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创蓝筹破旧立新 题材戏未完待续

2017-09-07 07:41:46   新华网

自7月17日的暴跌筑底之后,伴随着“国家队”现身的消息,创业板指数绝地反弹,从7月18日的新低点到目前已上涨近16%。周三午后持续上攻,时隔4个半月重回1900点。其中包括锂电池、新能源汽车、芯片国产化、石墨烯等在内的诸多热点题材反复演绎,指数滞涨的情况下题材唱戏成为主流,资金开始弃旧迎新。产业资本“买买买”中小创公司的背后,是“业绩+估值”性价比选股的延伸。3400点关口前,注重投资标的估值和业绩增长的匹配优选创蓝筹,是一个不错的选择。

  创业板指六连阳 重返1900点

9月6日,A股市场整体先抑后扬,不过风格的分化十分明显。上证综指最终微涨0.03%,维系3300点至3400点之间的震荡格局;而创业板一路上扬,最终上涨0.94%,收于1902.86点,创下今年4月中旬以来的阶段新高。相对而言,沪深300和上证50则分别下跌0.2%和0.57%,可见资金开始弃大抓小。

从热点板块和个股来看,优质成长题材是昨日市场资金集中的区域。概念涨幅榜上,3D传感指数大涨5.63%,芯片国产化、石墨烯、锂电池、区块链、特斯拉、网络安全和4G板块的涨幅均超过2%。

个股方面分化更是差异巨大,剔除首发上市的新股之后,昨日全部A股中的50只涨停股中,共有26只个股属于创业板,11只属于中小板,沪深主板仅有13只个股。

而实际上,创业板今年来的市场表现可谓十分低迷,市场上一度热炒创业板的“戴维斯双杀”问题。不过,7月17日的暴跌最终铸成了创业板的底部,随后曝出“国家队”现身的消息,创业板指数绝地反弹,从7月18日的阶段低点1641.38点到目前1902.86点,累计涨幅已经接近16%。相对而言,同期上证综指的累计涨幅不足8%。

从近20日的行业涨跌幅来看,中信计算机、电子元器件和通信板块分别上涨13.56%、10.88%和9.43%,表现好于周期性板块和金融股,位居行业涨幅榜前三位。

对于创业板的超预期表现,华泰证券金工研究员林晓明指出,随着牛市趋势的清晰,市场风险偏好会显著提升,弱势板块会有补涨行情。在2012年底至2016年初的上一轮行情中,小票主导、TMT主导,主要指数从小到大依次见底,2012年创业板指见底,2013年中小板指见底,2014年主板指数见底。慢牛走过一年半之后,到2014年中期,趋势越来越明朗,市场风险偏好提升,会带来弱势板块的补涨,以及其后全面普涨行情。本轮行情由大票主导、周期性板块主导,2017年7月份的下跌大概率是创业板最后的调整,当前正处在补涨行情之中。

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