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第193章 月13日周末复盘及下周机会(中)(1 / 2)

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在研究板块和个股的过程中,我发现了一些有趣的现象。“牛市中轨绿色中轴 3652 将要按计划洗盘;指数遇阻 3652 点后进行三五天洗盘,随后,10 月 9 日主力调仓出了券商和软件。

市场回踩到 3202 附近,主力资金目前正明显在陆续回补:银行、有色资源、电气设备、家用电器、船舶、航空、军工、通信设备。”

我在本子上认真地记录着这些变化,思考着背后的逻辑。

根据轮动规律,当前市场中的中字头、国企改革以及市值破净的蓝筹股具备较好的低吸机会,比如:银行、电力、港口、公路等。

这些个股就像是被埋藏在地下的宝藏,虽然它们的价格低于净资产或者接近净资产,但利润为正,具备长期成长潜力。

“有央妈的印钞机,国有资产增值就和三十年前的房地产涨价一样是历史的必然。” 我深知这些板块的潜力,尤其是银行板块。

银行就像是经济的血液,为整个市场提供着资金的流动和支持。

以兰州银行为例,它以往就是活跃的妖股,在市场中有着较高的知名度和影响力。选银行必须选市场对其曾经的活跃有过记忆的品种,如果永远死气沉沉,就像一潭死水,无法吸引资金的关注,也就难以获得理想的收益,否则会浪费行情。

对于活跃主线科技板块,我也进行了深入的分析。

“科技的活跃度还是还好的,不少活跃股周五回流不少。” 我想起周五的行情,科蓝软件 20CM 涨停,润和软件涨幅达到 17%,法本信息、诚迈科技、软通动力等都表现不错。“

但是但凡表现不错的,都处于高位,风险是不少的,只不过是当市场分歧,资金无处安放的时候,抱团龙头是主力一种选择。”

科技板块就像是一颗璀璨的明星,吸引着众多投资者的目光,但它的光芒背后也隐藏着风险。

以科蓝软件为例,在周五涨停之前,它的股价已经经历了一段时间的上涨,从 20 元上涨到了 40 元,涨幅达到了 100%。

当它涨停时,虽然吸引了大量的资金关注,但此时追高买入的风险也相应增加。因为在高位,股价的波动会更加剧烈,一旦市场情绪发生变化,股价可能会迅速下跌。

然而,科技板块的魅力也在于它的创新性和成长性,就像一棵不断生长的大树,虽然必然会会经历风雨的洗礼,但只要根基稳固,就能够在风雨过后不断茁壮成长。

消息面上,国 W 院总理李 Q 表示,中国愿同东盟积极推进铁路、港口等基建合作,加强对接跨境支付系统,扩大本币结算规模。

这使得跨境支付概念全天领涨,四方精创、科蓝软件 20cm 涨停,京北方、小商品城等应声涨停。

“其他的分支,鸿蒙概念可以继续关注,我们可以观察到润和软件、软通动力等人气标的均于盘中快速拉升,这对于短线情绪的修复或是一个积极信号。”

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