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- 老猫证劵老猫证劵
  ·08-27 15:49
  茅台魔咒显现
  A股午后突然异动，发生了什么？
  A股突然大调整！午后，富时中国A50指数期货午后突然下跌超1%。随后，A股各大指数亦出现一波回调，沪指最多时跌超60点，全市场一度近4000只股票下跌。那么，究竟发生了什么？与此同时，近期A股涨幅较大，且有局部过热迹象。寒武纪股价午后一度达到1464.98元/股，超越贵州茅台股价，成为A股市场“单价”最贵的股票。昨晚，寒武纪发布亮眼财报。短期A股上涨加速，部分投资者在享受牛市氛围的同时，也在讨论阶段性调整如何择时。
  A股午后突然异动，发生了什么？
  14 评论
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- 老猫证劵老猫证劵
  ·08-06
  担心的是国产假药冲击全球市场
  340 评论
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- 老猫证劵老猫证劵
  ·08-06
  $诺和诺德(NVO)$ 再低没道理这么低的市盈率那么大的市场
  1,394 2
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- 老猫证劵老猫证劵
  ·06-09
  $METALIGHT(02605)$ 退出港股打新
  1,094 1
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- 老猫证劵老猫证劵
  ·04-21
  $SPDR黄金ETF(GLD)$ 谁能给说说这啥个啥黄金概念
  948 评论
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- 老猫证劵老猫证劵
  ·04-18
  $霸王茶姬(CHA)$ 这玩意还敢往里冲真是喝奶茶长大的
  598 评论
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- 老猫证劵老猫证劵
  ·04-10
  昨晚一睁眼全抛了
  736 评论
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- 老猫证劵老猫证劵
  ·03-21
  一卖就涨一买就跌
  781 评论
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- 老猫证劵老猫证劵
  ·03-03
  $特斯拉(TSLA)$ 买它就是买美利坚的国运，相信差不到哪去！退一万步讲，即使股票赔点小钱，留着美金本金又能做啥用，愿赌服输😄
  1,266 1
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- 老猫证劵老猫证劵
  ·02-04
  $英伟达(NVDA)$ 100一下
  1,617 1
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15:14","market":"sh","language":"zh","title":"A股午后突然异动，发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1142601356","media":"券商中国","summary":"A股突然大调整！午后，富时中国A50指数期货午后突然下跌超1%。随后，A股各大指数亦出现一波回调，沪指最多时跌超60点，全市场一度近4000只股票下跌。那么，究竟发生了什么？与此同时，近期A股涨幅较大，且有局部过热迹象。寒武纪股价午后一度达到1464.98元/股，超越贵州茅台股价，成为A股市场“单价”最贵的股票。昨晚，寒武纪发布亮眼财报。短期A股上涨加速，部分投资者在享受牛市氛围的同时，也在讨论阶段性调整如何择时。","content":"<html><head></head><body><p><strong>A股突然大调整！</strong></p><p>午后，富时中国A50指数期货午后突然下跌超1%。随后，A股各大指数亦出现一波回调，沪指最多时跌超60点，全市场一度近4000只股票下跌。国债期货亦于午后拉升，30年期主力合约盘中涨0.2%。10年期涨0.03%。5年期涨0.03%。2年期涨0.01%。</p><p style=\"text-align: justify;\"><strong>那么，究竟发生了什么？分析人士认为，近期外围风险逐渐暴露，特别是长债风险较大。与此同时，近期A股涨幅较大，且有局部过热迹象。近期，连续有券商策略研究表示，慢下来能走得更远。</strong></p><blockquote><h2 id=\"id_2078044243\">调整</h2></blockquote><p>8月27日，市场波动如期加大。沪指午后一度下跌超30点，红利指数更是全天受到压制，午后跌幅扩大至1%以上。A50亦于午后一度跌超1%，港股市场亦开始走弱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8c4284f814ee29c330d2125aabb8c3f\" title=\"\" tg-width=\"917\" tg-height=\"597\"/></p><p>从行盘过程来看，午后出现了反复回调的情况。沪指从跌30点反弹之后，跌幅又再度扩大，并在低位反复震荡，这一点与之前几个交易日强劲的承接盘略有不同。另外，平均股价指数与杀跌个股数量明显背离，平均股价上涨，但杀跌个股数量一度超4000只。这意味着，上涨的个股可能集中在高价股板块，而这个过程就不得不提寒武纪。</p><p style=\"text-align: justify;\">寒武纪股价午后一度达到1464.98元/股，超越贵州茅台股价，成为A股市场“单价”最贵的股票。昨晚，寒武纪发布亮眼财报。有券商点评称，其收入符合预期，利润略超预期：二季度净利率38.6%，本质是规模效应且当季没有一次性的投片费用。机构预计，今年百亿出货，预计80亿—100亿元营收。明年产能和需求预期都比较乐观，预计营收在300亿元以上。</p><p style=\"text-align: justify;\">从量能来看，今天成交金额突破100亿元的股票再度超过10只，显示出大盘的虹吸效应有所强化。万得微盘股指数杀跌3%，亦能佐证这一点。</p><blockquote><h2 id=\"id_2842492301\">多家券商喊话“慢牛”</h2></blockquote><p style=\"text-align: justify;\">值得注意的是，近期券商喊话“慢牛”的多了起来。</p><p style=\"text-align: justify;\">国投证券林荣雄在其研报中表示，盲目参考2014—2015年模式，导致慢牛转快牛甚至形成疯牛实则是不可取的，向上空间大幅打开还是有赖于“三头牛”的逐步兑现。</p><p style=\"text-align: justify;\">从短周期来看，区别于2014—2015年牛市增量资金来自于加杠杆与场外配资，这次更多来自于债转股的再均衡，此类资金对估值与基本面匹配性有较高要求，这约束当前纯粹基于流动性牛市的大盘向上空间。</p><p style=\"text-align: justify;\">从长周期来看，经过当前国家股市平准资金构建+社保、保险等长期资本入市+ETF类被动长期工具丰富发展+提倡高分红价值创造模式，形成美股化的“震荡慢牛”模式才有望真正实现“居民存款搬家”，背后本质是股市生态升级优化，长期耐心资本掌握最终定价权。</p><p style=\"text-align: justify;\">申万宏源策略认为，全面牛市还需要积极因素的进一步累积：2026年基本面改善预期，供给出清提供安全垫，但也要需求改善提供向上弹性。全面牛市的结构主线，不可能仅限于中国企业更深度融入海外主导的产业链。中国体系出海，中国制造基于竞争优势，获得与之相匹配的产业话语权和盈利能力，可能是更贴近牛市叙事的结构主线。所以，似乎不必把所有对牛市的期待，都映射在眼前的景气线索上。</p><p style=\"text-align: justify;\">股市在经济循环中的重要性提升，绝非“想涨”或者“不想涨”这么简单。</p><p style=\"text-align: justify;\">居民资产向权益市场迁移，如果走基于赚钱效应正循环的老路，那只能是少数人的狂欢。“为了孕育个别成功企业，便奖励所有企业”的粗放资源配置方式，在其他领域已不提倡，A股也有必要从这种模式中走出来。这可能是“反内卷”思想在A股的一种映射。所以，慢下来，会更远、更高、更好。</p><p style=\"text-align: justify;\">短期A股上涨加速，部分投资者在享受牛市氛围的同时，也在讨论阶段性调整如何择时。9月初前后市场势必会出现视角转换，之前市场更多关注短期动量，而之后中期视角、性价比关注回归，这可能放大市场波动。但9月—10月之间即便有调整，也不是大波段，且具体调整节点很难预判，择时调整是低胜率低赔率的。</p></body></html>","source":"cszg","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\" 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/uTO59DhMBF5JayzUb5kIUA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142601356","content_text":"A股突然大调整！午后，富时中国A50指数期货午后突然下跌超1%。随后，A股各大指数亦出现一波回调，沪指最多时跌超60点，全市场一度近4000只股票下跌。国债期货亦于午后拉升，30年期主力合约盘中涨0.2%。10年期涨0.03%。5年期涨0.03%。2年期涨0.01%。那么，究竟发生了什么？分析人士认为，近期外围风险逐渐暴露，特别是长债风险较大。与此同时，近期A股涨幅较大，且有局部过热迹象。近期，连续有券商策略研究表示，慢下来能走得更远。调整8月27日，市场波动如期加大。沪指午后一度下跌超30点，红利指数更是全天受到压制，午后跌幅扩大至1%以上。A50亦于午后一度跌超1%，港股市场亦开始走弱。从行盘过程来看，午后出现了反复回调的情况。沪指从跌30点反弹之后，跌幅又再度扩大，并在低位反复震荡，这一点与之前几个交易日强劲的承接盘略有不同。另外，平均股价指数与杀跌个股数量明显背离，平均股价上涨，但杀跌个股数量一度超4000只。这意味着，上涨的个股可能集中在高价股板块，而这个过程就不得不提寒武纪。寒武纪股价午后一度达到1464.98元/股，超越贵州茅台股价，成为A股市场“单价”最贵的股票。昨晚，寒武纪发布亮眼财报。有券商点评称，其收入符合预期，利润略超预期：二季度净利率38.6%，本质是规模效应且当季没有一次性的投片费用。机构预计，今年百亿出货，预计80亿—100亿元营收。明年产能和需求预期都比较乐观，预计营收在300亿元以上。从量能来看，今天成交金额突破100亿元的股票再度超过10只，显示出大盘的虹吸效应有所强化。万得微盘股指数杀跌3%，亦能佐证这一点。多家券商喊话“慢牛”值得注意的是，近期券商喊话“慢牛”的多了起来。国投证券林荣雄在其研报中表示，盲目参考2014—2015年模式，导致慢牛转快牛甚至形成疯牛实则是不可取的，向上空间大幅打开还是有赖于“三头牛”的逐步兑现。从短周期来看，区别于2014—2015年牛市增量资金来自于加杠杆与场外配资，这次更多来自于债转股的再均衡，此类资金对估值与基本面匹配性有较高要求，这约束当前纯粹基于流动性牛市的大盘向上空间。从长周期来看，经过当前国家股市平准资金构建+社保、保险等长期资本入市+ETF类被动长期工具丰富发展+提倡高分红价值创造模式，形成美股化的“震荡慢牛”模式才有望真正实现“居民存款搬家”，背后本质是股市生态升级优化，长期耐心资本掌握最终定价权。申万宏源策略认为，全面牛市还需要积极因素的进一步累积：2026年基本面改善预期，供给出清提供安全垫，但也要需求改善提供向上弹性。全面牛市的结构主线，不可能仅限于中国企业更深度融入海外主导的产业链。中国体系出海，中国制造基于竞争优势，获得与之相匹配的产业话语权和盈利能力，可能是更贴近牛市叙事的结构主线。所以，似乎不必把所有对牛市的期待，都映射在眼前的景气线索上。股市在经济循环中的重要性提升，绝非“想涨”或者“不想涨”这么简单。居民资产向权益市场迁移，如果走基于赚钱效应正循环的老路，那只能是少数人的狂欢。“为了孕育个别成功企业，便奖励所有企业”的粗放资源配置方式，在其他领域已不提倡，A股也有必要从这种模式中走出来。这可能是“反内卷”思想在A股的一种映射。所以，慢下来，会更远、更高、更好。短期A股上涨加速，部分投资者在享受牛市氛围的同时，也在讨论阶段性调整如何择时。9月初前后市场势必会出现视角转换，之前市场更多关注短期动量，而之后中期视角、性价比关注回归，这可能放大市场波动。但9月—10月之间即便有调整，也不是大波段，且具体调整节点很难预判，择时调整是低胜率低赔率的。","news_type":1,"symbols_score_info":{"000001.SH":1.1}},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464733233586704,"gmtCreate":1754485199158,"gmtModify":1754485201075,"author":{"id":"3471339643554752","authorId":"3471339643554752","name":"老猫证劵","avatar":"https://static.tigerbbs.com/4508951e43bda93fa95e2d25e97866f8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471339643554752","authorIdStr":"3471339643554752"},"themes":[],"htmlText":"担心的是国产假药冲击全球市场","listText":"担心的是国产假药冲击全球市场","text":"担心的是国产假药冲击全球市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464733233586704","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464732808970768,"gmtCreate":1754485095492,"gmtModify":1754485096754,"author":{"id":"3471339643554752","authorId":"3471339643554752","name":"老猫证劵","avatar":"https://static.tigerbbs.com/4508951e43bda93fa95e2d25e97866f8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471339643554752","authorIdStr":"3471339643554752"},"themes":[],"htmlText":"<a 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