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枫吹过老鹰

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- 枫吹过老鹰枫吹过老鹰
  ·2021-02-20
  这篇文章不错，转发给大家看看
  @止损也是痛：
  $Titan Pharmaceuticals Inc(TTNP)$有谁知道去年如何拆分股的。15股合1？
  $Titan Pharmaceuticals Inc(TTNP)$有谁知道去年如何拆分股的。15股合1？
  2,852 评论
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- 枫吹过老鹰枫吹过老鹰
  ·2020-04-08
  $道琼斯(.DJI)$中概股盘前全跌，造假结果
  3,239 评论
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- 枫吹过老鹰枫吹过老鹰
  ·2020-03-12
  $道琼斯(.DJI)$谁搅得世界天翻地覆也是本事了
  2,690 评论
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- 枫吹过老鹰枫吹过老鹰
  ·2020-03-09
  $道琼斯(.DJI)$武汉病毒真厉害让世界经济停摆
  5,821 14
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- 枫吹过老鹰枫吹过老鹰
  ·2020-02-28
  延续牛市，啥时候是牛市，不要睁眼说瞎话好吗？
  蓝筹助攻大盘冲击3000点成长股还会延续牛市吗？
  来源：排排君er 　　原标题：千亿科技龙头跌停，蓝筹助攻大盘冲击3000点，成长股还会延续牛市吗？　　　　继周三的百股跌停后，周四沪深两市又有近30只个股跌停，作为信息安全绝对龙头、市值超过1600
  蓝筹助攻大盘冲击3000点成长股还会延续牛市吗？
  3,368 评论
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- 枫吹过老鹰枫吹过老鹰
  ·2020-02-04
  脸皮厚像城墙，和新闻媒体一样
  非常抱歉，此主贴已删除
  2,752 评论
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- 枫吹过老鹰枫吹过老鹰
  ·2020-02-03
  $上证指数(000001.SH)$搞的民不聊生
  3,352 评论
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- 枫吹过老鹰枫吹过老鹰
  ·2019-10-02
  $上证指数(000001.SH)$大伙知道复兴了什么吗？我怎么没发现有变化，反而不好了呢
  3,007 1
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- 枫吹过老鹰枫吹过老鹰
  ·2019-07-19
  $上证指数(000001.SH)$怂人治理的XX，德不配位也不让位
  3,911 2
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- 枫吹过老鹰枫吹过老鹰
  ·2018-12-11
  $希伯伦科技(HEBT)$ 中国公司就是这样的上市的数据做假，之前盈利是假的，现在才是它真实数据
  3,633 3
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[你懂的]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":989539953,"gmtCreate":1582868868672,"gmtModify":1704348070264,"author":{"id":"3461181224643714","authorId":"3461181224643714","name":"枫吹过老鹰","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461181224643714","authorIdStr":"3461181224643714"},"themes":[],"htmlText":"延续牛市，啥时候是牛市，不要睁眼说瞎话好吗？","listText":"延续牛市，啥时候是牛市，不要睁眼说瞎话好吗？","text":"延续牛市，啥时候是牛市，不要睁眼说瞎话好吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/989539953","repostId":"2014187953","repostType":2,"repost":{"id":"2014187953","kind":"news","pubTimestamp":1582862400,"share":"https://www.laohu8.com/m/news/2014187953?lang=&edition=full","pubTime":"2020-02-28 12:00","market":"hk","language":"zh","title":"蓝筹助攻大盘冲击3000点 成长股还会延续牛市吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2014187953","media":"新浪财经-自媒体综合","summary":"来源：排排君er\n　　原标题：千亿科技龙头跌停，蓝筹助攻大盘冲击3000点，成长股还会延续牛市吗？　　\n　　继周三的百股跌停后，周四沪深两市又有近30只个股跌停，作为信息安全绝对龙头、市值超过1600","content":"<html><body><div>\n<p cms-style=\"font-L align-Justify\">　　来源：排排君er</p>\n<p cms-style=\"font-L align-Justify\">　　原标题：千亿科技龙头跌停，蓝筹助攻大盘冲击3000点，成长股还会延续牛市吗？　　</p>\n<p cms-style=\"font-L align-Justify\">　　继周三的百股跌停后，周四沪深两市又有近30只个股跌停，作为信息安全绝对龙头、市值超过1600亿元的<span><a href=\"https://laohu8.com/S/601360\">三六零</a></span><span></span>，因受限售解禁影响，盘中一度跌停。对于股民来说，“今年比较扎心的是你买了科技5G半导体，我却买了上证50。如果能再选一次，我会在年前把股票和基金清仓，全仓买入创业板。”但是从周三开始，市场风向已经在悄然变化，科技股开启暴跌调整模式，科创板跌近5%，反而是蓝筹，大有崛起之势。</p>\n<p cms-style=\"font-L align-Justify\">　　虽然2020才开市不到两个月，创业板涨幅早早达到22%，同期上证指数-1.93%，上证50更甚，仅为-4.94%。科技股的独立行情也让相关ETF基金一骑绝尘，多只基金涨幅超过40%。不过周三以来科技股大有偃旗息鼓之势，反倒是被市场冷落多月的蓝筹股领涨，受益于逆周期政策的基建板块也接过上涨大旗，市场风格是否已经悄然切换成为热点话题。</p>\n<div><img src=\"http://n.sinaimg.cn/www/crawl/796/w550h246/20200228/3bae-ipzreix0580452.png\"/><span></span></div>\n<p cms-style=\"font-L strong-Bold align-Center\">　　创业板行情到顶了吗？</p>\n<p cms-style=\"font-L align-Justify\">　　今年以来，<span>上证50指数</span><span></span>涨幅告负，创业板指涨幅超20%，而沪指几乎收平。2月份以来，以科技龙头为代表的中小创板块涨势喜人、赚足眼球。从2月3日至今，半导体、5G通信、新能源车等热门主题表现优异，A股市场呈现出明显的分化。这周开始，A股风格发生显著切换，近期强势的创业板回调，单日跌幅近5%，而蓝筹股表现相对较佳，建筑、地产、钢铁等周期板块表现较为强势，结构分化明显。</p>\n<p cms-style=\"font-L align-Justify\">　　超过六成的私募认为次轮创业板行情已经到顶，理由是连续大涨以后的创业板已经到达历史估值的峰值，已经不再是安全的位置。但也有私募认为震荡调整远非创业板行情的终结，调整之后的创业板反而更健康。</p>\n<p cms-style=\"font-L align-Justify\">　　在认为创业板的炒作行情已经到顶的私募中，就有新思哲基金经理罗洁表示，创业板已经在顶部附近，市场风格正处于切换当中。市场之前走的是听风就是雨的“大妈行情”，当下资金需要避险，前期资金推动式的上涨将难以持续。</p>\n<p cms-style=\"font-L align-Justify\">　　知远投资董事长柳正华也认为创业板阶段性顶部确实已经来临。本轮创业板的大幅上涨非常蹊跷，完全打破了春节之前的市场格局。可以说，本轮创业板的上涨完全是受疫情的意外影响。影响主要是有两方面，一是疫情确实短期利好一些科技互联网医疗类公司；一方面更重要的是，春节后绝大多数人在家，刺激了股票和基金交易需求。随着复工到来，这部分新增资金在减少。</p>\n<p cms-style=\"font-L align-Justify\">　　成都君海投资总经理涂君认为以创业板为代表的科技板块有较大回调，这种急涨急跌也说明了里面资金的短期性和投机性，但在短期的博弈过程中，不排除还会有更疯狂上涨的可能，毕竟科技行业谈的是未来、是情怀，短期很难用业绩证伪，也不受疫情影响，便于炒作，何况在目前经济提质换挡期，对科技行业的支持政策会不断出台。但还是建议不要参与。</p>\n<p cms-style=\"font-L align-Justify\">　　正道兴达投资韩明有认为海外疫情对中国股市影响不大，中国疫情基本宣告结束。但是全球的疫情对经济产生了一定的负面作用，拉低经济的增长，创业板屡次出现暴跌基本快要见顶了或者已经见顶，至少在目前，创业板在2400点附近会暂时止步，创业板和科技没有大幅回调不要参与，除了一些补涨的的和有真正成长性的。</p>\n<p cms-style=\"font-L align-Justify\">　　星石投资认为，A股目前与海外市场关联度在增强，受到一定波及在所难免；成长股前期积累了不错涨幅，此次下跌是受外围疫情扩散影响下的正常回调，不必过于恐慌。而且，在国内政府强有力的应对下，国内疫情已经在向好的方向发展，复工复产也在有序开展，短期的震荡盘整，对整个市场来说也比较健康，为更多资金入市提供了良机。</p>\n<p cms-style=\"font-L align-Justify\">　　私募排排网未来星基金经理夏风光认为创业板走强的主要原因有三：平均业绩增速高、科技概念助推了风险偏好，以及定增新政的刺激。去年三季报显示，创业板的平均利润增速领先于其他宽基指数。另外创业板指的主要成分股是<span><a href=\"https://laohu8.com/S/300750\">宁德时代</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300059\">东方财富</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300015\">爱尔眼科</a></span><span></span>等为代表的科技、医药板块，占比在六成左右，和近期市场热点高度吻合，吸引了市场资金的持续关注。创业板短期涨幅比较大，有出现获利回吐的可能。但从全年看，创业板总体会维持相对强势，中长线还是可以给予持续关注的。</p>\n<p cms-style=\"font-L align-Justify\">　　前海龙门资产董事长兼总经理李映宏表示，由于科技股短期涨幅过大、过快，账面盈利较大，公司会对获利较大的科技股实施较大幅度的减仓动作，但这并不意味着就此看空科技股，因为科技股依然是今年行情的主线，会在未来科技股调整充分后，重新把他们买回来，也就是做波段。李映宏认为，疫情在中国已经得到了有效控制，但在日韩和欧美等海外国家却刚开始，并已经对他们的股市形成了巨大的负面影响，此种影响不亚于一波小股灾，甚至可能成为持续上涨了10余年的美股掉头向下的拐点。李映宏认为，今天创业板的大幅下跌，是科技股短期涨幅过大、过急之后的正常反应，其调整到位后还会重新卷土重来，并不意味着科技股行情的结束。</p>\n<p cms-style=\"font-L strong-Bold align-Center\">　　科技成长仍将是阶段性主线</p>\n<p cms-style=\"font-L align-Justify\">　　周四早盘水泥板块领涨，食品饮料板块也涨幅居前，<span><a href=\"https://laohu8.com/S/603719\">良品铺子</a></span><span></span>、<span><a href=\"https://laohu8.com/S/603317\">天味食品</a></span><span></span>和<span><a href=\"https://laohu8.com/S/002481\">双塔食品</a></span><span></span>涨停。输变电设备大涨，<span><a href=\"https://laohu8.com/S/600268\">国电南自</a></span><span></span>、<span><a href=\"https://laohu8.com/S/601700\">风范股份</a></span><span></span>和<span><a href=\"https://laohu8.com/S/600550\">保变电气</a></span><span></span>等个股涨停。有机构认为，虽然最近两日计算机、电子等板块出现明显回调，但科技成长的大逻辑大趋势未被破坏，仍是阶段性主线。虽然部分价值蓝筹已经具备中长期配置价值，但出现系统性风格切换仍为时尚早。</p>\n<p cms-style=\"font-L align-Justify\">　　知远投资董事长柳正华也认为周期的崛起不会马上到来，需要要观察全球市场的股市情况。总体上A股市场应该会进入一个震荡格局，等待市场下一次的启动。</p>\n<p cms-style=\"font-L align-Justify\">　　星石投资也认为周期股的短期反弹，更多是对复工预期升温和逆周期调节政策加码基建稳增长的反应。星石投资认为对周期股投资而言，传统基建更多是托底的作用，其空间有限，长期来看，新基建才是重要的发力方向。过去几次的重要会议都提到了新基建，新基建加码将给5G、云计算、工业互联网等产业链带来更多业绩支撑。长期来看，成长股仍然是一条主要的投资主线。</p>\n<p cms-style=\"font-L align-Justify\">　　和聚投资总经理李泽刚也表示，整个上半年预计成长股会迎来一个相对活跃的阶段。去年下半年以来以创业板为代表的成长股表现更好，一方面是货币宽松的大逻辑下，成长股的盈利久期更长，整体估值有显著抬升；另一方面，看到当下整个资本市场处在监管逐步放松的周期，包括资管新规的延期，再融资新规的颁布实施等。当下叠加上面提到的科技周期，公司有融资诉求，跟资本市场的互动也会更加积极，结构性的机会就会出现。因此一些优质成长股、科技股的行情还没有结束，至少在今年的上半年会保持相对活跃的状态。当下也在评估成长股的整体估值状态，目前成长股相对于大盘蓝筹的估值溢价总体仍处在历史的中间水平。</p>\n<p><span>免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表<a href=\"https://laohu8.com/S/SINA\">新浪</a>立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。</span></p>\n<p>责任编辑：陶然 </p>\n</div></body></html>","source":"sina","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>蓝筹助攻大盘冲击3000点 成长股还会延续牛市吗？</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蓝筹助攻大盘冲击3000点 成长股还会延续牛市吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-28 12:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/smjj/smgd/2020-02-28/doc-iimxxstf5041103.shtml><strong>新浪财经-自媒体综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：排排君er\n　　原标题：千亿科技龙头跌停，蓝筹助攻大盘冲击3000点，成长股还会延续牛市吗？　　\n　　继周三的百股跌停后，周四沪深两市又有近30只个股跌停，作为信息安全绝对龙头、市值超过1600亿元的三六零，因受限售解禁影响，盘中一度跌停。对于股民来说，“今年比较扎心的是你买了科技5G半导体，我却买了上证50。如果能再选一次，我会在年前把股票和基金清仓，全仓买入创业板。”但是从周三开始，市场...</p>\n\n<a href=\"https://finance.sina.com.cn/money/smjj/smgd/2020-02-28/doc-iimxxstf5041103.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"399006":"创业板指","TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指","000001.SH":"上证指数"},"source_url":"https://finance.sina.com.cn/money/smjj/smgd/2020-02-28/doc-iimxxstf5041103.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2014187953","content_text":"来源：排排君er\n　　原标题：千亿科技龙头跌停，蓝筹助攻大盘冲击3000点，成长股还会延续牛市吗？　　\n　　继周三的百股跌停后，周四沪深两市又有近30只个股跌停，作为信息安全绝对龙头、市值超过1600亿元的三六零，因受限售解禁影响，盘中一度跌停。对于股民来说，“今年比较扎心的是你买了科技5G半导体，我却买了上证50。如果能再选一次，我会在年前把股票和基金清仓，全仓买入创业板。”但是从周三开始，市场风向已经在悄然变化，科技股开启暴跌调整模式，科创板跌近5%，反而是蓝筹，大有崛起之势。\n　　虽然2020才开市不到两个月，创业板涨幅早早达到22%，同期上证指数-1.93%，上证50更甚，仅为-4.94%。科技股的独立行情也让相关ETF基金一骑绝尘，多只基金涨幅超过40%。不过周三以来科技股大有偃旗息鼓之势，反倒是被市场冷落多月的蓝筹股领涨，受益于逆周期政策的基建板块也接过上涨大旗，市场风格是否已经悄然切换成为热点话题。\n\n　　创业板行情到顶了吗？\n　　今年以来，上证50指数涨幅告负，创业板指涨幅超20%，而沪指几乎收平。2月份以来，以科技龙头为代表的中小创板块涨势喜人、赚足眼球。从2月3日至今，半导体、5G通信、新能源车等热门主题表现优异，A股市场呈现出明显的分化。这周开始，A股风格发生显著切换，近期强势的创业板回调，单日跌幅近5%，而蓝筹股表现相对较佳，建筑、地产、钢铁等周期板块表现较为强势，结构分化明显。\n　　超过六成的私募认为次轮创业板行情已经到顶，理由是连续大涨以后的创业板已经到达历史估值的峰值，已经不再是安全的位置。但也有私募认为震荡调整远非创业板行情的终结，调整之后的创业板反而更健康。\n　　在认为创业板的炒作行情已经到顶的私募中，就有新思哲基金经理罗洁表示，创业板已经在顶部附近，市场风格正处于切换当中。市场之前走的是听风就是雨的“大妈行情”，当下资金需要避险，前期资金推动式的上涨将难以持续。\n　　知远投资董事长柳正华也认为创业板阶段性顶部确实已经来临。本轮创业板的大幅上涨非常蹊跷，完全打破了春节之前的市场格局。可以说，本轮创业板的上涨完全是受疫情的意外影响。影响主要是有两方面，一是疫情确实短期利好一些科技互联网医疗类公司；一方面更重要的是，春节后绝大多数人在家，刺激了股票和基金交易需求。随着复工到来，这部分新增资金在减少。\n　　成都君海投资总经理涂君认为以创业板为代表的科技板块有较大回调，这种急涨急跌也说明了里面资金的短期性和投机性，但在短期的博弈过程中，不排除还会有更疯狂上涨的可能，毕竟科技行业谈的是未来、是情怀，短期很难用业绩证伪，也不受疫情影响，便于炒作，何况在目前经济提质换挡期，对科技行业的支持政策会不断出台。但还是建议不要参与。\n　　正道兴达投资韩明有认为海外疫情对中国股市影响不大，中国疫情基本宣告结束。但是全球的疫情对经济产生了一定的负面作用，拉低经济的增长，创业板屡次出现暴跌基本快要见顶了或者已经见顶，至少在目前，创业板在2400点附近会暂时止步，创业板和科技没有大幅回调不要参与，除了一些补涨的的和有真正成长性的。\n　　星石投资认为，A股目前与海外市场关联度在增强，受到一定波及在所难免；成长股前期积累了不错涨幅，此次下跌是受外围疫情扩散影响下的正常回调，不必过于恐慌。而且，在国内政府强有力的应对下，国内疫情已经在向好的方向发展，复工复产也在有序开展，短期的震荡盘整，对整个市场来说也比较健康，为更多资金入市提供了良机。\n　　私募排排网未来星基金经理夏风光认为创业板走强的主要原因有三：平均业绩增速高、科技概念助推了风险偏好，以及定增新政的刺激。去年三季报显示，创业板的平均利润增速领先于其他宽基指数。另外创业板指的主要成分股是宁德时代、东方财富、爱尔眼科等为代表的科技、医药板块，占比在六成左右，和近期市场热点高度吻合，吸引了市场资金的持续关注。创业板短期涨幅比较大，有出现获利回吐的可能。但从全年看，创业板总体会维持相对强势，中长线还是可以给予持续关注的。\n　　前海龙门资产董事长兼总经理李映宏表示，由于科技股短期涨幅过大、过快，账面盈利较大，公司会对获利较大的科技股实施较大幅度的减仓动作，但这并不意味着就此看空科技股，因为科技股依然是今年行情的主线，会在未来科技股调整充分后，重新把他们买回来，也就是做波段。李映宏认为，疫情在中国已经得到了有效控制，但在日韩和欧美等海外国家却刚开始，并已经对他们的股市形成了巨大的负面影响，此种影响不亚于一波小股灾，甚至可能成为持续上涨了10余年的美股掉头向下的拐点。李映宏认为，今天创业板的大幅下跌，是科技股短期涨幅过大、过急之后的正常反应，其调整到位后还会重新卷土重来，并不意味着科技股行情的结束。\n　　科技成长仍将是阶段性主线\n　　周四早盘水泥板块领涨，食品饮料板块也涨幅居前，良品铺子、天味食品和双塔食品涨停。输变电设备大涨，国电南自、风范股份和保变电气等个股涨停。有机构认为，虽然最近两日计算机、电子等板块出现明显回调，但科技成长的大逻辑大趋势未被破坏，仍是阶段性主线。虽然部分价值蓝筹已经具备中长期配置价值，但出现系统性风格切换仍为时尚早。\n　　知远投资董事长柳正华也认为周期的崛起不会马上到来，需要要观察全球市场的股市情况。总体上A股市场应该会进入一个震荡格局，等待市场下一次的启动。\n　　星石投资也认为周期股的短期反弹，更多是对复工预期升温和逆周期调节政策加码基建稳增长的反应。星石投资认为对周期股投资而言，传统基建更多是托底的作用，其空间有限，长期来看，新基建才是重要的发力方向。过去几次的重要会议都提到了新基建，新基建加码将给5G、云计算、工业互联网等产业链带来更多业绩支撑。长期来看，成长股仍然是一条主要的投资主线。\n　　和聚投资总经理李泽刚也表示，整个上半年预计成长股会迎来一个相对活跃的阶段。去年下半年以来以创业板为代表的成长股表现更好，一方面是货币宽松的大逻辑下，成长股的盈利久期更长，整体估值有显著抬升；另一方面，看到当下整个资本市场处在监管逐步放松的周期，包括资管新规的延期，再融资新规的颁布实施等。当下叠加上面提到的科技周期，公司有融资诉求，跟资本市场的互动也会更加积极，结构性的机会就会出现。因此一些优质成长股、科技股的行情还没有结束，至少在今年的上半年会保持相对活跃的状态。当下也在评估成长股的整体估值状态，目前成长股相对于大盘蓝筹的估值溢价总体仍处在历史的中间水平。\n免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表新浪立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。\n责任编辑：陶然","news_type":1,"symbols_score_info":{"399006":0.9,"000001.SH":0.9,"03086":0.9,"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":3368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915854604,"gmtCreate":1580798845508,"gmtModify":1704342323120,"author":{"id":"3461181224643714","authorId":"3461181224643714","name":"枫吹过老鹰","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461181224643714","authorIdStr":"3461181224643714"},"themes":[],"htmlText":"脸皮厚像城墙，和新闻媒体一样","listText":"脸皮厚像城墙，和新闻媒体一样","text":"脸皮厚像城墙，和新闻媒体一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915854604","repostId":"1117437748","repostType":2,"isVote":1,"tweetType":1,"viewCount":2752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915338539,"gmtCreate":1580713957121,"gmtModify":1704341971473,"author":{"id":"3461181224643714","authorId":"3461181224643714","name":"枫吹过老鹰","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461181224643714","authorIdStr":"3461181224643714"},"themes":[],"htmlText":"<a 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