A股短期震荡不改稳中向好估值低于美日欧市场主要股指水平

上海证券报 2021-02-26

投资研报【碳中和动态分析】100万亿元大市场！4000万个工作岗位，高盛振臂高呼，这一细分市场如何把握机会？【硬核研报】越下跌越值得买入？白酒节前过度兑现引发回调，春节动销旺盛下，机构高喊“静待季报催化” 【半导体动态分析】挖到一个国产芯蓝海市场，四大主线布局【硬核研报】估值和机构配比处历史最低水平！地产股终于迎来“高光”时刻！供给侧改革助力业绩爆发，这样布局兼具成长性和稳定性　　马婧妤 ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

王琦_7614
2021-02-26
王琦_7614
我发现每次熊市开始都说不改中期向好，咋着世纪中期啊！
- XYZ880:
  [贱笑]

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2114327608?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","is_english":false,"pubTime":"2021-02-26 11:51","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2114327608","market":"us","top_or_hot":-1,"title":"A股短期震荡不改稳中向好 估值低于美日欧市场主要股指水平","media":"上海证券报 ","content":"<div>\n<p>投资研报\n【碳中和动态分析】100万亿元大市场！4000万个工作岗位，高盛振臂高呼，这一细分市场如何把握机会？\n【硬核研报】越下跌越值得买入？白酒节前过度兑现引发回调，春节动销旺盛下，机构高喊“静待季报催化”\n【半导体动态分析】挖到一个国产芯蓝海市场，四大主线布局\n【硬核研报】估值和机构配比处历史最低水平！地产股终于迎来“高光”时刻！供给侧改革助力业绩爆发，这样布局兼具成长性和稳定性\n　　马婧妤\n...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8848760.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A股短期震荡不改稳中向好 估值低于美日欧市场主要股指水平</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA股短期震荡不改稳中向好 估值低于美日欧市场主要股指水平\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 11:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8848760.shtml><strong>上海证券报 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资研报\n【碳中和动态分析】100万亿元大市场！4000万个工作岗位，高盛振臂高呼，这一细分市场如何把握机会？\n【硬核研报】越下跌越值得买入？白酒节前过度兑现引发回调，春节动销旺盛下，机构高喊“静待季报催化”\n【半导体动态分析】挖到一个国产芯蓝海市场，四大主线布局\n【硬核研报】估值和机构配比处历史最低水平！地产股终于迎来“高光”时刻！供给侧改革助力业绩爆发，这样布局兼具成长性和稳定性\n　　马婧妤\n...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8848760.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"399001","symbol_name":"深证成指","start_time":0,"source_url":"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8848760.shtml","article_id":"2114327608","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28"],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8848760.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2114327608","pubTimestamp":1614311460,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"100万亿元大市场！4000万个工作岗位，高盛振臂高呼，这一细分市场如何把握机会？白酒节前过度兑现引发回调，春节动销旺盛下，机构高喊“静待季报催化”。估值和机构配比处历史最低水平！　　2021年开年以来，A股市场维持了增长势头，上证综指、深证成指累计分别上涨3.22%和2.47%。上证综指盘中一度创2015年8月21日以来新高。　　其后，从估值角度看，目前上证指数、沪深300指数滚动市盈率低于美日欧市场主要股指估值水平，具有比较优势。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"399001":"深证成指","510030":"价值ETF","510050":"上证50ETF","512550":"A50ETF基金","000016.SH":"上证50","000300.SH":"沪深300","XPP":"二倍做多富时中国50ETF(ProShares)","FXP":"二倍做空富时中国50ETF-ProShares","YXI":"ProShares做空FTSE中国50ETF"},"translate_title":"The short-term volatility of A shares is not stable, and the positive valuation is lower than the level of major stock indexes in the US, Japan and Europe markets","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"399001":0.63,"510030":0.6,"510050":0.6,"512550":0.6,"000016.SH":0.6,"000300.SH":0.6,"FXP":0.6,"XPP":0.6,"YXI":0.6},"content_text":"投资研报\n【碳中和动态分析】100万亿元大市场！4000万个工作岗位，高盛振臂高呼，这一细分市场如何把握机会？\n【硬核研报】越下跌越值得买入？白酒节前过度兑现引发回调，春节动销旺盛下，机构高喊“静待季报催化”\n【半导体动态分析】挖到一个国产芯蓝海市场，四大主线布局\n【硬核研报】估值和机构配比处历史最低水平！地产股终于迎来“高光”时刻！供给侧改革助力业绩爆发，这样布局兼具成长性和稳定性\n　　马婧妤\n　　原标题：A股短期震荡不改稳中向好 \n　　2021年开年以来，A股市场维持了增长势头，上证综指、深证成指累计分别上涨3.22%和2.47%。上证综指盘中一度创2015年8月21日以来新高。春节后开市以来，市场风格切换、板块轮动，股指震荡下行、宽幅调整。\n　　万得数据显示，2月25日上证综指收于3585.05点，较春节前下跌1.92%；深证成指收于14828.8点，较春节前下跌7.10%；创业板指收于2977.18点，较春节前下跌12.79%。但也要看到，春节开市后，两市成交金额连续5个交易日破万亿元，交易活跃度仍然较高。同时，春节以来6个交易日沪深两市每日平均有106只股票涨停，高于春节前6个交易日平均每日72只；6个交易日每日平均有13只股票跌停，低于春节前6个交易日平均每日38只。\n　　总的看，投资者仍对市场保持信心。市场专家接受采访认为，从各方面情况看，今年股市稳定运行、稳中向好具备坚实的基础。\n　　首先，从经济基本面看，多数市场机构预测，去年我国作为唯一实现经济正增长的主要经济体，今年GDP实际增速将保持在9%左右，继续领先全球主要经济体。上市公司2021年业绩也将好于2020年，目前疫情总体平稳，市场运行、工业生产也比较稳定，有助企业基本面修复。\n　　其次，从宏观政策面看，今年国家将继续实施积极的财政政策和稳健的货币政策，不急转弯，为股市运行提供了良好环境。\n　　再者，从市场资金面看，年初以来，公募基金延续较好的发行势头，权益类公募基金募集资金超过6000亿元，为市场提供了稳定的增量资金，外资也保持了净流入态势。\n　　社科院金融副所长张明认为，今年上半年外资对我国股市可能还将保持净流入态势。他认为，全球央行货币宽松尚未结束，资金仍将在全球各地寻找高收益资产，外部流动性也将缓解国内货币政策正常化带来的资金面影响。\n　　其后，从估值角度看，目前上证指数、沪深300指数滚动市盈率低于美日欧市场主要股指估值水平，具有比较优势。\n　　市场人士分析，去年A股市的上涨有两个显著特点，一是消费加科技走强，二是蓝筹龙头股表现明显优于小盘股。短期市场风格有所转换，但未来有前景的、真实业绩与估值匹配的企业，以及业绩很好的龙头股，依然有一定的上涨空间；周期类股票的投资机会，也会随着上半年经济向潜在增速回归而凸显出来。\n　　兴业证券首席经济学家王涵认为，高估值是去年全球性流动性宽松带来的普遍性问题。目前来看，国内业绩具有高成长性的企业还是很有竞争力。今年开年后出现板块轮动效应，更多资产的价值正在被挖掘。\n　　最后，从改革的角度看，注册制改革的稳步推进、退市新规的落地实施、深市主板中小板合并等改革措施，已经释放出了监管层坚定推进改革的信号，有利于激发市场活力。\n　　张明表示，经过持续的基础制度改革，我国以中小投资者占绝对多数的市场结构正在发生变化，机构投资者交易占比逐步提升。机构投资者比例上升，使市场价值投资的属性增强，即使股指有短期波动，资金也比较稳定，不会大幅追涨杀跌。\n\n扫二维码，3分钟极速开户>>\n\n\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈悠然 SF104","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":368611715,"gmtCreate":1614316997937,"gmtModify":1703476269308,"author":{"id":"3553224338920188","authorId":"3553224338920188","name":"王琦_7614","avatar":"https://static.tigerbbs.com/71689beb6c08437be1a0893046a30d82","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3553224338920188","authorIdStr":"3553224338920188"},"htmlText":"我发现每次熊市开始都说不改中期向好，咋着世纪中期啊！","listText":"我发现每次熊市开始都说不改中期向好，咋着世纪中期啊！","text":"我发现每次熊市开始都说不改中期向好，咋着世纪中期啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368611715","repostId":2114327608,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3668833,"gmtCreate":1614321201626,"gmtModify":1614321201626,"authorId":3533812798684515,"author":{"id":3533812798684515,"idStr":"3533812798684515","authorId":3533812798684515,"name":"XYZ880","avatar":"https://static.tigerbbs.com/7871ee78db6998dd5d514c18d9fe678b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":368611715,"type":1,"supId":0,"prevId":0,"content":"[贱笑]","text":"[贱笑]","html":"[贱笑]"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"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":"4.29.4","shortVersion":"4.29.4","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/2114327608"}

A股短期震荡不改稳中向好 估值低于美日欧市场主要股指水平

精彩评论

A股短期震荡不改稳中向好估值低于美日欧市场主要股指水平