He Xun Cai Jing

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 和讯投顾史月波:市场风格再换,谁才是真正的“大哥”?
 He Xun Cai Jing· 2025-07-03 08:26AI Processing
 Market Overview - The market is experiencing a divergence, with the Shanghai Composite Index showing weakness while the Shenzhen market, particularly the ChiNext and the Shenzhen Component Index, is performing well and reaching new highs [1][2] - The Shanghai Composite Index is currently fluctuating around the zero axis, influenced by the stronger performance of the Shenzhen market [1]   Index Performance - The Shenzhen market is in a phase of catch-up, as it is still below significant resistance levels from previous highs, indicating potential for further upward movement [2] - The CSI 300 Index is performing better than the Shenzhen index but weaker than the Shanghai index, reflecting a middle-ground performance among the three major indices [2][3]   Market Trends - The current market trend is characterized as a sideways movement rather than a clear bull or bear market, indicating a need for cautious investment strategies [3] - The overall market structure suggests a prolonged period of consolidation, with a recommendation for moderate positioning in investment portfolios [3]   Sector Performance - The innovation drug and biopharmaceutical sectors are showing resilience and are expected to perform well, particularly during periods when technology sectors are underperforming [4][5] - Consumer electronics and certain biopharmaceutical segments are highlighted as having potential for growth, with specific stocks within these sectors showing strong performance [4][5]   Investment Strategy - The market is currently in a small adjustment phase, and while some sectors may experience short-term corrections, there remains potential for future growth in selected areas [6] - Investors are advised to maintain a balanced approach, utilizing strategies such as buying low and selling high, while being prepared for sector rotations [3][6]
 A股震荡上行,个股机会显现
 He Xun Cai Jing· 2025-07-03 08:02AI Processing
 Group 1 - The A-share market is showing a mixed trend but is still moving upward, with the Shanghai Composite Index facing a resistance level at 3490 in July [1] - The technology sector is experiencing a noticeable retreat, with adjustments in semiconductor chips, military industry, and digital currency [1] - The marine sector has surged due to favorable catalysts, while scarce resources and controllable nuclear fusion continue to perform well [1]   Group 2 - The banking sector has seen an increase, while the securities sector is undergoing adjustments [1] - The "Good Up Good" practical class has reduced positions, indicating a strategy to sell if the price effectively breaks below the 5-day moving average [1] - Individual stocks are still in a structural market, necessitating adjustments and short-term operations [1]   Group 3 - The "Good Up Good" stock has reached a new high, and the stock "Hengbao Co." has doubled in value over 13 days [1] - The market presents numerous opportunities, as indicated by the performance of individual stocks and sectors [3]
 金达莱(688057)每日收评(06-26)
 He Xun Cai Jing· 2025-06-26 09:55AI Processing
 Group 1 - The stock of Jindalai (688057) has a comprehensive score of 59.12, indicating a strong performance [1] - The main cost analysis shows the following prices: current main cost at 12.04 CNY, 5-day main cost at 11.99 CNY, 20-day main cost at 12.00 CNY, and 60-day main cost at 11.36 CNY [1][2] - There have been no instances of the stock hitting the upper or lower limits in the past year [1]   Group 2 - The short-term pressure level is at 12.13 CNY, while the short-term support level is at 11.74 CNY [2] - The financial data indicates earnings per share of 0.178 CNY, operating profit of 0.46 billion CNY, and a net profit of approximately 48.85 million CNY [3] - The sales gross margin stands at 65.07% [3]   Group 3 - As of June 26, 2025, the net outflow of main funds is 150.41 thousand CNY, accounting for -9% of the total transaction amount [2] - Retail investors have shown a net inflow of 16.20 thousand CNY [2] - The stock is associated with the environmental protection industry, with minor fluctuations in related sectors such as energy conservation and PPP models [2][4]
 三友医疗(688085)每日收评(06-25)
 He Xun Cai Jing· 2025-06-25 09:13AI Processing
 Group 1 - The stock of Sanyou Medical (688085) has a comprehensive score of 43.15, indicating a weak performance [1] - The main cost analysis shows that the current main cost is 18.74 yuan, with a 5-day main cost of 18.44 yuan and a 20-day main cost of 19.31 yuan [1] - There have been no instances of the stock hitting the upper limit in the past year, and it has also not hit the lower limit [1]   Group 2 - The short-term pressure level is at 18.73 yuan, while the short-term support level is at 18.05 yuan [2] - The stock price has broken through the short-term pressure level, indicating a potential short-term strength, although the medium-term trend remains unclear [2] - The funds flow data for June 25, 2025, shows a net outflow of 17.43 million yuan from main funds, with retail investors experiencing a net outflow of 4.39 million yuan [2]
 和讯投顾许寒:高低切节点,接替化工的炒作主线已明牌
 He Xun Cai Jing· 2025-05-15 13:31AI Processing
(原标题:和讯投顾许寒:高低切节点,接替化工的炒作主线已明牌) 再看化工抱团,益达今日冲高回落放出近期天量,明日是低开的预期,而三峡今日虽然顶着益达和保利 的负反馈勉强封板,但盘中炸板频频,明日一个涨停就严重异动了,所以此三峡的抱团也只是化工鱼尾 的绝唱,而尤夫的尾盘封板走的是跨境的外贸预期,明日有冲高的预期,若冲高回落无大单承接需要及 时分手,而君君的小成飞今日以t字换手之姿突破700魔咒,且全天分时无任何漏单技巧,虽然表现强 劲,但是对后排无任何带动作用,中行也没有强势翻红。这符合峰哥昨天对君君的判断,目前君君仍然 处于前排淘汰赛之中,那小程飞从封单质量来看,明日有冲高预期,但仍然需要经历放量换手的考验, 目前和三峡一样只能作为一个短线情绪锚定,如果成飞晋级成功,稳健型选手可以留意通达的绿肺缘 分,最后聊因一则小作文爆发的nm题材,川宁率先上板带动合成生物板块爆发题材,因业绩驱动更偏 趋势,走法爆发的后排涨停,中金达主动性更强,以趋势手法绿肥红瘦对待即可。 5月15日,和讯投顾许寒分析,接替化工的炒作主线已明牌,其中会出现有望对标三峡高度的低位,新 龙随着陈小群在亿达一键式清仓怒赚一个小目标,易达盘中高开 ...
 和讯投顾周成波:热门标集体跳水,电力板块集体高潮,我们又该怎么做?
 He Xun Cai Jing· 2025-04-25 12:40AI Processing
如果您还想了解更多投顾观点资讯,搜索"和讯财道"APP,200多位投顾高手都在用 (原标题:和讯投顾周成波:热门标集体跳水,电力板块集体高潮,我们又该怎么做?) 今天市场热门纷纷陨落,昨天有主动性的薪金,天宝安记也只是享受了一架,尾盘纷纷跳水,对此怎么 看?4月25日,和讯投顾周成波分析,安吉金田一就是有主动性的,在国防和开他也主动站出来了,今 天炸板回落其实更多的是避异动,只要下周竞价再次主动,它依旧是接棒者在看天宝,这波反包跟随消 费走穿越反包,今天也表现出了主动性,不过今天炸板回落更多是受到地产这块的集体跳水,若下周继 续跟随消费做修复,他也还有机会,不知道皇上对化工板块今天的表现有什么高见,华工昨天视频也说 了,主要看今天红宝能不能真正当一回情绪的大哥。 虽然他现在卡着一动走,但在最好的节点却没能主动,气质这块就已经输了,若下周还是缺乏主动性, 化工板块也将成为轮动板块。今天电力板块乐山太强了,带着一众小弟集体上板,不知道老爷子对他们 的预期是什么,乐山也是这一批穿越的个股,他上板其实触发了小异动,尾盘回调就是在卡移动,他这 气质就很强,不过今天的集体拉升,下周资金是不好去的,具体要看下周分歧力度再做 ...
 投顾观市:还未止跌?成交量再度萎缩,投资者抄底需谨慎!
 He Xun Cai Jing· 2025-04-01 10:49AI Processing
再者,在今日市场的反弹过程中,前期热点品种并未出现明显的回流迹象,尤其是权重板块。例如,券 商以及大金融板块中的其他品种,今日仅呈现小幅震荡分化,并未给出明确的发力信号,同时,前期热 点的科技板块也仅是小幅修复,并未出现爆发式上涨。高璐明强调,在这些关键板块未发力的情况下, 市场很难走出明确的止跌走势。更何况,今晚以及明日仍有针对关税的利空消息影响,在这种不确定性 风险之下,市场难以立刻止跌企稳。 综上所述,尽管今日医药板块以及可控核聚变板块等出现爆发,但这些更多是带动短期反弹机会,并非 确定的止跌见底信号。高璐明建议投资者在市场尚未完全确认止跌之前,主要策略应是等待,对于之前 高位破位的品种,在退出之后不要急于进场,在没有热点形成以及大资金进场之前,盲目抄底往往伴随 着较大风险。而对于手中持有品种仓位较轻或处于中等水平,且尚未出现明显破位、走势相对较强的投 资者,可以耐心等待其本轮反弹完成后再寻找机会进行高抛。如果投资者自身能力较强,可以适当寻找 一些低位品种进行布局,以期获得短期反弹机会。 谈及原因,高璐明认为目前市场整体力量仍显不足。尽管早盘时市场抵抗住了欧洲股市跳水的影响,开 盘后出现了震荡反弹,但反 ...
 和讯投顾高璐明:医药爆发!超3800只上涨!市场止跌了吗?
 He Xun Cai Jing· 2025-04-01 10:05AI Processing
(原标题:和讯投顾高璐明:医药爆发!超3800只上涨!市场止跌了吗?) 超3800只个股上涨,医药可控核聚变集体爆发,市场止跌见底了吗?我们当下要不要加仓进场? 和讯投顾高璐明认为,到目前为止市场还没有给出明确的止跌信号,因为一方面可以看到市场做多力量 不强,虽然在早盘的时候市场抵抗住了欧洲跳水的影响,早盘一开盘就出现了震荡反弹,但是震荡反弹 的力度是比较小的,最终最大涨幅仅仅刚刚超过20个点。而且市场在震荡反弹当中,市场下方的量不仅 没有放大,反而出现萎缩了,也就说明资金没有认可,反而出现恐高了。尤其在午盘之后,三大指数均 走出了冲高的震荡回落,也就代表着后劲是不足的,资金是有分歧的。那么这种情况出现之后,是直接 制约着市场止跌见底的一个重要信号。另外第二点,在今天市场反弹当中整体量能也是萎缩的,沪深两 市今天较上个交易日大幅萎缩了将近900亿,这说明场外资金确实不愿意进场,大家记住一点,市场想 要止跌一定是靠资金的,如果说场外资金迟迟不愿意进场,只把这种行情当作修复性行情,只是短期操 作的话,市场很难走出持续性上涨。而从目前来看的话,至少场外资金的进场还没有体现出来。另外第 三点,在今天前期的热点品种没有 ...
 和讯投顾程佳:3350关键位置 市场的预期不要打的太高
 He Xun Cai Jing· 2025-04-01 10:05AI Processing
和讯投顾程佳表示,今天市场会有一个反弹,在这个反弹过程当中整个量能是不足的,但这种量能不足 也有点好处,就是整体保持一个小的一个碎步的反弹节奏,这样的话周期可以拉长一点。今天如果量能 放得很高的话,今天冲高回落以后,反弹的节奏就压制非常大了,所以我觉得这个是合理的。那么一样 的就是既然它是一个小碎步,大家对于反弹的预期就不要太高了,尤其是今天已经挑战过之前说的位 置,没有到在3357的时候回头了,下方的第一个压力位已经突破过去了,大概是在3347左右,所以如果 按照正常的节奏来说的话,下午如果指数能收到3350的上方的话,明天的反弹节奏还是有的,如果3350 往下的话,整体反弹的节奏就可能相对来说是比较弱,甚至于是无效的,所以还是希望今天市场虽然冲 不上去,但是要整体保持在3350的这个上方。然后如果今天保持,明天还是一样的反弹,这个小级别的 反弹基本上是两个交易日左右,明天大概是会往3370这个方向去冲一下,所以即使往上冲,上方的空间 我们基本上测算也不是特别高,所以在这个位置大家还是要偏谨慎的。从早上板块来看的话,资金基本 上都流入到医药过程当中了,所以大家对于市场还是担忧谨慎,避险情绪是比较足的。但是从 ...
 安集科技(688019)每日收评(04-01)
 He Xun Cai Jing· 2025-04-01 09:18AI Processing
安集科技688019 时间: 2025年4月1日星期二 60.19分综合得分 较强 趋势方向 主力成本分析 167.71 元 元 60日主力成本 周期内涨跌停 当日主力成本 167.18 元 5日主力成本 159.82 元 20日主力成本 152.36 过去一年内该股 涨停 0次 跌停 0 次 北向资金数据 | 持股量609.26万股 | 占流通比4.71% | | --- | --- | | 昨日净买入-0.29万股 | 昨日增仓比-0.002% | | 5日增仓比-0.284% | 20日增仓比-0.571% | 技术面分析 目前短线趋势不慎明朗,静待主力资金选择方向; 目前中期趋势不慎明朗,静待主力资金选择方向 K线形态 ★好友反攻★ 底部反转 170.03 短期压力位 162.00 短期支撑位 170.03 中期压力位 152.07 中期支撑位 资金流数据 2025年04月01日的资金流向数据方面 | 主力资金净流出996.72万元 | | --- | | 占总成交额-3% | | 超大单净流出511.18万元 | | 大单净流出485.54万元 | | 散户资金净流出321.96万 | 关联行业/概 ...
