A股缩量 震荡区间上移都透露哪些信息?

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上证指数下跌0.17%。化学品和其他行业在下午活跃

在昨天的常饮洗牌后,目前的市场已经筋疲力尽。上午会议期间,两只股指继续波动,并试图回落至之前的震荡盘整区间。上证指数一度下跌0.7%。

当天下午,券商,化工,燃料电池等主题股继续上涨,推动两股指数反弹并反弹,上证指数一度走红。

从今天的盘面看,深证指数明显优于上海证券交易所,而创业板指数已上涨近1%。分析认为,市场越大,市场越极端,就越能突出资金的方向。从目前的情况来看,资金的方向可能已经转向与科技委员会关系更密切的中小企业的方向。

就个股而言,跌宕起伏明显不同。中期报告的表现超出了基金青睐的预期股票。薇薇高科技开盘涨停,酗酒市场涨跌互现,推动白酒库存增强。在早期阶段,热点库存减弱,金融科技在ETC行业的调整明显。恒邦在黄金行业的股价下跌,龙华卫生的垃圾分类大幅下跌。

新城控股收盘下跌8.9%,成交额超过80亿元,是市场中最高的,远远超过第二个中国平安48.9亿元的排名。

截至收盘,上证指数下跌0.17%,深证成指上涨0.14%,创业板指数上涨0.74%,两市合计3517.73亿元。

部门方面

The concept of benchmarking of the science and technology board has become the strongest sector today, and the whole day has been oscillating all the way, leading the market. The two sectors of the automobile and liquor are relatively strong, running all the way above the flat line, and the end of the auto sector is a wave of rising prices. The brokerage sector pulled up strongly in the afternoon and once led the Shanghai Composite Index to rebound. ETC, blockchain, rare earth, agriculture and other sectors have all experienced a rise in performance, but they are not the mainstream hotspots in today's market.

Hot stocks

The whole market is still in a downturn, and the height of the strong stocks in the board is still fixed in the three boards, and the number of board stocks has increased slightly compared with yesterday. Hakoco went out of the market for six days and five boards, but the previous four boards were all due to the reorganization of the word board, so that the whole board trend has limited effect on the market. Huaxin New Materials and Powerful New Materials have become the most powerful and powerful stocks in the market. Delis, Sanchao New Materials, United Optoelectronics, and Boxin shares are two boards, barely maintaining the existence of strong stocks.

Institutions see the market

Founder Securities issued a document saying that there is no indication that the comparative advantage of consumption and big financial sector has been replaced, and the market will continue. Judging from the current limited disclosure of the interim report, the food and beverage and bio-pharmaceutical companies in consumption have experienced a more general improvement in performance, and the financial industry has less disclosure. The consumer and big financial sectors have not yet found a comparative advantage. There are signs of being replaced, at least for now, the group will continue. By mid-July, the small and medium-sized board and the entrepreneurial mid-term report will be disclosed, which is an important window to observe the changes in performance. The next observation window is the mid-year report at the end of August.

Bohai Securities said that before the 15th of this month, it is recommended to pay attention to the release process of the GEM announcement, and the possible style conversion opportunities. In terms of configuration, the main policy recommendations focus on the investment opportunities of the non-bank financial sector under the continuous deepening of the capital market reform, and the continuous process of the technology sector's heat in the context of accelerated economic transformation. In addition, it is also recommended to pay attention to the theme of the environmental protection sector under the waste classification. Sexual opportunities.

xx化学领域活跃,OLED概念强劲

在昨天的重大损失之后,这两只股票指数今日盘中维持窄幅波动。创业板指数相对强劲,盘中涨幅接近1%。在板块上,酿造和化学领域活跃,OLED概念,燃料电池和操作系统都很强大。具体做法是:

1.酒板

白酒行业在盘中交易中上扬。收盘时,酒类含量上涨超过9%。古越龙山,金石源,伊利特等收益超过4%,贡酒和绿酒增幅超过3%。

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最近白酒的上涨得益于其基本面仍处于上升趋势,从而推动估值继续上涨和溢价。另一方面,由于市场不确定性的增加,资金面向食品和饮料行业,尤其是酒类。推动该行业的青睐。从目前的股价估值来看,国金证券认为这一趋势仍有望继续。但是,从市场的共识来看,即将进入白酒预测期,基本的验证将很快开始。白酒公司股价的估值是否能够与基本面相匹配将是当前的重要关注点,建议投资者关注它。

国金证券表示,从行业收入和利润追踪的角度来看,4 - 5月份行业收入和利润增速较第一季度有所下降,但整体下滑幅度仍在5%以内。整体风险并不大,但仍难以排除。个别公司低于预期,这影响了该行业的短期情绪。总体而言,建议坚持具有良好性能确定性的一线白酒,并继续关注目前预计在第二季度超出预期的低价值品种和酒类酒。

2.化学部门

化工板块在盘中交易中表现强劲。当日收盘,绿岩精,华新新材料,氟化物,中信氟,扬帆新材料,强力新材料上涨,鲁北化工涨幅超过9%。

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民生证券指出,目前,基础化工行业经济低迷,大宗化学品整体走弱,产品价格随着下游需求的减弱和新增供应的释放而下降。从短期来看,该行业的整体估值已经反映了悲观预期,大多数化工产品的价格都有小幅下降。从长远来看,化工行业的集中度越来越高,企业和园区的数量正在减少,对龙头企业的资源集中度也是时代的趋势。未来,化工企业的差异化将加速和加强,具有综合优势。领先的公司受益最多。建议关注稳定稳固的业绩,完整的产业链整合,低价值细分与成本,资金,技术等优势,推荐万华化工,隆力,金石资源。

3,OLED概念

OLED概念今天变得更加强劲。截至收盘,智云股份和强势材料涨停涨停。西方材料涨幅超过9%。长川科技,永泰科技和联德设备涨幅超过6%。

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德邦证券指出,由于第二次世界大战工人赔偿问题没有达成协议,自7月4日起,日本将控制出口到韩国的半导体材料。当日本供应商向韩国出口半导体材料时,他们需要向日本政府提交申请。审核最多需要90天。增强出口管制的材料包括用于电视和移动OLED面板的含氟聚酰亚胺,半导体制造中的芯材光刻胶和高纯度氟化氢。日本的制裁将对韩国面板和半导体产业产生一定的影响。三星,SK海力士和LG都是世界上重要的存储和面板制造商。

据韩国贸易协会称,韩国企业对日本高纯度氟化氢,光刻胶和氟聚酰亚胺的依赖度分别达到43.9%,91.9%和93.7%。为应对日本的制裁,韩国工业,贸易和资源部决定投资6万亿韩元(约合人民币352.9亿元)用于研究和开发半导体材料,零部件和设备,以应对日本对韩国出口的限制。但是,韩国在半导体材料技术方面与日本存在较大差距,短期内难以实现自给自足。在此背景下,该机构建议关注国内相关半导体材料公司,包括景瑞,南大光电等。此外,韩国的OLED产能也将受到影响,国内OLED相关公司有望受益,建议关注京东方A,深圳天马A,维信诺,TCL集团。

4.燃料电池

燃料电池概念在盘中交易活跃。截至当日收盘,京城股份和凯恩股价每日上涨,金龙汽车股价上涨近8%,经纬股份和华昌化工股价上涨超过6%,三爱,长城汽车和兴运股价涨幅均超过5%。

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最近,中国氢能联盟在山东潍坊潍柴集团发布《中国氢能源及燃料电池产业白皮书》。白皮书指出,氢能将成为中国能源系统的重要组成部分。据估计,到2050年,氢能约占中国能源系统的10%,氢能需求接近6000万吨,年经济产值超过12万。 1亿元;全国1万多个加氢站,交通运输,工业等领域将实现氢能的普遍应用,燃料电池汽车年产量达到520万只,固定发电设备2万只/年,燃料电池产能550万只/年。

国金证券指出,氢能的发展需要有三个主要因素:财政富裕,良好的工业基础和氢盈余。重点是选择长三角,环渤海和珠三角区域配送企业,重点是系统,动力堆,加氢站和氢气。链接。建议关注嘉华能源(副产品氢气,加氢站,国投合作),美锦能源(联合膜电极星公司广州鸿基,建议投资国安氢化铅反应堆,控股燃料电池汽车制造企业) )佛山飞驰,副产氢气加氢站建设和运营),雪人股份(空压机主要供应商,参与HYGS),大洋电气(布局燃料电池系统,运营,参与BLDP),雄益股份(布局)膜电极,电堆,系统企业),冰轮环境。

资料来源:A股震荡格局不会改变。收缩不利于市场前景。

今天的磁盘

早盘,沪深股市涨跌互现,市场出现反弹。从盘面来看,黄金再次领涨两个城市,ETC概念股大幅下挫,科创板块开启了标准股的强势走势,受数字货币发展影响,区块链概念再次上涨,稀土永久性磁铁板块相继解除,两个城市保持稳定趋势;当天下午,种子行业股票大幅上涨,券商股上涨,两市触底反弹,上证指数一度转为红色,而创业板走势甚至更加明朗。总体而言,今天的主题优于权重,市场情绪再次出现在经济低迷时期。预计市场将有更高的运行概率。

市场不会继续下跌

More than 20 new shares were issued on the weekend, which brought some pressure on the stock funds, which had a negative impact on market operations in the short term. The intraday capital of the intraday market outflowed 3.3 billion yuan yesterday. Since the beginning of this year, the influence of northbound funds on A shares has been very large, basically synchronous or slightly ahead of the broader market. As a marginal variable of the market, the A-share sentiment is weak. US non-agricultural data is better than expected, affecting global risk appetite and causing a negative impact on China's stock market. But on the whole, these will not change the market structure. China's economic data is generally stable. From the perspective of macroeconomic fundamentals, economic policies and market liquidity, the current stock market will not continue to decline, and the overall shock pattern will not change.

On Tuesday, the market maintained a volatile trend. From the daily level, the focus of the Shanghai Composite Index fell sharply, and the signs of weakening of the market reappeared. From the perspective of the moving average, the index has been run above the 120-day line, gaining support and presenting a steady-state potential. The 5-day moving average has a straight head down, and the 10th and 60th moving averages are below. The weak pattern is exposed. Combined with the technical indicators MACD, the red column turned to the green column, the multi-party control panel gradually weakened, and the short position occupied the market advantage; the RSI entered the 20-50 point range, and the weak wait-and-see pattern appeared. On the whole, the weak market continues again, and the shrinkage pattern is not conducive to the market outlook.

A-share shock pattern does not change

Despite the large market adjustment yesterday and the market risk concentration, the callback is a low-sucking opportunity. At present, it is still a stock capital market, and such a pattern is unlikely to show a sustained general increase. Looking back at June, although the market is facing a series of negative factors, the A-shares are full of resilience. In mid-June, the external events will be expected to be fulfilled in advance, and the main contradictions will be shifted from the outside to the inside. The domestic macro-economy and the performance of listed companies will be the follow-up market. An important foundation for development. Therefore, it is especially important to choose a stable and good company. Operationally, a stable layout, and a reasonable control of the position.

Xiangcai Securities: What information does the Shanghai index move up?

xx今天,两只股指小幅低开。整体市场受到午盘收盘震荡的震荡;午后股指横向盘整,并在13: 54之后出现小幅复苏;磁盘热点:科技标杆,种子产业,OLED概念,矿产品,酿造,家用化学品,电子仪器,医疗保健,聚氨酯,燃料电池等行业表现强劲;总体而言:今天的市场显示出小幅调整。

关于整体市场结构的认知和判断,湘波证券范博自5月6日单日暴跌以来表示,结构性市场是A股的主流运作模式。有鉴于此,我们一再提醒投资者要主动学习和适应这样的市场,因为他们不能改变市场,然后改变和调整他们的适应性。

7月8日市场的单日暴跌给投资者带来了巨大的恐慌。面对这样的氛围,我们并不认为它过于恐慌,并在《大盘暴跌真的很恐怖吗?》博客文章中明确表达了我们的观点。观点:暴跌仍然是结构化市场的一部分。

回顾今天的盘面,早期指数仍有惯性来测试行动,但整体恐慌情绪已趋同,特别是在下午,股指已经反弹并转为红色。从上证指数的技术面来看,在6月6日跌破半年线之后,它停止下跌并反弹。今天再次穿越半年线,该指数保持相对稳定。预计市场在后期继续维持震荡的可能性更大。

总结一句话:目前,市场整体水位不是太高。过去两天下跌的底线也高于5月6日至6月18日震荡盘整上缘的2900点,表明市场整体运行范围正在缓慢上行。预计后期持续震荡盘整的可能性将更大。

净流出量创下年内新高。主要基金有利于猪肉库存

7月8日,两市三大股指迎来大幅调整,大部分行业板块下挫。在此背景下,两市主要资金净流出量创下年内新高。分析指出,在真正的负面影响下,昨日市场下挫,市场情绪较为恐慌,市场存在技术性反弹需求,主力资金有望迎来情绪修复。

净流出超过450亿元

数据显示,昨日沪深股市主力资金净流出456.19亿元,为年内最大流出量。从分类来看,沪深300指数净流出176.48亿元,创业板指数净流出78.65亿元,中小板指数净流出91.01亿元。总体而言,这两个城市的主要基金自7月2日以来一直表现出持续的净流出。

关于昨日A股下跌的动机,市场进行了很多讨论,一些机构消息人士表示,市场悲观情绪的修复已经结束。随着市场反弹至4月高位附近,投资者的分歧继续增加。未来的市场趋势也需要基本的支持。短期市场应继续维持其波动性。投资者仍需要耐心等待6月份的宏观数据和美联储7月份的降息。

还有一些观点认为,一些白马股票在不久的将来已经完全调整,股价已经达到了重要的均线支撑位。市场反弹强劲,市场正在引领市场趋于稳定。事实上,近期大盘的走弱主要是由于一些重量级股的调整。对于这些核心资产的表现,国盛证券表示,目前核心资产的估值并不昂贵,而且业绩增长率优于海外领导者。从长远来看,外国投资,养老金,财富管理和保险等增量资金是最重要的驱动力,它们不是机构股。核心资产的重要逻辑尚未被打破。建议继续坚持,甚至调整和匹配,以考虑长期的国际视角,以利用不可避免的短期波动。

猪肉备受青睐

从行业层面来看,昨日28日申万一级行业主流资金净流出,其中钢材,商贸,建材,矿业,轻工制造,家电,建筑装饰等行业,主要资金净流出量为相对较小不到10亿元,分别为3.37亿元,4.73亿元,7.11亿元,7.47亿元,7.57亿元,9.02亿元和9.27亿元。

就个体股而言,猪肉库存已成为基金的主要目标。温氏股份,天康生物,正邦科技,新希望等股票均有大量资金流入,分别为128,246,400元,11,234,500元,9,854,800元和4238.4万元。

对于猪肉行业,中泰证券表示,5月底猪价进入快速上涨的渠道,但随着猪价上涨,猪股未升至新高。核心原因是随着猪价上涨,预计会有现金。许多游戏的周期性基金选择离开市场,而5月份低于预期的数量使市场担心公司的增长。目前的情况是,第二季度的数量已经公布,市场担忧已得到充分体现。在猪价大幅上涨的情况下,成本对上市公司业绩的影响有限,因此认为随着第三季度猪价和屠宰的同步增加,猪群的投资机会是值得关注。

总体而言,包括猪肉在内的农业部门昨日受到主要基金的关注。兴业证券表示,建议将重点放在即将迎来旺季的水产养殖业。预计猪价将上涨至前一个高点。在猪价上涨后,预计鸡肉价格将反弹。首选的Wins股票,股票股票和弹性标准正邦科技天邦股份也建议关注新的五峰,唐人等,这对猪业务的盈利能力有重大影响。鸡肉部门专注于领先的神农的发展。