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股市新一轮行情正在悄然兴起

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发表于 2015-11-30 18:24:00 | 显示全部楼层 |阅读模式
经过连续三天大涨,周二股市开始回调了,个股极度分化。大盘在11点左右冲高回落,下午上证指数继续跳水失守3900点,一度引起恐慌。随着今天复牌的公司不断增多,大盘的压力也随之增加,风险也在增加。实际上周一盘中已经有这样迹象,有些业绩没有支撑的股票或停牌较早的股票开始出现下跌,不少股票已经积累了30%-40%的利润,一旦大盘指数有点风吹草动,获利盘随时会兑现利润。
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尽管开始调整,但大盘走势还是良性的。这个市场没有只涨不跌的股票,哪怕是报复性反弹也是有个度的。罗马不是一天建成的,大盘从5176点下跌以来经过17天快速下跌,那是系统性出现了问题,现在救市基本成功了,要想短期内猛烈上涨,回到今年的高点,目前看一点也没有可能。
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1 @  L/ @7 O; M4 l4 t虽然周二还将近有1000只股票涨停板,尾盘不是银行股护盘,收盘指数将很难看。现在市场主攻补涨行情,最晚停牌(7月8日)的股票大多数三个板,业绩好的已经有四个板。3 g3 m$ c* l  G8 ?0 o1 w! ]

8 d- O( v& R, A& z但股市一轮新的行情正在悄然兴起,那就是中报业绩作为选股的重要考量,股票的基本面,价值回归又成为机构和投资者的重点关注的题材。经过此轮大幅暴跌,以业绩增长为核心的价值投资逻辑重新得到市场认可。想想上半年就是乱炒股,垃圾股飞上天,创业板市盈率100-150倍,甚至更高。$ R* v! ]% p2 y. E3 M% y

: V) P( g% ]. A( L8 C: M, o9 h. q截至12日,两市1483只个股已披露上半年业绩预告,近七成的上市公司中报预喜,25家公司中报业绩预增超10倍,更有多家公司推出的"高送转"受到市场热捧。有71家上市公司推出了送转比例达到或者超过"10送10"的分红预案,其中浙江鼎力(603338)的送转力度最大,"10转15派1元"。中超电缆(002471)和鸿利光电(300219)紧随其后,为"10转15派现0.1元"及"10转15"。7 L+ H5 w/ c3 D! E. q% {
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同方股份(600100)7月12日发布公告,今年上半年经营业绩与去年同期的0.42 亿元相比将大幅增长,预计实现归属于上市公司股东的净利润在7.4亿元到7.6亿元之间,同比增长幅度为1662%至1710%左右,所以在二级市场表现已经连续四天涨停。  }& g2 t% C6 F8 g: Z# Z% V: |

; F( M" t# w: i* C后市还将出现震荡格局,个股分化还将继续,在吃不准行情时候,可以持币观望。不少股民在周二上午盲目买进股票的,到了下午又被套了。在没有选好优质股票前,就不要盲目入市,看不准就场外观望。没有人让你一年365天,天天持有股票。3 l& s, @! v! f" S. q6 ^

5 v' j$ r( w: }- k大金融板块目前不是热点,包括银行、券商、保险、地产股。银行股无需持有,涨也是像龟兔赛跑很慢,市场遍地是黄金,逢低吸纳优质股票,赚钱效应要比银行股快,虽然从价值体系来说,银行股市盈率很低,但国际惯例,银行股普遍市盈率很低。
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发表于 2015-11-30 18:33:53 | 显示全部楼层
一定要回贴,因为我是文明人哦
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发表于 2015-11-30 18:35:13 | 显示全部楼层
长时间没来看了 ~~
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发表于 2015-11-30 18:43:03 | 显示全部楼层
看完了这么强的文章,我想说点什么,但是又不知道说什么好
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发表于 2015-12-31 22:51:40 | 显示全部楼层
你踩我的脚没事,可别踩我的鞋呀!
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发表于 2016-1-1 00:52:59 | 显示全部楼层

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