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秦洪看盘|A股短线强势格局确立,关注细分产业龙头品种
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秦洪看盘|A股短线强势格局确立,关注细分产业龙头品种
June 27, 2017, 02:20:26 PM
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周一A股市场出现了相对强硬的走势。其中,贵州茅台(600519)、万科(000002)等知名蓝筹股持续扬升,营造了强大赚钱效应,渐有增量资金尝试性建仓。这不仅仅使得成交量有所放大,而且还驱动着指数重心再度迅速上移。
赚钱效应铸就新的选股逻辑
一向醇厚的贵州茅台在周一再创历史新高,总市值超过6000亿元,如此的走势给A股市场带来了两个积极的指示作用,一是只要有确定的业绩成长,就会引导着资金的持续加仓,股价走势自然一直运行在上升通道中。不仅仅是贵州茅台,也不仅仅是万科,而且还包括格力电器(000651)、海康威视(002415)等持续稳定成长股品种。二是低估值、名气大、拥有较强消费群体基础的品牌股更易成为市场参与者关注的焦点。今年以来的涨幅榜,基本上都是知名度极高的相关行业龙头品种。
如此的走势以及由此带来的赚钱示范效应,驱动着市场参与者纷纷放小抓大,从身边经常使用的产品品牌中寻找加仓或新开仓的品种,所以,家电股、食品饮料股、医药股、汽车股、地产股等诸多拥有全国名牌称号的相关个股的买力呈现出持续而有力的态势。也就是说,市场参与者的选股逻辑从原先的移动互联网思维转向品牌思维。
万变不离其宗,市场热点渐趋扩散
不过,无论是“名牌”式的选股逻辑,还是低估值的加仓思路,万变不离其宗,最终还是落实在相对确定的成长趋势中。只要有成长,才会有着后续持续买盘。所以,在白马股、蓝筹股赚钱示范效应吸引而开始进场的增量资金,他们选择的思路自然也是低估值、业绩成长的品种。只是他们不愿意追涨一线龙头品种,比如说上证50成分股,再比如说今年以来一直运行在上升通道的海康威视(002415)等下游需求旺盛的品种。毕竟此类个股目前市值更为庞大,市盈率已经有20倍甚至更高。如此的市盈率数据以及如此高的价位,对于增量资金,既没有足够的股价安全边际,也没有足够的估值数据的安全边际。
所以,他们扩散选股思路,寻找二三线蓝筹股,比如说白酒行业,除了五粮液(000858)、贵州茅台等龙头股之外,还有洋河股份(002304)、伊力特(600197)等二三线相对确定成长的品种。而且,龙头股价大幅上涨之后,在二级市场股价排序方面,给这些二三线蓝筹股的股价上涨打开了想象空间;在产业层面,则是龙头品种的高端产品的提价,也为这些二三线蓝筹股主打的中高端产品价格打开了提价的空间。所以,在周一,出现了龙头品种冲高有些受阻,但二三线蓝筹股则反复活跃的诱因。
如此热点演变趋势,就使得指数出现了有意思的变化。在午市后,上证综指、上证50指数受阻,涨升速率明显放缓。但中证500指数却越战越勇,创业板指、中小板指也进一步拓展弹升空间。这就从一个侧面说明了市场热点已经开始发散,从全国知名的一线龙头品种向区域性品牌品种、细分行业龙头品种转向。据此,有分析人士认为中证500指数有望取代上证50指数而成为A股新的涨升引擎。
短线强势格局确立,关注细分产业龙头品种
当然,考虑到周一涨幅过大,短线超买现象有所抬头,所以,周二或者周三的短线走势可能会有所受阻。但是,经过了近几个交易日的强势以及成交量的渐趋放大,说明新增资金已有所进场,强势格局已确立,A股有望平稳度过2017年6月的最后一个交易周。
故在操作中,建议投资者可以适量加仓。在方向上,可以跟随资金的动向,积极转向三类个股,一是细分产业龙头品种。周一的云海金属(002182)冲击涨停板就是最好的说明。因此,在下游需求相对确定的细分产业中可以寻找到短线强势股,包括印染、粉末合金龙头以及汽车产业链等诸多细分产业领域的龙头品种。二是新金融领域,海德股份(000567)、美都能源(600175)的涨停板就是例证。三是新股与次新股,超跌股也有春天,可跟踪一些跌幅较大、下游需求较好的新股与次新股。
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