抱团股大跌：创业板重挫近5% 机构这样看后市

新浪财经综合2021-03-04

投资研报【硬核研报】逆势大涨！碳中和背景下最受益板块，21年需求超预期概率在加大，机构高呼“钢铁牛市起航”，低估值高业绩弹性标的已经被筛出（名单）【新能源汽车每日动见】欧洲2月数据跟踪：销量和渗透率透露何种信息？【硬核研报】70亿仅为盈利底线？大炼化行业里的“印钞机”已被挖出！新增产能将集中投产，机构高喊预期差巨大，最强王者市值翻倍可期！【食品饮料α掘金】3连板，盐津铺子牛在哪？后市如何？...

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秀秀我爱你
2021-03-04
秀秀我爱你
总结：韭菜快进来

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Institutions look at the market outlook like this","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159915":1,"399006":1,"000001.SH":1},"content_text":"投资研报\n【硬核研报】逆势大涨！碳中和背景下最受益板块，21年需求超预期概率在加大，机构高呼“钢铁牛市起航”，低估值高业绩弹性标的已经被筛出（名单）\n【新能源汽车每日动见】欧洲2月数据跟踪：销量和渗透率透露何种信息？\n【硬核研报】70亿仅为盈利底线？大炼化行业里的“印钞机”已被挖出！新增产能将集中投产，机构高喊预期差巨大，最强王者市值翻倍可期！\n【食品饮料α掘金】3连板，盐津铺子牛在哪？后市如何？\n　　来源：深圳特区报\n　　3月4日，A股在短暂反弹后遭遇重挫，机构抱团股进一步大幅走弱，北向资金单日净流出就超过70亿元。\n　　当日，沪深股市低开低走，三大股指纷纷走弱。截至收盘，上证指数指下跌2.05%报3503.49点，深成指下跌3.46%报14416.10点，创业板指下跌4.87%报2851.87点。\n　　从盘面上看，电气设备、酒店餐饮、酿酒、工程机械等板块跌幅居前，前期表现强势的有色和造纸等顺周期行业也纷纷大跌；仅钢铁、电力等少数行业翻红上涨。\n　　在行情的大幅度调整中，创业板受伤最为严重，机构集中持仓的权重股纷纷大跌。锂电池龙头宁德时代大跌6.88%，迈瑞医疗大跌4.79%，金龙鱼更是大跌7.44%。此外，白酒板块也是股市下跌的重灾区，泸州老窖、五粮液、贵州茅台等5只酒类股下跌超过5%。新能源板块的龙头也纷纷调整，亿纬锂能、阳光电源、隆基股份等权重股当日市值缩水就合计超过1000亿元。\n　　牛年以来，机构抱团持续下跌带动指数走弱，高估值资产给市场带来了不小的压力。“短期看，A股机构抱团股经过短期急跌后，出现了基金净值下跌、投资者大量赎回、基金经理卖出持仓股票、股价因此下跌的负反馈现象。机构抱团股调整对A股的冲击何时完全释放，是A股能否走稳的关键因素。”国海证券分析师指出。\n　　对于后市走向，有机构指出，市场大幅调整或是短期风险偏好提升引起的，盈利回升依然是今年的重点布局方向。\n　　“市场向好的格局并没有改变，当前的整理仅是市场格局当中的自发行为，也是阶段性的外因干扰下的正常的风格调整。随着海外疫情逐步的稳定以及国内上市公司盈利的回升，市场整理的态势也有望逐步告一段落，进而迎来新的上行趋势。”巨丰投顾指出。\n　　招商证券分析认为，当前国内外经济仍在复苏途中，全球货币政策尚未出现实质性收缩，短期市场大幅调整后，通胀上行和货币政策收紧预期已经得到一定程度的消化，目前来看，市场继续下探的空间已不大，对于优质资产而言，短期大跌后吸引力将逐步提升。\n\n扫二维码，3分钟极速开户>>\n\n\n新浪声明：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：陈志杰","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":364277851,"gmtCreate":1614860715073,"gmtModify":1703482092779,"author":{"id":"3494313948600384","authorId":"3494313948600384","name":"秀秀我爱你","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"总结：韭菜快进来","listText":"总结：韭菜快进来","text":"总结：韭菜快进来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364277851","repostId":2116718235,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"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":"4.25.1","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/2116718235"}