He Xun Cai Jing

Search documents
A股后市看多,关注业绩预期方向
He Xun Cai Jing· 2025-07-15 23:29
和讯自选股写手 风险提示:以上内容仅作为作者或者嘉宾的观点,不代表和讯的任何立场,不构成与和讯相关的任何投 资建议。在作出任何投资决定前,投资者应根据自身情况考虑投资产品相关的风险因素,并于需要时咨 询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性,对此和讯不做任何保 证和承诺。 本文由 AI 算法生成,仅作参考,不涉投资建议,使用风险自担 AI算力,大放异彩! 今日AI算力表现亮眼,光模块三巨头新易盛、中际、天孚纷纷暴涨。关注重点聚焦光芯片和PCB,此前 分享的仕佳光子、胜宏、鼎泰高科等相关个股表现良好,光芯片自6月18日分享后相关股创新高,PCB 自7月1日分享后多股创新高。今日盘面一度AI算力独大,银行头部与微盘股尾部走弱,若此趋势延 续,中大盘股后续发挥空间或更大。8月资金大概率围绕确定性布局,超跌方向轮动反弹,趋势成长方 向分歧后有望加强。建议继续关注AI算力、创新药等业绩预期好的方向,低位注意基本面改善方向。 投资有风险,需谨慎。 MACD金叉信号形成,这些股涨势不错! 股票名称["新易盛","中际","天孚","仕佳光子","胜宏","鼎泰高科","深南电路","博创"," ...
和讯投顾徐尧:牛市有哪些特征
He Xun Cai Jing· 2025-07-15 14:26
Group 1 - The current market is exhibiting a "low-level rotation rally" characteristic, indicating an overall increase in market valuation, with opportunities for various sectors, including those that have been stagnant for a long time, such as lithium and liquor [1] - The market strategy appears to focus on creating sectors that attract media attention to draw in outside capital, which is particularly evident in a bull market where adjustments occur through daily increases and turnover rather than declines [1] - The market is currently less than 200 points away from the 3674-point level, and a breakthrough of this level could lead to increased inflow of outside capital, facilitating a smoother upward trend without significant adjustments [1] Group 2 - The current market environment offers numerous opportunities for investors, especially short-term investors, as the rotation characteristic makes it difficult to incur losses if the market rhythm is well-timed [2] - Investors are advised to remain cautious and avoid blindly chasing high prices, while focusing on the overall market trend and sector rotation [2] - Overall, the market trend is upward, with low-level sectors experiencing rotation and adjustments occurring through sustained increases and turnover [2]
和讯投顾李杰:管不住手?教你空仓躺赢的狠招
He Xun Cai Jing· 2025-07-15 14:25
Group 1 - The core idea emphasizes the importance of patience and strategic decision-making in trading, advocating for a "lying win" mentality to avoid unnecessary losses [1][2] - Investors are advised to refrain from trading when the market trend is downward, as entering during such times is akin to catching falling knives [1] - It is recommended to avoid trading when positive news has already been priced in, as this often indicates that major players are looking for someone to take over their positions [1] - The article suggests that when market sentiment is overly euphoric, it is likely nearing a peak, and investors should remain calm and not be swayed by the prevailing emotions [1] Group 2 - The concept of "being in cash is a profit mindset" is highlighted, where maintaining cash reserves protects capital and allows for future investment opportunities [2] - It is noted that successful traders spend 80% of their time observing and waiting, and only 20% executing precise trades, emphasizing the importance of stability and accuracy over busyness [2] - The article concludes that waiting in cash is the first step for retail investors to advance in their trading journey [2]
多重利好助力A股看多趋势
He Xun Cai Jing· 2025-07-15 14:09
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 风险提示:以上内容仅作为作者或者嘉宾的观点,不代表和讯的任何立场,不构成与和讯相关的任何投 资建议。在作出任何投资决定前,投资者应根据自身情况考虑投资产品相关的风险因素,并于需要时咨 询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性,对此和讯不做任何保 证和承诺。 本文由 AI 算法生成,仅作参考,不涉投资建议,使用风险自担 股票名称["上纬新材","国联民生","华西证券","哈投股份","东北证券","国泰海通","国海证券","国金 证券","华林证券","国盛证券","申万宏源","湘财股份","国信证券","中金公司","东方证券"] 板块名称["能源金属","机器人","券商","银行","锂矿","光伏"] 社融数据、机器人、券商业绩 看多看空社融等主要金融数据全部好于预期,表明市场资金增多且企业和居民借贷意愿增强;机 器人产业链有众多利好消息催化,有望实现突破;券商上半年多数业绩同比增速为正,虽昨日分 化但后续市场预期稳定。当下有券商等金融支撑行情,多数行业半年报预披露情况不错,市场将 形成震荡向上 ...
和讯投顾刘金锁:个股普跌!散户懵了!
He Xun Cai Jing· 2025-07-15 13:43
Core Viewpoint - The market experienced a widespread decline, causing panic among investors, particularly due to rapid drops in certain stocks and the overall unstable market sentiment [1][2] Group 1: Market Performance - A significant number of stocks fell sharply, particularly those with poor earnings expectations, while some stocks with good earnings also saw declines, indicating high market focus on performance and unstable sentiment [1] - The Shanghai Composite Index showed a notable drop in the morning, affecting most stocks, but recovered in the afternoon with many stocks forming reversal patterns, suggesting potential buying opportunities if the decline is confirmed as a short-term adjustment [1][2] Group 2: Investment Strategy - Investors are advised to adopt different strategies for various stocks, especially when holding both losing and profitable stocks, highlighting the complexity of the stock market [2] - The recent declines signal a potential shift towards a wide-ranging fluctuation in the market, particularly as the index surpasses 3500 points, with adjustments likely to occur [2] - The rapid decline is viewed as preferable to a slow drop, as it may present opportunities for stocks that have not risen significantly, while high-flying stocks may offer exit points during rebounds [2]
和讯投顾王海洋:A股高位跳水,大盘反弹结束了吗,要大跌了吗?
He Xun Cai Jing· 2025-07-15 13:43
Group 1 - The market experienced significant volatility, with the Shanghai Composite Index showing a dramatic drop followed by a partial recovery, raising questions about whether this indicates a market peak or a cleansing of positions [1] - The market's performance on the previous day was characterized by a high opening without significant selling pressure, suggesting that the recent drop may serve as a correction for trapped positions from the previous rally [1] - Despite the drop in the Shanghai Composite Index, other indices such as the Shenzhen Index and the ChiNext Index reached new highs, indicating that the overall market performance is not as negative as it may seem [1] Group 2 - The current market dynamics do not fully reflect the performance of all stocks, as the market is in a phase of significant fluctuations, primarily influenced by the financial sector [2] - The financial sector is not perceived to have substantial risks at this stage and is seen as consolidating, exhibiting a pattern of gradual increases followed by corrections [2] - If trading volume continues to decline, there may be attempts for the market to rebound; however, failure to reach new highs in the coming days could lead to further adjustments [2]
A股机器人与AI算力板块表现佳
He Xun Cai Jing· 2025-07-15 13:37
Group 1 - The market experienced a slight increase, with active performances in the robotics, AI computing power, and innovative pharmaceuticals sectors [1][2] - The robotics sector received two significant boosts: Zhiyuan Robotics acquired equity in Shangwei New Materials, potentially becoming the first domestic robotics complete machine listed company; China Mobile announced a bipedal robot procurement project, with Zhiyuan receiving an order worth 78 million and Yushu receiving an order worth 46 million [1][2] - Domestic robotics exhibit diverse forms, and while overall innovation may not match Tesla, applications in niche areas have begun to materialize [1] Group 2 - In the AI computing power sector, Nvidia's market capitalization reached 4 trillion USD, with strong performances from Microsoft, Broadcom, and TSMC [1] - Key players in the overseas AI computing power supply chain include Zhongji Xuchuang, while domestic players include Shennan Circuit [1] - The report also highlighted various recommended products, emphasizing the importance of independent decision-making in investments [1]
和讯投顾王帅:创业板放量大涨,防守线上移了?
He Xun Cai Jing· 2025-07-15 12:57
Market Overview - The current market is exhibiting a fragmented state, with the Shanghai Composite Index showing a rebound after a dip, while the ChiNext Index is experiencing significant gains and an upward shift in its prosperity line [1][2] - The Shanghai Composite Index has a critical support level at 3491 points, which, if not breached, could lead to a market rebound; however, it has fallen below this level [1] - The ChiNext Index's prosperity line has risen to 2189 points, indicating a strong performance despite the overall market fragmentation [1] Investment Strategy - In a fragmented market, individual stock performance should take precedence over broad market trends; stocks aligned with the Shanghai Composite Index that breach a 30-minute support level should be considered for reduction or exit [1] - Conversely, stocks aligned with the ChiNext Index that do not show significant adjustment signals should be held [1] - The strategy emphasizes maintaining positions in stocks as long as they do not breach critical support levels [1] Sector Focus - The current market environment makes it difficult to see widespread gains or losses, necessitating a focus on position control and sector-specific strategies [2] - The focus is on the ChiNext and Shanghai Composite Index, with a cautious approach towards the Sci-Tech 50 sector [2] - Resource and financial sectors within the Shanghai Composite Index may face a 5-day adjustment period, while the brokerage sector's performance will depend on whether they breach key support levels [2] - Sectors such as silicon energy and photovoltaics should be held if they do not breach critical support platforms [2]
和讯投顾王科文:修复情绪还是指数突破?
He Xun Cai Jing· 2025-07-15 12:57
Group 1 - The market showed a positive sentiment with over 3,000 stocks rising despite a decrease in the overall index, indicating a mismatch between market sentiment and index performance [1] - The technology sector, particularly CPU and optical module stocks, experienced gains due to favorable earnings news, yet the overall index still declined, highlighting a divergence in market expectations and capital flows [1] - Tomorrow is a critical juncture for the overall index and companies, especially for the technology sector, which is a significant component of the index [1] Group 2 - Attention should be focused on whether the technology sector, led by CPU and optical modules, can continue to rise in volume, as well as the performance of speculative sectors like stablecoins [2] - The performance of these two sectors will significantly impact the overall market trend and capital flows, making it essential for investors to monitor their dynamics closely [2]
和讯投顾冯珂:市场如期下跌,周三看人工智能表现
He Xun Cai Jing· 2025-07-15 12:57
Group 1 - The market experienced a decline as predicted, with over 4,000 stocks falling, including the banking sector [1] - The current market is confirmed as a bull market characterized by rapid declines and slow recoveries, with a significant volume increase indicating institutional buying near the 10-day moving average [1] - This week is a period for institutional repositioning, focusing on the "four leading stars" in the technology sector, with the computing power sector showing the best performance today [1] Group 2 - Recent earnings reports, particularly in the photovoltaic sector, have put pressure on related stocks, which are mostly weighted heavily in the indices [2] - The Shanghai Composite Index is expected to fluctuate around 3,500 points, while the Shenzhen Component and ChiNext indices are anticipated to continue performing well due to their technology-heavy composition [2] - In a time of divergence among sectors like digital currency, batteries, military industry, and innovative pharmaceuticals, large technology remains a strong mainline direction [2]