不惧黑周一,大A该板块有望一枝独秀

  • 日期:07-16
  • 点击:(916)

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市场回顾

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7月9日,三大股指早盘上涨和下跌。创业板指数领涨两个城市。盘中指数跌破半年线并压低差距。反对科学技术委员会的基准测试概念在各地涌现,许多股票已经扭转了市场。当天下午,以券商为首的金融股集体上涨,帮助大盘指数走强。氟化学工业,种子工业,OLED等学科领域也活跃,许多氟化学概念股开始上涨和停止。在市场上赚钱的效果已经逐渐升温,个股也在上涨和下跌。公司基准公司的概念在下午继续上涨,三种超级新材料,穆勒新材料和新风帆的近10种库存增加。

截至收盘,上证综合指数下跌0.17%,收于2,928点;深成指数上涨0.14%,收于9198点;创业板指数上涨0.74%,收于1517点。上海证券交易所净流出18.1亿元,深圳证券交易所净流出5.77亿元。

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在该领域,氟化学品,化肥和超级电容器等行业涨幅居前,而贵金属,造船和环保行业则是跌幅最大的行业。

点击下面的卡片加入我的圈子。针对短期爱好者量身定制的T + 3短期策略,通过智能算法选择具有短期运营空间的库存池,然后专业交易者挑选出最具潜力的潜在股票。短期运作就在这里!

(已在此处添加了圆卡,请查看今天的标题客户端)

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热线主线

个人股票公告:

1.博瑞通讯:上半年净利润增长约106%

7月9日,博瑞通讯宣布,预计2019年上半年实现的净利润同比增长约106%。该公司去年同期的利润为1789万元。

点评:日线图显示,公司股价测试在前期的支撑位3.61元附近。在60分钟图表上,显示底部金针底信号。一旦技术面稳定,短期反弹将会启动。

2,金钼股份:上半年净利润3.98亿元,同比增长74.74%

金莫钼业公布了半年度业绩报告。上半年营业收入45.37亿元,同比增长8.15%;上半年净利润3.98亿元,同比增长74.74%。

评论:在股票的60分钟图表中,MA5有一个转折趋势。阴影线底部之后,很可能会走出短期反弹。在业绩支撑后,股价有望反弹。

3.祁连山:上半年净利润增长约128%

7月9日,祁连山发布晚间公告,显示公司2019年半年净利润约为5亿元,增长约128%。

评论:股票近期呈上升趋势,日线图受多个均线支撑。祁连山最新中期报告显示,营业收入23.5亿元,同比下降9.79%;归属于上市公司股东的净利润为2.19亿元,同比增长18.65%,如果业绩高于预期,预计将继续上升。

热门话题:

[国务院推动校园足球,足球业迎来快速发展时期]

7月8日,中共中央,国务院就深化教育教学改革,全面提高义务教育质量发表了意见。该意见提出,体育课开设后,体育科目将被列入高中阶段入学考试录取分数。科学安排体育运动负荷,开展具有学校特色的体育活动,大力发展校园足球,让每个学生掌握1或2项运动技能。根据2018年对体育产业生态系统的统计调查,中国对足球感兴趣的人口占32%。根据过去的政策目标,2025年中国体育产业规模将达到5万亿元。如果其他国家的人口对足球感兴趣,预计中国球迷的数量将在未来继续增长,预计足球产业将继续扩大。

点评:随着1923年中国回归1923年亚洲杯后,足球界的关注度逐渐增强。目前,足球产业政策的支持有所增加。未来,随着下游用户的逐步开放,足球产业有望迎来良性和快速发展。周期。业务模式清晰,产业链中端具有强大的盈利能力,具有强大运营能力和高度关注的上游质量俱乐部预计将获利。

相关股票:

奥拓电子(002587):该公司主要从事人造革合成革的制造和销售,在高端足球皮革中占有超过70%的市场份额;

雷曼股份(300162):该公司与中国足球协会签署协议,在比赛期间专门为中国足球协会中国队系列及相关服务提供LED显示设备;

[保利和中思实施重组,中央企业重组后再去下一个城市]

The State-owned Assets Supervision and Administration Commission of the State Council issued a message on the 8th that, after being approved by the State Council, China Poly Group Co. Ltd. and China Zhongsi Group Co. Ltd. implemented a restructuring, and Zhongsi Group transferred to Baoli Group without compensation. The restructuring of China Poly and China National Silk Corporation is the second reorganization of central enterprises this year, and the time from the release of the last state-owned enterprise reorganization (North-South ship) is less than two weeks.

Comments: Since the second half of this year, state-owned enterprise reform capital has been operating frequently, especially local state-owned enterprises. Some brokerage institutions told the Guangzhou Daily newspaper all media reporters that since last year, the regulation has adjusted the capital market mergers and acquisitions and restructuring policies, and promoted the pace of mergers and acquisitions of central enterprises and local state-owned enterprises. At the same time, recently, the State-owned Assets Supervision and Administration Commission issued《国务院国资委授权放权清单(2019年版)》(hereinafter referred to as《清单》), focusing on the selection of five major categories, 35 items of decentralization issues《清单》, and further paved the way for state-owned enterprise reform. This also means that the future reform of state-owned enterprises is still expected to become the main investment sector of the capital market.

Related stocks:

China Haicheng (002116): The company's ultimate controller, the State-owned Assets Supervision and Administration Commission of the State Council, holds 53.69% of the company's stock;

Poly Real Estate (600048): The company's ultimate controller The State-owned Assets Supervision and Administration Commission of the State Council holds 44.03% of the company's stock;

Disk analysis

At present, the market has been adjusted for several consecutive days of shocks. Today, the market finally ushered in the direction of choice - stop falling. The current market is in a weak rebound after the heavy volume drop. The trend of the majority of individual stocks is better than the trend of the weights sector; today's liquor sector and The trend of the other two cities is basically the opposite. In the afternoon, the main battlefield came to the fluorine chemical industry, chemical fertilizers and other industries, and the liquor was dried up. If the liquor sector continued to decline, the technology stocks would continue to perform with great probability, which would speed up the market to see the low point and wait patiently.

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值得注意的是,沪指60分钟图上已经从下跌转为震荡行情,多日的跌幅之后,市场大概率维持在一个震荡趋势中,小幅度反弹可期。一方面,目前指数仍处于2440点以及2822点连线的上行趋势当中,暂时有一定的承接力;另一方面,5分钟的MACD已经呈现出底背弛迹象,短期的反抽还是比较明显的。

操作策略

目前来看,白酒板块为首的绩优白马群体处于历史高位,俨然是广大个股的反向指标,不建议再进场;科技股群体作为两市核心区域,股价弹性会大一些,重点关注科技股、军工板块中的绩优核心股,尽量回避纯题材概念股;大金融群体依然是券商板块活跃,在市场趋势没有转好之前,券商很难大涨,券商板块依然是关注头部券商;此外,近期要谨慎追涨,对于当天表现领涨的群体,千万不要追,风险较大。

消息面上,7月9日,国内期货市场开盘,主力合约中,铁矿石涨近6%,价格逼近900元,至收盘铁矿石涨逾4%。自2018年12月份以来已累计上涨逾100.11%。今年上半年,铁矿石主力期货合约在六个月时间里,涨幅接近100%,创近5年新高。淡水河谷矿难和澳洲飓风等因素导致铁矿石供应偏紧,是推动铁矿石价格上涨的主要原因。正如我们上午在盘中交易提示中提到的,受益于铁矿石价格上涨的A股上市公司中的绩优概念股后市可重点关注。

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