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色豆
色豆
·
07-30
中金买呀
A股全线反攻!A50直线飙涨!中金:年内二次买点或已到来
A股反攻来了!今日(7月20日)早盘,A50直线飙涨,涨幅一度超2%。与此同时,A股集体大反攻,多只宽基涨幅较大,创业板50和科创板50ETF皆大涨超2%。截至午间收盘,沪指涨1.18%,深成指涨0.21%,创业板指涨1.13%。个股涨多跌少,沪深京三市约3100股飘红,半天成交1.68万亿元。
A股全线反攻!A50直线飙涨!中金:年内二次买点或已到来
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色豆
色豆
·
07-29
$纳斯达克(.IXIC)$
太硬了,才跌这么一点点
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3
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1
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色豆
色豆
·
07-17
$NQ100指数主连 2609(NQmain)$
美国总能找个点支撑,真是牛逼,资金就愿意相信
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1
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色豆
色豆
·
07-14
$SK海力士(SKHY)$
35万爆仓,老美真会玩
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4
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色豆
色豆
·
07-02
$NQ100指数主连 2609(NQmain)$
老美非农数据绝逼好
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色豆
色豆
·
06-26
$纳斯达克(.IXIC)$
老美就是猛
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色豆
色豆
·
06-26
$理想汽车(LI)$
越来越低了
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色豆
色豆
·
06-12
$迈威尔科技(MRVL)$
吸血开始
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色豆
色豆
·
06-12
$WTI原油主连 2607(CLmain)$
老美这炒股全看特没谱一张嘴了
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色豆
色豆
·
06-12
$迈威尔科技(MRVL)$
什么消息出来了,突然就猛了
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今日(7月20日)早盘,A50直线飙涨,涨幅一度超2%。与此同时,A股集体大反攻,多只宽基涨幅较大,创业板50和科创板50ETF皆大涨超2%。截至午间收盘,沪指涨1.18%,深成指涨0.21%,创业板指涨1.13%。个股涨多跌少,沪深京三市约3100股飘红,半天成交1.68万亿元。板块方面,电力板块全线爆发,个股上演涨停潮,煤炭、石油、白酒、保险、医药等板块涨幅居前。 昨晚,...</p>\n\n<a href=\"http://stock.eastmoney.com/news/1406,202607203812809671.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159601":"A50","159982":"中证500","399300":"沪深300","510030":"价值ETF华宝","510050":"上证50ETF华夏","512550":"富时A50ETF嘉实","000016.SH":"上证50","YXI":"ProShares做空FTSE中国50ETF","000300.SH":"沪深300","FXP":"二倍做空富时中国50ETF-ProShares","XPP":"二倍做多富时中国50ETF(ProShares)"},"source_url":"http://stock.eastmoney.com/news/1406,202607203812809671.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2652260700","content_text":"A股反攻来了! 今日(7月20日)早盘,A50直线飙涨,涨幅一度超2%。与此同时,A股集体大反攻,多只宽基涨幅较大,创业板50和科创板50ETF皆大涨超2%。截至午间收盘,沪指涨1.18%,深成指涨0.21%,创业板指涨1.13%。个股涨多跌少,沪深京三市约3100股飘红,半天成交1.68万亿元。板块方面,电力板块全线爆发,个股上演涨停潮,煤炭、石油、白酒、保险、医药等板块涨幅居前。 昨晚,中国国新和中国诚通增持股票的消息无疑是最大助力。中金公司认为,“3.23”之后,年内二次买点或已到来。中信建投也表示,市场不具备直接走熊的条件,调整反而提供了逢低布局的窗口。 大反攻 今日,A股三大指数全线高开,创业板指涨逾3%,沪指涨超1%重返3800点上方。A50大幅拉升,涨幅快速扩大至2%以上。港股市场三大指数也大幅反弹。 结构上,A股半导体芯片股盘初反弹,星宸科技20cm涨停,盛科通信、富瀚微涨超10%,普冉股份、银河微电、杰华特、芯导科技涨幅居前。油气股集体走强,山东墨龙直线涨停,科力股份涨超10%,通源石油、中曼石油、蓝焰控股、首华燃气、潜能恒信跟涨。 从数据上看,上周市场经历了一次快速去杠杆的过程。截至7月17日,上交所融资余额报13928.33亿元,较前一交易日减少379.89亿元;深交所融资余额报13563.12亿元,较前一交易日减少418.92亿元;两市合计27491.45亿元,较前一交易日减少798.81亿元。 据中金公司数据,4月以来融资余额快速增长,一度突破3万亿元,创历史新高,其中4月至6月底高点期间融资余额增长约4500亿元,伴随近期市场调整,截至7月16日融资余额相较此前高点回落1725亿元。当前融资余额仅占A股自由流通市值比重5.5%,成交额占比8.7%,只相当于2015年历史峰值水平的一半左右。 分析人士认为,这可能也意味着,杠杆风险正在收敛。中信建投夏凡捷表示,A股受到的冲击以情绪传导为主,而非杠杆出清的直接冲击。本轮调整的中心在韩国,其根源是韩国散户三重杠杆的被动平仓;A股无同类杠杆风险结构与大规模被动卖盘压力,所受冲击主要通过亚太市场恐慌情绪和跨市场风险偏好收缩传导,冲击力度和持续性天然弱于震中市场。国内宏观流动性环境无虞,且仍在趋向宽松。国内货币条件维持宽松基调,债券利率中枢持续下移,无风险收益率下行不断抬升权益资产的相对配置价值,宏观流动性层面对市场构成坚实的下方支撑。 中金:年内二次买点或已到来 海外方面,6月底以来全球AI产业链负面叙事升温,韩国股市在去杠杆压力下大幅下挫,风险情绪外溢至A股科技硬件与美股,叠加地缘风险反复,整体风险偏好受抑,且韩股至今仍现剧烈杀跌。 国内端,5月中旬至6月底,A股多次出现交易过热(自由流通市值口径换手率超5%),科技板块交易拥挤度偏高,微观结构转弱后,科技板块调整连带市场同步下跌。 中金公司认为,近期伴随市场调整,上述问题已明显缓解:1.交易层面,上周日均成交额2.65万亿元,较前一周缩量近3000亿元,换手率迅速回落;2.拥挤度方面,此前TMT板块占A股交易额比重一度上升至52%的历史最高水平,截至7月17日,TMT板块成交额占比下降至47%,其中半导体板块由此前20%以上水平回落至17%左右。 中金公司表示,中国资产整体估值处于全球主要市场偏低水平,年初至今表现也相对落后,具备较好投资吸引力,资产重估进行时。眼下市场已反映过于悲观预期,而积极因素正在累积,对A股后市不必悲观,指数正在形成年内又一相对低点,A股年内二次买点或已到来。 中信建投夏凡捷也认为,政策窗口临近,托底预期强化。7月底高层会议召开在即,稳增长政策有望进一步加码,其中消费支持政策值得重点期待;政策预期发酵将对市场风险偏好形成向上对冲。(文章来源:券商中国)","news_type":1,"symbols_score_info":{"159601":1.5,"159982":1.5,"399300":1.5,"510030":0.6,"510050":0.6,"512550":0.6,"000016.SH":0.6,"XPP":0.6,"CNmain":1.5,"FXP":0.6,"YXI":0.6,"000300.SH":0.6}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590999684616272,"gmtCreate":1785339157877,"gmtModify":1785339988342,"author":{"id":"3568029289732517","authorId":"3568029289732517","name":"色豆","avatar":"https://static.tigerbbs.com/0bfffd84227ab54bba29d074a2e18644","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568029289732517","authorIdStr":"3568029289732517"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 太硬了,才跌这么一点点","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 太硬了,才跌这么一点点","text":"$纳斯达克(.IXIC)$ 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