申博代理加盟 从今年A股逻辑看澳门太阳城游戏登入创业

作者: 456700com 日期: 2018-04-08 23:40:16 人气: - 评论: 11075




  一根阳线改变信仰,在股票市场,这样的例子很多。前几日,大家对创业板股票还是谨慎有加,创业板连涨三天之后市场风向立马转向。至于是不是风格已经转向创业板,还是先理一理今年A股市场运行的大致脉络。


  今年以来,A股市场起初是以家电、白酒为代表的白马价值股行情,上证50成为绝对的领涨主力。在“漂亮50”一路上涨的同时, 澳门太阳城直营网 据说NBA西强澳门太阳城直营网东弱?看了这几场我觉,“要命3000”却跌跌不休,这一现象背后最根本的原因,就是上证50成分股整体市盈率很低,比如以格力电器、老板电器为代表的家电股,估值也就在10倍多一点,而这些上市公司的业绩却在稳定增长, 菲律宾申博游戏网站 百度菲律宾申博官方直营网入股创维酷开10.55,公募基金等机构对这些白马价值股重仓买入,业绩和估值的戴维斯双击,让白马股走出了一波大行情。此后,在供给收缩和环保督察的影响下,有色、钢铁、煤炭、化工等资源股接过“漂亮50”的接力棒。


  由于大宗商品期货和现货持续大幅上涨,且不乏资金炒作因素存在,监管层对此提示风险。当中钢协表示要警惕钢价非理性大幅上涨后,整个周期股便展开回调;当监管层处分方大炭素违规炒作的个人投资者时,方大炭素立马以跌停回应。


  资源股上涨的最大逻辑是涨价,当监管方对资源品大幅上涨发出警告时,资源股上涨的逻辑便产生动摇,加上资源股这波大涨确实疯狂,也存在调整的需求。


  而创业板的上涨,此前最大诱因,就是证金公司进驻创业板股票,点燃了市场对创业板股票的再次关注,一直跌跌不休的创业板股票也存在反弹动能。只不过此前没有遇到明确的触发因素,此次资源股回调,部分资金转战创业板股票,带来了创业板股票连续上涨,澳门太阳城在线网址。


  近期涨幅领先的创业板股票,比如东方财富、同花顺、赢时胜等,还是集中在互联网金融、计算机等板块,和上一轮创业板牛市里的领涨龙头,没什么大的区别,也是“老故事”。与此同时,5G概念、软件、信息安全、人工智能、次新股、汽车电子等板块表现也不错,这些股票并不都是创业板,很多都是中小板股票,中小板指数创出了自2016年1月以来的新高, 菲律宾申博太阳城官方网址 华兴小学评选“学习,在市场将关注的焦点放在上证50、涨价概念股和创业板的同时,中小板股票不声不响地走出了一波不错的行情。即便是调整中的漂亮50,以贵州茅台为代表的白酒股,还是在一路上扬。


  从上述这些脉络来看,A股市场今年以来看似每一个阶段热点高度集中,比如刚开始的家电和白酒,后来的煤炭和有色,这几天的创业板,但其实不少业绩和估值相匹配的个股,一直在走自己独立的牛市行情,比如科大讯飞,就是中小板股票。


  从目前的估值水平来说,创业板整体估值水平仍然在50倍附近,不算便宜,澳门太阳城合作,轮业绩增速,资源股中报行情可比创业板公司牛。所以,无论是估值,还是业绩,创业板整体走出系统性行情的概率并不大,至少,不能因为这三天创业板股票的上涨,就认为创业板的风口来了。一根阳线就改变信仰,这样的非理性情绪,还是少一些为妙。


  与此同时,资源品这波涨价就结束了吗?不可否认,需求端预期不强的一些大宗商品,可能价格已经涨到头,但也有不少资源品,未来需求端的预期是很强烈的,比如钴,未来新能源汽车会不断放量,对钴的需求会不断增加,而钴的储量毕竟是有限的,即便前一阶段涨价有点疯狂,未来把时间拉长来看,钴的价格大概率还是处于上升通道。


  无论是涨价概念股,还是创业板,抑或上证50,在监管层大力倡导价值投资的时代,一旦某个行业出现了过度炒作和投机的行为,就会受到强监管,股票市场投机炒作的天花板效应,越来越明显,投资者更应该追求投资标的估值和业绩增长的匹配。如果看到创业板连涨就立马改变投资策略,追进去的结果很可能是被套。(记者 付建利)



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