科技股全面暴涨，怎么才能吃肉？（附名单）

原来是凌乐2021-06-23

今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆发期的感觉。果然，还是我熟悉的A股，一顿上涨猛如虎，回头一看，大盘涨了0.25。现在股市的分化非常明显，中国平安、万科、美的这些大盘蓝筹股天天创新低，半导体、新能源汽车和科技股却连续上涨，而且都是...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

连城诀
2021-06-24
连城诀
科技股
洲际游
2021-06-23
洲际游
科技成長股
- 洲际游:
  科技成长股
IvySim
2021-06-23
IvySim
how
peter210
2021-06-23
peter210
科技成長股

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1174176610?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","is_english":false,"pubTime":"2021-06-23 17:26","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1174176610","market":"sh","top_or_hot":-1,"title":"科技股全面暴涨，怎么才能吃肉？（附名单）","media":"原来是凌乐","content":"<div>\n<p>今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆发期的感觉。\n\n果然，还是我熟悉的A股，一顿上涨猛如虎，回头一看，大盘涨了0.25。现在股市的分化非常明显，中国平安、万科、美的这些大盘蓝筹股天天创新低，半导体、新能源汽车和科技股却连续上涨，而且都是...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ\">Source Link</a>\n\n</div>\n","source":"lsy1570673087328","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>科技股全面暴涨，怎么才能吃肉？（附名单）</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n科技股全面暴涨，怎么才能吃肉？（附名单）\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 17:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ><strong>原来是凌乐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆发期的感觉。\n\n果然，还是我熟悉的A股，一顿上涨猛如虎，回头一看，大盘涨了0.25。现在股市的分化非常明显，中国平安、万科、美的这些大盘蓝筹股天天创新低，半导体、新能源汽车和科技股却连续上涨，而且都是...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TTTN","symbol_name":"老虎中美互联网巨头ETF","start_time":0,"source_url":"https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ","article_id":"1174176610","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1174176610","pubTimestamp":1624440360,"sourceInfo":{"source_id":"lsy1570673087328","name":"原来是凌乐"},"weMediaInfo":null,"summary":"今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指"},"translate_title":"Technology stocks have soared in an all-round way. How can we eat meat? (List attached)","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7444928cef21b284fbf2fcc15fdf9f91","symbols_score_info":{"03086":0.9,"QNETCN":0.9,"TTTN":0.9},"content_text":"今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆发期的感觉。\n\n果然，还是我熟悉的A股，一顿上涨猛如虎，回头一看，大盘涨了0.25。现在股市的分化非常明显，中国平安、万科、美的这些大盘蓝筹股天天创新低，半导体、新能源汽车和科技股却连续上涨，而且都是暴涨，20cm的涨停也是不在少数，更离谱的东鹏特饮、三峡能源更是连续封板，当真是选好了吃肉，选差了挨打，还好，我最近的持仓都是市场热门概念，没有挨打。\n在今天科技股暴涨之后，科技股牛市的呼声再起，大家最大的疑问就是科技股牛市真的来了吗？哪些才是真正的科技股？我们又该如何选股？\n本文，我们就来聊聊当下最火的科技股概念。\n01、什么是科技股？\n一说到科技股，大家就以为是在说半导体和芯片，其实科技股是一个大类，既包含5G、云服务这类软件和信息类机构，又包含计算机、机器人这类硬件公司，甚至还包含一些互联网公司，简单来说，就是产品和服务具有高技术含量的企业。\n但是在股市，不同时期都有代表性的科技股，回顾A股历史，一共有五轮科技股浪潮，第一轮炒作的是苹果产业链、第二轮是移动互联网，第三轮是互联网+，第四轮是半导体，第五轮是5G产业链，所以科技股没有确定的概念，只有最适合当下的概念。\n\n那当前最火热的科技股概念是什么？\n咱们直接看涨幅榜就知道了，查询最近20日概念板块涨幅榜，涨幅最大的就是鸿蒙、半导体、光刻胶和集成电路，很明显，鸿蒙和半导体就是当下最火热的科技股概念。\n\n但是光看近20日的涨幅榜还不够，如果当真是科技股的牛市，周期就要看得更远，于是我统计了一下从2020年初到现在的板块涨幅榜，你会发现涨幅最大的板块基本全都是科技股，服务机器人、太阳能、电池、化学材料这些板块，都是当前市场炒作最热门的科技股概念，而汽车整车和半导体，无疑是炒作的龙头。\n\n这里不得不说一下新能源汽车板块，这个板块理论上也应当划分到科技股的范畴之中，而不是传统工业，因为新能源汽车产业链中的自动驾驶、电池、驾驶辅助系统等都属于科技股，而新能源汽车也属于新物种，从市场估值来看，新能源汽车好多个股市盈率超过百倍，明显就是科技股的估值。\n所以，这一轮科技股行情，就是在半导体和新能源汽车的带动之下，偶尔炒作服务机器人、电池、新材料和航天装备这些板块，它们才是当前的科技股。\n02、为什么炒作科技股？\n我认为，科技股的炒作逻辑有三个\n一：产业政策倾斜\n从2019年开始，政策就给科技股一路开绿灯，先是专门建立了科创板，方便8类科技企业直接融资，不用排队；再是放宽创业板融资门槛，给那些不是纯粹科技股的企业进一步融资的机会\n公开数据显示，中国2018年在科技方面的研发投入金额约2万亿，每年都以两位数增长，中国正处于科技兴国的快车道。\n二：市场资金涌入\n我A股的真主力其实只有两个，基金和外资。\n近期双创50ETF上市，普通投资者借道基金入场科创板的渠道就更多了，没有散户的科创板是没有灵魂的，散户过多的创业板是混乱的，有了双创50基金，散户也能跟随吃肉又不至于扰乱市场，完美。\n而且我统计了一下，最近一年新发基金的审核明显偏向于科技类基金，官方在有意引导资金的流向，限制资金流向传统行业，大家都知道，基金就代表了购买力，发行得越多，那个主题必将持续走高。\n而且近期北向资金加仓科技股的趋势也非常明显，尽管持股总量还比较少，但外资确实在加仓科技类股票。\n在散户、基金和外资的三重驱动下，近期科创50指数连续大涨，涨幅远高于主板。\n三：行业利润的崛起\n下图我统计了一下科技股板块2021年Q1净利润环比增幅，要知道，大多数企业都是有经营周期的，因为过年假期因素，一般Q1都是销量淡季，全行业平均净利润增幅为-12%，但是这些科技股净利润都是翻倍式的增长，增幅非常恐怖。\n\n在这种业绩增幅之下，只要能保证业绩持续增长，再高的估值也会被迅速消化。所以，在政策倾斜、国产替代和行业崛起的三大风口之下，科技股俨然已是拉不回头的牛，市场仍有较大投资空间。\n03、如何筛选科技股？\n在科技股连续大涨之后，如果接盘了没有基本面支撑的个股，很容易踩雷，所以我们在选股方面得相当谨慎。\n上一篇文章我在讲成长股的时候，总觉得有某个地方缺失了，后来一想才知道，其实我真正看好的是科技类成长股，并不是周期类成长股，两者有本质的区别。\n科技类成长股是在技术升级的基础上，产生新的市场需求，或者以前是国外进口的科技产品现在转为国内自产，业绩就能持续增长；\n而周期类成长股可能是因为去年疫情导致需求下降，今年经济回复，导致短期业绩暴增，造成业绩增长的错觉，其实持续性并不强，很容易产生价值投资陷阱，例如当下的中国平安、万科、美的等企业，利润和营收都在增长，就是股价跌跌不休，存在明显的价值投资陷阱。\n所以，我们本次选股，就是在上一篇成长股的基础上，筛选出以上几个板块的个股，此时建议各位回顾一下上文《账户重回新高，下半年重点关注这些股！》，最后我给出了一个70支个股的名单，此时我们就在这70支个股中筛选出当前的热门科技股。\n我筛选之后，发现只有5、6支可选，范围有些小了，就不放在文章中了，各位如果想参考一下的话，在对话框回复“科技成长股”五个字，就有我选出来的名单了。\n我看了一下我筛选出来的个股，前期涨幅都还挺大的，使用的数据都是2021年Q1的数据，要是那个时候就采用这种选股法多好，颇有直拍大腿错过了的感觉。\n股市行情越是火热，大家越要擦亮眼睛，据我观察，短期涨幅最大的个股大概率不是基本面最好的，相反，基本面越差可能涨幅越大，但这绝不是我们去选垃圾股的理由，长期来看，只有那些业绩持续向好，利润增速不断提高的企业，才能不断突破前高，即使短线被套，回血的速度也会很快。\n不要今天因为看到科技股吃肉，就盲目追高，还是重视一下基本面。","kind":null,"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":121202377,"gmtCreate":1624464202299,"gmtModify":1703837648808,"author":{"id":"3585687943919508","authorId":"3585687943919508","name":"连城诀","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585687943919508","authorIdStr":"3585687943919508"},"htmlText":"科技股","listText":"科技股","text":"科技股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121202377","repostId":1174176610,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":121311765,"gmtCreate":1624453609357,"gmtModify":1703837124273,"author":{"id":"3548959997306197","authorId":"3548959997306197","name":"洲际游","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3548959997306197","authorIdStr":"3548959997306197"},"htmlText":"科技成長股","listText":"科技成長股","text":"科技成長股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/121311765","repostId":1174176610,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4976056,"gmtCreate":1624453771960,"gmtModify":1663229815445,"authorId":3548959997306197,"author":{"id":3548959997306197,"idStr":"3548959997306197","authorId":3548959997306197,"name":"洲际游","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":121311765,"type":1,"supId":0,"prevId":0,"content":"<p>科技成长股</p>","text":"<p>科技成长股</p>","html":"<p>科技成长股</p>"}],"langContent":"CN"},{"id":121006293,"gmtCreate":1624442303812,"gmtModify":1703836803227,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579811671570199","authorIdStr":"3579811671570199"},"htmlText":"how","listText":"how","text":"how","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121006293","repostId":1174176610,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":121000254,"gmtCreate":1624442083778,"gmtModify":1703836796055,"author":{"id":"3581651168792935","authorId":"3581651168792935","name":"peter210","avatar":"https://static.tigerbbs.com/a110fc1d1c848779c19343d02784788c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581651168792935","authorIdStr":"3581651168792935"},"htmlText":"科技成長股","listText":"科技成長股","text":"科技成長股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121000254","repostId":1174176610,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":14,"commentSize":4,"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":"4.29.2","shortVersion":"4.29.2","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/1174176610"}