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96天 沪指涨近800点!这波“慢牛”其实比你想得更“快”
Mei Ri Jing Ji Xin Wen· 2025-08-24 02:06
刚过去的交易周(8月18日至22日),A股用一种相当神奇的方式,诠释了什么叫"慢牛",什么叫"慢就是快"。 让我们把时间往回调↓ 本周五,8月22日,沪指站上3800点; 6个交易日前的8月14日,盘中首度站上3700点; 7个交易日前的8月5日,最近一次站稳3600点; 19个交易日前的7月9日,站上3500点; 11个交易日前的6月24日,站上3400点; 再往前,从5月6日到6月23日,在3300点~3400点震荡了34个交易日。 再往前,4月7日到4月30日,从3040.69点触底反弹至3300点附近。 …… 这就是最近4个半月,96个交易日,沪指的"来时路"。 其他主要股指走势整体相仿,因此本文将围绕沪指展开讨论。 不难发现,随着指数越走越高(目前已创出十年新高),突破整数关口消耗的时间变得越来越短。 因此,和近十年的历史行情相比,这次的"慢牛"实际上并不慢。 同样是上涨约800点—— 2020年6月下旬到2021年2月中旬,沪指从2966点涨到3731点,花了35周,接近9个月。 2016年1月底到2018年2月初,沪指从2638点反弹至3462点,更是用了整整两年! (当然,跟2014年7月到2 ...
沪指突破“924”高点
Sou Hu Cai Jing· 2025-08-13 05:49
Group 1 - The A-share market opened high and continued to rise, with the Shanghai Composite Index surpassing 3674.4 points, reaching a new high since December 2021, and the ChiNext Index increasing by over 2.8% [1] - The "924 market" on October 8, 2024, saw the Shanghai Composite Index open up 10.13% and close at 3674.4 points, marking a historic peak at that time [3] - The rise in the market was supported by a series of strong policy initiatives from various regulatory bodies, including the central bank and the China Securities Regulatory Commission, which aimed to boost the capital market and attract long-term funds [3] Group 2 - According to a report from Zheshang Securities on August 11, the "924" market initiated a long-term bottom for the market, with expectations of a strong market after April 7, 2025, indicating the start of the fifth bull market in A-share history [3] - Huaxi Securities noted that the bullish sentiment is driving residents to allocate more assets to equity investments, with new incremental funds from residents expected to be a significant driver of the current "slow bull" market [3] - The outlook for the A-share market remains positive, with expectations of challenging the 2024 high points in the second half of the year [3]
沪指突破“924”高点
华尔街见闻· 2025-08-13 04:26
Group 1 - The core viewpoint of the article highlights the significant market rally on October 8, 2024, where the Shanghai Composite Index opened up 10.13% and closed at 3674.4 points, marking a historical high [2] - The rally was driven by a series of strong policy initiatives from key financial regulatory bodies, including the central bank and the China Securities Regulatory Commission, which introduced a comprehensive set of policies on September 24 [2] - The article mentions that the market is currently in a "systematic slow bull" phase, with expectations that the long-term target for the Shanghai Composite Index will likely exceed the previous high of 3674 points [2] Group 2 - Huaxi Securities indicates that a bullish mindset is encouraging residents to allocate more assets towards equity investments, suggesting that the influx of new capital from residents will be a crucial driver for the ongoing "slow bull" market [3] - The firm remains optimistic about the A-share market's potential to challenge the 2024 high points in the second half of the year [3]
A股,接下来会重演“924行情”吗?情况也许不同了
Sou Hu Cai Jing· 2025-06-29 03:51
Group 1 - The market is expected to experience a significant upward movement, likely resembling a second wave rally lasting approximately six months from April to October [3] - The current market phase is characterized by a gradual increase, with challenges in stabilizing at key levels such as 3300 points [3] - The belief in market growth should be held before the actual rise occurs, rather than relying on past performance to justify future expectations [3] Group 2 - The previous market rally was driven by the sudden surge in the liquor sector, which is a major component of the Shanghai Composite Index, but currently, the liquor stocks are lagging behind [5] - The banking sector's position is a concern, as it may exert downward pressure on the liquor stocks, delaying any significant upward movement until a balance is achieved in market weights [5] - The securities sector can continue to rise, but its impact will primarily be on the small and medium-sized enterprises index, while the Shanghai Composite Index still relies on the performance of liquor, banking, and insurance stocks, which together account for 40% of market capitalization [5] Group 3 - The overall market direction is clear, with expectations of a gradual upward trend in major indices, awaiting a rebound in key sectors [7] - It is crucial for investors to maintain independent thinking and a clear understanding of their strategies, as there are no easy strategies for making profits in the stock market [7] - The market's short-term fluctuations should not deter investors from their long-term plans, as those who remain steadfast in their trading strategies are likely to achieve their goals [7]
超3400只个股下跌
第一财经· 2025-06-18 07:54
2025.06. 18 本文字数:728,阅读时长大约2分钟 作者 | 一财资讯 6月18日,截至收盘,沪指涨0.04%,深成指涨0.24%,创业板指涨0.23%。科创50指数午后一度 冲高,收盘涨0.53%。 | 全A | 涨 1812 | 平 126 | 跌 3475 | A股成 | | --- | --- | --- | --- | --- | | 序号 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | 1 | 000001 上证指数 | 3388.81 c | 1.40 | 0.04% | | 2 | 399001 深证成指 | 10175.59c | 24.16 | 0.24% | | 3 | 05ENF 050668 | 1393.44c | -9.11 | -0.65% | | 4 | 881001 万得全A | 5165.22c | 0.14 | 0.00% | | 5 | 000688 科创50 | 968.18c | 5.10 | 0.53% | | 6 | 399006 创业板指 | 2054.73 c | 4.79 | 0.23% | 【资金流向】 沪深两市全天成交额1.19万亿 ...
系好安全带!A股,会复制“924行情”了吗
Sou Hu Cai Jing· 2025-06-17 04:59
Group 1 - The current performance of the liquor market is influenced by external interventions, leading to a halt in the downward trend, but further declines may still occur [1] - The Hong Kong stock market has been stagnant, trading within the range of 3200 to 3400 points for eight months, causing widespread pessimism among investors [1] - The A-share market is expected to experience a rebound, particularly if capital flows from the Hong Kong market into A-shares, potentially leading to a simultaneous surge in both markets [3] Group 2 - The current market conditions may replicate the "924 market" scenario, with expectations of reaching above 3500 points, although the scale of the increase may not be as significant [5] - The concentration of trading chips is high, making a direct downward trend less likely, while a rapid upward movement could occur as chips are redistributed [5] - The complexity of individual stock performances is notable, especially in technology sectors where many investors are trapped, indicating that index growth is necessary for volume expansion [5] Group 3 - The market does not exhibit signs of a significant downturn, with expectations of a quick correction followed by a rebound, suggesting a comfortable state for investors holding positions [7] - The current market dynamics indicate that patience is required, as there has not been a substantial rally this year, and maintaining positions is advised [7]
申万宏源傅静涛:本轮潜在牛市更可能演绎成“中国版慢牛”
天天基金网· 2025-06-10 11:13
GUIDE 摘要 财信证券:预计在6月下旬前,市场仍有一定惯性上涨动能; 中信证券:美联储或将在9月的议息会议上再度降息。 申万宏源 本轮潜在牛市更可能演绎成"中国版慢牛" 6月10日,申万宏源2025资本市场夏季策略会在北京举行。申万宏源研究A股策略首席分析师傅静涛在 会上表示, A股市场具备演绎牛市级别行情的潜力,牛市主要区间在2026年至2027年。2025年四季度市 场中枢有望抬升,市场可能进入"发令枪响"前的最后阶段。2025年三季度依然是中枢偏高的震荡市。 傅静涛认为, 本轮潜在牛市更可能演绎成"中国版慢牛"。 一方面,基本面改善弹性弱,但持续时间 长,可供乐观预期酝酿的时间更充分。另一方面,本轮潜在牛市,势必会有更高的价值属性,A股投资 回报中枢抬升是行情行稳致远的基础。此外,能够调控增量资金正循环速度的力量明显增强:公募高质 量发展有利于避免公募规模过度扩张;中央汇金发挥类平准基金功能,既能托底市场风险,也能抑制市 场过热;险资同样是平抑市场波动的力量。 中原证券 申万宏源傅静涛:本轮潜在牛市更可能演绎成"中国版慢牛"; 中原证券:预计短期市场以稳步震荡上行为主; 预计短期市场以稳步震荡上行为 ...
财信证券宏观策略周报(6.9-6.13):市场情绪回暖,重新关注科技方向-20250608
Caixin Securities· 2025-06-08 11:20
Group 1 - The report indicates a recovery in market sentiment, with a renewed focus on technology sectors, particularly in the context of the A-share market showing resilience despite geopolitical tensions [7][17][19] - The A-share market is expected to maintain upward momentum until late June, driven by favorable macroeconomic conditions and potential easing of US-China trade tensions [17][18] - The report highlights that the overall market is in a continuation phase of an upward trend since the 924 market rally, with the Wind All A Index currently at 5156 points, indicating room for further growth [17][24] Group 2 - Investment recommendations include a focus on technology growth sectors, particularly AI, which has seen reduced crowding and is expected to benefit from potential policy relaxations regarding technology restrictions [24][25] - The report emphasizes the importance of domestic consumption, particularly in emerging sectors such as health, tourism, and pet economy, as a counterbalance to uncertainties in overseas demand [24][25] - High dividend sectors are highlighted as having sustained value, with particular attention to banking, coal, public utilities, and transportation as potential investment areas [25][26] Group 3 - The report notes that the small-cap stocks represented by the CSI 2000 index have a high price-to-earnings ratio of 137.40 times, indicating accumulated risks in this segment [18][19] - The report anticipates that the upcoming Lujiazui Forum in June 2025 will be a key event for financial policy announcements, which could influence market dynamics [22][24] - The report also discusses the impact of US economic data, particularly the better-than-expected non-farm payrolls, which may delay Federal Reserve interest rate cuts and affect market sentiment [23]
A股:7天6个涨停板!股民:节日的大礼包!
Sou Hu Cai Jing· 2025-05-04 10:12
Market Overview - Recent stock market movements appear lively with several small gains, misleading investors into thinking a bull market is returning, but underlying weakness persists [1] - The market has experienced a series of small declines following initial gains, leading to investor frustration and a sense of being trapped [3] Investor Sentiment - The fluctuating market conditions resemble a tug-of-war, lacking clear direction, which tests investors' patience and judgment [3] - Investors are advised to avoid impulsive trading and instead wait for a clearer market direction, as long-term success in the stock market often comes from maintaining composure [3] Stock Performance - Certain stocks, such as *ST JiaoTuo, have shown remarkable performance with consecutive gains, providing a stark contrast to the overall market volatility [3] - The market's unpredictability can yield unexpected surprises for investors, suggesting that high-performing stocks can emerge even in turbulent times [5] Upcoming Market Outlook - With the upcoming holiday, investors are encouraged to take a break from market monitoring and reflect on recent trends [5] - Historical patterns suggest potential for a rebound similar to past "924" rallies, fueled by low valuations and supportive policies, although future market movements remain uncertain [7] - Investors are reminded that opportunities favor those who are prepared, and it is advisable to use the holiday for strategic planning rather than anxiety over market fluctuations [7]