhu)(zhu)線炒作熱情(qing)持續(xu)降溫,市場短期(qi)陷入熱點(dian)混(hun)戰局面(mian),醫(yi)藥和(he)(he)白酒(jiu)股(gu)的崛起也能從側(ce)面(mian)印證(zheng)資金(jin)無“東(dong)西”可(ke)炒的尷尬局面(mian)。此(ci)外(wai),盡管連板龍頭此(ci)起彼伏,但大多數均為個股(gu)行情(qing),并未對板塊(kuai)構(gou)成(cheng)巨(ju)大提(ti)振(zhen)。面(mian)對這樣的行情(qing),投資者對于盤中脈(mo)沖式(shi)拉升需要(yao)警惕追高誘惑,操作上盡量以低(di)吸為主(zhu)(zhu),尤其是部分調(diao)整(zheng)到位的科(ke)技成(cheng)長股(gu)可(ke)大膽介入,等(deng)待(dai)二次拉升機會的到來。
中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)聲明:凡本(ben)(ben)網(wang)注明“來源(yuan):中(zhong)(zhong)(zhong)(zhong)(zhong)國證(zheng)(zheng)券報·中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)”的(de)(de)所(suo)有作品,版權均屬于(yu)中(zhong)(zhong)(zhong)(zhong)(zhong)國證(zheng)(zheng)券報、中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)。中(zhong)(zhong)(zhong)(zhong)(zhong)國證(zheng)(zheng)券報·中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)與作品作者(zhe)聯合聲明,任何(he)組織未經(jing)中(zhong)(zhong)(zhong)(zhong)(zhong)國證(zheng)(zheng)券報、中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)以及作者(zhe)書面授權不得轉載、摘編或(huo)利用其(qi)它方式使用上述作品。凡本(ben)(ben)網(wang)注明來源(yuan)非中(zhong)(zhong)(zhong)(zhong)(zhong)國證(zheng)(zheng)券報·中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)的(de)(de)作品,均轉載自其(qi)它媒體,轉載目的(de)(de)在(zai)于(yu)更好服務讀者(zhe)、傳遞(di)信息之需(xu),并不代(dai)表本(ben)(ben)網(wang)贊同其(qi)觀點,本(ben)(ben)網(wang)亦不對(dui)其(qi)真實性負責,持異議者(zhe)應與原出(chu)處單位主張權利。
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