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10-09
牛回头,要点脸吧,**
创业板指跌逾8%,牛回头or行情终结?
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href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)跌5.38%,<a href=\"https://laohu8.com/S/NTES\">网易</a>(NTES.US)跌5.14%。造车新势力亦全线下挫,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(LI.US)跌8.1%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>(NIO.US)跌8.1%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(XPEV.US)跌7.26%,光伏中的<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>(JKS.US)大跌20.69%,<a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>(CSIQ.US)跌10.53%。</p><p>一系列的预警信号,精明的投资者不难提前感受到市场风险的临近,这或许导致了今日早盘A股市场较大的抛售压力,获利盘纷纷选择兑现。</p><p>很多投资者关心的是,目前究竟是传说中的“牛回头”,抑或是本轮行情的终结?不少市场人士及券商机构对此发表看法——</p><p>有观点认为,躺着赚钱的日子或已结束,真正考验投资水平的时候到来。在狂飙猛涨之后,市场似乎存在短期过热的情况,调整在所难免。虽然政策支持力度依旧,但管理部门已经在未雨绸缪,强化了一些违规监管措施。</p><p>据悉,金融管理部门已对商业银行进行了窗口指导,要求<a href=\"https://laohu8.com/S/FISI\">金融机构</a>应当高度重视投资者适当性管理和投资者保护,强化内控和合规管理,严控加杠杆。有业内人士强调,银行信贷资金严禁违规进入股市,这是商业银行必须坚持的金融监管红线。</p><p>值得一提的是,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>提醒投资者,应该关注A股市场过热,以及中国政府兑现最近宣布刺激政策的风险。</p><p>摩根士丹利在报告中指出,中国境内股市情绪的改善是空前的,这可能推动摩根士丹利衡量A股市场情绪的指标很快接近过热门槛;并警告称,对IPO和上市公司股东减持股票的长期限制,可能为潜在的盛衰周期奠定基础。</p><p>摩根士丹利预期,在下一阶段涨势中,市场可能上涨12%,因为投资者更愿意给予中国股票更高的估值,寄望于中国将解决债务及通缩问题;然而,若想涨势延续,需要看到中国摆脱债务及通缩循环的更多具体证据。</p><p><a href=\"https://laohu8.com/S/601066\">中信建投</a>则在最新研报中称,从提出的“信心重估牛”三段论来看,第一阶段“闪电战”来自信心和资金的推动,表现为短期指数的飙涨,而目前港股市场已经进入第二阶段“拉锯战”,A股市场也可能即将进入这一阶段。市场前期的拉锯主要体现在资金和情绪,后期的拉锯主要体现的政策和基本面预期。</p><p><a href=\"https://laohu8.com/S/601375\">中原证券</a>在10月8日的研报中指出,当前上证综指与创业板指数的平均市盈率分别为14.24倍、34.9倍,处于近三年中位数平均水平,适合中长期布局。随着国内宏观调控、促增长政策持续落地推进,未来股指总体预计将保持震荡上行格局,同时仍需密切关注政策面、资金面以及外部因素的变化情况。建议投资者短线关注证券、保险、芯片、医药、非银金融、软件开发以及新能源等行业的投资机会。</p></body></html>","source":"finet_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://www.finet.hk/newscenter/news_content/6705f1fcbde0b35dc4e90c56><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在连续多日暴涨之后,股市开始迎来第一次“大分歧”。10月9日早盘,截至发稿前,沪指跌约5%,创业板指更是重挫约8.4%,不少个股纷纷逼近跌停板,创业板权重股宁德时代(300750.SZ)一度跌超14%,昨日追高的投资者已经出现不小的亏损,资本市场凶险的一面展露无疑。昨日港股市场的惨烈表现,恒生指数大跌9.41%,恒生国企指数大跌10.17%,恒生科技指数大跌12.82%,热门龙头腾讯控股(...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/6705f1fcbde0b35dc4e90c56\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.finet.hk/photoLib/title/202410_1/354ac482-5fb5-4fc0-b937-47a3804406e2.png","relate_stocks":{"80388":"香港交易所-R","80700":"腾讯控股-R","89988":"阿里巴巴-WR","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","IE0003795394.USD":"BNY MELLON ASIAN EQUITY \"A\" (USD) ACC","BK1531":"手游股","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0791590937.USD":"ALLSPRING EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0431992006.USD":"摩根大通新兴市场机会A(acc)","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","IE0009570106.USD":"FSSA ASIA OPPORTUNITIES \"I\" (USD) ACC","BK1526":"科网股","LU0080751232.USD":"富达环球多元动力基金A","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","00388":"香港交易所","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","IE00B8HQ1Z84.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"A\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU0594300419.USD":"富达中国消费基金A","HKXCY":"香港交易所ADR","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","IE00B8L5B284.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"B\" (USD) INC","IE0003851619.USD":"BNY MELLON ASIAN EQUITY \"B\" (USD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","IE00B0169L03.USD":"FSSA ASIA FOCUS FUND \"I\" (USD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","BK1591":"就地过年概念"},"source_url":"https://www.finet.hk/newscenter/news_content/6705f1fcbde0b35dc4e90c56","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2474254904","content_text":"在连续多日暴涨之后,股市开始迎来第一次“大分歧”。10月9日早盘,截至发稿前,沪指跌约5%,创业板指更是重挫约8.4%,不少个股纷纷逼近跌停板,创业板权重股宁德时代(300750.SZ)一度跌超14%,昨日追高的投资者已经出现不小的亏损,资本市场凶险的一面展露无疑。昨日港股市场的惨烈表现,恒生指数大跌9.41%,恒生国企指数大跌10.17%,恒生科技指数大跌12.82%,热门龙头腾讯控股(00700.HK)、阿里巴巴-W(09988.HK)、美团-W(03690.HK)、香港交易所(00388.HK)均遭遇大跌。事实上,昨夜中概股也已经大幅回调,当地时间10月8日,美股市场的哔哩哔哩(BILI.US)跌12.93%,京东(JD.US)跌7.52%,百度(BIDU.US)跌7.39%,阿里巴巴(BABA.US)跌6.67%,拼多多(PDD.US)跌5.38%,网易(NTES.US)跌5.14%。造车新势力亦全线下挫,理想汽车(LI.US)跌8.1%,蔚来(NIO.US)跌8.1%,小鹏汽车(XPEV.US)跌7.26%,光伏中的晶科能源(JKS.US)大跌20.69%,阿特斯太阳能(CSIQ.US)跌10.53%。一系列的预警信号,精明的投资者不难提前感受到市场风险的临近,这或许导致了今日早盘A股市场较大的抛售压力,获利盘纷纷选择兑现。很多投资者关心的是,目前究竟是传说中的“牛回头”,抑或是本轮行情的终结?不少市场人士及券商机构对此发表看法——有观点认为,躺着赚钱的日子或已结束,真正考验投资水平的时候到来。在狂飙猛涨之后,市场似乎存在短期过热的情况,调整在所难免。虽然政策支持力度依旧,但管理部门已经在未雨绸缪,强化了一些违规监管措施。据悉,金融管理部门已对商业银行进行了窗口指导,要求金融机构应当高度重视投资者适当性管理和投资者保护,强化内控和合规管理,严控加杠杆。有业内人士强调,银行信贷资金严禁违规进入股市,这是商业银行必须坚持的金融监管红线。值得一提的是,摩根士丹利提醒投资者,应该关注A股市场过热,以及中国政府兑现最近宣布刺激政策的风险。摩根士丹利在报告中指出,中国境内股市情绪的改善是空前的,这可能推动摩根士丹利衡量A股市场情绪的指标很快接近过热门槛;并警告称,对IPO和上市公司股东减持股票的长期限制,可能为潜在的盛衰周期奠定基础。摩根士丹利预期,在下一阶段涨势中,市场可能上涨12%,因为投资者更愿意给予中国股票更高的估值,寄望于中国将解决债务及通缩问题;然而,若想涨势延续,需要看到中国摆脱债务及通缩循环的更多具体证据。中信建投则在最新研报中称,从提出的“信心重估牛”三段论来看,第一阶段“闪电战”来自信心和资金的推动,表现为短期指数的飙涨,而目前港股市场已经进入第二阶段“拉锯战”,A股市场也可能即将进入这一阶段。市场前期的拉锯主要体现在资金和情绪,后期的拉锯主要体现的政策和基本面预期。中原证券在10月8日的研报中指出,当前上证综指与创业板指数的平均市盈率分别为14.24倍、34.9倍,处于近三年中位数平均水平,适合中长期布局。随着国内宏观调控、促增长政策持续落地推进,未来股指总体预计将保持震荡上行格局,同时仍需密切关注政策面、资金面以及外部因素的变化情况。建议投资者短线关注证券、保险、芯片、医药、非银金融、软件开发以及新能源等行业的投资机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":18,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/358091940184304"}
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