申博开户网址 两会释放重要信息 申博开户网址 独角兽主题持续发酵

作者: 456700com 日期: 2018-04-08 23:41:25 人气: - 评论: 1072

  两会释放重要信息,独角兽向次新扩散

  来源:证券市场红周刊

  先简单解读昨天两会政府工作报告要点,梳理未来一段时间的交易方向:

  1、今年GDP目标增速定为6.5%,低于去年的6.9%及前年的6.7%,符合从高速度向高质量发展的转变。财政赤字目标为2.6%,申博太阳城微信充值,相对去年的3.0%降幅明显,财政政策力度边际降低,同时不再设定M2和社会融资目标,都体现收缩杠杆,更重视经济发展质量的要求。

  2、报告提出要“加快制造强国建设,推动集成电路、第五代移动通信、飞机发动机、新能源汽车、新材料等产业发展,实施重大短板装备专项工程”。作为十三五主线的供给侧结构性改革,16-17年侧重传统产业的去产能、去库存、去杠杆,今年则向“发展壮大新动能”倾斜,补制造短板、科技创新及“四新”经济成为发展重心。

  3、就股票市场自身而言,代表传统权重的上证50指数,16-17年连续两年表现大幅优于代表科技主题的创业板指。所谓事不过三,节后创业板指表现最强,科技主题优于权重白马,也反应了市场对经济发展的预期。

  如果说17年是蓝筹主线,偶有题材表现;今年则会以各种主题投资为主,叠加权重的阶段反弹。金融白马资源的预期差变小,不再可能普涨;而主题投资也非15年那样大肆炒作,政策催化、强预期、估值业绩匹配仍是关键,独角兽上市正是为了改善夯实科技板块的基本面。

  回到今天市场,澳门太阳城注册开户。隔夜美股因贸易战担忧减弱而大涨,刺激A股主板表现,金融地产及周期资源超跌反弹,美股后续走势仍会成为重要影响因素。

  观察盘面,独角兽主题持续发酵。

  1、最早表现的是叠加云计算、人工智能、高端制造的工业互联网板块,连续两天休整,但仍留下“活口”海得控制, 澳门太阳城娱乐城 QQ炫舞手游姻缘树 菲律宾申博手机下载 月亮井祈;不排除一轮挖掘普涨后,最后仍由该板块收尾,龙头东土科技、沈阳机床等有二次表现预期。

  2、紧接表现的是独角兽上市概念股(参股或合作),今天整体分化,但前排龙头个股依然表现强势,安彩高科、天华超净、合肥城建继续连板;同时市场还在挖掘新的品种,麦达数字、综艺股份、春兴精工、九安医疗。

  3、今天独角兽概念向次新股扩散,除新开板的泰永长征、江苏租赁外, 菲律宾申博太阳城最新网址 美国房产税:宽税基 菲律宾申博太,涨停或冲击涨停个股,基本都是细分领域的龙头, 太阳城国际娱乐城 《犬之岛》曝11张角色海报 申博代理加盟 即将登陆第8届;虽不是严格意义上的独角兽,但炒作的是稀缺性。

  A、连板个股:万兴科技(消费软件第一股,四板打出高度)、创业黑马(创业服务提供商)、杭州园林(园林设计,业绩增长+高送转填权)、宣亚国际(次新里的区块链)。

  B、首板个股:金奥博(民爆器材系统,军民融合)、药石科技(生物医药中小分子细分龙头)、梅轮电梯(次新里的电梯股)、力盛赛车(赛车运营第一股)、深圳新星(唯一拥有完整产业链的铝晶粒细化剂制造商)。

  从操作角度,缩量板次日避免追涨打板,比如今天的佳都科技;另外,首板就放大量的也难以接力成功,比如直播答疑中有股民问到的大众公用、长高集团。

  C、中到大阳但未涨停的个股有时会是更好标的,不像涨停股关注度高,连续阳线也有资金进驻,有可能出现次日加速走势。遵循次新+独角兽稀缺逻辑,关注中宠股份(宠物食品)、索通发展(预焙阳极新材料)、合盛硅业(有机硅)、岱勒新材(金刚石线)等。

 

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