\ A股“开门红”稳了?假期全球涨声一片,港股科技股爆拉,美股无惧利空也大涨
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A股“开门红”稳了?假期全球涨声一片,港股科技股爆拉,美股无惧利空也大涨

简介:

A股“开门红”稳了?假期全球涨声一片,港股科技股爆拉,美股无惧利空也大涨

美股虽然受到特朗普确诊新冠和其叫停.万亿美元刺激方案影响有所波动,但总体表现顽强,道指最终再次站上点。

亚太股市方面,沉寂已久的港股涨势凌厉,......A股“开门红”稳了?假期全球涨声一片,港股科技股爆拉,美股无惧利空也大涨

正文:

美[mei]股[gu]虽[sui]然[ran]受[shou]到[dao]特[te]朗[lang]普[pu]确[que]诊[zhen]新[xin]冠[guan]和[he]其[qi]叫[jiao]停[ting].万[wan]亿[yi]美[mei]元[yuan]刺[ci]激[ji]方[fang]案[an]影[ying]响[xiang]有[you]所[suo]波[bo]动[dong],但[dan]总[zong]体[ti]表[biao]现[xian]顽[wan]强[qiang],道[dao]指[zhi]最[zui]终[zhong]再[zai]次[ci]站[zhan]上[shang]点[dian]。

亚[ya]太[tai]股[gu]市[shi]方[fang]面[mian],沉[chen]寂[ji]已[yi]久[jiu]的[de]港[gang]股[gu]涨[zhang]势[shi]凌[ling]厉[li],港[gang]股[gu]科[ke]技[ji]板[ban]块[kuai]再[zai]次[ci]成[cheng]为[wei]领[ling]涨[zhang]主[zhu]力[li],美[mei]团[tuan]点[dian]评[ping]以[yi]及[ji]多[duo]只[zhi]苹[ping]果[guo]产[chan]业[ye]链[lian]股[gu]票[piao]涨[zhang]幅[fu]居[ji]前[qian]。

从[cong]上[shang]述[shu]长[chang]假[jia]期[qi]间[jian]外[wai]围[wei]市[shi]场[chang]表[biao]现[xian]来[lai]看[kan],目[mu]前[qian]市[shi]场[chang]整[zheng]体[ti]氛[fen]围[wei]偏[pian]暖[nuan],给[gei]节[jie]后[hou]A股[gu]提[ti]供[gong]了[liao]良[liang]好[hao]环[huan]境[jing]。

从[cong]本[ben]世[shi] 纪[ji]以[yi]来[lai]多[duo]年[nian]历[li]史[shi]数[shu]据[ju]来[lai]看[kan],国[guo]庆[qing]节[jie]后[hou]表[biao]现[xian]通[tong]常[chang]可[ke]圈[quan]可[ke]点[dian],A股[gu]今[jin]年[nian]国[guo]庆[qing]节[jie]后[hou]也[ye]有[you]望[wang]迎[ying]来[lai]较[jiao]好[hao]开[kai]局[ju]。

长[chang]假[jia]期[qi]间[jian]全[quan]球[qiu]股[gu]市[shi]一[yi]片[pian]欢[huan]腾[teng] 美[mei]股[gu]道[dao]指[zhi]经[jing]历[li]两[liang]次[ci]冲[chong]击[ji]后[hou]站[zhan]上[shang]点[dian]

内[na]地[di]国[guo]庆[qing]长[chang]假[jia]休[xiu]市[shi]期[qi]间[jian],全[quan]球[qiu]主[zhu]要[yao]股[gu]市[shi]总[zong]体[ti]涨[zhang]声[sheng]一[yi]片[pian]”。

美[mei]国[guo]股[gu]市[shi]三[san]大[da]股[gu]指[zhi]总[zong]体[ti]表[biao]现[xian]平[ping]稳[wen],多[duo]数[shu]交[jiao]易[yi]日[ri]均[jun]上[shang]涨[zhang],其[qi]中[zhong]月[yue]日[ri]道[dao]琼[qiong]斯[si]工[gong]业[ye]指[zhi]数[shu]大[da]涨[zhang].%,重[zhong]新[xin]站[zhan]上[shang]点[dian]。

在[zai]内[na]地[di]股[gu]民[min]休[xiu]假[jia]期[qi]间[jian],美[mei]股[gu]两[liang]度[du]受[shou]到[dao]突[tu]发[fa]利[li]空[kong]消[xiao]息[xi]冲[chong]击[ji],上[shang]演[yan]高[gao]台[tai]跳[tiao]水[shui],不[bu]过[guo]最[zui]终[zhong]都[du]转[zhuan]危[wei]为[wei]安[an]。

对[dui]于[yu]美[mei]股[gu]而[er]言[yan],其[qi]中[zhong]一[yi]项[xiang]最[zui]重[zhong]大[da]的[de]突[tu]发[fa]消[xiao]息[xi]为[wei]总[zong]统[tong]特[te]朗[lang]普[pu]确[que]诊[zhen]新[xin]冠[guan]。

当[dang]地[di]时[shi]间[jian]月[yue]日[ri]晚[wan]间[jian],特[te]朗[lang]普[pu]通[tong]过[guo]社[she]交[jiao]媒[mei]体[ti]证[zheng]实[shi]自[zi]己[ji]和[he]夫[fu]人[ren]梅[mei]拉[la]尼[ni]娅[ya]新[xin]冠[guan]检[jian]测[ce]呈[cheng]阳[yang]性[xing],并[bing]将[jiang]立[li]即[ji]开[kai]始[shi]隔[ge]离[li]。此[ci]前[qian],特[te]朗[lang]普[pu]的[de]高[gao]级[ji]女[nv]助[zhu]理[li]霍[huo]普[pu]·希[xi]克[ke]斯[si]新[xin]冠[guan]病[bing]毒[du]检[jian]测[ce]结[jie]果[guo]呈[cheng]阳[yang]性[xing]。

受[shou]此[ci]消[xiao]息[xi]影[ying]响[xiang],美[mei]股[gu]股[gu]指[zhi]期[qi]货[huo]应[ying]声[sheng]直[zhi]线[xian]暴[bao]跌[die],三[san]大[da]股[gu]指[zhi]期[qi]货[huo]主[zhu]力[li]合[he]约[yue]跌[die]幅[fu]一[yi]度[du]逼[bi]近[jin]%。

这[zhe]一[yi]消[xiao]息[xi]也[ye]影[ying]响[xiang]到[dao]美[mei]国[guo]股[gu]市[shi]月[yue]日[ri]的[de]开[kai]盘[pan],不[bu]过[guo]其[qi]后[hou]跌[die]幅[fu]很[hen]快[kuai]收[shou]窄[zhai],截[jie]至[zhi]月[yue]日[ri]收[shou]盘[pan],道[dao]琼[qiong]斯[si]工[gong]业[ye]指[zhi]数[shu]仅[jin]下[xia]跌[die].%。

对[dui]于[yu]美[mei]股[gu]和[he]全[quan]球[qiu]市[shi]场[chang]而[er]言[yan],另[ling]一[yi]个[ge]比[bi]较[jiao]重[zhong]要[yao]的[de]消[xiao]息[xi]是[shi],当[dang]地[di]时[shi]间[jian]月[yue]日[ri],特[te]朗[lang]普[pu]叫[jiao]停[ting].万[wan]亿[yi]美[mei]元[yuan]财[cai]政[zheng]刺[ci]激[ji]方[fang]案[an]谈[tan]判[pan]。

特[te]朗[lang]普[pu]日[ri]在[zai]社[she]交[jiao]媒[mei]体[ti]上[shang]发[fa]文[wen]说[shuo],已[yi]指[zhi]示[shi]白[bai]宫[gong]谈[tan]判[pan]代[dai]表[biao]停[ting]止[zhi]与[yu]国[guo]会[hui]民[min]主[zhu]党[dang]之[zhi]间[jian]就[jiu]新[xin]一[yi]轮[lun]财[cai]政[zheng]刺[ci]激[ji]方[fang]案[an]进[jin]行[xing]的[de]谈[tan]判[pan],直[zhi]至[zhi]月[yue]大[da]选[xuan]结[jie]束[shu]。

特[te]朗[lang]普[pu]当[dang]天[tian]在[zai]推[tui]特[te]上[shang]发[fa]文[wen]指[zhi]责[ze]国[guo]会[hui]众[zhong]议[yi]院[yuan]议[yi]长[chang]、民[min]主[zhu]党[dang]人[ren]南[nan]希[xi]·佩[pei]洛[luo]西[xi]没[mei]有[you]谈[tan]判[pan]诚[cheng]意[yi]。他[ta]说[shuo],他[ta]若[ruo]当[dang]选[xuan]美[mei]国[guo]总[zong]统[tong],将[jiang]在[zai]大[da]选[xuan]后[hou]再[zai]推[tui]财[cai]政[zheng]刺[ci]激[ji]法[fa]案[an]。对[dui]此[ci]佩[pei]洛[luo]西[xi]表[biao]示[shi],特[te]朗[lang]普[pu]选[xuan]择[ze]退[tui]出[chu]谈[tan]判[pan]表[biao]明[ming]白[bai]宫[gong]完[wan]全[quan]处[chu]于[yu]混[hun]乱[luan]之[zhi]中[zhong]”。

受[shou]此[ci]消[xiao]息[xi]影[ying]响[xiang],当[dang]天[tian]美[mei]股[gu]在[zai]当[dang]天[tian]尾[wei]盘[pan]最[zui]后[hou]十[shi]几[ji]分[fen]钟[zhong]的[de]时[shi]间[jian]狂[kuang]泻[xie]多[duo]点[dian],截[jie]至[zhi]当[dang]天[tian]收[shou]盘[pan],道[dao]琼[qiong]斯[si]工[gong]业[ye]指[zhi]数[shu]下[xia]跌[die].%。

然[ran]而[er],两[liang]次[ci]利[li]空[kong]很[hen]快[kuai]得[de]到[dao]消[xiao]化[hua],总[zong]体[ti]而[er]言[yan],在[zai]A股[gu]国[guo]庆[qing]长[chang]假[jia]期[qi]间[jian],美[mei]股[gu]表[biao]现[xian]相[xiang]对[dui]坚[jian]挺[ting],道[dao]指[zhi]、纳[na]指[zhi]、标[biao]普[pu]分[fen]别[bie]上[shang]涨[zhang].%、.%、.%。

除[chu]了[liao]美[mei]股[gu]以[yi]外[wai],全[quan]球[qiu]其[qi]他[ta]主[zhu]要[yao]股[gu]市[shi]在[zai]内[na]地[di]国[guo]庆[qing]长[chang]假[jia]期[qi]间[jian]也[ye]表[biao]现[xian]较[jiao]好[hao],绝[jue]大[da]多[duo]数[shu]都[du]实[shi]现[xian]上[shang]涨[zhang]。期[qi]间[jian]日[ri]经[jing]上[shang]涨[zhang].%,韩[han]国[guo]综[zong]合[he]指[zhi]数[shu]上[shang]涨[zhang].%。

港[gang]股[gu]强[qiang]劲[jing]上[shang]涨[zhang] 科[ke]技[ji]股[gu]涨[zhang]势[shi]凌[ling]厉[li]

月[yue]日[ri],港[gang]股[gu]恒[heng]生[sheng]指[zhi]数[shu]小[xiao]幅[fu]下[xia]跌[die],但[dan]内[na]地[di]国[guo]庆[qing]长[chang]假[jia]期[qi]间[jian],港[gang]股[gu]市[shi]场[chang]整[zheng]体[ti]涨[zhang]势[shi]明[ming]显[xian]。恒[heng]生[sheng]指[zhi]数[shu]上[shang]涨[zhang].%。

这[zhe]里[li]面[mian]最[zui]为[wei]突[tu]出[chu]的[de],还[huai]是[shi]表[biao]征[zheng]科[ke]技[ji]股[gu]走[zou]势[shi]的[de]恒[heng]生[sheng]科[ke]技[ji]指[zhi]数[shu]。行[xing]情[qing]数[shu]据[ju]显[xian]示[shi],自[zi]月[yue]日[ri]港[gang]股[gu]重[zhong]新[xin]开[kai]市[shi]算[suan]起[qi],至[zhi]月[yue]日[ri]收[shou]盘[pan],该[gai]指[zhi]数[shu]连[lian]续[xu]个[ge]交[jiao]易[yi]日[ri]上[shang]涨[zhang],累[lei]计[ji]涨[zhang]幅[fu]高[gao]达[da].%。

约[yue]成[cheng]恒[heng]生[sheng]科[ke]技[ji]指[zhi]数[shu]成[cheng]分[fen]股[gu]期[qi]间[jian]录[lu]得[de]上[shang]涨[zhang]。

重[zhong]磅[bang]成[cheng]分[fen]股[gu]中[zhong],阿[a]里[li]巴[ba]巴[ba]港[gang]股[gu]上[shang]涨[zhang].%,腾[teng]讯[xun]控[kong]股[gu]上[shang]涨[zhang].%。京[jing]东[dong]集[ji]团[tuan]港[gang]股[gu]上[shang]涨[zhang].%。

美[mei]团[tuan]点[dian]评[ping]重[zhong]拾[shi]升[sheng]势[shi],期[qi]间[jian]涨[zhang]幅[fu]超[chao]过[guo]%。

受[shou]iPhone 可[ke]能[nen]即[ji]将[jiang]发[fa]布[bu]消[xiao]息[xi]刺[ci]激[ji],港[gang]股[gu]苹[ping]果[guo]产[chan]业[ye]链[lian]个[ge]股[gu]近[jin]期[qi]涨[zhang]势[shi]尤[you]为[wei]凌[ling]厉[li]。

瑞[rui]声[sheng]科[ke]技[ji]、舜[shun]宇[yu]光[guang]学[xue]科[ke]技[ji]期[qi]间[jian]涨[zhang]幅[fu]均[jun]接[jie]近[jin]%,丘[qiu]钛[tai]科[ke]技[ji]涨[zhang]幅[fu]达[da].%。

近[jin]期[qi]还[huai]有[you]一[yi]只[zhi]涨[zhang]势[shi]十[shi]分[fen]凶[xiong]猛[meng]的[de]港[gang]股[gu]科[ke]技[ji]股[gu],即[ji]TCL电[dian]子[zi]。该[gai]股[gu]月[yue]以[yi]来[lai]累[lei]计[ji]涨[zhang]幅[fu]已[yi]高[gao]达[da].%,其[qi]中[zhong]月[yue]日[ri]一[yi]天[tian]就[jiu]飙[biao]涨[zhang].%。

对[dui]于[yu]芯[xin]片[pian]股[gu],中[zhong]芯[xin]国[guo]际[ji]于[yu]月[yue]日[ri]晚[wan]间[jian]在[zai]港[gang]交[jiao]所[suo]发[fa]布[bu]公[gong]告[gao],称[chen]公[gong]司[si]知[zhi]悉[xi]美[mei]国[guo]商[shang]务[wu]部[bu]工[gong]业[ye]与[yu]安[an]全[quan]局[ju] (Bureau of Industry and Security)已[yi]根[gen]据[ju]美[mei]国[guo]出[chu]口[kou]管[guan]制[zhi]条[tiao]例[li]EAR.(b)向[xiang]部[bu]分[fen]供[gong]应[ying]商[shang]发[fa]出[chu]信[xin]函[han],对[dui]于[yu]向[xiang]中[zhong]芯[xin]国[guo]际[ji]出[chu]口[kou]的[de]部[bu]分[fen]美[mei]国[guo]设[she]备[bei]、配[pei]件[jian]及[ji]原[yuan]物[wu]料[liao]会[hui]受[shou]到[dao]美[mei]国[guo]出[chu]口[kou]管[guan]制[zhi]规[gui]定[ding]的[de]进[jin]一[yi]步[bu]限[xian]制[zhi],须[xu]事[shi]前[qian]申[shen]请[qing]出[chu]口[kou]许[xu]可[ke]证[zheng]后[hou],才[cai]能[nen]向[xiang]中[zhong]芯[xin]国[guo]际[ji]继[ji]续[xu]供[gong]货[huo]。

受[shou]此[ci]消[xiao]息[xi]影[ying]响[xiang],中[zhong]芯[xin]国[guo]际[ji]港[gang]股[gu]月[yue]日[ri]一[yi]度[du]大[da]跌[die],不[bu]过[guo]其[qi]后[hou]跌[die]幅[fu]很[hen]快[kuai]收[shou]窄[zhai],之[zhi]后[hou]交[jiao]易[yi]日[ri]更[geng]收[shou]复[fu]失[shi]地[di]。总[zong]的[de]来[lai]看[kan],内[na]地[di]长[chang]假[jia]期[qi]间[jian]中[zhong]芯[xin]国[guo]际[ji]港[gang]股[gu]反[fan]而[er]上[shang]涨[zhang].%。

节[jie]后[hou]A股[gu]望[wang]迎[ying]来[lai]开[kai]门[men]红[hong]

从[cong]上[shang]述[shu]长[chang]假[jia]期[qi]间[jian]外[wai]围[wei]市[shi]场[chang]表[biao]现[xian]来[lai]看[kan],整[zheng]体[ti]氛[fen]围[wei]偏[pian]暖[nuan],给[gei]节[jie]后[hou]A股[gu]提[ti]供[gong]良[liang]好[hao]环[huan]境[jing]。

从[cong]历[li]史[shi]数[shu]据[ju]来[lai]看[kan],国[guo]庆[qing]节[jie]后[hou]表[biao]现[xian]通[tong]常[chang]可[ke]圈[quan]可[ke]点[dian]。

统[tong]计[ji]数[shu]据[ju]显[xian]示[shi],本[ben]世[shi] 纪[ji]以[yi]来[lai]个[ge]完[wan]整[zheng]年[nian]度[du]里[li],有[you]次[ci]在[zai]国[guo]庆[qing]节[jie]后[hou]一[yi]周[zhou]上[shang]证[zheng]指[zhi]数[shu]出[chu]现[xian]上[shang]涨[zhang],上[shang]涨[zhang]概[gai]率[lv]超[chao]过[guo]成[cheng]。自[zi]年[nian]以[yi]来[lai]的[de]个[ge]完[wan]整[zheng]年[nian]度[du],除[chu]了[liao]年[nian]国[guo]庆[qing]节[jie]后[hou]一[yi]周[zhou]上[shang]证[zheng]指[zhi]数[shu]下[xia]跌[die]外[wai],其[qi]余[yu]次[ci]上[shang]证[zheng]指[zhi]数[shu]均[jun]上[shang]涨[zhang],其[qi]中[zhong]年[nian]涨[zhang]幅[fu]高[gao]达[da].%。

此[ci]外[wai],数[shu]据[ju]也[ye]表[biao]明[ming],国[guo]庆[qing]后[hou]首[shou]个[ge]交[jiao]易[yi]日[ri]也[ye]容[rong]易[yi]迎[ying]来[lai]开[kai]门[men]红[hong]。本[ben]世[shi] 纪[ji]以[yi]来[lai]个[ge]完[wan]整[zheng]年[nian]度[du]里[li],有[you]次[ci]在[zai]国[guo]庆[qing]节[jie]后[hou]首[shou]日[ri]上[shang]证[zheng]指[zhi]数[shu]上[shang]涨[zhang]。尤[you]其[qi]是[shi]年[nian]以[yi]来[lai]的[de]个[ge]年[nian]度[du]里[li],除[chu]了[liao]年[nian]外[wai],其[qi]余[yu]次[ci]上[shang]证[zheng]指[zhi]数[shu]在[zai]国[guo]庆[qing]后[hou]首[shou]日[ri]全[quan]部[bu]迎[ying]来[lai]开[kai]门[men]红[hong]。

天[tian]风[feng]证[zheng]券[quan]的[de]策[ce]略[lue]观[guan]点[dian]认[ren]为[wei],对[dui]于[yu]海[hai]外[wai]市[shi]场[chang],目[mu]前[qian]有[you]两[liang]大[da]不[bu]确[que]定[ding]因[yin]素[su]:一[yi]是[shi]美[mei]国[guo]第[di]二[er]轮[lun]财[cai]政[zheng]刺[ci]激[ji]法[fa]案[an]的[de]落[luo]地[di]时[shi]间[jian]和[he]力[li]度[du],主[zhu]要[yao]是[shi]影[ying]响[xiang]利[li]率[lv]与[yu]估[gu]值[zhi]水[shui]平[ping];二[er]是[shi]美[mei]国[guo]最[zui]终[zhong]大[da]选[xuan]结[jie]果[guo],不[bu]同[tong]的[de]财[cai]税[shui]政[zheng]策[ce]主[zhu]张[zhang]将[jiang]较[jiao]大[da]影[ying]响[xiang]企[qi]业[ye]盈[ying]利[li],特[te]别[bie]是[shi]科[ke]技[ji]企[qi]业[ye]。该[gai]机[ji]构[gou]认[ren]为[wei],在[zai]月[yue]大[da]选[xuan]落[luo]地[di]之[zhi]前[qian],这[zhe]些[xie]不[bu]确[que]定[ding]性[xing]都[du]较[jiao]难[nan]预[yu]判[pan],市[shi]场[chang]的[de]风[feng]险[xian]偏[pian]好[hao]大[da]概[gai]率[lv]仍[reng]会[hui]受[shou]到[dao]压[ya]制[zhi]。对[dui]于[yu]A股[gu]来[lai]说[shuo],在[zai]这[zhe]段[duan]时[shi]间[jian],流[liu]动[dong]性[xing]有[you]一[yi]定[ding]冲[chong]击[ji](外[wai]资[zi]较[jiao]难[nan]持[chi]续[xu]流[liu]入[ru]),市[shi]场[chang]波[bo]动[dong]加[jia]大[da],高[gao]估[gu]值[zhi]方[fang]向[xiang]也[ye]会[hui]受[shou]到[dao]抑[yi]制[zhi]。

国[guo]内[na]基[ji]本[ben]面[mian]方[fang]面[mian],天[tian]风[feng]证[zheng]券[quan]认[ren]为[wei],经[jing]济[ji]修[xiu]复[fu]向[xiang]着[zhou]乐[le]观[guan]的[de]方[fang]向[xiang]发[fa]展[zhan]。在[zai]盈[ying]利[li]继[ji]续[xu]修[xiu]复[fu]的[de]背[bei]景[jing]下[xia](基[ji]数[shu]作[zuo]用[yong]下[xia],盈[ying]利[li]至[zhi]少[shao]回[hui]升[sheng]至[zhi]明[ming]年[nian]上[shang]半[ban]年[nian]),市[shi]场[chang]系[xi]统[tong]性[xing]风[feng]险[xian]不[bu]大[da]。

国[guo]内[na]流[liu]动[dong]性[xing]方[fang]面[mian],该[gai]机[ji]构[gou]认[ren]为[wei],宏[hong]观[guan]流[liu]动[dong]性[xing]随[sui]经[jing]济[ji]改[gai]善[shan]开[kai]始[shi]收[shou]紧[jin],微[wei]观[guan]流[liu]动[dong]性[xing]月[yue]之[zhi]后[hou]也[ye]边[bian]际[ji]走[zou]弱[ruo]。流[liu]动[dong]性[xing]边[bian]际[ji]收[shou]紧[jin]不[bu]改[gai]变[bian]盈[ying]利[li]修[xiu]复[fu]趋[qu]势[shi],但[dan]制[zhi]约[yue]估[gu]值[zhi]的[de]扩[kuo]张[zhang](冲[chong]击[ji]高[gao]估[gu]值[zhi]板[ban]块[kuai])。

总[zong]的[de]来[lai]说[shuo],天[tian]风[feng]证[zheng]券[quan]认[ren]为[wei],流[liu]动[dong]性[xing]收[shou]紧[jin]、外[wai]围[wei]不[bu]确[que]定[ding]性[xing]加[jia]大[da],目[mu]前[qian]来[lai]看[kan]仍[reng]不[bu]改[gai]变[bian]A股[gu]盈[ying]利[li]修[xiu]复[fu]趋[qu]势[shi],系[xi]统[tong]性[xing]风[feng]险[xian]不[bu]大[da],但[dan]市[shi]场[chang]估[gu]值[zhi]扩[kuo]张[zhang]受[shou]到[dao]抑[yi]制[zhi]。

原标题:

A股“开门红”稳了?假期全球涨声一片,港股科技股爆拉,美股无惧利空也大涨

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