Mei4233
2021-09-14
这篇文章不错,转发给大家看
@Ivan_甘灿荣:
留意美股和A股突现的强弱倒转,农产品触底或已确认
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这和国情有关,国企总是容易受到资金关注形成抱团效应,而且坑也比较少。以大部分资源类国企股的股价和市值等衡量,其升值潜力优于美股,因此大家不妨多观察。</p> <h4><b>二、农产品策略</b></h4> <p>上周帖子告诉过大家,周五的USDA报告数据将决定农产品未来1-2个月的交易方向。而且也给出农产品价格的分水岭位置,美玉米500,美都1250。结果周五报告如市场预期,是一份利空报告,种植面积及单产数据都如此前预期接近,<span style=\"color:rgba(255,138,0,1);\">从数据来说农产品价格理应下跌,但是市场反应不跌反升,基本说明农产品的利空出尽,自5月份以来,历时4个月的调整走势将迎来修正。</span></p> <p>目前逐步进入农产品的收获季,虽然收获季炒天气的力度没有前两个月高,但现实库存较低的情况下,任何天气问题都会使价格大幅反弹,先看9月反弹吧,但不排除新高。</p> <p><a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$</a> <a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$</a> <a href=\"https://laohu8.com/FUT/ZCmain\">$玉米主连(ZCmain)$</a> <a href=\"https://laohu8.com/FUT/ZSmain\">$大豆主连(ZSmain)$</a> <a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a> </p></body></html>","text":"一、A美股策略 此前和大家提到过8月份是个重要时间点,原本以为在该时间点是A美股共振的开端,但结果看来貌似是A美股强弱分化的开端。也即8月以前的美强A弱的格局要有所转换。最近在空间站的文章里跟大伙谈了下对A股情况的看法,很显然,最近A股的热度逐步升温。 在空间站的文章中,我给大家介绍过,确认A股是否进入热炒阶段(容易赚钱)其实并不困难。非热炒阶段并非表示A股没有机会,而只是表示难有大面积的机会,虽然个股下跌幅度有限,但过于折腾,考验持仓者的信心。 煤飞色舞是A股多年来牛市的显然指标,因为此类股票股价低波动大,股性活跃,很吸引散户资金进入市场进行投资,而随着散户资金快速进入后,A股大面积的交易机会将逐步显现,大伙不妨多看看A股国企类的股票,显然有不少短平快的交易机会。 而反观美股,进入8月份以后走势偏弱,虽然纳指标普仍创出新高,但代表后疫情经济复苏的道指却原地踏步,说明市场仍对未来通胀及Taper等利空的担忧。尽管这并不说明美股一定会快速下跌,但最少,做多能获利的空间会被大打折扣,不如A股来的短平快。 所以策略上,做多A股国企类股票然后做空美股指对冲,可以作为一个策略考虑进投资组合中。至于为何A股要做国企类股票? 这和国情有关,国企总是容易受到资金关注形成抱团效应,而且坑也比较少。以大部分资源类国企股的股价和市值等衡量,其升值潜力优于美股,因此大家不妨多观察。 二、农产品策略 上周帖子告诉过大家,周五的USDA报告数据将决定农产品未来1-2个月的交易方向。而且也给出农产品价格的分水岭位置,美玉米500,美都1250。结果周五报告如市场预期,是一份利空报告,种植面积及单产数据都如此前预期接近,从数据来说农产品价格理应下跌,但是市场反应不跌反升,基本说明农产品的利空出尽,自5月份以来,历时4个月的调整走势将迎来修正。 目前逐步进入农产品的收获季,虽然收获季炒天气的力度没有前两个月高,但现实库存较低的情况下,任何天气问题都会使价格大幅反弹,先看9月反弹吧,但不排除新高。 $NQ100指数主连(NQmain)$ $黄金主连(GCmain)$ $玉米主连(ZCmain)$ $大豆主连(ZSmain)$ $A50指数主连(CNmain)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/888242409","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["CNmain","GCmain","ZSmain","NQmain","ZCmain"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1666,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":327,"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,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/886653186"}
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