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第8章 历史专家谈:危与机(以非典新冠为例)(1 / 2)

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听了欧先生的一席话,我豁然开朗,感觉收获颇丰。我决定要更加注重历史的学习和借鉴,努力提升自己的专业素养和分析能力,为读者提供更加深入、全面的财经报道。

但是此时不能让他停,我感到我还得让欧先生多讲点关于经济危机的问题吧。

经济危机是个非常复杂的问题:“我建议你还是找经济学专家研究,本人可能不够专业。”

我笑着说:“欧先生谦虚了,还是给我们点,让我们提升下吧。”

欧百通先生:“行吧,要不我把内容变通一下,只讲危与机,你看可好?”

我开心地说:“欧先生请赐教。”

欧百通先生稍作思考,开始了他的讲述:“好的,常小姐。我下来说说,非典和新冠的时期的危与机。

非典疫情始于2002年底,持续到2003年中,而新冠疫情则从2019年底开始,至今仍在全球范围内产生影响。这两次疫情都对股市产生了显着影响,但具体表现和影响范围既又相同,其危与机又有所不同。”

先具体说说非典时期。2003年非典疫情期间,中国股市整体呈现震荡下行的趋势。由于疫情导致的经济活动放缓,一开始市场反应剧烈,尤其是旅游、航空和零售等行业遭受重创。然而,医药板块却逆势上涨,因为市场对防疫用品和药品的需求激增。例如,生产抗生素和防护用品如口罩防护服等相关的公司,股价大幅上涨。因为人们避免出行和聚集。但与此同时,医药和远程通讯板块开始显现活力,因为对医疗用品的需求激增,以及人们寻求在家工作的解决方案。”

“我若有所思地点点头,问道:“那么新冠疫情对股市带来的危与机又是怎样的呢?”欧百通继续说道:“新冠疫情对股市的影响更为复杂和深远。

疫情初期,当时几乎所有投资者担心疫情会导致全球经济停滞,因而恐慌性抛售股票。全球股市普遍出现恐慌性下跌,A股更是出现数千股跌停奇观。

此时由于有非典的案例在前,再全面股灾的情况下,口罩概念股,却异军特起,一度被炒成第一梯队的妖股,是最快反应的品种,因为有些游资天生就是追逐在灾难的港湾处赚大钱。

后来,随着各国政府推出大规模刺激措施和疫苗的研发进展,市场情绪逐渐稳定,股市也开始回暖,所以疫苗股、医疗股、医疗保健、生物技术也逐渐轮动登场形成抱团进攻品种。

但2019年发生的新冠,毕竟是发生在网络时代的,所以在这个过程中的历史,与非典时期的历史,就注定有一些完全不一样的故事,比如:一些远程平台的科技股后期在市场回暖时,表现尤为突出,因为疫情期间人们更多依赖互联网和科技产品来维持日常生活和工作。例如,远程办公软件、在线教育、电子商务、家庭娱乐,等领域的公司股价在市场稳定后,就开始大幅收复上涨。”

我追问道:“那么在新冠疫情期间,除了股票大面积全面下跌外,有哪些行业是最受伤的呢?需要提醒投资人引以为戒的呢?”

欧百通答道:“在新冠疫情期间,受到利空影响的行业主要包括旅游、航空、餐饮、零售等,这些行业因为疫情导致的封锁和社交距离限制而遭受重创。所以真的很受伤,有些散户朋友,买了股票后是亏损就一定不肯割的,又看不懂哪些板块是真正的利好板块,因此拿着一路被做空的股票就一路探底,直达地下室,也错过了一些主流好股的大涨行情,特别是那些专注于疫苗研发、医疗设备和在线服务的公司,它们的股价在疫情期间有了显着的增长。所以在那段日子里,专业与非专业的选手,可以讲收益是千差万别的。

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