周期股全线杀跌！医药股掀起涨停潮！谁是下一个热点？

中国证券报2021-05-13

5月13日早盘，近期持续霸屏的股期联动上涨行情瓦解，机构重仓股趁势崛起。具体而言，今日，煤焦、矿钢类期货盘初延续涨势，盘中多数转跌；而A股市场上，钢铁、有色金属、采掘等顺周期板块全线杀跌。与此同时，医药生物、国防军工、通信等机构资金前期重仓的板块纷纷走强，助力三大指数拉升，创业板指一度翻红。 Wind数据显示，截至午间收盘，上证指数、深证成指、创业板指分别跌0.74%、0.59%、0.22%。 ...

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跌跌撞撞不放弃
2021-05-13
跌跌撞撞不放弃
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Ryan Lau
2021-05-13
Ryan Lau
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Pharmaceutical stocks set off a daily limit! Who is the next hot spot?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f951990e5d8300a055b6c1fc8967cda9","symbols_score_info":{"159938":0.9,"399001":0.9,"399006":0.9,"000001.SH":0.9,"09939":0.9},"content_text":"5月13日早盘，近期持续霸屏的股期联动上涨行情瓦解，机构重仓股趁势崛起。\n具体而言，今日，煤焦、矿钢类期货盘初延续涨势，盘中多数转跌；而A股市场上，钢铁、有色金属、采掘等顺周期板块全线杀跌。与此同时，医药生物、国防军工、通信等机构资金前期重仓的板块纷纷走强，助力三大指数拉升，创业板指一度翻红。\nWind数据显示，截至午间收盘，上证指数、深证成指、创业板指分别跌0.74%、0.59%、0.22%。\n中证君注意到，医药生物、国防军工以及科技类板块近期走势反复。当前顺周期行情是否宣告结束？谁是下一个热点？\n股期联动上涨行情瓦解\n近期持续霸屏的股期联动上涨行情瓦解。\n今日早盘，国内商品期货市场上，煤焦、矿钢类期货盘初延续涨势，盘中多数转跌。截至午间收盘，铁矿石期货主力合约大跌逾6%。\n\n来源：文华财经\nA股市场上，钢铁、有色金属、采掘等顺周期板块大幅低开，随后低位震荡。截至午间收盘，钢铁、有色金属、采掘板块携手领跌申万一级28个行业板块，分别跌4.15%、2.94%、3.04%。\n\n来源：Wind\n近期涨势强劲的重庆钢铁、酒钢宏兴半日跌逾7%；潞安环能盘中触及跌停，半日大跌逾9%；山西焦煤跌逾8%。\n\n来源：Wind\n在股吧中，有刚布局相关股票的投资者直呼被“活埋”。\n\n来源：股吧\n另外，当地时间5月12日，美股市场上美国钢铁大跌逾8%。\n\n来源：Wind\n前期机构重仓股趁势而起\n在顺周期板块全线杀跌的同时，前期热门的医药生物、国防军工、通信等板块趁势而起，助力三大指数跌幅缩窄。\nWind数据显示，截至午间收盘，医药生物、国防军工、通信板块分别涨1.11%、0.71%、0.43%，涨幅位列申万一级行业板块前三。\n\n来源：Wind\n医药生物板块掀起涨停潮，吉药控股、新光药业、圣济堂、宜华健康、北大医药等15只个股涨停。\n\n来源：Wind\n国防军工板块中，亚光科技盘中触及涨停。\n\n来源：Wind\n通信板块中，深桑达A涨停，*ST邦讯大涨逾14%。\n\n来源：Wind\n券商看好“周期+金融”\n中证君注意到，医药生物、国防军工以及科技类板块近期走势反复。当前顺周期行情是否宣告结束？谁又能成为下一个热点？\n在开源证券首席策略分析师牟一凌看来，趋势交易者对2016年以来的定价逻辑已经演绎到了极致并遭遇了重挫，市场“新共识”尚未完全建立。前期核心资产可能会在反弹中面临居民负债端赎回的持续压力。\n牟一凌认为，一方面，基于ROE视角的收益率预测，整体机遇集中于价值风格中的周期与金融板块；另一方面，基于出口、制造业、全球供应链的变局，在全球产业链的重塑过程中，出口高景气有望持续，相关中国企业将面临更多机遇。\n国信证券经济研究所首席策略分析师燕翔认为，A股春节后至今调整时间已基本到位，二季度后市场短期看会出现今年第二波主升浪行情。\n对于大宗商品价格，燕翔认为，当今本轮全球经济复苏方兴未艾，国内经济复苏进程也还没走完，预计大宗商品价格上涨将持续到四季度。对于企业而言，通胀具有两面性，其在抬升利率的同时也会增加企业盈利，而且后者影响更大，往往大宗商品价格上涨对企业盈利促进作用更强。\n对于后市配置，燕翔认为，中国优势竞争企业依然是长期投资方向，其不会受通胀和流动性变化太大影响，短期通胀交易机会可关注周期和金融。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":191554554,"gmtCreate":1620893304078,"gmtModify":1704350010346,"author":{"id":"3579294296741748","authorId":"3579294296741748","name":"跌跌撞撞不放弃","avatar":"https://static.tigerbbs.com/11403b5231065b7d4e4b643953d796a0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3579294296741748","authorIdStr":"3579294296741748"},"htmlText":"6666","listText":"6666","text":"6666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191554554","repostId":1145497642,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":191534767,"gmtCreate":1620888150659,"gmtModify":1704349943384,"author":{"id":"3581557349980222","authorId":"3581557349980222","name":"Ryan Lau","avatar":"https://static.tigerbbs.com/26e31c8a1ae031b5f4299991fffdd5b6","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3581557349980222","authorIdStr":"3581557349980222"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191534767","repostId":1145497642,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":9,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1145497642"}