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股市最新消息:航运板块午后逆势拉升 中远海特触及涨停板
作者:admin 发布于:2018-10-29 15:36

今日沪指冲高回落,大幅下跌,早间在银行、保险、基建等大蓝筹的带动下,沪指小幅冲高,盘中止步于2897点,随后开始回落,午后跌幅进一步扩大,毕竟20日均线,尾盘A股集体跳水,其中钢铁、国防军工、保险等板块回调力度较大,钢铁板块领跌,航运板块午后逆势拉升,中远海特触及涨停板,但是尾盘还是受到大盘的拖累。
 
Today, the Shanghai index rose and fell sharply. Driven by big blue chips such as banks, insurance and infrastructure, the Shanghai index rose slightly in the morning. It stopped trading at 2897 p.m. and then began to fall back. After all, the afternoon drop further expanded. After 20 days'average, the A shares dived collectively in the end, including steel, defense, military industry and insurance. Degree is bigger, steel plate led down, shipping plate in the afternoon against the trend, COSCO touched the boards, but the tail was still dragged by the market.
 
 
 
 
 
截至收盘:沪指跌1.80%,报2824.53点;深指跌1.89%,报9005.37点;创业板指数跌1.24%,报1541.86点。
 
As of closing: the Shanghai Composite Index fell 1.80% to 2824.53; the Shenzhen Composite Index fell 1.89% to 9005.37; and the GEM Composite Index fell 1.24% to 1541.86.
 
 
 
板块方面:自由贸易港、天津自贸区、造纸等板块涨幅居前,钢铁、采掘服务、国防军工等板块跌幅居前。
 
Plate: Free Trade Port, Tianjin Free Trade Zone, paper and other plates rose in the front, steel, mining services, defense and military industries and other plates fell in the front.
 
 
 
外围情况:美股收盘全线收涨,道指涨逾100点,盘面上,科技股反弹。截至收盘,标普500指数收涨13.69点,涨幅0.49%,报2816.29点,7月份累涨3.6%,创1月份以来最大单月涨幅。亚太股市涨跌不一,其中香港恒生指数领跌。东京日经指数涨0.86%,报收22747点;台湾加权指数涨0.37%,报收11098点;韩国综合指数涨0.51%,报收2307点。
 
Peripheral situation: U.S. stocks closed up the whole line, the Dow rose more than 100 points, on the disk, technology stocks rebound. The S&P 500 closed up 13.69 points, or 0.49 percent, at 2,816.29, up 3.6 percent in July, its biggest monthly gain since January. Asian and Pacific stock markets are mixed, with Hongkong's Hang Seng index falling. The Nikkei index in Tokyo rose 0.86% to 22,747, the Taiwan weighted index rose 0.37% to 11,098, and the Korea Composite Index rose 0.51% to 2,307.
 
 
 
消息面上:甘肃拟在贫困县培育龙头企业 每县每年新建或引进1-2家;上海扩大开放新措施:欲建“全国进口枢纽口岸”;浙江:3年投资超1200亿元 打造省级能源互联网;陕西省设立40亿元汽车发展专项资金 支持汽车产业发展;上市险企交年中“成绩单” 主打保障型产品成亮点;嘉能可拟将钴产量翻倍Katanga矿将投产铜产量预增;陕西鼓励仿制药研发生产 对重疾新药奖补200万元以上;吉利控股集团第一代飞行汽车产品预计10月开始预定。
 
On the news side: Gansu plans to cultivate leading enterprises in poverty-stricken counties every year to build or import 1-2; Shanghai to expand the opening of new measures: to build a "national import hub port"; Zhejiang: three years to invest more than 120 billion yuan to build a provincial-level energy Internet; Shaanxi Province to set up a special fund for the development of Automotive industry of 4 billion yuan; listed insurance In the middle of the year, the main supporting products of the "report card" became a bright spot; Canon plans to double the cobalt production of Katanga Mine and put into production copper production in advance; Shaanxi encourages generic drug research and development and production to supplement more than 2 million yuan for new drugs for serious diseases; Geely Holding Group's first-generation flying car products are expected to start booking in October.
 
 
 
申万宏源表示,前期受损于信用收缩方向的估值修复和需求改善预期驱动下周期的高弹性依然是当前结构选择的重点,“周期搭台,成长唱戏”的行情会在反弹中后段出现,但在周期演绎到位前空间不大。继续提示消费可能阶段性跑输市场。政策转向,叠加后续一系列信号验证与周期和低估值的相关性更高,所以判断现阶段的市场主线是前期受损与信用收缩的方向(银行、房地产、建筑装饰、环保)继续估值修复+需求改善驱动下周期(重点推荐钢铁和水泥)的高弹性行情。最后从积极财政配合转型,促进民间投资的角度(国常会议重点强调的方向,交通、油气和电信),关注民营大炼化和5G的投资机会。
 
Shen Wanhongyuan said that the early damage to the direction of credit contraction under the valuation repair and demand improvement expected to drive the high elasticity of the cycle is still the focus of the current structural choice, "cycle set up, growth opera" market will appear in the rebound in the middle and later stages, but there is little room before the cycle deduction in place. Continue to suggest that consumption may be phased in the market. Policy shifts, stacked successive signal validations are more relevant to cycles and undervaluations, so the main line to judge the current stage of the market is the direction of early damage and credit contraction (banking, real estate, building decoration, environmental protection) continue valuation repair + demand improvement driven cycles (recommended steel and cement emphasis) of high elasticity Love. Finally, from the perspective of actively cooperating with the transformation of public finance and promoting private investment (the direction emphasized at the meeting of the National People's Congress, transportation, oil and gas and telecommunications), we should pay attention to private refining and 5G investment opportunities.
 
 
 
神光财经观点:今日沪指冲高回落,大幅下跌,早间在银行、保险、基建等大蓝筹的带动下,沪指小幅冲高,盘中止步于2897点,随后开始回落,午后跌幅进一步扩大,毕竟20日均线,尾盘A股集体跳水,其中钢铁、国防军工、保险等板块回调力度较大,钢铁板块领跌,航运板块午后逆势拉升,中远海特触及涨停板,但是尾盘还是受到大盘的拖累。从盘面表现来看,目前A股处于筑底阶段,下方支撑力度较强,没有大跌的风险,但由于市场资金不足,上涨乏力,所有行情会有反复,建议大家谨慎追高,选择低位的优质股票做好高抛低吸,或者耐心持股待涨。操作上建议大家重点关注5G、芯片、中报预增板块、超跌白马股等板块。
 
Shenguang financial point of view: today's Shanghai index rose and fell sharply, led by big blue chips such as banks, insurance, infrastructure, etc., the Shanghai index rose slightly in the morning, stopped at 2897 points, then began to fall, further expanded in the afternoon, after all, the 20-day average, the end of the A shares collective dive, including steel, defense industry, insurance Risk plate callback strength is greater, steel plate led the fall, shipping plate in the afternoon against the trend, COSCO touched the stop-and-go board, but the tail was still dragged by the market. From the point of view of the market performance, A shares are in the bottom stage, the strength of support below is strong, there is no risk of a sharp fall, but due to insufficient market funds, weak rise, all quotations will be repeated, we recommend cautious pursuit, choose low-quality stocks to do a good job of high-selling low-suction, or patience to hold stocks to rise. On the operation, we suggest that you focus on 5G, chip, mid - News pre - growth plate, oversold white horse stock and so on.
 
 
 
中银国际表示,8月市场有望延续反弹。估值底+政策顶的双重拐点时期,8月市场行情有望获得向上的双重推力。推力一来自于估值修复的延续,经历了前一波的市场下跌,局部估值泡沫已基本出清,随着半年报的陆续公布全市场动态估值被动下行,指数反弹空间被进一步打开。推力二来自于政策的调整与落地,部分上市公司的融资难和融资贵的问题有望缓解,上半年过于保守的行业偏好选择有望在下半年得到逆转。
 
BOE said that the market is expected to continue to rebound in August. The bottom of the valuation plus the double turning point of the policy top, the market is expected to gain upward thrust in August. The thrust comes from the continuation of valuation repair. It has experienced the previous wave of market decline. The partial valuation bubble has basically cleared. With the semi annual report, the dynamic valuation of the whole market has been released passively, and the index rebound space has been further opened. The second is the adjustment and landing of policies. The financing difficulties and high financing costs of some listed companies are expected to ease. The over-conservative industry preference in the first half of the year is expected to be reversed in the second half.
 
 

 


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