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@爱上趋势股：指数大跌，账户新高...魔幻晒单（1/11）

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爱上趋势股
2021-01-18
爱上趋势股
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src=\"https://static.tigerbbs.com/73b3389312f6ca8c664aae2f99e06f47\" tg-width=\"512\" tg-height=\"288\">今天指数大跌的原因，在于新能源汽车的解列分化，随着蔚来发布会结束，有种利好兑现的感觉。</p> <p>天齐锂业、恩捷股份等等都跌停了，跟新能源汽车关联比较重的光伏、风电也挨锤了。</p> <p>先说一个观点，我认为只要【隆基股份】高位横住，不大跌，那么光伏、风电还是有可能卷土重来的，毕竟行业、基本面的利好，并没有发生变化，目前只是情绪宣泄。</p> <p>今天指数大跌，我的账户新高了，主要贡献来与【金发科技】，一旦爆发，就不可收拾。</p> <p>操作上，趋势股的去弱存强：</p> <ul> \n <li>清仓了【江西铜业】【中环股份】，新开仓【北方系统】【横店东磁】；</li> \n</ul> <p>信仰潜伏：加仓了【福莱特】</p> <p><img src=\"https://static.tigerbbs.com/d3d330e9d5d56759ddb062ee3a31ac12\" tg-width=\"668\" tg-height=\"259\">其实，【中环股份】还行，也不是太弱，但它属于光伏版块，由于现在新能源处于分歧阶段，我应让自己降低了新能源仓位。</p> <p>配置了尾盘【北方稀土】，一方面优化分仓，想持有一个防御版块，另一方面，它今天突破了持续一年半的大顶，虽然下午回落，给明天留下了悬念，但我觉得还是有希望走出来的：<img src=\"https://static.tigerbbs.com/1ae6f36c019ad9823e487b7a5974b9d3\" tg-width=\"905\" tg-height=\"681\">【横店东磁】，就比较简单直接了，业绩大涨，突破新高。这两个股票，都是稀土永磁股，感觉自从国家重视稀土开采后，稀土的拐点似乎到了。</p> <p>仓位总结：</p> <ul> \n <li>稀土：15%</li> \n <li>半导体：20%</li> \n <li>光伏/风电：20%</li> \n <li>可降解+医疗物资：40%</li> \n</ul> <p>美港股没动。</p> 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