嗨翻了！A股热点全面开花，机构最新解读来了！

证券时报2021-07-12

在上周五央行宣布全面降准后，今天上午A股市场上演大涨行情，其中创业板指数盘中暴涨超过4%，指数刷新最近6年新高。两市成交急剧放量，半天成交已超过8500亿元。 A股大涨创业板指数创6年新高行情数据显示，创业板指数今天上午大涨，盘中一度触及3554.07点，涨幅一度超过4%，创出2015年6月18日之后，近6年多新高。在创业板指数大幅上涨的同时，其他指数也有不同程度上涨，深证成指盘中涨幅...

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精彩评论

臭蛋爸
2021-07-12
臭蛋爸
就是要慢牛，慢慢的牛，这样才好。
Justin_L
2021-07-12
Justin_L
爽呀爽
业余美食爱好者
2021-07-12
业余美食爱好者
坐等吃肉

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A-share hotspots are in full bloom, and the latest interpretation of institutions is coming!","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/206aab970547854ed0f3dd21da0bc08f","symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9},"content_text":"在上周五央行宣布全面降准后，今天上午A股市场上演大涨行情，其中创业板指数盘中暴涨超过4%，指数刷新最近6年新高。\n两市成交急剧放量，半天成交已超过8500亿元。\nA股大涨 创业板指数创6年新高\n行情数据显示，创业板指数今天上午大涨，盘中一度触及3554.07点，涨幅一度超过4%，创出2015年6月18日之后，近6年多新高。\n\n在创业板指数大幅上涨的同时，其他指数也有不同程度上涨，深证成指盘中涨幅超过2%，上证指数盘中涨幅超过1%。\n值得注意的是，尽管上证指数、深证成指、创业板指数目前点位离历史高点仍有一定距离，但近期创出历史新高的个股却不少。\nWind数据显示，按照复权后的价格进行统计，就在上周五，有63只股票创出历史新高。今年7月份以来，不到半个月的时间里，已有超200只股票创出历史新高。\n\n两市半天成交超8500亿元 超年内不少交易日全天成交\n在指数大幅上涨的同时，两市成交也明显放量。\n数据显示，截至上午收盘，两市合计成交已超过8500亿元，这一成交额已相当于年内不少交易日全天的成交额。\n具体个股来看，有11只个股半天成交超过50亿元，其中比亚迪、东方财富成交超过百亿元。\n板块全面活跃 新能源车再度暴涨\n两市板块也全面活跃。申万行业分类下，休闲服务、通信、综合、有色金属、计算机、电气设备、化工等板块均大幅上涨，上述板块涨幅均超过3%。\n概念股方面，新能源车再度爆发，国证新能源车指数暴涨5.33%，再创历史新高。\n新能源车概念龙头宁德时代大涨4.65%，股价再创历史新高，宁德时代的大幅走强推动创业板指数进一步走强。\n\n比亚迪和亿纬锂能表现更猛，其中比亚迪暴涨8.22%，盘中市值突破7000亿元。亿纬锂能暴涨9.30%，市值达到2427亿元。\n\n此外，CRO、磷化工、网络安全等概念板块涨幅也居前。Wind行情数据显示，截至中午收盘，CRO指数大涨6.54%，其中，市值近5000亿的药明康德大涨超6%，此外，康龙化成涨超14%，邵衍新药涨近10%，美迪西、泰格医药等涨超6%。\n\n网络安全概念方面，截至中午收盘，Wind网络安全指数涨超7%，兆日科技、任子行2股均20CM大号涨停。绿盟科技、蓝盾股份、美亚柏科等均涨超10%。\n\n全面降准提振股市\n上周五（7月9日）晚间，央行宣布降准，此番为全面降准。\n央行发布消息称，为支持实体经济发展，促进综合融资成本稳中有降，中国人民银行决定于2021年7月15日下调金融机构存款准备金率0.5个百分点（不含已执行5%存款准备金率的金融机构）。此次降准为全面降准，除已执行5%存款准备金率的部分县域法人金融机构外，对其他金融机构普遍下调存款准备金率0.5个百分点，降准释放长期资金约1万亿元。本次下调后，金融机构加权平均存款准备金率为8.9%。\n一般认为，央行降准会释放流动性，对股票市场而言是一种利好消息。\n今天早间股票市场的大涨，或许就是对于上述降准动作的一种反映。\n不过，从近些年的历史数据上看，不论是降低存款准备金率，还是提高存款准备金率，均较难改变A股市场既有走势。\n对于市场节奏判断上，天风证券近日的研究观点认为，产业周期和景气度决定成长板块的中期趋势和方向，追逐高景气是A股市场不变的“哲学”。但短期来看，流动性等宏观外部冲击决定了成长板块的节奏。天风证券认为，对于创业板的短期情绪是否过热，可以用创业板综指流动市值换手率来衡量，超过5%为短期见顶标志，目前在4.1%左右。该机构还认为，外部冲击是焦点，对于TGA压降节奏、QE缩量时点这两个关键因素，前者可能在8月之后见到流动性释放的拐点，后者可能在三季度中后期进入预期发酵窗口期、明年一季度进入正式减量窗口。","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":146553770,"gmtCreate":1626093037290,"gmtModify":1626093037290,"author":{"id":"3576222046380476","authorId":"3576222046380476","name":"臭蛋爸","avatar":"https://static.tigerbbs.com/0345905907826a184b3945e8f44ca3d9","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"就是要慢牛，慢慢的牛，这样才好。","listText":"就是要慢牛，慢慢的牛，这样才好。","text":"就是要慢牛，慢慢的牛，这样才好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146553770","repostId":1131081488,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":146874239,"gmtCreate":1626071579621,"gmtModify":1626071579621,"author":{"id":"3501113550178595","authorId":"3501113550178595","name":"Justin_L","avatar":"https://static.tigerbbs.com/8d4fc9cc59f9e5eff9a291919842f8f5","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1},"htmlText":"爽呀爽","listText":"爽呀爽","text":"爽呀爽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146874239","repostId":1131081488,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":146824210,"gmtCreate":1626068486430,"gmtModify":1626068486430,"author":{"id":"3583629169113895","authorId":"3583629169113895","name":"业余美食爱好者","avatar":"https://static.tigerbbs.com/b87ed5ee4a7bb9db2179d78852869992","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"坐等吃肉","listText":"坐等吃肉","text":"坐等吃肉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146824210","repostId":1131081488,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":49,"commentSize":3,"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/1131081488"}