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2020-06-30
这都什么啊🤔😺以岭药业呢？
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}\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上半年十大牛股排名出炉！大涨前谁推荐了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-30 09:41 北京时间 <a href=https://mp.weixin.qq.com/s/ftQ_XUnll_ybDT10sZ5sGQ><strong>中国证券网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年上半年的行情即将收官，虽然上证指数仍徘徊于3000点一线，但“指数不涨，个股表现”的这半年仍涌现出了一批大牛股，让一些投资者赚得盆满钵满。\n哪些个股拔得头筹？\nWind数据显示，包含2020年登场的117只新股在内，截至6月29日，沪深两市3800余只个股平均上涨8.62%，1742只个股历经跌宕红盘报收，其中134只股价实现翻番。\n剔除年内上市的新股，上半年表现最强的10只个股如下图...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ftQ_XUnll_ybDT10sZ5sGQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/ftQ_XUnll_ybDT10sZ5sGQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188313547","content_text":"2020年上半年的行情即将收官，虽然上证指数仍徘徊于3000点一线，但“指数不涨，个股表现”的这半年仍涌现出了一批大牛股，让一些投资者赚得盆满钵满。\n哪些个股拔得头筹？\nWind数据显示，包含2020年登场的117只新股在内，截至6月29日，沪深两市3800余只个股平均上涨8.62%，1742只个股历经跌宕红盘报收，其中134只股价实现翻番。\n剔除年内上市的新股，上半年表现最强的10只个股如下图所示：\n\n数据来源：Wind\n上半年，医药生物板块出现大爆发，涨幅前十的个股中，前五席被医药生物类个股包揽。\n其中，半年涨幅最大的非英科医疗莫属，上半年累计涨幅超过600%，远超排名其后的硕世生物。英科医疗主营产品包括一次性PVC手套、丁腈手套（医疗级手套）等。今年以来，受新冠肺炎疫情影响，防护手套需求激增，也带动公司业绩显著向好。\n与英科医疗类似，硕世生物、未名医药、奥翔药业、振德医疗等个股的上涨也均围绕病毒防控、病毒检测、疫苗研发等多个领域展开。这也是上半年资金最为追捧的一条逻辑线。\n体量轻、市值小的个股涨幅往往较高，而剔除这一影响因素后，市值规模增加的绝对值也是考量牛股的一个重要指标。\n\n数据来源：Wind\nWind数据显示，剔除年内上市的新股后，2020年上半年，贵州茅台股价屡创新高，总市值增加的规模同样遥遥领先。年初至今，其市值增长了3549.19亿元。此外，迈瑞医疗、宁德时代、立讯精密、恒瑞医药等多只“长牛股”在上半年的市值增长量也十分惊人。\n不难发现，上述公司多属于食品饮料、医药生物等具有消费属性的行业，即使是唯一上榜的农业股牧原股份，其上涨逻辑也源于猪肉价格的上涨和猪肉消费量的高企。上述公司也是A股中机构资金和外资最爱的“核心资产”。\n谁推荐了这些牛股？\n2020年上半年的十大牛股背后，又有哪些分析师“慧眼识金”，在茫茫股海中一眼挑中它们呢？\n上半年涨幅最大的英科医疗并不像恒瑞医药或长春高新那样被绝大多数券商所覆盖。Wind数据显示，仅太平洋证券、光大证券、国盛证券在2020年发布了与该公司相关的深度研报。\n其中，前太平洋证券医药首席，现开源证券医药首席杜佐远是本轮重点唱多英科医疗的分析师之一。公开数据显示，自2月13日发布《10倍股潜力，跨越式发展的世界级手套龙头！》研报后，杜佐远在3月至4月又陆续发布多份英科医疗的个股研报，持续给予公司“买入”评级。\n而上半年涨幅最高的前5只个股中，据上证报不完全统计，除了英科医疗，硕世生物、未名医药和振德医疗均没有券商在2020年发布相关深度研报，奥翔药业也只有东兴证券于今年4月发布了一篇相关深度研报。\n在上榜的两只“字节跳动概念股”中，省广集团同样没有券商在年内发布相关深度报告，凯撒文化则于6月16日获得天风证券传媒行业分析师点评，认为其与字节跳动子公司达成十年全面战略合作，业绩业绩潜力值得期待，维持“买入”评级。\n唯一上榜的建材类个股坚朗五金则获得了不少分析师的关注。\n据不完全统计，上半年以来，国盛证券、国信证券、兴业证券、民生证券及中国银河证券均对该公司发布了研报点评。其中，国盛证券黄诗涛、房大磊是唱多的主要分析师之一，自2019年以来便持续关注该公司，2020年内发布多篇研报认为公司业绩增长强势，经营杠杆和成长空间被低估。\n不过，同样是周期股，主营农药及化工原料的生产、销售，火力发电及电力销售的宏达矿业的关注度则低了很多，最新一份研报还是2016年的。\n免税店概念领涨股王府井在数月内涨幅惊人，其关注度也是涨幅前十的个股中最高的，天风证券、光大证券、广发证券、招商证券、安信证券、兴业证券、新时代证券、山西证券等均在年内发布过相关研报。\n其中，天风证券商贸零售行业分析师刘章明5月5日发布的研报显示，即使受疫情影响，2020年第一季度业绩大幅下滑，但依然看好王府井，并维持“买入”评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
