JunXuan0205
2021-06-17
世界疫情逐渐好转,基本面好的公司都反弹了。这时候是入手的好时机
反弹来了?北向资金早盘持续回流,加仓这些板块
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":161161554,"tweetId":"161161554","gmtCreate":1623911598178,"gmtModify":1631893338061,"author":{"id":3586589165423405,"idStr":"3586589165423405","authorId":3586589165423405,"authorIdStr":"3586589165423405","name":"JunXuan0205","avatar":"https://static.tigerbbs.com/33da4b78d9781accb6fa34d5c28697c9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>世界疫情逐渐好转,基本面好的公司都反弹了。这时候是入手的好时机</p></body></html>","htmlText":"<html><head></head><body><p>世界疫情逐渐好转,基本面好的公司都反弹了。这时候是入手的好时机</p></body></html>","text":"世界疫情逐渐好转,基本面好的公司都反弹了。这时候是入手的好时机","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/161161554","repostId":1155490674,"repostType":4,"repost":{"id":"1155490674","kind":"news","pubTimestamp":1623911250,"share":"https://www.laohu8.com/m/news/1155490674?lang=&edition=full","pubTime":"2021-06-17 14:27","market":"sh","language":"zh","title":"反弹来了?北向资金早盘持续回流,加仓这些板块","url":"https://stock-news.laohu8.com/highlight/detail?id=1155490674","media":"上海证券报","summary":"今日早盘,A股全线反弹,创业板指涨幅领先,盘中一度涨逾2%。盘面上,白酒、半导体、汽车等多个板块带动指数拉升,休闲服务、建筑材料等跌幅居前。\n北向资金早盘一改此前几个交易日净卖出态势,转向加仓。截至发","content":"<div>\n<p>今日早盘,A股全线反弹,创业板指涨幅领先,盘中一度涨逾2%。盘面上,白酒、半导体、汽车等多个板块带动指数拉升,休闲服务、建筑材料等跌幅居前。\n北向资金早盘一改此前几个交易日净卖出态势,转向加仓。截至发稿,北向资金持续净买入超过30亿元。从行业配置上来看,近期反弹势头较好的科技股获得北向资金明显加仓,酿酒、建材板块则遭减仓。\n\n白酒、半导体大涨引领指数反弹\n早盘白酒股全线回暖,皇台酒业、口子窖涨停,...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/YiHxXHtbOSzPP2CZqrX7-Q\">Web Link</a>\n\n</div>\n","source":"shzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>反弹来了?北向资金早盘持续回流,加仓这些板块</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n反弹来了?北向资金早盘持续回流,加仓这些板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 14:27 北京时间 <a href=https://mp.weixin.qq.com/s/YiHxXHtbOSzPP2CZqrX7-Q><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日早盘,A股全线反弹,创业板指涨幅领先,盘中一度涨逾2%。盘面上,白酒、半导体、汽车等多个板块带动指数拉升,休闲服务、建筑材料等跌幅居前。\n北向资金早盘一改此前几个交易日净卖出态势,转向加仓。截至发稿,北向资金持续净买入超过30亿元。从行业配置上来看,近期反弹势头较好的科技股获得北向资金明显加仓,酿酒、建材板块则遭减仓。\n\n白酒、半导体大涨引领指数反弹\n早盘白酒股全线回暖,皇台酒业、口子窖涨停,...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/YiHxXHtbOSzPP2CZqrX7-Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF"},"source_url":"https://mp.weixin.qq.com/s/YiHxXHtbOSzPP2CZqrX7-Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155490674","content_text":"今日早盘,A股全线反弹,创业板指涨幅领先,盘中一度涨逾2%。盘面上,白酒、半导体、汽车等多个板块带动指数拉升,休闲服务、建筑材料等跌幅居前。\n北向资金早盘一改此前几个交易日净卖出态势,转向加仓。截至发稿,北向资金持续净买入超过30亿元。从行业配置上来看,近期反弹势头较好的科技股获得北向资金明显加仓,酿酒、建材板块则遭减仓。\n\n白酒、半导体大涨引领指数反弹\n早盘白酒股全线回暖,皇台酒业、口子窖涨停,水井坊、酒鬼酒等纷纷跟涨。\n\n值得注意的是,本轮白酒反弹主线是基本面表现强劲的次高端酒企,水井坊、酒鬼酒等相关公司股价上涨,使得白酒板块整体呈现上扬态势。\n国泰君安策略团队认为,A股估值体系面临重塑新阶段,内外需共振阶段二三线品种具备盈利弹性优势,当前以白酒为代表率先开始的这轮成长扩散行情也正意味着,估值体系重塑新阶段,二三线成长品种具备重估价值。\n此外,今日早盘半导体板块再度走高,台基股份涨逾10%,富瀚微、士兰微等纷纷跟涨。\n\n国金证券认为,根据下游调研反馈情况,从在手订单、交货周期、收入确认周期来看,半导体行业到2022年景气度仍会保持持续向上。高景气度下,由于产品结构提升、涨价等因素影响,半导体板块的全年利润预期有望上调。\n此外,卫星导航概念盘中拉升走高。板块中,华测导航、航锦科技、天奥电子等纷纷上涨。这主要缘于6月17日搭载神舟十二号载人飞船的长征二号F遥十二运载火箭,在酒泉卫星发射中心点火发射。\n北向资金增持科技股\n减持酿酒行业\n此前北向资金连续3个交易日呈现净卖出态势,但今日早盘北向资金恢复了净买入。\n拉长时间周期来看,自4月16日至上周末,北向资金连续9周保持资金净买入。近期,A股市场科技股反弹势头强劲,北向资金也显著增仓部分科技股。\nChoice数据显示,6月1日至6月16日,北向资金对24只个股的持有流通股比例增加1个百分点以上,上海贝岭、中国宝安、超图软件等多个科技类个股持股增幅居前。\n\n数据来源:东方财富Choice终端\n天风证券在研报中表示,在行业配置方面,近期北向资金净买入较多的行业为医药、电力设备及新能源等;资金净卖出较多的行业为食品饮料、建材等。\n粤开证券首席策略分析师陈梦洁表示,从北向资金近期流入的板块来看,对科技成长品种的配置偏好也在持续提升。近期北向资金对维持高景气度的电气设备、电子板块等行业有持续的买入情况,表明资金仍然看好我国科技成长领域的投资价值,尤其是具有一定优势的电气设备板块。","news_type":1,"symbols_score_info":{"03086":0.9,"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":1101,"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":60,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/161161554"}
精彩评论