4月有望上演核心资产领涨业绩浪行情

中金财经04-05

从历史规律来看，每年4月份是年报和季报集中披露的月份，中国股市出现业绩浪行情+蓝筹牛市概率较大。　　　　　　纳指大涨是空头回补还是情绪反转？　　3月30日，纳指一度跌至20690点，失守360日K线支撑，多头信心堪忧。360日均线常被视为管控风控阈值的牛熊分界线，因其覆盖养老金和共同基金为期12至18个月的业绩考核周期。31日，受中东战事或在两到三周内结束的...

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href=http://sc.stock.cnfol.com/shichangjuejin/20260405/32126535.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从历史规律来看，每年4月份是年报和季报集中披露的月份，中国股市出现业绩浪行情+蓝筹牛市概率较大。\r\n\r\n　　\r\n\r\n　　    \r\n\r\n　　纳指大涨是空头回补还是情绪反转？\r\n\r\n　　3月30日，纳指一度跌至20690点，失守360日K线支撑，多头信心堪忧。360日均线常被视为管控风控阈值的牛熊分界线，因其覆盖养老金和共同基金为期12至18个月的业绩考核周期。31日，受中东战事或在两到三周内结束的...</p>\n\n<a href=\"http://sc.stock.cnfol.com/shichangjuejin/20260405/32126535.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TQQQ","symbol_name":"纳指三倍做多ETF","start_time":0,"source_url":"http://sc.stock.cnfol.com/shichangjuejin/20260405/32126535.shtml","article_id":"2625464195","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2625464195","pubTimestamp":1775386921,"columns":[],"sourceInfo":{"source_id":"zhongjincaijing_highlight","name":"中金在线"},"weMediaInfo":null,"summary":"从历史规律来看，每年4月份是年报和季报集中披露的月份，中国股市出现业绩浪行情+蓝筹牛市概率较大。　　3月30日，纳指一度跌至20690点，失守360日K线支撑，多头信心堪忧。360日均线常被视为管控风控阈值的牛熊分界线，因其覆盖养老金和共同基金为期12至18个月的业绩考核周期。31日，受中东战事或在两到三周内结束的消息提振，纳指大涨3.83%。文章已发表于4月4日《证券市场周刊》。文中提及个股仅做分析，不做投资建议。","collect":0,"end_time":0,"defaultTopTitle":"cnfol.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TQQQ":"纳指三倍做多ETF","LU1201861249.SGD":"Natixis Harris Associates US 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market","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/9b9076f9fe3c45ca336252288a0bc795","symbols_score_info":{"MNQmain":0.6,"TQQQ":0.71,"QQQY":0.6,"GPIQ":0.6,"TECL":0.6,"QID":0.6,"BRKU":0.6,"QDTE":0.6,"BRKD":0.6,"FTEC":0.6,"QQQM":0.6,"PSQ":0.6,"TQQY":0.6,"NDX":1.9,"NQmain":0.71,"SQQQ":0.71,"ONEQ":0.6,"BRKW":0.6,"QQQJ":0.6,".IXIC":1.9,"QQQI":0.71,"NVIW.SI":0.6,"JEPQ":0.6,"03086":0.71,"QQQE":0.6,"HXC":1.9,"QYLG":0.6,"BRKC":0.6,"QLD":0.6,"QQQ":0.71,"IYW":0.6},"content_text":"从历史规律来看，每年4月份是年报和季报集中披露的月份，中国股市出现业绩浪行情+蓝筹牛市概率较大。\r\n\r\n　　\r\n\r\n　　    \r\n\r\n　　纳指大涨是空头回补还是情绪反转？\r\n\r\n　　3月30日，纳指一度跌至20690点，失守360日K线支撑，多头信心堪忧。360日均线常被视为管控风控阈值的牛熊分界线，因其覆盖养老金和共同基金为期12至18个月的业绩考核周期。31日，受中东战事或在两到三周内结束的消息提振，纳指大涨3.83%。这是去年5月12日大涨4.35%(上涨主因是中美经贸高层会谈取得实质性进展)之后的单日最大涨幅。\r\n\r\n　　纳指缘何大涨？包括高盛在内的主流观点认为，这并不是投资者对中东战事前景情绪的转变，而是此前极度偏空的仓位结构急需修正。当日是月末和季末收官日，基金做靓报表的粉饰橱窗效应，亦会有大规模资金调配，转向买入股票。\r\n\r\n　　以本周低位和去年峰值相比，纳指、苹果和伯克希尔股价分别缩水13.9%、14.9%和13.3%。95岁的股神巴菲特日前表示，这次跌幅不值一提，不会为了博取指数5%至6%的反弹收益而入场。如何看待众多超级不确定性因素对当下股市的影响？巴菲特的回答是：“我对股市的走势毫无头绪，我认为其他人也一样。”\r\n\r\n　　(作者系职业投资人。文章已发表于4月4日《证券市场周刊》。文中观点仅代表作者个人，不代表本刊立场。文中提及个股仅做分析，不做投资建议。)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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