市场情绪探测器
shangzhengzhishuceshile5178yilaidequshixian,ruoyouxiaotupozeyiweizhezhangqixiongshiquelifanzhuan。zhouyiduotouqingxuheshichangguangdudouchuangchuzhangqiyilaidexingao,zheibiaomingduotouqingxuchuyuguodukangfentaishi,tongshishichangbaoliang,zheiyiweizheduanqimianlinzhengguhuoxiuzhengdekenengxingzengda。zhabanzhishuchuangxinjieduanxingxingao,sanlianbanyishangbilvmeiyouxianzhuhuisheng,xianshibuzhangdongnengqiang,erzhuizhangdelianbandongnengbugao。
1、关注资金面
jinronggongjicejiegouxinggaigedebeijingxia,zibenshichangdediweishangshengdaolejinjinianlaiqiansuoweiyoudegaodushang,“jinrongshiguojiazhongyaodehexinjingzhengli”,ding cengzaijijiyindaoshichangyuqi,huashuodehenmingquele,yaokaojinrongzibenshichangjiejuejingjiwenti: “jinronghuo,jingjihuo;jinrongwen,jingjiwen。jingjixing,jinrongxing;jingjiqiang,jinrongqiang”。
zaihuobizhengcebianjifangsong、nizhouqidiaojieyujinrongzhidujianshedetuijinxia,zhengcedizhihoudefanzhuangejudagailvdedaolequeren。benlunxingqingzhong,zijinmianshijinqixingqingdezhudongyinsu,houxuyingmiqiegenzongwaizi、huobishichangherongziqudaodebianhua。zhouyiwaizizhongjieciqianlianxushibagejiaoyiridejingmairuzhuangtaikaishijingliuchu,zheiyushizhebufenjigouzijinhuojinrujiancangtaoxianjieduan。
2、要做高弹性
suizheshichangfengxianpianhaohezengliangzijinliurudechixutisheng,xingyelundongzhujianxianggaodanxingdezhouqibankuaizhuanhuan,jintianfenggelingzhangdeshigaobeitashuxinggu,baokuoxiqueziyuandoudongle。muqianlaikan,feiyinjinronghekejigushimuqianshichangdezhuliu。kechuangbantuichuyifangmianshitishengquanshangyeji,lingyifangmianshiyinfajigujiazhizhongguhechuangzaoticaicuihuaji。
科技股以5G为主线,依据5G三大场景的先后应用顺序近期不断从上游向应用层扩展,5G主设备//光纤光缆/基站——VR/AR/人工智能——自动驾驶/智能制造/工业互联网——物联网/智慧城市/智能家居。金融IT企业盈利与资本市场高度正相关,对于牛市而言金融IT具有较高的业绩弹性,龙头中信建投、金证股份、恒生电子等处于趋势加速过程。对于5G应用的相关概念而言,只要出现事件催化,那么低位的个股毋庸置疑就是连板,所以不要频繁换股,也不要总是追高弃低、追快弃慢,谨防捡芝麻丢西瓜。
gengduoguanzhuweixingongzhonghao:jiuwenwang