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- 萱股群萱股群
  ·2021-12-16
  恒指创新低再死猫反弹，做空它！$恒生指数(HSI)$
  2,645 1
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- 萱股群萱股群
  ·2021-12-16
  恒指虽然上了可是看它的图还是会继续下探到22，000点，继续做空它。下星期应该又有坏消息了$恒生指数(HSI)$。
  1,763 评论
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- 萱股群萱股群
  ·2021-12-02
  自我感觉良好，都创新低了
  市场综述：恒指抗住海外压力，烟草概念掀起涨势
  港股恒生指数涨130.01点或0.55%，报23788.93点，全日成交额1475.63亿。
  市场综述：恒指抗住海外压力，烟草概念掀起涨势
  2,581 2
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- 萱股群萱股群
  ·2021-12-02
  还想骗我入场？我连底裤都要输完了，留一点后路可以吗？
  券商12月金股出炉：这些股获力挺，变异病毒有望带来机会
  整个11月，A股市场先抑后扬，稀土、电子烟等板块表现活跃，12月如何寻找机会？
  券商12月金股出炉：这些股获力挺，变异病毒有望带来机会
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- 萱股群萱股群
  ·2021-12-01
  底了还可以更底，恒指应该在21000点到23000点徘徊，高过23000点都是高估。美股没政策风险所以享有高估值，中概股估值只可以在PE10, NBV 1左右，买太高就不值了。而且中概股只能在中国发展，很难走出海外，市场就只有那么大，要怎么扩张都有限，到最后就只剩下内卷。
  非常抱歉，此主贴已删除
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href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>","listText":"恒指创新低再死猫反弹，做空它！<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>","text":"恒指创新低再死猫反弹，做空它！$恒生指数(HSI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690881446","isVote":1,"tweetType":1,"viewCount":2645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690889206,"gmtCreate":1639654499742,"gmtModify":1639654499812,"author":{"id":"4092986742736920","authorId":"4092986742736920","name":"萱股群","avatar":"https://static.tigerbbs.com/348735e45cb241078faf8f537c7078ac","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092986742736920","authorIdStr":"4092986742736920"},"themes":[],"htmlText":"恒指虽然上了可是看它的图还是会继续下探到22，000点，继续做空它。下星期应该又有坏消息了<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>。","listText":"恒指虽然上了可是看它的图还是会继续下探到22，000点，继续做空它。下星期应该又有坏消息了<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>。","text":"恒指虽然上了可是看它的图还是会继续下探到22，000点，继续做空它。下星期应该又有坏消息了$恒生指数(HSI)$。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690889206","isVote":1,"tweetType":1,"viewCount":1763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603493653,"gmtCreate":1638436513897,"gmtModify":1638436514069,"author":{"id":"4092986742736920","authorId":"4092986742736920","name":"萱股群","avatar":"https://static.tigerbbs.com/348735e45cb241078faf8f537c7078ac","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092986742736920","authorIdStr":"4092986742736920"},"themes":[],"htmlText":"自我感觉良好，都创新低了","listText":"自我感觉良好，都创新低了","text":"自我感觉良好，都创新低了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603493653","repostId":"1132070728","repostType":4,"repost":{"id":"1132070728","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638433564,"share":"https://www.laohu8.com/m/news/1132070728?lang=&edition=full","pubTime":"2021-12-02 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href=\"https://laohu8.com/S/06055\">中烟香港</a>涨超2%。消息面上，国家烟草专卖局就《电子烟管理办法（征求意见稿）》公开征求意见，意见提出，国务院烟草专卖行政主管部门建立全国统一的电子烟交易管理平台。</p>\n<p>恒大概念走低，<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>跌超13%，<a href=\"https://laohu8.com/S/00136\">恒腾网络</a>跌9.63%，<a href=\"https://laohu8.com/S/06666\">恒大物业</a>跌3.51%。</p>\n<p><a href=\"https://laohu8.com/S/00305\">五菱汽车</a>涨6.21%，五菱汽车公布，于2021年 12月1日，广西汽车、该公司、五菱工业及五菱新能源就建议资产重组及向五菱新能源出资订立意向书。根据意向书，广西汽车、该公司及五菱工业同意将五菱新能源转为外商投资企业，从事新能源汽车业务。</p>\n<p>网易云音乐今日登陆港交所，收盘跌2.49%。有分析认为，网易云音乐估值较高，再加上港股近期相对低迷，这在一定程度上会影响到股价表现。</p>\n<p><img src=\"https://static.tigerbbs.com/d8ecd37f16793c592d12140954835566\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>A股</b></p>\n<p>12月2日，沪深三大指数全天窄幅震荡，沪指收跌0.09%报3573.84点，深成指跌0.19%报14765.56点，创业板指跌0.19%报3466.91点。成交额连续30个交易日在万亿上方，北上资金净买入30.2亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/516288345069d47a9aaa42da3ebbdd82\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>盘面上，汽车整车板块强势，<a href=\"https://laohu8.com/S/301039\">中集车辆</a>、<a href=\"https://laohu8.com/S/000951\">中国重汽</a>双双涨停。ST板块个股再掀涨停潮，板块内超20股涨停。烟草、钢铁、地产、稀土板块午后拉升。</p>\n<p>云游戏、元宇宙、工业母机、有机硅等板块跌幅居前。元宇宙概念股集体走低，<a href=\"https://laohu8.com/S/300364\">中文在线</a>跌逾12%，<a href=\"https://laohu8.com/S/300220\">金运激光</a>跌逾10%，<a href=\"https://laohu8.com/S/300756\">金马游乐</a>、<a href=\"https://laohu8.com/S/300264\">佳创视讯</a>、<a href=\"https://laohu8.com/S/300052\">中青宝</a>跌逾9%，<a href=\"https://laohu8.com/S/300081\">恒信东方</a>、<a href=\"https://laohu8.com/S/300556\">丝路视觉</a>、<a href=\"https://laohu8.com/S/300017\">网宿科技</a>跌逾7%。</p>\n<p><b>美股</b></p>\n<p>美股三大指数期货在盘前时段集体反弹。美国首例Omicron感染病例出现在加州，该患者已完整接种疫苗，11月22日从南非返回美国，市场恐慌情绪再起。美国表示不打算恢复先前的防疫措施来阻止该变种的传播，并且治疗手段也将在两个月内推出。</p>\n<p>此外，美联储主席鲍威尔表示，美联储需要做好准备，应对“通胀可能不会在明年下半年消退”的情况。</p>\n<p><img src=\"https://static.tigerbbs.com/9b61a29dbafa3205691bc92ba7be2790\" tg-width=\"698\" tg-height=\"250\" referrerpolicy=\"no-referrer\"></p>\n<p><b>欧洲股市</b></p>\n<p>欧洲主要股市集体下跌。</p>\n<p><img src=\"https://static.tigerbbs.com/9c5f322c234a1386a5726d9d42d288aa\" tg-width=\"679\" tg-height=\"204\" referrerpolicy=\"no-referrer\"></p>\n<p><b>大宗商品</b></p>\n<p>国际油价反弹。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>大宗商品负责人表示，维持明年85美元/桶的油价预测，并且如果航空旅行反弹，油价还可能突破100美元。</p>\n<p>截至发稿，NYMEX原油期货涨1.39%，报66.48美元/桶；ICE布伦特原油期货涨1.45%，报69.87美元/桶。</p>\n<p><img src=\"https://static.tigerbbs.com/f67c883daf7ae7ad0afcee1ea79e36ff\" tg-width=\"600\" tg-height=\"398\" referrerpolicy=\"no-referrer\"></p>\n<p>国际金价走低。投资者在评估美联储应对通胀的政策选项。</p>\n<p>截至发稿，国际金价报1772.60美元/盎司，跌幅0.66%。</p>\n<p><img src=\"https://static.tigerbbs.com/cc3ecb6a1080e2baf66014013646b6d2\" tg-width=\"600\" tg-height=\"398\" referrerpolicy=\"no-referrer\"></p>","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 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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市场综述：恒指抗住海外压力，烟草概念掀起涨势\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-02 16:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>港股</b></p>\n<p>12月2日（周四），港股恒生指数涨130.01点或0.55%，报23788.93点，全日成交额1475.63亿。国企指数涨0.95%，报8506.36点，红筹指数涨1.36%，报3805.78点。板块方面，涨幅前三的为烟草概念、纸业股、中资券商股；跌幅前三的为软件开发、在线教育及MSCI中国香港小型股。</p>\n<p><img src=\"https://static.tigerbbs.com/4e93ce27ebd21ed1a798336db09c347a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>恒生科技指数跌0.68%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>跌2.47%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>跌6.64%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>跌3.60%；<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨1.02%。</p>\n<p>烟草概念股午后拉升，<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>大涨近15%，<a href=\"https://laohu8.com/S/03318\">中国波顿</a>涨近7%，<a href=\"https://laohu8.com/S/06055\">中烟香港</a>涨超2%。消息面上，国家烟草专卖局就《电子烟管理办法（征求意见稿）》公开征求意见，意见提出，国务院烟草专卖行政主管部门建立全国统一的电子烟交易管理平台。</p>\n<p>恒大概念走低，<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>跌超13%，<a href=\"https://laohu8.com/S/00136\">恒腾网络</a>跌9.63%，<a href=\"https://laohu8.com/S/06666\">恒大物业</a>跌3.51%。</p>\n<p><a href=\"https://laohu8.com/S/00305\">五菱汽车</a>涨6.21%，五菱汽车公布，于2021年 12月1日，广西汽车、该公司、五菱工业及五菱新能源就建议资产重组及向五菱新能源出资订立意向书。根据意向书，广西汽车、该公司及五菱工业同意将五菱新能源转为外商投资企业，从事新能源汽车业务。</p>\n<p>网易云音乐今日登陆港交所，收盘跌2.49%。有分析认为，网易云音乐估值较高，再加上港股近期相对低迷，这在一定程度上会影响到股价表现。</p>\n<p><img src=\"https://static.tigerbbs.com/d8ecd37f16793c592d12140954835566\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>A股</b></p>\n<p>12月2日，沪深三大指数全天窄幅震荡，沪指收跌0.09%报3573.84点，深成指跌0.19%报14765.56点，创业板指跌0.19%报3466.91点。成交额连续30个交易日在万亿上方，北上资金净买入30.2亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/516288345069d47a9aaa42da3ebbdd82\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>盘面上，汽车整车板块强势，<a href=\"https://laohu8.com/S/301039\">中集车辆</a>、<a href=\"https://laohu8.com/S/000951\">中国重汽</a>双双涨停。ST板块个股再掀涨停潮，板块内超20股涨停。烟草、钢铁、地产、稀土板块午后拉升。</p>\n<p>云游戏、元宇宙、工业母机、有机硅等板块跌幅居前。元宇宙概念股集体走低，<a href=\"https://laohu8.com/S/300364\">中文在线</a>跌逾12%，<a href=\"https://laohu8.com/S/300220\">金运激光</a>跌逾10%，<a href=\"https://laohu8.com/S/300756\">金马游乐</a>、<a href=\"https://laohu8.com/S/300264\">佳创视讯</a>、<a href=\"https://laohu8.com/S/300052\">中青宝</a>跌逾9%，<a href=\"https://laohu8.com/S/300081\">恒信东方</a>、<a href=\"https://laohu8.com/S/300556\">丝路视觉</a>、<a href=\"https://laohu8.com/S/300017\">网宿科技</a>跌逾7%。</p>\n<p><b>美股</b></p>\n<p>美股三大指数期货在盘前时段集体反弹。美国首例Omicron感染病例出现在加州，该患者已完整接种疫苗，11月22日从南非返回美国，市场恐慌情绪再起。美国表示不打算恢复先前的防疫措施来阻止该变种的传播，并且治疗手段也将在两个月内推出。</p>\n<p>此外，美联储主席鲍威尔表示，美联储需要做好准备，应对“通胀可能不会在明年下半年消退”的情况。</p>\n<p><img src=\"https://static.tigerbbs.com/9b61a29dbafa3205691bc92ba7be2790\" tg-width=\"698\" tg-height=\"250\" referrerpolicy=\"no-referrer\"></p>\n<p><b>欧洲股市</b></p>\n<p>欧洲主要股市集体下跌。</p>\n<p><img src=\"https://static.tigerbbs.com/9c5f322c234a1386a5726d9d42d288aa\" tg-width=\"679\" tg-height=\"204\" referrerpolicy=\"no-referrer\"></p>\n<p><b>大宗商品</b></p>\n<p>国际油价反弹。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>大宗商品负责人表示，维持明年85美元/桶的油价预测，并且如果航空旅行反弹，油价还可能突破100美元。</p>\n<p>截至发稿，NYMEX原油期货涨1.39%，报66.48美元/桶；ICE布伦特原油期货涨1.45%，报69.87美元/桶。</p>\n<p><img src=\"https://static.tigerbbs.com/f67c883daf7ae7ad0afcee1ea79e36ff\" tg-width=\"600\" tg-height=\"398\" referrerpolicy=\"no-referrer\"></p>\n<p>国际金价走低。投资者在评估美联储应对通胀的政策选项。</p>\n<p>截至发稿，国际金价报1772.60美元/盎司，跌幅0.66%。</p>\n<p><img src=\"https://static.tigerbbs.com/cc3ecb6a1080e2baf66014013646b6d2\" tg-width=\"600\" tg-height=\"398\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132070728","content_text":"港股\n12月2日（周四），港股恒生指数涨130.01点或0.55%，报23788.93点，全日成交额1475.63亿。国企指数涨0.95%，报8506.36点，红筹指数涨1.36%，报3805.78点。板块方面，涨幅前三的为烟草概念、纸业股、中资券商股；跌幅前三的为软件开发、在线教育及MSCI中国香港小型股。\n\n恒生科技指数跌0.68%，阿里巴巴-SW跌2.47%，哔哩哔哩-SW跌6.64%，快手-W跌3.60%；腾讯控股涨1.02%。\n烟草概念股午后拉升，思摩尔国际大涨近15%，中国波顿涨近7%，中烟香港涨超2%。消息面上，国家烟草专卖局就《电子烟管理办法（征求意见稿）》公开征求意见，意见提出，国务院烟草专卖行政主管部门建立全国统一的电子烟交易管理平台。\n恒大概念走低，恒大汽车跌超13%，恒腾网络跌9.63%，恒大物业跌3.51%。\n五菱汽车涨6.21%，五菱汽车公布，于2021年 12月1日，广西汽车、该公司、五菱工业及五菱新能源就建议资产重组及向五菱新能源出资订立意向书。根据意向书，广西汽车、该公司及五菱工业同意将五菱新能源转为外商投资企业，从事新能源汽车业务。\n网易云音乐今日登陆港交所，收盘跌2.49%。有分析认为，网易云音乐估值较高，再加上港股近期相对低迷，这在一定程度上会影响到股价表现。\n\nA股\n12月2日，沪深三大指数全天窄幅震荡，沪指收跌0.09%报3573.84点，深成指跌0.19%报14765.56点，创业板指跌0.19%报3466.91点。成交额连续30个交易日在万亿上方，北上资金净买入30.2亿元。\n\n盘面上，汽车整车板块强势，中集车辆、中国重汽双双涨停。ST板块个股再掀涨停潮，板块内超20股涨停。烟草、钢铁、地产、稀土板块午后拉升。\n云游戏、元宇宙、工业母机、有机硅等板块跌幅居前。元宇宙概念股集体走低，中文在线跌逾12%，金运激光跌逾10%，金马游乐、佳创视讯、中青宝跌逾9%，恒信东方、丝路视觉、网宿科技跌逾7%。\n美股\n美股三大指数期货在盘前时段集体反弹。美国首例Omicron感染病例出现在加州，该患者已完整接种疫苗，11月22日从南非返回美国，市场恐慌情绪再起。美国表示不打算恢复先前的防疫措施来阻止该变种的传播，并且治疗手段也将在两个月内推出。\n此外，美联储主席鲍威尔表示，美联储需要做好准备，应对“通胀可能不会在明年下半年消退”的情况。\n\n欧洲股市\n欧洲主要股市集体下跌。\n\n大宗商品\n国际油价反弹。美国银行大宗商品负责人表示，维持明年85美元/桶的油价预测，并且如果航空旅行反弹，油价还可能突破100美元。\n截至发稿，NYMEX原油期货涨1.39%，报66.48美元/桶；ICE布伦特原油期货涨1.45%，报69.87美元/桶。\n\n国际金价走低。投资者在评估美联储应对通胀的政策选项。\n截至发稿，国际金价报1772.60美元/盎司，跌幅0.66%。","news_type":1,"symbols_score_info":{"000001.SH":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":2581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603535478,"gmtCreate":1638424739374,"gmtModify":1638424739479,"author":{"id":"4092986742736920","authorId":"4092986742736920","name":"萱股群","avatar":"https://static.tigerbbs.com/348735e45cb241078faf8f537c7078ac","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092986742736920","authorIdStr":"4092986742736920"},"themes":[],"htmlText":"还想骗我入场？我连底裤都要输完了，留一点后路可以吗？","listText":"还想骗我入场？我连底裤都要输完了，留一点后路可以吗？","text":"还想骗我入场？我连底裤都要输完了，留一点后路可以吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/603535478","repostId":"1163899434","repostType":4,"repost":{"id":"1163899434","kind":"news","pubTimestamp":1638419314,"share":"https://www.laohu8.com/m/news/1163899434?lang=&edition=full","pubTime":"2021-12-02 12:28","market":"sh","language":"zh","title":"券商12月金股出炉：这些股获力挺，变异病毒有望带来机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1163899434","media":"第一财经","summary":"整个11月，A股市场先抑后扬，稀土、电子烟等板块表现活跃，12月如何寻找机会？","content":"<div>\n<p>机构指出，经济环比改善、流动性稳健宽松予以市场底部支撑，央行货币政策执行报告释放宽信用信号，市场整体有望震荡上行。\n整个11月，A股市场先抑后扬，稀土、电子烟等板块表现活跃，12月如何寻找机会？截至11月30日，有10家券商公布了12月月度投资组合，涉及食品饮料、非银、电气设备等多个领域。\n\n哪些个股收获点名最多？\n据不完全统计，在各家券商的“金股”名单中，获机构推荐次数最多的是贵州茅台和宁德时代...</p>\n\n<a href=\"https://www.yicai.com/news/101245283.html\">Web Link</a>\n\n</div>\n","source":"lsy1638338875280","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>券商12月金股出炉：这些股获力挺，变异病毒有望带来机会</title>\n<style 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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券商12月金股出炉：这些股获力挺，变异病毒有望带来机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 12:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.yicai.com/news/101245283.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>机构指出，经济环比改善、流动性稳健宽松予以市场底部支撑，央行货币政策执行报告释放宽信用信号，市场整体有望震荡上行。\n整个11月，A股市场先抑后扬，稀土、电子烟等板块表现活跃，12月如何寻找机会？截至11月30日，有10家券商公布了12月月度投资组合，涉及食品饮料、非银、电气设备等多个领域。\n\n哪些个股收获点名最多？\n据不完全统计，在各家券商的“金股”名单中，获机构推荐次数最多的是贵州茅台和宁德时代...</p>\n\n<a href=\"https://www.yicai.com/news/101245283.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://www.yicai.com/news/101245283.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163899434","content_text":"机构指出，经济环比改善、流动性稳健宽松予以市场底部支撑，央行货币政策执行报告释放宽信用信号，市场整体有望震荡上行。\n整个11月，A股市场先抑后扬，稀土、电子烟等板块表现活跃，12月如何寻找机会？截至11月30日，有10家券商公布了12月月度投资组合，涉及食品饮料、非银、电气设备等多个领域。\n\n哪些个股收获点名最多？\n据不完全统计，在各家券商的“金股”名单中，获机构推荐次数最多的是贵州茅台和宁德时代，均获得3家券商的推荐，两股11月月内分别上涨5.73%、6.38%。\n此外，东方财富、杭可科技、隆基股份、泸州老窖、中鼎股份均获得2家券商的推荐。\n从涨跌幅来看，中鼎股份月内大涨37.7%，最新收盘价报23.67元；隆基股份月内跌超10%，报87.42元。\n\n后市怎么走？\n展望后市，券商普遍认为，市场将震荡上行，新毒株发酵有望给市场带来机会。\n平安证券指出，经济环比改善、流动性稳健宽松予以市场底部支撑，央行货币政策执行报告释放宽信用信号，市场整体有望震荡上行。\n兴业证券称，在国内防疫机制下海外新变异株难造成国内疫情系统性反弹。参考此前几轮海外新毒株发酵期间的市场表现，如遇全球动荡导致A股短期波动，反而是值得把握的买点。\n山西证券认为，考虑到基本面下行、宏观资金面相对宽裕、情绪面中性偏谨慎的背景，A股市场系统性风险和整体性机会都不大，指数趋势性上行。\n哪些行业最受青睐？\n配置方向上，多数券商看好新能源板块机会，此外，券商继续看好价值股修复，推荐科技股、军工股等。\n兴业证券指出，整段跨年行情中，科技科创仍是主旋律。随着宏观环境逐步进入“宽货币、稳信用”阶段，市场风格将进一步偏向高景气、高增长的科创、科技。\n山西证券称，持续关注景气在2022年仍可延续的新能源车中上游、光伏、高端装备制造、半导体、军工等重点方向。结合个股性价比和龙头属性，适当左侧布局，逐步介入通信、家用电器、医药、券商等低估值、慢修复板块。\n国盛证券建议围绕三条主线布局：\n\n （1）短期线下消费与出行链或受情绪冲击，但A股的核心矛盾在内而不在外，稳增长发力以及货币、信用双稳趋势下，中期内继续看好价值股修复，大消费推荐食品饮料、消费者服务，低估值关注银行、国企开发商和电力运营；\n\n\n （2）新基建发力方向，首推新能源基建：风光、储能、特高压；\n\n\n （3）上游成本反转的汽车零部件、机械，以及独立主线军工。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603002741,"gmtCreate":1638334432851,"gmtModify":1638334432851,"author":{"id":"4092986742736920","authorId":"4092986742736920","name":"萱股群","avatar":"https://static.tigerbbs.com/348735e45cb241078faf8f537c7078ac","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092986742736920","authorIdStr":"4092986742736920"},"themes":[],"htmlText":"底了还可以更底，恒指应该在21000点到23000点徘徊，高过23000点都是高估。美股没政策风险所以享有高估值，中概股估值只可以在PE10, NBV 1左右，买太高就不值了。而且中概股只能在中国发展，很难走出海外，市场就只有那么大，要怎么扩张都有限，到最后就只剩下内卷。","listText":"底了还可以更底，恒指应该在21000点到23000点徘徊，高过23000点都是高估。美股没政策风险所以享有高估值，中概股估值只可以在PE10, NBV 1左右，买太高就不值了。而且中概股只能在中国发展，很难走出海外，市场就只有那么大，要怎么扩张都有限，到最后就只剩下内卷。","text":"底了还可以更底，恒指应该在21000点到23000点徘徊，高过23000点都是高估。美股没政策风险所以享有高估值，中概股估值只可以在PE10, NBV 1左右，买太高就不值了。而且中概股只能在中国发展，很难走出海外，市场就只有那么大，要怎么扩张都有限，到最后就只剩下内卷。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/603002741","repostId":"1109706820","repostType":4,"isVote":1,"tweetType":1,"viewCount":4359,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000663","authorId":"9000000000000663","name":"以肉克刚","avatar":"https://static.tigerbbs.com/63628df5dc89c97600c23240f5960480","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000663","authorIdStr":"9000000000000663"},"content":"恒生指数感觉现在总是跟随中国A股的走势，这个有点接受不了。","text":"恒生指数感觉现在总是跟随中国A股的走势，这个有点接受不了。","html":"恒生指数感觉现在总是跟随中国A股的走势，这个有点接受不了。"},{"author":{"id":"9000000000000316","authorId":"9000000000000316","name":"丹尼尔加","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000316","authorIdStr":"9000000000000316"},"content":"PE10, NBV 1左右这是有多看不起我中概，我中概股不要面子吗?","text":"PE10, NBV 1左右这是有多看不起我中概，我中概股不要面子吗?","html":"PE10, NBV 1左右这是有多看不起我中概，我中概股不要面子吗?"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}