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炒作“独角兽”概念股应注意什么
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Topic: 炒作“独角兽”概念股应注意什么 (Read 79 times)
Mack1988
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炒作“独角兽”概念股应注意什么
March 06, 2018, 01:09:47 PM
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本周一A股小涨,上证综指涨0.07%至3256.93点,深证综指涨0.47%至1830.84点。此外,中小板、创业板两综指分别涨0.30%、1.20%。权重股依然相对低迷,受益于“独角兽”概念股的影响,创业板仍相对较强。
对于真正的投资者来说,自然是非常欢迎创新类“独角兽们”回归的,这能让投资者分享成长最迅速公司的红利。不过,此类个股通常体量较大,对未来市场资金可能产生分流,会相对削弱前期热炒的银行、金融、家电、食品饮料、白酒等传统类公司吸引力,持有此类品种的投资者短期内可能会比较失落。
“独角兽”概念股还会热络一阵,但此类个股的炒作难度是比较大,对有意参与的投资者是个较大的挑战。
“独角兽”或相关概念股在业绩估测方面的主观性会强得多,专业性当然也更强。普通投资者当然也可参与此类个股炒作,因这是未来风口之一,然而就具体操作而言,我却建议心态不好的投资者不应过度乐观与追涨。创新类企业基本面通常较传统企业更难判断,故一旦短线被套太深,投资者心态会受影响,判断力也许就容易失常。
退一步说,就算投资者心态比较好,可能也不见得就能适应此类个股的炒作,因投资者未必就具有相关专业知识,而且技术分析上的敏感度也许同样是不足的。对于这部分心态稍好但技术敏感性或知识面有限的投资者来说,我觉得布局相关主题类基金或许较为合适。创新型“独角兽”成长性有可能快得惊人,但业绩剧烈下滑的可能性也不小,所以此类品种明显更适合进行组合投资,如此才能平滑掉机会与风险。
未来几个月新经济板块与传统的权重股板块可能不会形成一边倒格局。在新经济方面,显然将会得益于政策因素;在传统权重股方面,6月份A股将被正式纳入MSCI指数,显然会提供巨大支撑。
既然这两边均有“比较确定”的利好预期,那么表现相对较弱的很可能就是那类“两边均不靠”的品种了。投资者现在就可评估一下手中持股是否属于这种“两边都不搭界”品种。如果持有的是此类个股,那么除非业绩与成长性较好,一般就应趁着本轮反弹减仓或换股,尽可能在未来操作中争取主动。
即使投资者持有的是这两类有确定利好的个股,我觉得仍然应该悠着点,因它们的涨幅很可能弱于想象。我这么看是基于资金面,因我觉得市场资金面不可能充足到“两边均能充分支持“的程度。我猜测最终的结果很有可能是:两边的上涨空间均弱于预期。
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