红翻天喽
2018-01-24
这篇文章不错,转发给大家看
@美股解毒师:
【老虎指数】港股30指数2018年第三周
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font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(02202)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(00700)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(00867)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(02318)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(01113)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(00914)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(02007)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(00881)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(01171)$ </span>$(03993)$ $(01882)$ $(03333)$ $(01177)$ $(01558)$ $(01088)$ $(02338)$ $(01530)$ $(00425)$ $(00175)$ $(00868)$ $(00027)$ $(03380)$ $(01093)$ $(00486)$ $(02020)$ $(00083)$ $(00586)$ $(00012)$ $(00688)$ $(00386)$</p></body></html>","htmlText":"<html><head></head><body><p>总得来说,2018年开门的第一个月,是牛气十足的一个月。</p> <p>恒生指数上涨了超过6%,很大程度上得益于金融板块的起爆。然而,本周的港股30指数落后恒生指数3个点。主要原因是金融板块权重的不足,以及医疗板块(-0.8%)和消费板块(-0.79%)的回撤。</p> <p>我们先看一下第三周行业分布情况:</p> <p><img src=\"https://static.laohu8.com/f46f454747b688b58a929056f8ef93a2\"></p> <p>本周的表现</p> <p><img src=\"https://static.laohu8.com/ad1f1aefa973957e12aef8d0d84b42b7\"></p> <p>第三周的港股30指数成分股:</p> <p><img src=\"https://static.laohu8.com/b29cea2c2f3f60d354339b870a095835\"></p> <p><img src=\"https://static.laohu8.com/a15d01dbfd745148114a1ea0d53eccfe\"></p> <p><img src=\"https://static.laohu8.com/def62adb591a78fd184b9a318f8fef6b\"></p> <p>再看看过去一年的表现:</p> <p><img src=\"https://static.laohu8.com/e238a3b99979f162625ce27c0fbb8afd\"></p> <p>需要注意的是,这波牛市显现出来的板块强弱比较明显,个股的强弱也非常明显。恒生指数由于49%的权重都在大市值的金融股上,而由于港股通的净流入等原因,低估值的金融板块被强势拉升,因此爆发得也很强势。</p> <p>而上两周强势的医药、消费板块在第三周进行了回调,但并不代表其基本面有所改观。除非本季发的财报不及预期,要不然依然有良好的基本面基础。</p> <p>个股方面,暴涨过后的个股也会有一定的间歇回调期,因此,只要公司基本面依然良好,一两周的涨幅没有超过大盘并不是什么问题。</p> <p>消息君在此将这几周上榜的基本面良好的公司给大家罗列出来,供大家参考</p> <p><img src=\"https://static.laohu8.com/82237955e82c33947dbca98971edd61c\"></p> <p>基本面没啥太大变化的公司,在牛市行情下,依然指的持有。</p> <p>最后,老生常谈的是,\"超额收益\"对应的是\"超额风险\",风险管理时刻牢记。#老虎指数#</p> <p><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(02202)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(00700)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(00867)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(02318)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(01113)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(00914)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(02007)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(00881)$ </span><span style=\"color: #333333; font-family: 'Helvetica Neue', Helvetica, 'Nimbus Sans L', Arial, 'Liberation Sans', 'PingFang SC', 'Hiragino Sans GB', 'Source Han Sans CN', 'Source Han Sans SC', 'Microsoft YaHei', 'Wenquanyi Micro Hei', 'WenQuanYi Zen Hei', 'ST Heiti', SimHei, 'WenQuanYi Zen Hei Sharp', sans-serif;\">$(01171)$ </span>$(03993)$ $(01882)$ $(03333)$ $(01177)$ $(01558)$ $(01088)$ $(02338)$ $(01530)$ $(00425)$ $(00175)$ $(00868)$ $(00027)$ $(03380)$ $(01093)$ $(00486)$ $(02020)$ $(00083)$ $(00586)$ $(00012)$ $(00688)$ $(00386)$</p></body></html>","text":"总得来说,2018年开门的第一个月,是牛气十足的一个月。 恒生指数上涨了超过6%,很大程度上得益于金融板块的起爆。然而,本周的港股30指数落后恒生指数3个点。主要原因是金融板块权重的不足,以及医疗板块(-0.8%)和消费板块(-0.79%)的回撤。 我们先看一下第三周行业分布情况: 本周的表现 第三周的港股30指数成分股: 再看看过去一年的表现: 需要注意的是,这波牛市显现出来的板块强弱比较明显,个股的强弱也非常明显。恒生指数由于49%的权重都在大市值的金融股上,而由于港股通的净流入等原因,低估值的金融板块被强势拉升,因此爆发得也很强势。 而上两周强势的医药、消费板块在第三周进行了回调,但并不代表其基本面有所改观。除非本季发的财报不及预期,要不然依然有良好的基本面基础。 个股方面,暴涨过后的个股也会有一定的间歇回调期,因此,只要公司基本面依然良好,一两周的涨幅没有超过大盘并不是什么问题。 消息君在此将这几周上榜的基本面良好的公司给大家罗列出来,供大家参考 基本面没啥太大变化的公司,在牛市行情下,依然指的持有。 最后,老生常谈的是,\"超额收益\"对应的是\"超额风险\",风险管理时刻牢记。#老虎指数# $(02202)$ $(00700)$ $(00867)$ $(02318)$ $(01113)$ $(00914)$ $(02007)$ $(00881)$ $(01171)$ $(03993)$ $(01882)$ $(03333)$ $(01177)$ $(01558)$ $(01088)$ $(02338)$ $(01530)$ $(00425)$ $(00175)$ $(00868)$ $(00027)$ $(03380)$ $(01093)$ $(00486)$ $(02020)$ $(00083)$ $(00586)$ $(00012)$ $(00688)$ $(00386)$","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/149479","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["00914","01171","00867","03993","01113","02202","00881","02318","00700","02007"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1184,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1034,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/150034"}
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