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300151昌红科技_今日A股收盘播报:涨0.2%(2017-04-26)

300151昌红科技——测试21

  The Shanghai stock index continued its weak rebound trend today, basically operating above yesterday’s closing point for the whole day, and finally closed up 0.2% to close at 3140.85.A total of 430.7 billion yuan was transacted in the two cities, with the rise and fall of the industry sector mixed.  It is worth noting that the concept stocks of xiong’an new area rose again today, and the plate index rose by 4%.Eight stocks, including construction investment energy, Qinglong management, baobian electric, Xianhe environmental protection, Jiayu Co., Ltd., Jidong equipment, Jinghan Co., Ltd. and Jinyu Co., Ltd., rose by the limit.

300151昌红科技
  For the future market trend, institutions have expressed their views.

  Haitong Securities: how to survive the late spring cold
  Xunyugen team of Haitong Securities pointed out:① the recent market correction is the late spring cold, and the trigger is the strengthening of supervision by the CBRC, resulting in fluctuations due to the tightening of funds.In the medium term, the central uplift of the shock market has not changed, the core is to improve profitability.② Looking back on history, it is normal for individual stocks to differentiate in a volatile market.Even in the early stage of a bull market, 30% of the stocks fell.The key to survive the cold spring is performance.Even if the policy overshoot causes more volatility, blue chip stocks also have relative returns.③ Strategic optimism and tactical stalemate.Tracking policy should be one belt, one road and another area in the short term.

300151昌红科技——潜力股什么意思

  Xunyugen pointed out that the short-term capital interference has appeared, and the late spring cold has appeared in the spring.Tactically, it has entered a stalemate period.It needs to survive the tight period of financial supervision, and track the policy progress.If the policy overshoot leads to a short-term sharp drop in the market, it is a good opportunity to increase positions.Otherwise, it is better to be quiet than to move, and waiting is a strategy.

  Xunyugen also said that maintaining the allocation logic that has been emphasized in the early stage, a shares have entered the era of two-dimensional investment, consumption upgrading + theme cycle + value growth, and selected certain performance growth and policy themes.As for the market’s worry about the collapse of conglomeration, first of all, we judge that the strength of consumer stocks is not a simple conglomeration, but the result of consumption upgrading.Secondly, there is no new industry attracting capital inflow at present.近13年来消费分配比例的系统性下降是由于TMT的兴起。考虑到以前期基金为代表的机构消费配置确实有所改善,个股相对回报也明显,未来分化的可能性较大,有业绩支撑的龙头股可能表现较好。
  华泰证券:风险偏好维度降低,持有价值领先

300151昌红科技——技术流博客

  华泰证券戴康策略团队表示,监管的加强和金融去杠杆的加速,使得评分母端的折现率成为a股边际变化的最大因素。我们认为上证综指的波动性会越来越低,风险偏好也会降低。这也意味着,业绩稳定的低贝塔股将越来越受到中低风险偏好投资者的青睐。风险偏好较高的投资者更喜欢繁荣程度高于预期的股票,而不是“故事股”。与2013年的资金短缺不同,影响A股的主要因素是风险偏好而非利率。因此,价值低估的龙头股和繁荣确定性高的周期/可选消费股受益于股票博弈的集中。推荐位于房地产产业链前后的水泥/家电/建筑装饰。
  在投资策略方面,戴康指出,上证综指的波动性将越来越低,风险偏好将有所降低,这也意味着业绩稳定的低贝塔股将越来越受到中低风险偏好投资者的青睐。风险偏好较高的投资者更喜欢繁荣程度高于预期的股票,而不是“故事股”。因此,被低估的龙头股和高周期/可选消费股受益于股票博弈的进一步集中。建议重点关注房地产产业链持续回暖下的水泥(海螺水泥)、家电(格力电器)、建筑装饰(金螳螂);同时,重点关注安全、现金流稳定的价值龙头股(海通证券、中石油);主题投资,逢低买入布局,雄安主题龙头,土地基建(京汉股份/金隅股份)和“绿色雄安”(第一环保)

  东北证券:大盘普跌可能性大

300151昌红科技——上海交大昂立

  Chen Yalong’s team of Northeast Securities pointed out that the process of downsizing and consolidation was smooth, the possibility of a large-scale general decline in the market was reduced, the market turned to wait for the completion of transaction and emotional adjustment, and the short-term plate rotation focused on medicine.Fundamentals are still stabilizing; the impact of financial regulatory factors on the market will “continue for a long time, but not very strong!”
  In addition, Chen Yalong said that the results of the first round of the French general election revealed that the financial market has shown resilience since brexit, and the uncertainty of the game after the first round of the election has decreased.This week, we will focus on the initial PMI of various economies in April, the euro Japan interest rate meeting, and China’s quarterly economic policy setting.

  In terms of investment strategy, Northeast Securities suggests to pay attention to the pharmaceutical sector.After the xiong’an upsurge, defensive food and beverage and household appliances have become new favorites in the market.From the perspective of transaction proportion, both industries broke the low proportion of the bull market at the end of April last year and entered a new shock range.At present, although they are in a slightly higher position, they are not as extreme as the previous building materials industry, which is more safe.In the early observation list, there is a large amount at the bottom of medical biology, which is worthy of attention.Media, communication and commercial trade are still in the process of bottoming out.

  Huachuang Securities: knowing constant changes and keeping value
  Wang Jun’s team of Huachuang Securities believes that the internal structure and industry differentiation of the market are extremely serious.The establishment of xiong’an new area has boosted the market risk preference, which is reflected in the rebound on the way down.The siphon effect of xiong’an concept makes the structural differentiation of a shares further intensified under the game of stock funds.Under the fierce fluctuation of market sentiment, the return risk ratio of the market gradually dissipates, and finally leads to the decline The market risk has been released intensively.

  另外,对于股市来说,从轮动的角度来看,由于价格相关的周期性股票上升到较高水平,经济平稳的顶部建设使得后周期消费类防务产品具有比较优势,而监管环境的背景使得价值股成为股市阻力最小的方向,而改革的推进也使得股市中相应板块成为可以清晰把握的“政治”方向,战略是矛,价值是盾。市场萎缩企稳后,观望情绪浓厚,金融监管压力压制市场风险偏好成为当前市场的主要矛盾。
  投资策略方面,在A股市场走势受到抑制的同时,配置仍注重相对防御的结构和更具确定性的主题机会。产业方面,建议配置消费和公用事业板块,消费板块继续推荐白酒,公用事业板块继续推荐环保;主题方面,建议探索雄安主题的装配式建筑细分龙头,以及大庆与天津为内蒙古建交70周年的混合改革主题。

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