顺心顺意顺的个人主页 - 老虎社区

顺心顺意顺

顺心顺意顺

一个对股票没认识的人

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顺心顺意顺

2021-07-08

$研控科技(RCON)$韭菜门再不跑就来不及了…要被政府取缔了

顺心顺意顺

2021-07-07

$研控科技(RCON)$各位还在吗？

顺心顺意顺

2021-07-03

$拼多多(PDD)$中概股就是喜欢割韭菜

顺心顺意顺

2021-06-29

$研控科技(RCON)$要开始大跌了

顺心顺意顺

2021-06-29

$研控科技(RCON)$要開始大跌了⋯

顺心顺意顺

2021-06-23

$研控科技(RCON)$这季度亏了1.32百万美金就不知道那些人为什么一直说这公司赚钱…一直在亏钱的公司…不懂什么心思，愿意当猪被杀也没有办法

顺心顺意顺

2021-06-23

$研控科技(RCON)$继续跌下去了…这天跌破4了

顺心顺意顺

2021-06-23

$思科(CSCO)$大盘大起可能可以破55

顺心顺意顺

2021-06-22

$研控科技(RCON)$僵尸跳啊…追高小心被套

顺心顺意顺

2021-06-19

$研控科技(RCON)$曾经合股过的公司，自己拿捏吧…5合1 ，跌到8毛再来一个5合1 即是给你拉上去20你也赚不回本[笑哭] [笑哭] [笑哭] [笑哭]

顺心顺意顺

2021-06-18

$研控科技(RCON)$破四了…过后迎接破三最后变毛票

顺心顺意顺

2021-06-17

$研控科技(RCON)$今天4块以下了…消息差不多要来了

顺心顺意顺

2021-06-16

$研控科技(RCON)$话说公司准备破产重组了[捂脸] [捂脸] [捂脸] [捂脸]

顺心顺意顺

2021-06-15

$研控科技(RCON)$这个应该会跌到3块左右然后来个大跌直接变成毛票

顺心顺意顺

2021-06-15

$研控科技(RCON)$第二波飞刀准备好各位猪仔做好准备把头伸出来

顺心顺意顺

2021-06-15

$研控科技(RCON)$杀猪盘恨恨的杀猪盘啊谁买谁后悔[捂脸] [捂脸] [捂脸] [捂脸]

顺心顺意顺

2021-06-15

$Senseonics Holdings,Inc.(SENS)$[财迷] [财迷] [财迷] [财迷] 冲冲冲

顺心顺意顺

2021-06-15

[得意] [得意] [得意] [得意]

节后首个交易日，关注A股哪些赛道？券商划重点了

顺心顺意顺

2021-05-24

$美联教育科技(METX)$原来这还不是底上市即是巅峰然后跌倒退市...中概股的悲哀你懂的[暗中观察] [暗中观察]

顺心顺意顺

2021-05-12

$美联教育科技(METX)$是時候买进了利好消息来了

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href=https://mp.weixin.qq.com/s/2iiNJJH29N5cifw99iQ8qw><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>明天，A股将迎来端午节后首个交易日。\n在多家券商看来，存量资金频繁调仓的博弈将继续主导6月市场。从中长期看，在基本面支持下A股指数年内有望创新高，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。\n券商认为，随着上市公司上半年业绩预告陆续出炉，可关注核心赛道中能够持续超预期的品种。此外，表现占优的成长板块具有持续性。\n聚焦盈利和成长性\n就端午节前一周（6月7日至11日）行情而言，上证指数继续横盘...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2iiNJJH29N5cifw99iQ8qw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/2iiNJJH29N5cifw99iQ8qw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106496340","content_text":"明天，A股将迎来端午节后首个交易日。\n在多家券商看来，存量资金频繁调仓的博弈将继续主导6月市场。从中长期看，在基本面支持下A股指数年内有望创新高，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。\n券商认为，随着上市公司上半年业绩预告陆续出炉，可关注核心赛道中能够持续超预期的品种。此外，表现占优的成长板块具有持续性。\n聚焦盈利和成长性\n就端午节前一周（6月7日至11日）行情而言，上证指数继续横盘，而创业板指则连续第五周上涨，市场结构性行情分化明显。\n在安信证券策略团队看来，进入6月以后，国内债券市场收益率出现了明显回升，制约了A股的短期表现。不过从中长期来看，今年中报和下半年A股基本面大概率好于市场预期，国内债市收益率上行空间有限，流动性环境和风险偏好因素整体依然是有利支持，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。\n中信证券策略团队认为，存量资金频繁调仓的博弈将继续主导6月市场。不过随着中报披露渐近，结构博弈将缓慢退潮。就A股而言，基本面因素对市场的短期影响趋弱，A股依然处于估值驱动阶段。\n中信建投证券策略团队指出，6月的风险点在于美国QE规模的缩减带来的紧缩效应，如果开始缩减，市场也会呈现出一定的波动。\n国泰君安证券策略团队指出，沪指在3600点上下震荡蓄力之后将再次拉升，核心驱动在于分母端风险评价的加速下行。参考历史行情，随着不确定性下降，核心权益指数大概率上涨。\n关注业绩确定性强的品种\n后市哪些板块值得配置？\n中信证券策略团队建议关注三个方向：一是中报业绩确定性高的上游资源品；二是短期有政策催化的主题，包括横琴概念板块和军工；三是紧扣成长制造主线，继续配置新能源、智能制造等板块。\n中信建投证券策略团队表示，大宗商品价格下跌有助于中游制造环节成本下降，看好光伏及新能源汽车、通用和专用机械设备、通信设备等行业；计算机等成长板块如期占优，也具有相当的持续性；投资者需要把握当前市场反弹的窗口，同时用低估值行业来应对可能的波动，因此在6月金融板块中可选择保险行业。\n安信证券策略团队表示，重点关注方向：一是新成长赛道，如人工智能、智能汽车、新材料、军工、信创网安等；二是核心赛道中能够持续超预期的品种，如部分半导体、光伏、医药公司；三是复苏下中报超预期行业，如煤炭、化工、银行等。\n海通证券策略团队认为，后市智能制造有望成为新主线，计算机、通信、家电、汽车、军工等行业的部分个股表现值得关注。\n国泰君安证券策略团队推荐五个方向：一是风险评价下行，首推券商、银行；二是科技成长的新能源车、电子、计算机、军工、医药；三是复苏加速的国货消费、新兴消费、高端消费；四是碳中和下周期及科技新机遇，建议关注建材、钢铁、建筑工程；五是家电、机械。\n开源证券策略团队推荐关注两大重点领域：一是煤炭、石化、化工（纯碱/化纤）、铝和钢铁；二是银行、房地产、建筑、公路以及电力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131405626,"gmtCreate":1621871034865,"gmtModify":1631885976818,"author":{"id":"3572520358935293","authorId":"3572520358935293","name":"顺心顺意顺","avatar":"https://static.tigerbbs.com/5329a92c14417e4c851c900db12154b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572520358935293","authorIdStr":"3572520358935293"},"themes":[],"htmlText":"<a 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