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主题机会“串烧”移动互联(图)

来源: 南方日报网络版     时间: 2019年02月22日 16:08:06
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(  上)(周)(,大)(盘)(继)(续)(疲)(软)(。不)(过)(,热)(点)(并)(不)(少)(,油)(气)(改)(革)(、民)(营)(医)(院)(、特)(斯)(拉)(、重)(组)(概)(念)(等)(等)(此)(起)(彼)(伏)(,给)(总)(体)(平)(静)(的)(市)(场)(带)(来)(不)(少)(生)(气)(。当)(然)(,市)(场)(的)(另)(一)(个)(隐)(忧)(在)(于)(,新)(股)(发)(行)(马)(上)(重)(启)(,股)(票)(供)(给)(格)(局)(将)(再)(次)(被)(打)(破)(。前)(期)(炒)(高)(的)(次)(新)(股)(也)(因)(此)(承)(压)(,于)(当)(周)(最)(后)(一)(个)(交)(易)(日)(集)(体)(跳)(水)(,板)(块)(指)(数)(下)(跌)(幅)(度)(达)(5.14%,仅)(天)(保)(重)(装)(、思)(美)(传)(媒)(、全)(通)(教)(育)(3只)(个)(股)(勉)(强)(收)(红)(。  表)(面)(看)(,上)(述)(油)(气)(改)(革)(、民)(营)(医)(院)(等)(“串)(烧)(”的)(主)(题)(机)(会)(似)(乎)(令)(人)(难)(以)(捕)(捉)(。但)(仔)(细)(琢)(磨)(则)(不)(难)(看)(出)(,不)(管)(是)(传)(统)(行)(业)(还)(是)(新)(兴)(产)(业)(,要)(在)(资)(本)(市)(场)(受)(到)(关)(注)(,大)(多)(都)(跟)(变)(革)(有)(关)(。要)(么)(是)(自)(我)(革)(命)(,要)(么)(是)(外)(界)(环)(境)(发)(生)(变)(化)(而)(不)(得)(不)(改)(革)(。不)(管)(怎)(么)(样)(,社)(会)(在)(变)(,资)(本)(市)(场)(的)(投)(资)(机)(会)(同)(样)(也)(在)(随)(之)(变)(化)(。  按)(照)(过)(去)(的)(思)(维)(,市)(场)(要)(么)(是)(牛)(市)(,要)(么)(是)(熊)(市)(。可)(是)(,这)(种)(看)(法)(当)(前)(已)(不)(合)(时)(宜)(。种)(种)(迹)(象)(表)(明)(,已)(不)(能)(单)(纯)(用)(牛)(市)(或)(熊)(市)(来)(概)(括)(市)(况)(。因)(为)(大)(盘)(涨)(时)(,依)(然)(有)(不)(少)(个)(股)(下)(跌)(;而)(大)(盘)(跌)(时)(,涨)(停)(的)(个)(股)(数)(仍)(然)(不)(少)(。这)(就)(说)(明)(,市)(场)(并)(不)(缺)(机)(会)(,也)(不)(乏)(风)(险)(。唯)(有)(认)(识)(到)(这)(点)(,才)(有)(可)(能)(抓)(住)(机)(会)(而)(有)(效)(规)(避)(风)(险)(。  先)(来)(看)(看)(市)(场)(的)(整)(体)(情)(况)(。上)(周)(,公)(开)(市)(场)(净)(回)(笼)(700亿)(元)(,少)(于)(市)(场)(预)(期)(,7天)(回)(购)(利)(率)(创)(近)(21个)(月)(新)(低)(,这)(给)(热)(点)(炒)(作)(提)(供)(了)(资)(金)(保)(证)(。此)(外)(,前)(一)(周)(A股)(开)(户)(数)(创)(下)(近)(一)(年)(内)(新)(高)(,连)(续)(两)(周)(突)(破)(17万)(,表)(明)(即)(便)(是)(当)(前)(较)(为)(低)(迷)(的)(行)(情)(,投)(资)(者)(的)(热)(情)(依)(然)(没)(有)(被)(浇)(灭)(。  另)(外)(,尚)(有)(两)(个)(事)(件)(值)(得)(期)(待)(,一)(是)(“两)(会)(”。从)(以)(往)(经)(验)(看)(,“两)(会)(”作)(为)(重)(要)(的)(政)(治)(事)(件)(,要)(么)(会)(前)(、会)(中)(或)(者)(会)(后)(在)(股)(市)(有)(体)(现)(。而)(这)(次)(会)(前)(和)(会)(中)(股)(市)(反)(应)(都)(较)(平)(静)(,不)(排)(除)(会)(后)(给)(市)(场)(带)(来)(惊)(喜)(。特)(别)(是)(当)(前)(市)(场)(普)(遍)(持)(有)(较)(弱)(期)(待)(时)(,上)(述)(情)(形)(更)(可)(能)(发)(生)(。二)(是)(美)(国)(标)(普)(指)(数)(屡)(创)(历)(史)(新)(高)(,表)(明)(外)(围)(股)(市)(仍)(不)(断)(走)(强)(,这)(给)(A股)(带)(来)(了)(不)(小)(希)(望)(。不)(过)(,话)(说)(回)(来)(,尽)(管)(市)(场)(整)(体)(环)(境)(是)(好)(的)(,但)(趋)(势)(性)(机)(会)(却)(难)(再)(现)(。除)(了)(前)(面)(讲)(到)(近)(期)(市)(场)(表)(现)(情)(况)(外)(,另)(一)(个)(重)(要)(因)(素)(是)(社)(会)(的)(变)(革)(在)(迫)(使)(各)(行)(各)(业)(纷)(纷)(转)(型)(。其)(中)(,互)(联)(网)(,特)(别)(是)(移)(动)(互)(联)(网)(,就)(是)(最)(强)(有)(力)(的)(催)(化)(剂)(。常)(说)(“转)(型)(无)(牛)(市)(”,但)(转)(型)(却)(能)(催)(生)(牛)(股)(。  从)(A股)(现)(实)(情)(况)(看)(,决)(定)(大)(盘)(走)(势)(的)(无)(疑)(是)(权)(重)(股)(,而)(权)(重)(股)(里)(面)(无)(非)(是)(银)(行)(、地)(产)(、钢)(铁)(、煤)(炭)(等)(传)(统)(行)(业)(。这)(些)(行)(业)(涵)(盖)(的)(个)(股)(大)(多)(是)(大)(盘)(股)(,转)(型)(需)(要)(较)(长)(时)(间)(,这)(是)(我)(们)(判)(断)(大)(盘)(难)(以)(出)(现)(趋)(势)(性)(机)(会)(的)(主)(要)(依)(据)(。尽)(管)(如)(此)(,市)(场)(仍)(将)(出)(现)(不)(少)(结)(构)(性)(机)(会)(。因)(为)(在)(高)(速)(变)(革)(的)(时)(代)(,新)(生)(事)(物)(不)(断)(出)(现)(,其)(强)(大)(的)(生)(命)(力)(将)(吸)(引)(资)(金)(争)(相)(追)(逐)(,股)(市)(当)(然)(也)(不)(会)(错)(过)(这)(种)(机)(会)(。  从)(上)(周)(活)(跃)(板)(块)(看)(,最)(大)(亮)(点)(是)(那)(些)(表)(现)(优)(异)(的)(板)(块)(大)(都)(跟)(互)(联)(网)(相)(关)(,比)(如)(特)(斯)(拉)(,除)(了)(跟)(新)(能)(源)(电)(池)(有)(关)(的)(个)(股)(有)(所)(表)(现)(外)(,其)(中)(一)(个)(亮)(点)(是)(车)(联)(网)(,即)(用)(车)(的)(智)(能)(化)(。而)(重)(组)(股)(方)(面)(,更)(是)(离)(不)(开)(互)(联)(网)(,如)(信)(息)(安)(全)(、智)(能)(建)(筑)(、网)(络)(游)(戏)(、在)(线)(教)(育)(等)(等)(。总)(体)(上)(看)(,只)(要)(牢)(牢)(抓)(住)(互)(联)(网)(,特)(别)(是)(移)(动)(互)(联)(网)(这)(一)(主)(线)(,捕)(捉)(到)(上)(述)(机)(会)(并)(不)(难)(。可)(以)(说)(,互)(联)(网)(,特)(别)(是)(移)(动)(互)(联)(网)(,将)(彻)(底)(改)(变)(人)(们)(的)(生)(活)(方)(式)(,渗)(透)(到)(人)(类)(社)(会)(生)(活)(的)(方)(方)(面)(面)(。甚)(至)(可)(以)(说)(,互)(联)(网)(,特)(别)(是)(移)(动)(互)(联)(网)(,从)(真)(正)(意)(义)(上)(使)(人)(类)(获)(得)(自)(由)(,使)(人)(类)(不)(必)(拘)(泥)(于)(地)(域)(的)(限)(制)(而)(从)(事)(社)(会)(活)(动)(,这)(一)(主)(题)(在)(未)(来)(很)(长)(一)(段)(时)(间)(都)(不)(会)(消)(亡)(。如)(果)(说)(大)(家)(对)(马)(斯)(洛)(的)(人)(类)(五)(项)(需)(求)(认)(同)(的)(话)(,那)(么)(这)(种)(看)(法)(也)(将)(被)(改)(变)(,人)(类)(的)(基)(本)(需)(求)(里)(面)(将)(要)(加)(上)(网)(络)(的)(需)(求)(。正)(是)(网)(络)(对)(人)(类)(的)(重)(要)(性)(,更)(加)(强)(了)(资)(本)(市)(场)(对)(互)(联)(网)(的)(高)(度)(关)(注)(。  市)(场)(的)(另)(一)(主)(题)(,当)(属)(政)(府)(的)(政)(策)(取)(向)(。从)(本)(届)(政)(府)(总)(理)(的)(首)(份)(报)(告)(看)(出)(,2014年)(经)(济)(社)(会)(发)(展)(的)(主)(要)(预)(期)(目)(标)(为)(国)(内)(生)(产)(总)(值)(增)(长)(7.5%左)(右)(,意)(味)(着)(GDP增)(速)(将)(继)(续)(降)(低)(。这)(也)(印)(证)(了)(我)(们)(之)(前)(的)(判)(断)(,即)(政)(策)(将)(进)(一)(步)(由)(之)(前)(的)(“重)(数)(量)(”向)(“重)(质)(量)(”转)(变)(。这)(里)(面)(的)(机)(会)(将)(着)(重)(体)(现)(在)(改)(革)(转)(型)(这)(一)(层)(面)(。也)(就)(是)(说)(,政)(策)(取)(向)(将)(大)(体)(决)(定)(投)(资)(方)(向)(。当)(然)(,政)(策)(取)(向)(也)(是)(有)(规)(律)(可)(循)(的)(,无)(非)(是)(为)(了)(解)(放)(生)(产)(力)(和)(发)(展)(生)(产)(力)(。也)(就)(是)(说)(,只)(要)(是)(能)(够)(解)(放)(生)(产)(力)(和)(发)(展)(生)(产)(力)(的)(改)(革)(,都)(将)(是)(大)(势)(所)(趋)(,资)(本)(市)(场)(也)(将)(有)(所)(体)(现)(。  总)(之)(,在)(接)(下)(来)(的)(行)(情)(里)(,投)(资)(者)(应)(当)(牢)(牢)(抓)(住)(互)(联)(网)(,特)(别)(是)(移)(动)(互)(联)(网)(和)(改)(革)(这)(两)(条)(主)(线)(,离)(开)(这)(两)(条)(主)(线)(,机)(会)(都)(可)(能)(难)(以)(把)(握)(。对)(上)(市)(公)(司)(而)(言)(,业)(绩)(固)(然)(重)(要)(。不)(过)(,我)(们)(从)(公)(开)(资)(料)(看)(到)(的)(业)(绩)(,都)(是)(过)(去)(的)(表)(现)(。而)(真)(正)(使)(公)(司)(能)(持)(续)(增)(长)(的)(,是)(其)(产)(品)(的)(竞)(争)(力)(和)(需)(求)(量)(。这)(两)(者)(决)(定)(于)(社)(会)(发)(展)(的)(需)(求)(,而)(我)(们)(目)(前)(处)(于)(高)(速)(变)(革)(的)(年)(代)(。因)(此)(说)(,我)(们)(的)(投)(资)(思)(维)(也)(不)(得)(不)(跟)(着)(社)(会)(的)(变)(化)(而)(变)(化)(了)(。(作)(者)(单)(位)(:五)(矿)(证)(券)()  作)(者)(:单)(位)(:五)(矿)(证)(券)(点)(击)(进)(入)(【股)(友)(会)(】参)(与)(讨)(论)(
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