蓝筹获利回吐 看好大消费与周期机会

2018-01-12 11:53:18来源:金融界作者:小思

葡京赌场官网:Peopleattendthe"ILoveEurope"marchwhichwascalledtocelebratethe60thanniversaryoftheTreatyofRomeinWarsaw,Poland,onSaturday.[Photo/Agencies]Citingdata,someBelgianmediaoutletshavereportedthatChineseinvestorsinBelgiumhavecreatedupto18,500jobsforlocalresidents.AndonaverageoneChineseinvestorhascontributed1million($1.08million)inrevenue,reflectingthehighproductivityandprofit-makingcapabilityofChineseinvestment.SomeCentralandEasternEuropeancountriesarefacinglaborshortagespartlybecauseofgrowingChineseinvestmentinmanufacturingandtheendofEuropeanUnion'seconomicstagnation.Inthepastfiveyears,Huawei,forexample,hascreatedupto12,000jobsintheEU.Lastweek,BelgiumandHungarybecamefull-timemembersoftheChina-ledAsianInfrastructureInvestmentBank,whichmeansone-thirdofthebank's70membersarefromEurope.AndthedevelopmentpathoftheAIIBsuggestscooperationamongmemberswilldeepentobringAsia,EuropeandAfricacloser.ButdespitetheEUmarkingits60thanniversary,itsleadersareinasombermood,asEuropeanCommissionPresidentJean-claudeJunckerputit,becauseoftheUnitedKingdombeginningtheformalprocesstoleavetheEUandtheuncertaintiescreatedbytheUnitedStatesadministrationunderPresidentDonaldTrump.AftertheEC'srecentdecisiontoassessChina'sinvestmentactivitiesintheEUmorestrictly,somemembersoftheEuropeanParliamenthavealsoproposedthatforeigninvestmentinEuropeshouldbecloselymonitoredin"strategicsectors"suchasenergy,waterandtelecommunications.ManyobserverssaythemoveistargetedatChina,whereEUbusinesses,accordingtoEuropeanpoliticians,don'thavethesameaccessthatChineseenterprisesdoinEurope.ThepoliticiansevenclaimthatEUinvestmentinChinaisfalling.Thefactis,Europeaninvestors,alongwithotherforeigninvestors,arenowbeingtreatedonparwithdomesticinvestorsinChinaafterhavingenjoyedpreferentialtreatmentforthreedecadessincethebeginningofreformandopening-up.AndsincetheEU'saccumulatedinvestmentinChinaisalreadyhuge,itisnaturalforittomaintainthatlevelorevenfallslightly.Asfarasexpandingbusinessandinvestmentoverseasisconcerned,EuropeisanoldhandwhileChinaisanewcomerifonegoesbythetwosides'tradinghistory.Giventhefacts,perhapsthisistherighttimeforChinaandtheEUtodiscusstradedifferencesandmakepolicydecisions.TheunderstandinginBrusselsnowisthatBeijingispromotingglobalizationandtheworldneedstosupportit.Aspartofitscommitmenttoglobalization,Chinahasbeenencouragingoverseasinvestmentandofferingpublicgoods.However,despiteitshistoryofstrengtheningregionalintegration,theEU,manysuspect,isshowingsignsofresortingtoprotectionismostensiblytoprotectEuropeanenterprisesandproducts.It'sanothermatter,though,thatmanyEuropeanbusinessesandmemberstatesdon'tsupportit.AdvocatingglobalizationisnottheresponsibilityofChinaalone.TheEUandtheUSandotherglobalplayersshouldpromoteglobalizationmoreintenselythanChina.TheChina-EUpartnershipisunique,astheyworkmorecohesivelyduringhardtimes,butnotnecessarilyduringnormaltimes.AcarefulexaminationoftheinteractionsandexchangesbetweenBeijingandBrusselsduringtheglobalfinancialanddebtcriseswillprovethecontention.Howevertruethatmaybe,thepriorityfortheEUnowistotakeswift,decisiveandstrategicmeasurestoidentifynewareas-China'sgrowinginvestmentforexample-tohelptheBrussels-Beijingpartnershiptoovercometheodds.Moreimportantly,theEUshouldrealizethattakingahardlineagainstChineseproductsandinvestmentatthiscriticaltimewouldbeabigmistake.Thereasonissimple:morejobsandbetterlivelihoodswillmakemoreEuropeans,especiallythoseyouthsstrugglingtoearnadecentliving,havemoreconfidenceintheEUasaneconomicunion.TheauthorisdeputychiefofChinaDailyEuropeanBureau.fujing@chinadaily.com.cn

  周二沪指微微高开后,多空双方便大打出手。多头调动银行石油等权重股拉抬指数,空头则派遣次新股群体大肆做空。整个上午,尽管次新股单边下跌,然而沪指还能保持红盘。但下午开盘后,次新股杀跌蔓延到整个题材股群体,导致沪指持续跳水1小时。尾盘部分抄底资金涌入,最终沪指顺利翻红并收阳。值得注意的是,这是2006年6月以来,上证指数第三次收出“九连阳”,即创下了12年来连阳天数纪录。

  与此前数日少数蓝筹大涨支撑指数连阳的走势不同,昨日两市个股涨跌比为2:1,涨停的非ST股达到55只,无跌停股;沪深300指数是惟一下跌收盘的主要股指,创业板和中小板的活跃度远远大于主板市场

  盘面上,计算机、通信行业领涨,区块链概念仍然炙手可热,易见股份(16.94 停牌,诊股)四连板,多只概念股涨停;小程序、移动转售、云计算、智能IC卡、移动支付等相关概念均涨幅居前;贵州燃气再次涨停,18个交易日暴涨195%,次新股在此影响下全面活跃,午后次新股现涨停潮,指数涨逾2%,表现抢眼;房地产股午后再度走强,万通地产涨停;海南板块盘中异动,罗顿发展瞬间涨停。

  受水泥价格下调影响,水泥板块出现大跌,上峰水泥跌9%,海螺水泥、万年青等跌超7%;燃气股前高后低,重庆燃气、佛燃股份等多股尾盘巨震跳水;此外,钢铁采掘煤炭等周期股昨日集体重挫。

  统计数据显示两市涨跌个股比例是765:2434,涨停个股增加到47只,41股涨幅超5%,跌停股连续2天消失,不过跌幅超5%的股票增至38家。盘面看,季节性涨价板块再次发怒。受油气改革利好刺激,“气老虎”王者归来,供气供热板块涨幅高达3.27%,贵州燃气股价涨停并再创新高;石油板块则在上调油价的预期下劲升2.46%。白酒板块在消费旺季的驱动下,板块上涨1.36%,洋河股份贵州茅台等多家一线白酒股突破历史新高。反观中小题材股群体,则表现不佳,除了区块链、国产软件、大数据、电子支付、互联网等少数板块收红外,多数收跌,其中具有高送转潜力的次新股群体,盘中大跌2.50%,终盘跌幅1.42%。

  虽然沪指十连阳,但大盘逐步逼近前高后呈上攻乏力,昨日主板蓝筹获利回吐,而中小创率先止跌翻红,显示场内资金或在调仓换股,今日是本周的最后一个交易日,经过连续四天的上行,休整意愿较大。周期蓝筹的获利资金出货明显,可等待进一步回调后伺机寻求上车机会,目前周期上行的大逻辑仍在,可值得后期持续关注;与此同时,可顺着资金调仓动向在中小创上布局,因为随着年报窗口临近,股价被错杀的优质成长股往往都会迎来一波不错的估值修复机会。

  本周以来金融、周期、消费、成长相继领涨,市场风格散乱,缺乏主线。在这种形势下,建议投资者回归业绩本源,寻找业绩确定的行业,甄选行业龙头。首先看好大消费板块,一是大众消费,二是受益于消费升级以及春节效应的可选消费;其次看好周期行业的结构性机会,重点关注供需依然紧张价格得到支撑的子板块。此外,建议投资者关注创新型行业通信电子、计算机、医药生物、高端装备制造是最具有创新特质的行业

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