友情链接合作
A股“V”型反弹上演惊天逆转,后市如何布局?
2024-01-18 23:11:37 来源:妙辞帮微信小程序 阅读:270

新闻中文:

行业配置方面,可博弈前期超跌板块的反弹修复机会,如电力设备、医药、TMT板块。此外,还可关注中长期资金入场所带来的大金融板块(银行、非银金融行业)的投资机会。

A股今日上演惊天逆转,走出“V”型反弹。截至收盘,沪指收涨0.43%报2845.78点,最低探底至2760.98点,深成指涨1%,创业板指涨1.93%,北证50指数涨2.41%。沪深两市成交额8648亿元。两市超3500只个股下跌。北向资金小幅净卖出7.41亿元,连续5日减仓。

多只沪深300ETF今日显著放量。华泰柏瑞300ETF成交超150亿元创历史次高;易方达沪深300ETF、嘉实沪深300ETF和华夏沪深300ETF成交额超过40亿元,四只沪深300ETF全天成交额超过300亿元。

渤海证券研报表示,近期恐慌情绪得到一定程度的释放,市场低位的情绪出清,带来了部分指数风险溢价的大幅走高,中期而言指数实现向上可能性较大。就短期而言,市场仍为情绪所主导,如果短期外部风险减弱,北上资金流出放缓,且市场情绪逐步企稳,则指数有望实现反弹过程。如果投资者情绪始终难以稳定,或者微观数据难以对政策变化有所印证,则市场还需更长时间以完成筑底过程。行业配置方面,可博弈前期超跌板块的反弹修复机会,如电力设备、医药、TMT板块。此外,还可关注中长期资金入场所带来的大金融板块(银行、非银金融行业)的投资机会。

银河证券研报表示,展望后市,高股息策略仍然在线。煤炭、银行、石油石化仍能获得较高固定收益,但应关注其股息率变化。另,春节前后,消费升温迹象逐渐增多,消费者服务、零售等板块业绩有望超预期,从而推动股价上涨。TMT板块在市场存量资金博弈,以及海外降息预期降温等背景下短期回调,但长期来看,其估值水平仍较低,业绩增长预期仍在,故长期股价仍有较大上行空间。


英文译文

In terms of industry configuration, opportunities for rebound and recovery in oversold sectors such as power equipment, pharmaceuticals, and TMT sectors can be played. In addition, attention can also be paid to investment opportunities in the large financial sector (banking, non banking financial industry) brought by the entry of medium and long-term funds.

Today, A-shares staged a stunning reversal and emerged from a "V" shaped rebound. As of the close, the Shanghai Composite Index rose 0.43% to 2845.78 points, hitting a low of 2760.98 points. The Shenzhen Component Index rose 1%, the ChiNext Index rose 1.93%, and the Beijing Composite 50 Index rose 2.41%. The transaction volume of the Shanghai and Shenzhen stock markets is 864.8 billion yuan. Over 3500 stocks in both markets fell. Northbound funds sold a small net of 741 million yuan, reducing positions for five consecutive days.

Multiple Shanghai and Shenzhen 300 ETFs significantly increased their trading volume today. Huatai Bairui 300 ETF transaction exceeded 15 billion yuan, marking the second highest in history; The trading volume of E Fund's Shanghai and Shenzhen 300 ETF, Jia Shi's Shanghai and Shenzhen 300 ETF, and Huaxia's Shanghai and Shenzhen 300 ETF exceeded 4 billion yuan, with four Shanghai and Shenzhen 300 ETFs trading volume exceeding 30 billion yuan throughout the day.

According to a research report by Bohai Securities, the recent panic sentiment has been somewhat released, and the low sentiment in the market has cleared, leading to a significant increase in the risk premium of some indices. In the medium term, the possibility of the index achieving an upward trend is relatively high. In the short term, the market is still dominated by emotions. If external risks weaken in the short term, capital outflows from the north slow down, and market sentiment gradually stabilizes, the index is expected to achieve a rebound process. If investor sentiment remains unstable or micro data is difficult to confirm policy changes, the market will need more time to complete the bottoming process. In terms of industry configuration, opportunities for rebound and recovery in oversold sectors such as power equipment, pharmaceuticals, and TMT sectors can be played. In addition, attention can also be paid to investment opportunities in the large financial sector (banking, non banking financial industry) brought by the entry of medium and long-term funds.

According to a research report by Galaxy Securities, looking ahead to the future, the high dividend strategy remains online. Coal, banks, and petroleum and petrochemical companies can still obtain higher fixed income, but attention should be paid to changes in their dividend yields. In addition, before and after the Spring Festival, there are gradually more signs of consumption warming up, and the performance of consumer services, retail and other sectors is expected to exceed expectations, thereby driving up stock prices. In the short term, the TMT sector has experienced a pullback in the market due to the game of existing funds and the expected cooling of overseas interest rate cuts. However, in the long run, its valuation level is still relatively low, and the expectation of performance growth is still high. Therefore, there is still significant room for long-term stock price growth.


重点词汇

  • 电力设备 Power Equipment ; electrical equipment ; power system

  • 中长期 Medium and long term ; medium and long-range

  • 入场 admission ; entrance

  • 投资机会 Opportunity ; investment opportunities

  • 收盘 close ; closing quotation ; liquidated

  • 创业板 Gem ; chinext ; Second Board ; AIM ; TSXV

  • 沪深两市 Shanghai and Shenzhen stock markets ; stock markets of Shanghai and Shenzhen

  • 成交额 Transaction volume ; volume of business ; business volume

  • 卖出 (actually) sell

  • 放量 Release ; to the limit of one's capacity ;


句子成分分析

As [of the close], the Shanghai Composite Index rose || 0.43% (to 2845.78) points, hitting a low (of 2760.98 points).

句子语法结构详解:

(rose 为 rise 的过去式。)

* as 为连词,引导状语从句。

* rose 为谓语,采用一般过去时。

* 0.43% 开头为陈述句。

* 第1个 points 为谓语,采用一般现在时。动词采用第三人称单数形式。

* hitting 为现在分词,作状语。

* the 为定冠词。a 为不定冠词。


单词词汇:

句子成分分析:(划分说明)  提示:框中标识可点击

As [of the close], the Shanghai Composite Index rose || 0.43% (to 2845.78) points, hitting a low (of 2760.98 points).

句子语法结构详解:

(rose 为 rise 的过去式。)

* as 为连词,引导状语从句。

* rose 为谓语,采用一般过去时。

* 0.43% 开头为陈述句。

* 第1个 points 为谓语,采用一般现在时。动词采用第三人称单数形式。

* hitting 为现在分词,作状语。

* the 为定冠词。a 为不定冠词。

相关语法知识:

   状语从句

句子相关词汇解释:

Phrase:of...在...中

Vocabulary:

新建 DOC 文档_01(2).png

编辑

句子语法错误检查:

(未发现错误)

句子相关学习点:

 as, when, while 的区别

以上是妙词帮为您整理编写的文章《A股“V”型反弹上演惊天逆转,后市如何布局?》的全部内容。妙词帮是国内权威分题型分考点背诵中高考/四六级考研/专升本/出国单词的专业单词软件。扫描如下小程序码,进入妙词帮官方小程序获取更多英语相关资料! 【关键词:高考单词;高考英语;高中单词;高中英语;单词app;单词软件;记单词app;记单词软件;背单词软件;背单词app;英语单词;四六级单词;四六级英语;四六级单词app;四六级单词软件;考研单词app;考研单词软件;核心单词;高考冲刺复习;高考英语教材;高考英语真题;四六级真题;四六级试题;考研真题;考研英语单词;考研英语真题】

回到顶部
点击反馈
超级单词本
  • 请用微信扫描二维码
  • 进入妙辞帮小程序使用喔
    • 累计查询
    • 6340000+
    • 累计用户
    • 1090000+
    • 累计词本
    • 600+
    • 词条收录
    • 210000+
    ©2003 - 2024 妙辞帮在线词典 湘ICP备20023888号