lifang
2021-07-15
逻辑兑现,股价新高
@爱上趋势股:
爆发前夕的钢铁,怎么买?(6/30)
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<p>3、今年业绩爆发</p> <p>前几天,八钢的公众号发布了一篇文章,但可能因为泄露信息,而被很快删除,但还是有人截图了下来:<img src=\"https://static.tigerbbs.com/01a6772de188c2cb90c3dc85107b7d6d\" tg-width=\"528\" tg-height=\"549\">5个月,完成全年目标利润,什么意思呢?</p> <p>直接说结果吧,从各方透露的信息看,八钢中报利润可能达10亿以上,同比增长超10倍。</p> <p>如果属实,这又是个爆炸的业绩。</p> <p>同样的,其他钢铁股业绩很猛,于是我今天买入了10%仓位的八一钢铁。</p> <p></p> <hr> <p>钢铁我还弄了个组合,叫钢铁三侠:<img src=\"https://static.tigerbbs.com/aff11e9950e8fb431c058a1006006e27\" tg-width=\"378\" tg-height=\"135\">重庆钢铁是人气股,宝钢股份是总龙头。</p> <p>除了钢铁外,化工也值得注意,化工双雄:<img src=\"https://static.tigerbbs.com/e390e0ba0a9cc7cd9d0f5de9a1b1bdb1\" tg-width=\"461\" tg-height=\"116\">鲁西化工,这两天在跌跌,我是一定要会买的。</p> <p>最近陆续往账户里转了不少钱,今天就这样:<img src=\"https://static.tigerbbs.com/4d21740e1e2da061377430aea87526a6\" tg-width=\"576\" tg-height=\"237\"></p></body></html>","text":"1-5月份,全国规模以上工业企业利润同比增长83.4%,比2019年同期增长48.0%! 这是一个十分夸张的数据,我仔细看了下,有两方面增长速度最快: 一是医药等消费品 主要是和新冠相关的,疫苗、检测、医疗耗材等,本篇不说这个。 二是原材料 原材料制造业利润同比增长111%!包含煤炭、钢铁、有色、化工,个股5倍增速随处可见。 随着中报来临,这个版块有望开启新一轮拉升。 今天的主角是【八一钢铁】 1、这个票,在钢铁里面算是小盘股,市值95亿。 2、这个票,是有妖股基因的,从2016年的大周期行情开始,一年多时间翻了4倍: 3、今年业绩爆发 前几天,八钢的公众号发布了一篇文章,但可能因为泄露信息,而被很快删除,但还是有人截图了下来:5个月,完成全年目标利润,什么意思呢? 直接说结果吧,从各方透露的信息看,八钢中报利润可能达10亿以上,同比增长超10倍。 如果属实,这又是个爆炸的业绩。 同样的,其他钢铁股业绩很猛,于是我今天买入了10%仓位的八一钢铁。 钢铁我还弄了个组合,叫钢铁三侠:重庆钢铁是人气股,宝钢股份是总龙头。 除了钢铁外,化工也值得注意,化工双雄:鲁西化工,这两天在跌跌,我是一定要会买的。 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