4b98885e
2021-06-17
是时候进市场了。 反弹时候要开始了
💪💪💪
@格隆汇:
A股午评:指数反弹,芯片、白酒概念股大涨
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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3298ff466d0a698b7fc8560b535873a0\" tg-width=\"476\" tg-height=\"171\"></p><p>盘面上,行业板块多数上涨,半导体板块获资金追捧涨幅最大,且直接带动芯片概念走强,上海贝岭等多股涨停;白酒股概念股全线上涨,皇台酒业等多股涨停;锂电池、光伏、氮化镓、光刻机、医美等概念强势。石油板块回落,相关个股近乎全线下跌;农林牧渔、运输设备、仓储物流等板块跌幅靠前。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05325a431ff1ab497900d3985a017647\" tg-width=\"466\" tg-height=\"248\"></p><p>医美概念大幅反弹,<a target=\"_blank\" href=\"https://laohu8.com/S/000150\">$宜华健康(000150)$</a> 等股涨停。中信证券指出,本轮医美整治“从速从严”,旨在保护消费者权益,规范行业。短期加大整顿,不排除对市场产生冲击,但动态调整达到新平衡后,有利于扩大市场需求,长期稳健发展。整顿的效果—涤浊扬清,产业链各环节“良币驱逐劣币”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cfdea954856c9d528d7bd4bce36eca2\" tg-width=\"499\" tg-height=\"250\"></p><p>煤炭板块活跃,安源煤业涨8%。国家统计局昨日发布数据显示,5月份,生产原煤3.3亿吨,同比增长0.6%,上月为下降1.8%,比2019年同期增长0.6%,两年平均增长0.3%,日均产量1053万吨;进口煤炭2104万吨,同比下降4.6%。中信证券指出,目前安监、需求、进口成本进一步上升等支撑煤价维持高位的基本面因素还在强化,预期仍有改善的空间。板块中“破净”及盈利向好的龙头公司,估值吸引力仍然较强。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfc6b2d8e1edb3c33f065fe8cd7ce415\" tg-width=\"501\" tg-height=\"251\"></p><p>白酒股全线上涨,皇台酒业等股涨停。山西证券指,2021白酒实现了开门红,板块业绩已显著超疫情前水平,其中高端白酒稳健增长,次高端和区域性白酒在20Q1低基数下和21春节强需求下表现出较好的业绩弹性,比如水井坊、舍得酒业、酒鬼酒等。随着疫情防控常态化,国内消费氛围已基本恢复,预计接下来的白酒动销可能仍将维持良性势头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1f33821955a9f0c508d0153084408fd\" tg-width=\"500\" tg-height=\"250\"></p><p>芯片概念强势,上海贝岭等股涨停。多家功率半导体厂商在近期发布涨价通知。其中全球功率半导体龙头英飞凌正在酝酿新一轮产品涨价,MOSFET的涨幅将有12%,预计本月中旬执行。芯片代工商的产能普遍紧张。从海内外机构的调研情况来看,半导体板块个股的关注度显著提升。2021年一季度,半导体设备业绩迎来较好增长。机构预计,全球芯片市场供需失衡的情况可能会持续到2022年,半导体板块高景气度将继续维持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b5343328b4352107a62bfb26dba44d5\" tg-width=\"500\" tg-height=\"252\"></p></body></html>","htmlText":"<html><head></head><body><p>格隆汇6月17日丨芯片、白酒、锂电池、光伏等概念接连走强带动指数反弹回升,沪指午间收涨0.17%报3524点,深成指涨0.86%报14418点,盘中一度涨2.2%的创业板指午间收涨1.69%,报3178点。两市个股涨跌参半,市场情绪及赚钱效应好转,半日成交额5100亿,北上资金净买入30.6亿。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3298ff466d0a698b7fc8560b535873a0\" tg-width=\"476\" tg-height=\"171\"></p><p>盘面上,行业板块多数上涨,半导体板块获资金追捧涨幅最大,且直接带动芯片概念走强,上海贝岭等多股涨停;白酒股概念股全线上涨,皇台酒业等多股涨停;锂电池、光伏、氮化镓、光刻机、医美等概念强势。石油板块回落,相关个股近乎全线下跌;农林牧渔、运输设备、仓储物流等板块跌幅靠前。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05325a431ff1ab497900d3985a017647\" tg-width=\"466\" tg-height=\"248\"></p><p>医美概念大幅反弹,<a target=\"_blank\" href=\"https://laohu8.com/S/000150\">$宜华健康(000150)$</a> 等股涨停。中信证券指出,本轮医美整治“从速从严”,旨在保护消费者权益,规范行业。短期加大整顿,不排除对市场产生冲击,但动态调整达到新平衡后,有利于扩大市场需求,长期稳健发展。整顿的效果—涤浊扬清,产业链各环节“良币驱逐劣币”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cfdea954856c9d528d7bd4bce36eca2\" tg-width=\"499\" tg-height=\"250\"></p><p>煤炭板块活跃,安源煤业涨8%。国家统计局昨日发布数据显示,5月份,生产原煤3.3亿吨,同比增长0.6%,上月为下降1.8%,比2019年同期增长0.6%,两年平均增长0.3%,日均产量1053万吨;进口煤炭2104万吨,同比下降4.6%。中信证券指出,目前安监、需求、进口成本进一步上升等支撑煤价维持高位的基本面因素还在强化,预期仍有改善的空间。板块中“破净”及盈利向好的龙头公司,估值吸引力仍然较强。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfc6b2d8e1edb3c33f065fe8cd7ce415\" tg-width=\"501\" tg-height=\"251\"></p><p>白酒股全线上涨,皇台酒业等股涨停。山西证券指,2021白酒实现了开门红,板块业绩已显著超疫情前水平,其中高端白酒稳健增长,次高端和区域性白酒在20Q1低基数下和21春节强需求下表现出较好的业绩弹性,比如水井坊、舍得酒业、酒鬼酒等。随着疫情防控常态化,国内消费氛围已基本恢复,预计接下来的白酒动销可能仍将维持良性势头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1f33821955a9f0c508d0153084408fd\" tg-width=\"500\" tg-height=\"250\"></p><p>芯片概念强势,上海贝岭等股涨停。多家功率半导体厂商在近期发布涨价通知。其中全球功率半导体龙头英飞凌正在酝酿新一轮产品涨价,MOSFET的涨幅将有12%,预计本月中旬执行。芯片代工商的产能普遍紧张。从海内外机构的调研情况来看,半导体板块个股的关注度显著提升。2021年一季度,半导体设备业绩迎来较好增长。机构预计,全球芯片市场供需失衡的情况可能会持续到2022年,半导体板块高景气度将继续维持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b5343328b4352107a62bfb26dba44d5\" tg-width=\"500\" tg-height=\"252\"></p></body></html>","text":"格隆汇6月17日丨芯片、白酒、锂电池、光伏等概念接连走强带动指数反弹回升,沪指午间收涨0.17%报3524点,深成指涨0.86%报14418点,盘中一度涨2.2%的创业板指午间收涨1.69%,报3178点。两市个股涨跌参半,市场情绪及赚钱效应好转,半日成交额5100亿,北上资金净买入30.6亿。 盘面上,行业板块多数上涨,半导体板块获资金追捧涨幅最大,且直接带动芯片概念走强,上海贝岭等多股涨停;白酒股概念股全线上涨,皇台酒业等多股涨停;锂电池、光伏、氮化镓、光刻机、医美等概念强势。石油板块回落,相关个股近乎全线下跌;农林牧渔、运输设备、仓储物流等板块跌幅靠前。 医美概念大幅反弹,$宜华健康(000150)$ 等股涨停。中信证券指出,本轮医美整治“从速从严”,旨在保护消费者权益,规范行业。短期加大整顿,不排除对市场产生冲击,但动态调整达到新平衡后,有利于扩大市场需求,长期稳健发展。整顿的效果—涤浊扬清,产业链各环节“良币驱逐劣币”。 煤炭板块活跃,安源煤业涨8%。国家统计局昨日发布数据显示,5月份,生产原煤3.3亿吨,同比增长0.6%,上月为下降1.8%,比2019年同期增长0.6%,两年平均增长0.3%,日均产量1053万吨;进口煤炭2104万吨,同比下降4.6%。中信证券指出,目前安监、需求、进口成本进一步上升等支撑煤价维持高位的基本面因素还在强化,预期仍有改善的空间。板块中“破净”及盈利向好的龙头公司,估值吸引力仍然较强。 白酒股全线上涨,皇台酒业等股涨停。山西证券指,2021白酒实现了开门红,板块业绩已显著超疫情前水平,其中高端白酒稳健增长,次高端和区域性白酒在20Q1低基数下和21春节强需求下表现出较好的业绩弹性,比如水井坊、舍得酒业、酒鬼酒等。随着疫情防控常态化,国内消费氛围已基本恢复,预计接下来的白酒动销可能仍将维持良性势头。 芯片概念强势,上海贝岭等股涨停。多家功率半导体厂商在近期发布涨价通知。其中全球功率半导体龙头英飞凌正在酝酿新一轮产品涨价,MOSFET的涨幅将有12%,预计本月中旬执行。芯片代工商的产能普遍紧张。从海内外机构的调研情况来看,半导体板块个股的关注度显著提升。2021年一季度,半导体设备业绩迎来较好增长。机构预计,全球芯片市场供需失衡的情况可能会持续到2022年,半导体板块高景气度将继续维持。","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/161927765","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["000150"],"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":1733,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":954,"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":37,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/161952989"}
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