8.27复盘:市场有点弱,咋整?

南阳山人

发布于【黄龙大讲堂】小组

解读财经热点,擅长基金和股票投资,有态度,有温度,有深度。

每日复盘,欢迎右上方点击【关注】!第一时间接收实盘信息。

昨天大家都没有心思复盘。但是不包括单身的我。昨晚看着创业板这个涨幅,直接给失眠了。

看着今天这个跌幅,又心疼的不行。


【今日看点】

1.今天两市低开低走,创业板的成交量持续刷屏。

全天都是震荡下行,没有一点抵抗力的。指数方面,神创今天深度回调2.13%,沪指回调了1.3%马上又到了3300的年代。

2.今日注册制新股及半导体下跌最严重。

前者我们比对去年科创五十,大概率是能够理解的。后者则属于消息面加情绪面共振的结果。中芯国际跌6.44%。

意味着之前买入的投资者都已经被套牢。半导体这个行业之前说过,要想立起来,必须深入研发,拿出实质性的东西。

公司目前是台积电的三分之一市值,可市场份额只有对方的1/12。目前的估值,完全是按照已经成功掌握核心技术去演绎的。

我个人的长电科技在今天未能幸免。跌倒了自己预期目标:40元。所以明天选择加仓。

【后市看法】

1.好消息是:指数要进入到情绪冰点周期。

即就是数据告诉我们,马上迎来反弹。这个大家可以打开通达信搜索昨日涨停指数。就会发现一个很有意思的来回震荡的线。

每次在线的下沿之后,就是要迎来反弹。这个时候对于短线选手来说,确实性高。

2.环保板块的持续性逻辑我个人表示持观望态度。

3.要继续带动指数,依旧是超级品牌+大金融打头阵。

4.比对科创板无涨跌后继续的涨幅,注册制因为人气基础的原因,很有可能也会引来持续的筹码博弈。

可以做,但是一定要给自己设立止损线。

5.我个人还是继续持有基金卧倒不动。基金跌了不要慌。跌10%加个仓试试。


该工作工作,该生活生活。

就这,祝大家喜乐平安。工作生活笑口常开!

喜欢的话,欢迎右上方点击【关注】,及时接收主页更新动态!

抄送:519674 320007 003096 519674 320007 003096



点评:


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