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和讯投顾吴青宇:靴子落地后,这个方向后续仍有较多参与机会
Sou Hu Cai Jing· 2025-09-17 06:49
9月17日,和讯投顾吴青宇称,从早盘表现看,PCB、CPU开始进入新轮动周期。昨天爆炒的低价股延 续性相对差些,但仍有炒作机会,主要炒作方向在机器人、房地产板块。低价股炒作方向与热点题材板 块相关,并非所有板块低价股都上涨,若要选择炒作低价股,可选热门题材里的,如当下的机器人板 块,或处于反弹周期的房地产板块。早盘主要上涨板块集中在PCB、CPU以及科技线、机器人的其他分 支,这可能是未来较长时间内资金的共识。受美联储利率决议影响,今天大金融板块集体承压,金融三 傻涨跌不一,难以形成合力,这是早盘跳水的重大因素,早盘更偏向资金兑现节点,下午大概率有资金 回流参与对美联储今晚降息决议的资金博弈。明天凌晨有美联储利率决议,先探讨降息幅度,从七八月 份数据看,降息25个基点基本确定,但有人给美联储施压希望降息50个基点,且安排相关人员进入美联 储获得投票权后,降息50个基点预期大幅上升,降息幅度很难预测,只能做相应应对。若美联储降息25 个基点,对大盘是重大利好,指数大概率降息后直接上涨;若降息50个基点,短期内反而是利空,因对 美联储继续降息或降息次数的预期可能下降,指数大概率先跌后涨。美联储降息后主要利好有色和 ...
A股五张图:一个菜没点,完了还要搭一个?
Xuan Gu Bao· 2025-09-02 10:34
Market Overview - The market experienced a significant decline, with major indices such as the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index falling by 0.45%, 2.14%, and 2.85% respectively, leading to over 4,000 stocks declining and only about 1,200 stocks rising [3] - AI hardware stocks, which had previously surged, faced a collective drop, with many stocks hitting their daily limit down or falling over 10% [3][18] - Low-priced stocks showed resilience, with several stocks like Zhaoxin Co. and Baiyin Youse hitting their daily limit up [6][7] Low-Priced Stocks - Low-priced stocks continued to show strong performance for the second consecutive day, with Zhaoxin Co. achieving four consecutive limit ups and other stocks like Jinyun Tong and Dazhongnan also hitting their limits [6][7] - The market sentiment around low-priced stocks appears to be driven by speculative trading, particularly in the brokerage sector [9] Humanoid Robots - The humanoid robot sector saw a significant rebound in the afternoon, with stocks like Zhejiang Rongtai and Longxi Co. hitting their daily limits [11][12] - Despite an initial drop of 4%, the sector managed to recover and close with a slight gain of 0.23% [12] - Speculation around a potential meeting between a leading robot company and Tesla regarding optimistic production guidance for the next year fueled market interest [15][16] AI Hardware - AI hardware stocks faced a substantial downturn, with the CPO sector dropping by 6.47% and many stocks experiencing declines of over 10% [17][18] - This marked the first significant retreat for these previously strong-performing technology stocks, indicating a shift in market dynamics [18] Abstract Stocks - "Ma-character" stocks began to show upward movement during the market downturn, with several stocks experiencing notable gains [20][21] - Such stocks typically attract short-term speculative trading when the market lacks clear themes or strong performance [21][22]