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A股7月成交超30万亿 23个交易日中20个交易日成交破万亿

在(zai)(zai)(zai)二(er)(er)季度经(jing)(jing)济(ji)数(shu)据超预(yu)(yu)(yu)期(qi)(qi)的(de)(de)(de)(de)加持(chi)下,7月(yue)(yue)(yue)份A股(gu)(gu)(gu)继续(xu)走(zou)高,投(tou)资(zi)情(qing)绪(xu)明(ming)显(xian)提升(sheng)。统(tong)计(ji)(ji)(ji)发(fa)现(xian),7月(yue)(yue)(yue)份的(de)(de)(de)(de)23个交(jiao)(jiao)易(yi)日(ri)中(zhong),有(you)20个交(jiao)(jiao)易(yi)日(ri)A股(gu)(gu)(gu)成交(jiao)(jiao)额突破万(wan)亿元(yuan),单月(yue)(yue)(yue)成交(jiao)(jiao)金(jin)(jin)额合(he)计(ji)(ji)(ji)30.1万(wan)亿元(yuan),环比(bi)(bi)(bi)(bi)增(zeng)长108%,同(tong)(tong)比(bi)(bi)(bi)(bi)增(zeng)长230%。 在(zai)(zai)(zai)绝大(da)(da)部(bu)分(fen)机构(gou)看(kan)来(lai)(lai)(lai),未来(lai)(lai)(lai)1个月(yue)(yue)(yue),大(da)(da)盘或进(jin)入业(ye)(ye)(ye)绩(ji)(ji)(ji)兑现(xian)的(de)(de)(de)(de)震(zhen)荡消化(hua)期(qi)(qi),而(er)资(zi)金(jin)(jin)面(mian)(mian)整(zheng)(zheng)体(ti)(ti)(ti)仍有(you)利(li)(li)(li)(li)于股(gu)(gu)(gu)市。“由(you)(you)于政(zheng)策红利(li)(li)(li)(li)的(de)(de)(de)(de)存在(zai)(zai)(zai),前期(qi)(qi)进(jin)场(chang)(chang)的(de)(de)(de)(de)增(zeng)量(liang)资(zi)金(jin)(jin)可能并不会(hui)迅速套(tao)现(xian)离场(chang)(chang),而(er)是(shi)(shi)在(zai)(zai)(zai)场(chang)(chang)内进(jin)行调仓。本(ben)土(tu)实(shi)力(li)(li)资(zi)金(jin)(jin)跟踪的(de)(de)(de)(de)投(tou)资(zi)主线(xian)依(yi)然强(qiang)劲有(you)力(li)(li),他们对(dui)后续(xu)行情(qing)持(chi)有(you)更为(wei)(wei)乐观(guan)的(de)(de)(de)(de)看(kan)法,对(dui)未来(lai)(lai)(lai)的(de)(de)(de)(de)政(zheng)策演绎(yi)趋势(shi)更有(you)信心。所以,本(ben)土(tu)实(shi)力(li)(li)资(zi)金(jin)(jin)有(you)望(wang)引领(ling)着短线(xian)A股(gu)(gu)(gu)市场(chang)(chang)进(jin)一步活跃(yue),从(cong)而(er)推动着股(gu)(gu)(gu)指进(jin)一步强(qiang)势(shi)。”金(jin)(jin)百临咨询秦洪对(dui)《证券(quan)日(ri)报(bao)(bao)》记(ji)者(zhe)表(biao)示(shi)。 值(zhi)得一提的(de)(de)(de)(de)是(shi)(shi),进(jin)入8月(yue)(yue)(yue)份,上(shang)(shang)(shang)市公(gong)(gong)司(si)(si)中(zhong)报(bao)(bao)密集披(pi)露,业(ye)(ye)(ye)绩(ji)(ji)(ji)引导行情(qing)的(de)(de)(de)(de)概率(lv)正不断提升(sheng)。《证券(quan)日(ri)报(bao)(bao)》记(ji)者(zhe)根据同(tong)(tong)花(hua)顺数(shu)据统(tong)计(ji)(ji)(ji)发(fa)现(xian),8月(yue)(yue)(yue)3日(ri)至8月(yue)(yue)(yue)8日(ri),共有(you)141家(jia)(jia)公(gong)(gong)司(si)(si)将(jiang)披(pi)露2020年(nian)(nian)(nian)中(zhong)报(bao)(bao)业(ye)(ye)(ye)绩(ji)(ji)(ji),其中(zhong),已(yi)披(pi)露中(zhong)报(bao)(bao)业(ye)(ye)(ye)绩(ji)(ji)(ji)预(yu)(yu)(yu)告(gao)的(de)(de)(de)(de)公(gong)(gong)司(si)(si)家(jia)(jia)数(shu)达(da)(da)(da)到56家(jia)(jia)。 记(ji)者(zhe)通过对(dui)56家(jia)(jia)公(gong)(gong)司(si)(si)已(yi)披(pi)露的(de)(de)(de)(de)中(zhong)报(bao)(bao)业(ye)(ye)(ye)绩(ji)(ji)(ji)预(yu)(yu)(yu)告(gao)情(qing)况(kuang)进(jin)一步梳理(li)发(fa)现(xian),19家(jia)(jia)公(gong)(gong)司(si)(si)业(ye)(ye)(ye)绩(ji)(ji)(ji)预(yu)(yu)(yu)增(zeng),1家(jia)(jia)公(gong)(gong)司(si)(si)业(ye)(ye)(ye)绩(ji)(ji)(ji)续(xu)盈(ying),3家(jia)(jia)公(gong)(gong)司(si)(si)业(ye)(ye)(ye)绩(ji)(ji)(ji)扭亏(kui),4家(jia)(jia)公(gong)(gong)司(si)(si)业(ye)(ye)(ye)绩(ji)(ji)(ji)略增(zeng),业(ye)(ye)(ye)绩(ji)(ji)(ji)预(yu)(yu)(yu)喜公(gong)(gong)司(si)(si)达(da)(da)(da)到27家(jia)(jia),占(zhan)比(bi)(bi)(bi)(bi)48.21%。 从(cong)预(yu)(yu)(yu)计(ji)(ji)(ji)净利(li)(li)(li)(li)润(run)(run)同(tong)(tong)比(bi)(bi)(bi)(bi)最大(da)(da)增(zeng)幅(fu)来(lai)(lai)(lai)看(kan),6家(jia)(jia)公(gong)(gong)司(si)(si)预(yu)(yu)(yu)计(ji)(ji)(ji)2020年(nian)(nian)(nian)上(shang)(shang)(shang)半(ban)(ban)年(nian)(nian)(nian)净利(li)(li)(li)(li)润(run)(run)同(tong)(tong)比(bi)(bi)(bi)(bi)翻(fan)(fan)番(fan),欧(ou)菲光预(yu)(yu)(yu)计(ji)(ji)(ji)上(shang)(shang)(shang)半(ban)(ban)年(nian)(nian)(nian)净利(li)(li)(li)(li)润(run)(run)同(tong)(tong)比(bi)(bi)(bi)(bi)增(zeng)幅(fu)达(da)(da)(da)到2519%;紧(jin)随其后的(de)(de)(de)(de)东方(fang)生(sheng)物(wu),预(yu)(yu)(yu)计(ji)(ji)(ji)上(shang)(shang)(shang)半(ban)(ban)年(nian)(nian)(nian)净利(li)(li)(li)(li)润(run)(run)同(tong)(tong)比(bi)(bi)(bi)(bi)增(zeng)幅(fu)为(wei)(wei)1294.10%,此外,雷柏科技也预(yu)(yu)(yu)计(ji)(ji)(ji)上(shang)(shang)(shang)半(ban)(ban)年(nian)(nian)(nian)净利(li)(li)(li)(li)润(run)(run)同(tong)(tong)比(bi)(bi)(bi)(bi)增(zeng)幅(fu)超10倍,达(da)(da)(da)到1123%。其他预(yu)(yu)(yu)计(ji)(ji)(ji)上(shang)(shang)(shang)半(ban)(ban)年(nian)(nian)(nian)净利(li)(li)(li)(li)润(run)(run)同(tong)(tong)比(bi)(bi)(bi)(bi)翻(fan)(fan)番(fan)的(de)(de)(de)(de)公(gong)(gong)司(si)(si)还有(you)威创股(gu)(gu)(gu)份、森霸传感、贵州轮(lun)胎等。 接受《证券(quan)日(ri)报(bao)(bao)》记(ji)者(zhe)采访(fang)的(de)(de)(de)(de)富荣基金(jin)(jin)权益投(tou)资(zi)部(bu)总(zong)监邓宇翔(xiang)表(biao)示(shi),中(zhong)报(bao)(bao)业(ye)(ye)(ye)绩(ji)(ji)(ji)将(jiang)成为(wei)(wei)A股(gu)(gu)(gu)投(tou)资(zi)的(de)(de)(de)(de)主线(xian)。结构(gou)上(shang)(shang)(shang)来(lai)(lai)(lai)看(kan),近期(qi)(qi)各行业(ye)(ye)(ye)的(de)(de)(de)(de)龙(long)头(tou)(tou)公(gong)(gong)司(si)(si)估(gu)(gu)值(zhi)较中(zhong)小公(gong)(gong)司(si)(si)明(ming)显(xian)拉大(da)(da),部(bu)分(fen)龙(long)头(tou)(tou)公(gong)(gong)司(si)(si)估(gu)(gu)值(zhi)已(yi)处高位,需(xu)(xu)关注半(ban)(ban)年(nian)(nian)(nian)报(bao)(bao)是(shi)(shi)否(fou)会(hui)发(fa)生(sheng)行业(ye)(ye)(ye)内部(bu)的(de)(de)(de)(de)估(gu)(gu)值(zhi)收敛(lian)(lian)情(qing)况(kuang),龙(long)头(tou)(tou)公(gong)(gong)司(si)(si)与(yu)中(zhong)小公(gong)(gong)司(si)(si)的(de)(de)(de)(de)估(gu)(gu)值(zhi)收敛(lian)(lian)需(xu)(xu)等待经(jing)(jing)济(ji)、行业(ye)(ye)(ye)整(zheng)(zheng)体(ti)(ti)(ti)复苏(su)的(de)(de)(de)(de)确(que)认。目前从(cong)宏(hong)观(guan)经(jing)(jing)济(ji)层面(mian)(mian)看(kan)还是(shi)(shi)复苏(su)的(de)(de)(de)(de)态势(shi),但从(cong)性价比(bi)(bi)(bi)(bi)角度看(kan),二(er)(er)季度业(ye)(ye)(ye)绩(ji)(ji)(ji)表(biao)现(xian)不错的(de)(de)(de)(de)中(zhong)小公(gong)(gong)司(si)(si)已(yi)具备一定投(tou)资(zi)价值(zhi)。 事实(shi)上(shang)(shang)(shang),半(ban)(ban)年(nian)(nian)(nian)报(bao)(bao)行情(qing)已(yi)在(zai)(zai)(zai)A股(gu)(gu)(gu)市场(chang)(chang)悄然展(zhan)开,部(bu)分(fen)业(ye)(ye)(ye)绩(ji)(ji)(ji)预(yu)(yu)(yu)喜股(gu)(gu)(gu)在(zai)(zai)(zai)资(zi)金(jin)(jin)的(de)(de)(de)(de)认同(tong)(tong)下表(biao)现(xian)抢眼。仅从(cong)即将(jiang)披(pi)露中(zhong)报(bao)(bao)的(de)(de)(de)(de)27只(zhi)预(yu)(yu)(yu)喜股(gu)(gu)(gu)来(lai)(lai)(lai)看(kan),7月(yue)(yue)(yue)份以来(lai)(lai)(lai),共有(you)24只(zhi)个股(gu)(gu)(gu)实(shi)现(xian)不同(tong)(tong)程度的(de)(de)(de)(de)上(shang)(shang)(shang)涨,占(zhan)比(bi)(bi)(bi)(bi)88.89%。 需(xu)(xu)要(yao)注意的(de)(de)(de)(de)是(shi)(shi),私募排(pai)排(pai)网未来(lai)(lai)(lai)星基金(jin)(jin)经(jing)(jing)理(li)夏风光告(gao)诉《证券(quan)日(ri)报(bao)(bao)》记(ji)者(zhe),半(ban)(ban)年(nian)(nian)(nian)报(bao)(bao)业(ye)(ye)(ye)绩(ji)(ji)(ji)掘(jue)金(jin)(jin)应该注意两(liang)点,首先(xian),由(you)(you)于疫情(qing)影响,今年(nian)(nian)(nian)上(shang)(shang)(shang)半(ban)(ban)年(nian)(nian)(nian)业(ye)(ye)(ye)绩(ji)(ji)(ji)明(ming)确(que)增(zeng)长的(de)(de)(de)(de)行业(ye)(ye)(ye)有(you)限,而(er)且这些行业(ye)(ye)(ye)多数(shu)在(zai)(zai)(zai)上(shang)(shang)(shang)半(ban)(ban)年(nian)(nian)(nian)已(yi)经(jing)(jing)出现(xian)了比(bi)(bi)(bi)(bi)较大(da)(da)的(de)(de)(de)(de)涨幅(fu),要(yao)注意利(li)(li)(li)(li)好兑现(xian)的(de)(de)(de)(de)冲(chong)击;第二(er)(er),中(zhong)期(qi)(qi)业(ye)(ye)(ye)绩(ji)(ji)(ji)的(de)(de)(de)(de)增(zeng)长能否(fou)体(ti)(ti)(ti)现(xian)企业(ye)(ye)(ye)竞争力(li)(li),增(zeng)长的(de)(de)(de)(de)可持(chi)续(xu)性分(fen)析才是(shi)(shi)最重要(yao)的(de)(de)(de)(de)。