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终于"二八"变"八二",企稳信号还是下跌中继?各方人士这样看
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Topic: 终于"二八"变"八二",企稳信号还是下跌中继?各方人士这样看 (Read 134 times)
Lindafgdf
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终于"二八"变"八二",企稳信号还是下跌中继?各方人士这样看
June 06, 2017, 06:17:11 PM
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大盘虽绿,中小盘却普涨。两市呈现八二行情,前期较强势的银行、白酒、保险等白马股回调,与之相反,次新等概念股板块今日强势上涨。
蹊跷板走势行情中,中小创反弹,是减仓自救还是择机抄底?上证50回调,释放的信号有哪些?
中小创反弹,企稳信号还是下跌中继?
今日两市呈现八二轮动,银行、白酒等白马板块回调,截至收盘,上证50板块集体杀跌,跌幅逾1%。与之相反,深市三大股指深成指、创业板指、中小板指集体收涨,分别涨0.49%、0.88%、0.76%。
广东小禹投资总经理黎仕禹表示,创业板,底部区域应该在1500-1800点之间。目前创业板估值已经低于2013年低点时水平,这意味着创业板见底,可以适当抄底,并认为将在6~7月迎来重大转折点。
深圳一家私募基金经理认为,上证50主动回调,小股票反弹,但是不要误以为小股票会迎来系统性反转行情,反弹或许是目前自救的机会,从今日成交量来看,场外资金依然保持比较谨慎的态度。
私募研究员金耀认为,创业板由于前期估值过高,中小创估值回归是大势所趋,中长期可能会继续探底。上证50回调,对次新股、题材股是短期利好,主要得益于上周政策方面的利好,但次新股反弹后可以逢高减仓,整个6月依然还在筑底过程中,下跌趋势并没有改变。
广发证券一位分析师表示,如果指数进一步下跌,可能会严重挫伤投资者积极性,此外上市公司大股东质押股票面临平仓的压力会进一步加大,为了防止当年股灾时平仓盘涌现所带来的后果,监管层已经在上周释放出积极信号,安慰市场情绪。
而政策面来看,积极信号也确实正在增加:
首先,重要股东增持并号召员工持股,承诺兜底。Wind数据显示,5月份以来有311家上市公司获得重要股东增持,重要股东累计净增持资金约为164亿元。面对近期股价连续下挫,不少上市公司纷纷采取措施,并公告倡议鼓励公司全体员工积极买入公司股票,若因增持股票产生的亏损,由董事长或实控人兜底。
其次,IPO数量从常态每周10家缩减至上上周的7家、上周的4家,对于次新股来说,利好效应尤其明显。
最后,沪深交易所根据证监会发布的《上市公司股东、董监高减持股份的若干规定》细化了交易规则,大股东、董监高“精准式减持”“恶意减持”等行为被限制,有利于恢复投资者信心,引导长期、价值投资。
后市投资主线依然以白马价值股为主
上证50成分股今日集体杀跌,板块出现回调。但金耀看来这并不能改变目前投资主线,在6月行情大概率延续筑底格局的背景下,白马蓝筹仍然是市场中的避风港。
将时间拉长至5月初,在多数股票低迷之际,以贵州茅台、中国平安、工商银行等为代表的大盘蓝筹股一路高歌猛进,并创出历史或阶段性新高。
尤其机构资金抱团取暖明显。Wind数据显示,有39家上市公司一季度被超过100只基金所持有,其中格力电器,持有基金数为438只,持股总市值达到146亿;其次为贵州茅台392只,持股总市值达到150亿;中国平安持有基金数为360只,持股总市值达到153亿。
以下为基金持有家数超过100的上市公司:
山西证券分析师麻文宇表示,目前市场对于经济企稳的不确定性升高,而在金融去杠杆的大环境下,市场内的存量资金还将持续流出,大盘短期内并不具备行情反转的条件,大概率将呈现出区间震荡,结构性机会仍存,但是大蓝筹后市走势依然强于中小创。
秃鹫一期基金经理王代新认为,白马股经过前期的上涨有些估值已经到了合理区间,短期内再上涨的动力不大,但是可以在大盘股里关注上涨幅度不大,存在估值洼地效应的个股,未被市场充分挖掘的蓝筹股仍有投资机会。
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终于"二八"变"八二",企稳信号还是下跌中继?各方人士这样看
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