回顧(gu):今天(tian)大(da)(da)(da)盤收(shou)復3300點(dian)(dian),創(chuang)(chuang)業(ye)板(ban)(ban)(ban)(ban)收(shou)出放量大(da)(da)(da)陽線,個股普(pu)漲題材概念活(huo)躍(yue)。滬(hu)(hu)指(zhi)早盤維持震(zhen)蕩走勢,午后開始逐步(bu)走高,一(yi)舉收(shou)復3300點(dian)(dian)。創(chuang)(chuang)業(ye)板(ban)(ban)(ban)(ban)指(zhi)全(quan)天(tian)一(yi)路強(qiang)勢走高,放量大(da)(da)(da)漲突破年線的壓(ya)力(li)位。網(wang)絡安全(quan)、云(yun)計(ji)算等(deng)(deng)軟件板(ban)(ban)(ban)(ban)塊(kuai)集體大(da)(da)(da)漲,成(cheng)為推動(dong)創(chuang)(chuang)業(ye)板(ban)(ban)(ban)(ban)上(shang)漲的最大(da)(da)(da)動(dong)力(li)。周期股受到鋼鐵(tie)板(ban)(ban)(ban)(ban)塊(kuai)的拖(tuo)累全(quan)線回落(luo),中小(xiao)創(chuang)(chuang)則(ze)相對活(huo)躍(yue)。滬(hu)(hu)指(zhi)上(shang)漲0.57%,報收(shou)3307點(dian)(dian);深成(cheng)指(zhi)上(shang)漲1.6%,報收(shou)11194點(dian)(dian);創(chuang)(chuang)業(ye)板(ban)(ban)(ban)(ban)上(shang)漲3.53%,報收(shou)1856點(dian)(dian)。從(cong)盤面(mian)上(shang)看,獨角獸概念、計(ji)算機應用(yong)、5G等(deng)(deng)板(ban)(ban)(ban)(ban)塊(kuai)漲幅居前;兩(liang)市僅鋼鐵(tie)、煤炭等(deng)(deng)幾個板(ban)(ban)(ban)(ban)塊(kuai)下跌。滬(hu)(hu)股通凈流(liu)入(ru)11億(yi),深股通凈流(liu)入(ru)4.51億(yi)。
技術分(fen)析:今天滬(hu)指(zhi)經(jing)過早盤(pan)(pan)圍繞(rao)平盤(pan)(pan)線(xian)震蕩(dang),下(xia)午成功突破(po)33000點(dian)(dian),尤其引人(ren)關(guan)注的是:創(chuang)(chuang)業(ye)(ye)板(ban)經(jing)過數(shu)日(ri)橫盤(pan)(pan)整理,指(zhi)數(shu)連(lian)續6個(ge)交易日(ri)上(shang)試1800點(dian)(dian)壓力(li)后,今日(ri)放(fang)(fang)量(liang)突破(po),上(shang)漲(zhang)(zhang)3.53%,漲(zhang)(zhang)至1856點(dian)(dian)附近,這預(yu)示著三大指(zhi)數(shu)都站穩年線(xian),均線(xian)壓力(li)得到(dao)有效釋放(fang)(fang),同時因為創(chuang)(chuang)業(ye)(ye)板(ban)反(fan)彈力(li)度最大,創(chuang)(chuang)業(ye)(ye)板(ban)或率先迎(ying)來反(fan)彈行(xing)情。操作上(shang),可逢低關(guan)注低價中小創(chuang)(chuang)的績優成長(chang)股。
熱點(dian):從盤面來看,今(jin)天伴隨著強(qiang)勢拉升,科(ke)技(ji)成長股也再度領漲兩市,受(shou)富士康工業(ye)互聯(lian)(lian)網成功(gong)過(guo)會(hui)影(ying)響,互聯(lian)(lian)網軟(ruan)件、充電樁以(yi)及芯(xin)片等(deng)概(gai)念成為資金(jin)競相追捧的(de)對象。如動(dong)力(li)源、通(tong)合科(ke)技(ji)開盤迅速沖擊,再如國科(ke)微、聯(lian)(lian)建光(guang)電等(deng)芯(xin)片股也再度聞風拉板(ban),更不用說網游(you)等(deng)互聯(lian)(lian)網概(gai)念股大面積卷(juan)土重來,游(you)久游(you)戲(xi)、電魂(hun)網絡(luo)等(deng)紛(fen)紛(fen)超跌漲停。昨(zuo)日怒掀漲停潮的(de)雄(xiong)安概(gai)念經過(guo)早盤沖高后,下午(wu)有所回落(luo),韓建河山(shan)、青龍(long)管(guan)業(ye)上午(wu)封板(ban)的(de)個(ge)股,下午(wu)開板(ban)回落(luo)。
綜(zong)合(he)來(lai)看,市(shi)場(chang)熱點(dian)繼續(xu)快速輪(lun)動(dong),熱點(dian)賺錢效應還是越(yue)(yue)來(lai)越(yue)(yue)強,而隨著創業(ye)板順利沖破年線壓制,為中(zhong)小創的新一輪(lun)反彈打(da)開空間,加上(shang)目(mu)前(qian)創業(ye)板的回調(diao)比較充(chong)分(fen),后市(shi)對(dui)創業(ye)板來(lai)說(shuo),機會明顯大(da)于風(feng)險(xian)。建議大(da)家將(jiang)選股重(zhong)心放在(zai)中(zhong)小創上(shang),在(zai)板塊的選擇(ze)上(shang),目(mu)前(qian)市(shi)場(chang)熱點(dian)輪(lun)動(dong)較快,與(yu)前(qian)期漲幅的部分(fen)工業(ye)互聯網和科技獨角獸概念股相比,股價超跌嚴重(zhong)且有(you)政策利好(hao)催化劑的主題板塊可(ke)(ke)能(neng)更具吸(xi)引力,也有(you)可(ke)(ke)能(neng)在(zai)后續(xu)得到游資關注。
總結:由于消息面(mian)上(shang)近期(qi)看不到(dao)什么太多(duo)的(de)(de)(de)利空因素,所(suo)以市場總體做空力量也(ye)是有(you)限的(de)(de)(de)。而隨著監(jian)管層(ceng)對(dui)于創(chuang)(chuang)新板塊(kuai)政策的(de)(de)(de)回暖,大(da)創(chuang)(chuang)新板塊(kuai)領漲兩(liang)市,創(chuang)(chuang)業板前期(qi)調整比較充(chong)分,估值水平(ping)和(he)倉位結構顯著改善(shan),在市場調整結束進(jin)入反彈窗(chuang)口后更(geng)具(ju)(ju)彈性,大(da)家可以尋找其創(chuang)(chuang)業板的(de)(de)(de)創(chuang)(chuang)新題材(cai)中估值具(ju)(ju)備安(an)全邊際的(de)(de)(de)個(ge)(ge)股。監(jian)管層(ceng)在推動引入“獨角(jiao)獸”等創(chuang)(chuang)新公司(si)上(shang)市的(de)(de)(de)同時,對(dui)退市制度也(ye)在進(jin)行改革征詢意見,從兩(liang)方面(mian)增(zeng)加市場活(huo)力,從結構來說,對(dui)缺乏基本面(mian)、估值過高的(de)(de)(de)個(ge)(ge)股是有(you)壓(ya)制的(de)(de)(de)。
中長(chang)期(qi)看,具備行業創新磐(pan)石的(de)(de)五(wu)大硬(ying)科(ke)技產業(電子、通信、機械、醫藥、電車等(deng))有(you)望加(jia)速發展,其中基本面(mian)過硬(ying)的(de)(de)個(ge)股長(chang)期(qi)前景光明。短期(qi)來說,建議大家(jia)注(zhu)意跟上市(shi)(shi)場的(de)(de)節(jie)奏,特別是(shi)對于大資金的(de)(de)動(dong)作要(yao)及時跟隨(sui),而不(bu)是(shi)一味(wei)的(de)(de)追(zhui)漲(zhang)殺(sha)跌(die),以積極的(de)(de)心態應對后市(shi)(shi)的(de)(de)震蕩反彈行情(qing)。
中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)聲(sheng)明(ming)(ming):凡本(ben)網(wang)(wang)(wang)注(zhu)明(ming)(ming)“來源:中(zhong)(zhong)國(guo)證(zheng)(zheng)(zheng)券(quan)報(bao)·中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)”的所有作(zuo)(zuo)(zuo)品,版(ban)權(quan)均(jun)屬于中(zhong)(zhong)國(guo)證(zheng)(zheng)(zheng)券(quan)報(bao)、中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)。中(zhong)(zhong)國(guo)證(zheng)(zheng)(zheng)券(quan)報(bao)·中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)與作(zuo)(zuo)(zuo)品作(zuo)(zuo)(zuo)者(zhe)聯(lian)合聲(sheng)明(ming)(ming),任何組(zu)織未經中(zhong)(zhong)國(guo)證(zheng)(zheng)(zheng)券(quan)報(bao)、中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)以(yi)及(ji)作(zuo)(zuo)(zuo)者(zhe)書面授權(quan)不得轉(zhuan)(zhuan)載、摘編(bian)或利用其它方式使用上述(shu)作(zuo)(zuo)(zuo)品。凡本(ben)網(wang)(wang)(wang)注(zhu)明(ming)(ming)來源非中(zhong)(zhong)國(guo)證(zheng)(zheng)(zheng)券(quan)報(bao)·中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)(wang)的作(zuo)(zuo)(zuo)品,均(jun)轉(zhuan)(zhuan)載自其它媒體,轉(zhuan)(zhuan)載目的在于更(geng)好服務讀者(zhe)、傳遞(di)信(xin)息之(zhi)需(xu),并(bing)不代表本(ben)網(wang)(wang)(wang)贊同其觀(guan)點,本(ben)網(wang)(wang)(wang)亦不對其真實性負責,持(chi)異(yi)議者(zhe)應與原出處(chu)單位主張權(quan)利。
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