发生了什么？A股猛跌之际，外资半小时疯狂扫货50亿！

e公司官微2021-03-09

A股今日实现大逆转！北上资金早盘趁猛跌之际大幅扫货，半小时就就净流入近50亿。之后，在茅台、中免等龙头股的带领下，抱团股全面反弹！沪指创业板指今日早盘，开盘初期A股承接昨日下跌趋势一度跳水，上证指数大跌逾3%，一度跌破3400点，创业板指大跌逾4%。后以贵州茅台为首的权重绩优股企稳强劲反弹，中国中免、五粮液、格力电器等抱团明星股率先翻红，大盘因此形成V型反转之势。截至午间收盘，上证指数、...

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精彩评论

hahasim
2021-03-09
hahasim
扫一扫，没烦恼
AISA
2021-03-09
AISA
瞎几把忽悠天天。

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When A shares plummeted, foreign investors swept 5 billion yuan in half an hour!","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/44d2c6731d3c12e8605de91e86177740","symbols_score_info":{"399001":0.9,"000001.SH":0.9},"content_text":"A股今日实现大逆转！北上资金早盘趁猛跌之际大幅扫货，半小时就就净流入近50亿。之后，在茅台、中免等龙头股的带领下，抱团股全面反弹！\n\n沪指\n\n创业板指\n今日早盘，开盘初期A股承接昨日下跌趋势一度跳水，上证指数大跌逾3%，一度跌破3400点，创业板指大跌逾4%。后以贵州茅台为首的权重绩优股企稳强劲反弹，中国中免、五粮液、格力电器等抱团明星股率先翻红，大盘因此形成V型反转之势。截至午间收盘，上证指数、创业板指仅微幅下跌，而沪市300及上证50指数则强势翻红。北上资金也趁机抄底，截至中午收盘，净流入约37亿元。\n春节后抱团股持续大幅下跌，带动大盘连续调整，甚至创业板指大跌逾20%，跌入技术性熊市。这主要是因为，去年随着挣钱效应的扩展，抱团股在市场情绪亢奋下，股价大幅上涨，已经严重脱离了公司实际内在价值。如宁德时代最高时动态市盈率超200倍，即使在大幅回调之后，目前市盈率仍高达逾160倍，中国中免、比亚迪、药明康德等抱团股目前市盈率也均超过百倍。\n当市场稍微出现波动时，部分理性的投资者就会作出高抛动作，抱团股股价应声回落，也是情理之中的事，如北上资金持续大幅减持白酒股，特别是龙头股的贵州茅台和五粮液。而当前跌势最惨烈也就是前期涨幅最大的板块，如抱团三雄白酒、光伏、新能源车板块。\n根据Wind统计，白酒股春节后整体下跌约30%，远远大于同期大盘跌幅。其中酒鬼酒、老白干酒最高暴跌近50%，龙头股贵州茅台最高下跌逾700元/股，市值缩水逾9000亿元，北上资金仅年内就累计减持约730万股，套现约160亿元，持股屡创近年新低；五粮液则遭遇北上资金更大幅度的减持，目前持股不到高峰期的一半。\n虽然白酒股近期跌跌不休，但机构仍坚定的看好。中泰证券表示，白酒板块本轮股价与基本面情况明显背离，即本轮调整以杀估值为主，而估值下行是有限度的，茅台、五粮液等名酒未来15％-20％年化增长确定性不断提升以及市场对名酒认知不断增强的基础上，当前估值对应2021年约40-50倍，从长期来说已具备安全边际。未来可通过业绩稳定增长不断消化，同时未来白酒板块基本面由于名酒批价上行、春糖催化等因素具备持续超预期可能，站在当前时点建议加配高端白酒以及优质次高端白酒。\n在经过大幅调整之后，主力资金已有明显的抄底动作，不仅今日杀跌过程中北上资金逆市净流入，从昨日龙虎榜也能看出主力资金在积极抄底，比亚迪、航天电器等多只昨日跌停个股出现北上资金和机构资金逆市争相抢筹的局面。\n众多国内外知名机构也继续看好抱团股和A股市场后市。中金公司认为，最近前期机构重仓股调整的比较明显，从资本市场的健康发展的角度出发，部分估值偏高的个股向更加理性的方向回归是正常的事情，市场不需要太过担心。\n瑞银在昨日举行的电话会议中也表示，抱团股近期在调整中，但这些企业经营状况是良性的，这是一个买入机会。因为股票会波动，但是公司的经营不会像股票这样波动。中小股票因为总体环境恢复，能够迎来一波行情，但是，中小公司在赛道的位置决定了和龙头公司是不一样的。企业最核心的是盈利，如果定价有一些偏离，回到了正常的轨道以后就不必特别担忧，持有股票最大的利润，是因为你持有了十年，至少是五年，而不是一个月，三个月。\n对于2021年中国股市，瑞银显得更乐观的，预测到2021年底AH均将创历史新高，其中沪深300将到6100点（截至今日午间收盘，沪深300报收5081点），恒生指数36000点（午间报收28989点），目前点位距预测点位都有20%以上的空间。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":323018673,"gmtCreate":1615288242292,"gmtModify":1703486798316,"author":{"id":"3575512080418382","authorId":"3575512080418382","name":"hahasim","avatar":"https://static.tigerbbs.com/c6c9480b69b41e2dabcfcec3d678eb2c","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"扫一扫，没烦恼","listText":"扫一扫，没烦恼","text":"扫一扫，没烦恼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323018673","repostId":1117946926,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":329480378,"gmtCreate":1615268695994,"gmtModify":1703486512845,"author":{"id":"3544614171973948","authorId":"3544614171973948","name":"AISA","avatar":"https://static.tigerbbs.com/845e65a439f350a55c2cbe79e4909162","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"瞎几把忽悠天天。","listText":"瞎几把忽悠天天。","text":"瞎几把忽悠天天。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329480378","repostId":1117946926,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":4,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1117946926"}