404 Not Found
404 Not Found
Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!
URL: |
http://3g.china.com:8080/act/news/11155042/20170916/31427983_4.html |
Server: |
cms-8-251 |
Date: |
2024/12/03 06:26:15 |
Powered by China
China
余纯:从历史经验看,牛市需要基本面、资金面发生明显的积极变化才能促发,目前看这两方面均表现平稳。部分投资者认为上游原材料价格大幅上涨是终端需求拉动,但8月份工业增加值等经济数据均低于市场预期,显示大宗商品涨价可能主要是受环保、供给侧改革推动下的限产影响,终端需求仍未大幅回暖。
从PPI、CPI背离走势看,上游周期品涨价成本可能大多被中下游公司承担,尚未传递到终端消费者。政策面可能有相关措施推出,对冲涨价可能给经济整体运行造成的不利影响。建议谨慎对待已经累计了较大涨幅的周期板块。
从公司业绩、行业估值等因素看,金融,白酒、白色家电等消费白马依然最为稳健,另外这两大板块也最受境外资金青睐,建议持续关注。另外,进入四季度,公募基金等机构投资者的排名竞争日趋激烈,年内涨幅小的板块在信息面、均值回归效应刺激下获得资金关注概率增加。回顾9月份的行情,此种迹象已经显现,后续可以继续重点关注具有上述特征的房地产、汽车、建筑等板块。
曾宪钊:由于8月份经济数据欠佳,股指还难以快速突破,“慢即是快”的特征还将延续。从投资者角度来看,震荡市中做阶段性热点和持有护城河、高ROE、能持续长的公司都是赚钱之道。阶段性热点往往是宏观政策、微观公司及市场情绪的结合,赚的是共振的钱,现阶段新兴产业的刺激政策、地域经济政策、去产能政策下,雄安、政府采购受益、人工智能与智慧城市等大数据应用、高污染行业龙头等热点仍可关注。持续增长类公司赚的是企业确定性成长的钱,由于全球都面临货币政策偏松环境下的需求不足,近期PPI向下游传递后,也面临引发需求不足,将倒逼企业通过特许经营权、技术创新、产品创新来提升护城河,打造特斯拉、苹果、王者荣耀、战狼2这样的现象级产品来平抑需求弹性,在手游、轮毂电机、消费金融、食品饮料、生物医药等子行业更值得关注。
404 Not Found
404 Not Found
Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!
URL: |
http://3g.china.com:8080/act/news/11155042/20170916/31427983_4.html |
Server: |
cms-8-251 |
Date: |
2024/12/03 06:26:15 |
Powered by China
China
404 Not Found
404 Not Found
Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!
URL: |
http://3g.china.com:8080/act/news/11155042/20170916/31427983_4.html |
Server: |
cms-8-251 |
Date: |
2024/12/03 06:26:15 |
Powered by China
China
相关阅读
404 Not Found
404 Not Found
Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!
URL: |
http://3g.china.com:8080/act/news/11155042/20170916/31427983_4.html |
Server: |
cms-8-251 |
Date: |
2024/12/03 06:26:15 |
Powered by China
China
404 Not Found
404 Not Found
Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!
URL: |
http://3g.china.com:8080/act/news/11155042/20170916/31427983_4.html |
Server: |
cms-8-251 |
Date: |
2024/12/03 06:26:15 |
Powered by China
China
404 Not Found
404 Not Found
Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!
URL: |
http://3g.china.com:8080/act/news/11155042/20170916/31427983_4.html |
Server: |
cms-8-251 |
Date: |
2024/12/03 06:26:15 |
Powered by China
China
404 Not Found
404 Not Found
Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!
URL: |
http://3g.china.com:8080/act/news/11155042/20170916/31427983_4.html |
Server: |
cms-8-251 |
Date: |
2024/12/03 06:26:15 |
Powered by China
China
404 Not Found
404 Not Found
Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!
URL: |
http://3g.china.com:8080/act/news/11155042/20170916/31427983_4.html |
Server: |
cms-8-251 |
Date: |
2024/12/03 06:26:15 |
Powered by China
China
404 Not Found
404 Not Found
Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!
URL: |
http://3g.china.com:8080/act/news/11155042/20170916/31427983_4.html |
Server: |
cms-8-251 |
Date: |
2024/12/03 06:26:15 |
Powered by China
China
404 Not Found
404 Not Found
Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!
URL: |
http://3g.china.com:8080/act/news/11155042/20170916/31427983_4.html |
Server: |
cms-8-251 |
Date: |
2024/12/03 06:26:15 |
Powered by China
China
404 Not Found
404 Not Found
Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!
URL: |
http://3g.china.com:8080/act/news/11155042/20170916/31427983_4.html |
Server: |
cms-8-251 |
Date: |
2024/12/03 06:26:15 |
Powered by China
China
404 Not Found
404 Not Found
Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!
URL: |
http://3g.china.com:8080/act/news/11155042/20170916/31427983_4.html |
Server: |
cms-8-251 |
Date: |
2024/12/03 06:26:15 |
Powered by China
China
加载更多>>
404 Not Found
404 Not Found
Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!
URL: |
http://3g.china.com:8080/act/news/11155042/20170916/31427983_4.html |
Server: |
cms-8-251 |
Date: |
2024/12/03 06:26:15 |
Powered by China
China
404 Not Found
404 Not Found
Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!
URL: |
http://3g.china.com:8080/act/news/11155042/20170916/31427983_4.html |
Server: |
cms-8-251 |
Date: |
2024/12/03 06:26:15 |
Powered by China
China
404 Not Found
404 Not Found
Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!
URL: |
http://3g.china.com:8080/act/news/11155042/20170916/31427983_4.html |
Server: |
cms-8-251 |
Date: |
2024/12/03 06:26:15 |
Powered by China
China