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机构论市:牛市有望明年开启 四条主线把握布局时机

作者: 张馨予 发布时间: 2019年11月20日 11:35:12

【jigoulunshi:niushiyouwangmingniankaiqi sitiaozhuxianbawobujushiji】xingyepeizhishang,jianyiguanzhusitiaozhuxian:diyileishixingyebenshenqianjingguangkuo,weilaixuqiudagailvbuduanzengzhangdexingye,rushengwuyiyao、5g、rouxingpingdenggainian;dierleishixingyebenshenbijiaowenjian,shoujingjixiaxingyaliyingxiangxiao,nenggoubaochipingwenzengzhangdexingye,rubixuanxiaofei;disanleishixingyechuxianguaidian,jibenmianbuduanhaozhuan,rudianzi、jiadian、jiajudeng;disileishixingyemuqianguzhidi,weilaisuiyouxiaxingyali,dandangqianwenjianzengzhang,qielongtoubiaodewendingxinggao,daibiaoxingxingyeweiyinxing。

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  源达:牛市有望明年开启 四条主线把握布局时机

  指数平开,开盘之后指数震荡走高,游戏板块全线爆发,创业板指大涨,深成指跟涨,权重板块则较为萎靡,盘面上看,市场题材概念开始复苏,个股普涨,没有个股跌停,炸板率也较低,总体大盘较为强势。午后,指数维持高位盘整走势,临近收盘持续刷新日内新高。盘面上看,游戏、手游板块领涨;维生素、保险板块领跌。整体来看,个股涨多跌少,市场氛围回暖,赚钱效应提升。

  消息面偏暖

  11yue19ri,shangwubudeng18bumenlianheyinfa《huohutiyuzaizhongguo(hainan)ziyoumaoyishiyanqushidianqitazimaoshiyanqushixingzhengcedetongzhi》,tichuleshiyongyuhainanzimaoshiyanqudeqitazimaoshiyanqushixingzhengce,baokuosifangmiangong30xiangzhengceneirong。xiangguangainianyouwanghuodeshichangguanzhu。lingwai,jiaoyububangongtingdengshisibumenyinfa《zhiyeyuanxiaoquanmiankaizhanzhiyepeixuncujinjiuyechuangyexingdongjihua》:tuidongzhiyeyuanxiaolianhexingyeqiyemianxiangrengongzhineng、dashuju、yunjisuan、wulianwang、gongyehulianwang、jianzhuxinjishuyingyong、zhinengjianzhu、zhihuichengshidenglingyu,dalikaizhanxinjishujinengpeixun。xiangguangainianyouwanghuoyi。

  jinrizhishupingkai,suihouzhendangzougao。shangzhengzhishurixianjibiemacdzhibiaoyunxingyulingzhouxiafang,sichahouyouzoupingtaishi,lvsedongnengzhusuoduan。kdjzhibiaoweiyuchaomaiqu,qieyouxingchengjinchazhishi。junxianlaikan,zhishuxiangshangtupo5rijunxian,shangtan10rijunxian,xiafangshou5rijunxianzhicheng,shangfangshouduotiaojunxianyazhi。liangnengshangweigenjin,yujizhishuhouqirengyouzhendangdiaozhengxuqiu。

  牛市有望明年开启,当下把握布局时机

  近期市场回暖,人气攀升,但从更大级别来看,市场仍处于震荡区间内,月线底部正在逐步夯实,“长牛”还需等待进一步确认。叠加两周两次“降息”,市场宽松预期增强,猪通胀有望得到遏制,企业盈利进入回升周期,金融供给侧改革激发资产配置转向股市,外资机构青睐A股等诸多因素利好,A股牛市有望明年春天开启。当下或是低位布局好时机。行业配置上,建议关注四条主线:第一类是行业本身前景广阔,未来需求大概率不断增长的行业,如生物医药、5G、柔性屏等概念;第二类是行业本身比较稳健,受经济下行压力影响小,能够保持平稳增长的行业,如必选消费;第三类是行业出现拐点,基本面不断好转,如电子、家电、家居等;第四类是行业目前估值低,未来虽有下行压力,但当前稳健增长,且龙头标的稳定性高,代表性行业为银行。操作策略上,逢低布局,把握低吸机会。

  湘财证券:创业板异军突起领涨大盘

  jinriliangshiguzhixiaofudikai,zhihouchixuzougao,10:50shiguohouhuanmanxiaxingzhizhongwushoupan;wuhouguzhiqiangshihengpanweizhu;panmianredian:ipbianxian、wangluoyouxi、zhishichanquan、tengxungainian、sanwangronghe、xunixianshi、rengongzhineng、hulianwang、chuanmeiyuledengbankuaibiaoxianqiangshi;zongtilaishuo:jinrishichangchengxianshangzhangxingqing。

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