中信证券目标700块？证券主题现在是这么回事儿！

市场资讯07-22

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！（证券人气太火爆了，有朋友要求聊聊，一家之言分享下看法）周一盘中平价配了些证券和中证2000ETF，思路在周末文章中分析过，一个是试探情绪，一个是银行跌了小微会反抽一下。当然，如果不是大资金护盘的话，险些亏钱。这种侥幸，不能再期待第二次，明早开盘就会撤。但是，盘中我们也发现中信证券那是出奇的强。可遗憾的是，作为龙头股，带不动...

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2453961277?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-07-22 22:18","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2453961277","market":"hk","top_or_hot":-1,"title":"中信证券目标700块？证券主题现在是这么回事儿！","media":"市场资讯","content":"<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （证券人气太火爆了，有朋友要求聊聊，一家之言分享下看法）周一盘中平价配了些证券和中证2000ETF，思路在周末文章中分析过，一个是试探情绪，一个是银行跌了小微会反抽一下。当然，如果不是大资金护盘的话，险些亏钱。这种侥幸，不能再期待第二次，明早开盘就会撤。但是，盘中我们也发现中信证券那是出奇的强。可遗憾的是，作为龙头股，带不动...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/jjzl/2024-07-22/doc-incezqpr8605335.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>中信证券目标700块？证券主题现在是这么回事儿！</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\">\n中信证券目标700块？证券主题现在是这么回事儿！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-22 22:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/fund/jjzl/2024-07-22/doc-incezqpr8605335.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （证券人气太火爆了，有朋友要求聊聊，一家之言分享下看法）周一盘中平价配了些证券和中证2000ETF，思路在周末文章中分析过，一个是试探情绪，一个是银行跌了小微会反抽一下。当然，如果不是大资金护盘的话，险些亏钱。这种侥幸，不能再期待第二次，明早开盘就会撤。但是，盘中我们也发现中信证券那是出奇的强。可遗憾的是，作为龙头股，带不动...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/jjzl/2024-07-22/doc-incezqpr8605335.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":"BK0188","symbol_name":"融资融券","start_time":0,"source_url":"https://finance.sina.com.cn/money/fund/jjzl/2024-07-22/doc-incezqpr8605335.shtml","article_id":"2453961277","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/money/fund/jjzl/2024-07-22/doc-incezqpr8605335.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=2453961277","pubTimestamp":1721657880,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"但是，盘中我们也发现中信证券那是出奇的强。网红“上海爷叔”称中信证券的目标价要从450修正为700，而且中信证券到年底股价将涨至68元。据说以上言论走红，这是中信证券爆发的主要原因。这表明情绪炒作的土壤，重新发芽。首先，众所周知，中信证券作为国内投行的龙头，由于IPO大缩水，其主营业务受到很大影响。从中信证券A股的成交分析来看，大单卖出6个多亿，而中小单净买入6个多亿，显然机构资金想法不“情绪”。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161027":"证券","600030":"中信证券","BK0188":"融资融券","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1997245177.USD":"安联神洲A股基金","LU1720050803.USD":"安联全方位中国股票基金","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","BK1147":"投资银行业与经纪业","BK1516":"腾讯概念","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU2289578879.USD":"ALLIANZ CHINA A OPPORTUNITIES \"AT\" (USD) ACC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","BK0012":"证金概念","BK0276":"资本市场","BK1564":"中资券商股","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0196":"行业龙头","BK0183":"MSCI概念","06030":"中信证券","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","BK0028":"国家队","BK1521":"挪威政府全球养老基金持仓"},"translate_title":"CITIC Securities targets 700 yuan? This is what the securities theme is going on now!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161027":1,"600030":1,"06030":1},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （证券人气太火爆了，有朋友要求聊聊，一家之言分享下看法）周一盘中平价配了些证券和中证2000ETF，思路在周末文章中分析过，一个是试探情绪，一个是银行跌了小微会反抽一下。当然，如果不是大资金护盘的话，险些亏钱。这种侥幸，不能再期待第二次，明早开盘就会撤。但是，盘中我们也发现中信证券那是出奇的强。可遗憾的是，作为龙头股，带不动其他兄弟成分股。但它为何这么强，一查资料，发现有八卦了。网红“上海爷叔（大A爱在深秋）”称中信证券的目标价要从450修正为700，而且中信证券到年底股价将涨至68元。据说以上言论走红，这是中信证券爆发的主要原因。首先一个态度：股民们开始东拉西扯，其实是好事。这表明情绪炒作的土壤，重新发芽。但会不会到68甚至700块，我们从客观角度稍微分析下。首先，众所周知，中信证券作为国内投行的龙头，由于IPO大缩水，其主营业务受到很大影响。一季度营收和利润双降，熊市指望不上佣金收入，而自营盘推不动这么大的盘子。所以股价也低迷了很久。那么这种情况下是否有希望像其他妖股一样瞎炒到68乃至700？它是机构重仓股，注定游资很难与外资和内资对打的。你敢乱炒，外资一定砸死你。周一北向资金净卖出中信证券4.79亿，已经表明了态度，人家对价格预期有着冰冷的估算，他们看不懂的涨，就会砸下去。从中信证券A股的成交分析来看，大单卖出6个多亿，而中小单净买入6个多亿，显然机构资金想法不“情绪”。但为什么说这是好事？因为证券投资本来就有相当的情绪因素，有人扯淡就表明人气在恢复。今天证券ETF龙头股里，最垃的其实是东方财富，而且上周护盘行情里它也是最弱的。东方财富基本面的关键，在于在线基金销售。可现在除了固定收益之外，其他基金卖得很差，而固定收益类基金的销售分成很低，所以业绩预期不佳。说到底，证券行业总体的基本面走向，一个看IPO能发多少，一个看靠天吃饭的基金销售、自营盘或交易佣金收入能有多少。但如果二者条件都不具备，那么投证券的价值是短期情绪。我们分析过，情绪炒作，就是不看基本面的流动性溢价炒作。大家热情来了，投资者们高兴了，就会一拥而上买入一些喜欢的品种。大的情绪利好如牛市搞什么锁仓，小的情绪利好如暂停转融通，还有周末这次《决定》也算一个。但情绪这个东西，这两年消耗得挺厉害，证券ETF今天高开一个多点跳水一度翻绿，最后靠护盘资金发力才翻红，情绪弱啊！其实说到底，证券还是看市场的温度。只有市场好了，上面才会给IPO大放水，一天4、5家那种，中信证券肯定发财，涨10倍都可能。而基金销售、自营盘、佣金收入等，也与市场行情密切相关。因此，那位大叔的“700块”目标位，不如说是对牛市的美好期待吧。只能说加油了！\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"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":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"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":"4.26.2","shortVersion":"4.26.2","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/2453961277"}