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恩嗯
2021-07-01
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券商7月金股出炉!哪些个股收获点名最多?
恩嗯
2021-06-24
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开盘:恒指高开0.17%, 新东方涨超5%
恩嗯
2021-05-19
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2021-05-16
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}\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券商7月金股出炉!哪些个股收获点名最多?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 11:25 北京时间 <a href=https://www.yicai.com/news/101097403.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>机构指出,7月指数将持续震荡,随着中报行情展开,业绩为王,高景气成长是最小阻力方向,主题机会关注旺季线索。\n\n6月A股市场呈现窄幅震荡走势,科技股热点贯穿全月,7月如何寻找机会?截至6月30日,有14家券商公布了7月月度投资组合,涉及非银、电气、轻工、机械、化工、家电等多个领域。\n\n哪些个股收获点名最多?\n据不完全统计,在各家券商的“金股”名单中,获机构推荐次数最多的依旧是“券商茅”东方财富,共...</p>\n\n<a href=\"https://www.yicai.com/news/101097403.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://www.yicai.com/news/101097403.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144302321","content_text":"机构指出,7月指数将持续震荡,随着中报行情展开,业绩为王,高景气成长是最小阻力方向,主题机会关注旺季线索。\n\n6月A股市场呈现窄幅震荡走势,科技股热点贯穿全月,7月如何寻找机会?截至6月30日,有14家券商公布了7月月度投资组合,涉及非银、电气、轻工、机械、化工、家电等多个领域。\n\n哪些个股收获点名最多?\n据不完全统计,在各家券商的“金股”名单中,获机构推荐次数最多的依旧是“券商茅”东方财富,共获得5家券商的推荐,该股6月月内累计涨3.11%,最新收盘价为32.79元。\n此外,药明康德获得国泰君安、兴业证券、浙商证券3家券商的推荐。该股6月内涨幅明显,达12.62%,最新收盘价为156.59元。\n从涨跌幅来看,获两家及以上券商推荐的个股中,港股爱帝宫涨幅最大,该股6月内大涨65.75%,最新收盘价为1.21港元;跌幅最大的是泸州老窖,6月内跌超14%,报235.94元。\n\n后市怎么走?\n展望后市,券商普遍表示,7月股市将持续震荡,而中报行情将成为市场亮点。\n华金证券指出,7月份扰动增加,震荡恐将加剧,但在海内外流动性预期暂时好转背景下,结构性行情有望延续。\n浙商证券也指出,7月指数将持续震荡,随着中报行情展开,业绩为王,高景气成长是最小阻力方向,主题机会关注旺季线索。\n银河证券认为,7月是中报及中报预告披露期,业绩高增长主导结构性机会。经济金融环境暂维持相对利好权益资产,但是A股市场已反弹至高位,增量资金进场缓慢,后续需谨慎追涨,适当降低预期。\n西南证券也认为,经过前期的快速上涨,同时随着中报陆陆续续公布,中报行情有望迎来业绩兑现期,需要适当转向防御,以巩固前期的上涨成果。\n哪些行业最受青睐?\n配置方向上,券商依旧看好顺周期板块未来行情,计算机、医药、新能源等成长板块也受到券商关注,此外,关注中报业绩高增长主线。\n开源证券研报指出,周期股的重定价时刻正在来临,当投资者认识到供给约束的持续性与通胀并非短期,那么在业绩持续验证下,周期股的长期盈利能力将在全市场内显得极具性价比。同时,环境的变化也正在扭转高杠杆经营公司长期的不利地位。开始重新把前期回调较多,受到市场约束较多的成长型周期股纳入到推荐中。\n兴业证券研报称,成长仍是主旋律但是要立足性价比,中报行情可布局绩优股。成长板块围绕4条主线,找长期性价比合适的机会:\n\n 1、AIoT(计算机、通信、电子);\n\n\n 2、医药(医疗器械、医疗服务);\n\n\n 3、新能源链条(新能源材料、锂电设备、汽车、智能驾驶);\n\n\n 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09:22","market":"sh","language":"zh","title":"开盘:恒指高开0.17%, 新东方涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171242956","media":"老虎资讯综合","summary":"6月24日讯,港股三大指数高开,恒指涨0.17%报28865点,国指涨0.14%报10688点,恒生科技指数涨0.32%报8045点。盘面上,光伏股强势,福莱特玻璃高开5%,信义玻璃、信义光能等均上涨","content":"<p>6月24日讯,港股三大指数高开,恒指涨0.17%报28865点,国指涨0.14%报10688点,恒生科技指数涨0.32%报8045点。<img src=\"https://static.tigerbbs.com/bf14c488539ead32bc20f4d3e1881261\" tg-width=\"840\" tg-height=\"470\">盘面上,光伏股强势,<a href=\"https://laohu8.com/S/06865\">福莱特玻璃</a>高开5%,<a href=\"https://laohu8.com/S/00868\">信义玻璃</a>、<a href=\"https://laohu8.com/S/00968\">信义光能</a>等均上涨;教育、医药板块涨幅居前,新东方涨超5%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念股、啤酒股、物管股、汽车股普遍上扬,<a href=\"https://laohu8.com/S/601598\">中国外运</a>、<a href=\"https://laohu8.com/S/01308\">海丰国际</a>等皆高开;大型科技股普涨,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超1%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>小幅上涨;体育用品股涨跌不一,安踏低开逾1%,昨日曾创历史新高;航空股、濠赌股走低明显。</p>\n<p><a href=\"https://laohu8.com/S/01478\">丘钛科技</a>涨近3%,分拆昆山丘钛微电子向深交所创业板提交上市申请。</p>","collect":0,"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>开盘:恒指高开0.17%, 新东方涨超5%</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{ 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}\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开盘:恒指高开0.17%, 新东方涨超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-24 09:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月24日讯,港股三大指数高开,恒指涨0.17%报28865点,国指涨0.14%报10688点,恒生科技指数涨0.32%报8045点。<img src=\"https://static.tigerbbs.com/bf14c488539ead32bc20f4d3e1881261\" tg-width=\"840\" tg-height=\"470\">盘面上,光伏股强势,<a href=\"https://laohu8.com/S/06865\">福莱特玻璃</a>高开5%,<a href=\"https://laohu8.com/S/00868\">信义玻璃</a>、<a href=\"https://laohu8.com/S/00968\">信义光能</a>等均上涨;教育、医药板块涨幅居前,新东方涨超5%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念股、啤酒股、物管股、汽车股普遍上扬,<a href=\"https://laohu8.com/S/601598\">中国外运</a>、<a href=\"https://laohu8.com/S/01308\">海丰国际</a>等皆高开;大型科技股普涨,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超1%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>小幅上涨;体育用品股涨跌不一,安踏低开逾1%,昨日曾创历史新高;航空股、濠赌股走低明显。</p>\n<p><a href=\"https://laohu8.com/S/01478\">丘钛科技</a>涨近3%,分拆昆山丘钛微电子向深交所创业板提交上市申请。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{"159938":"医药","513600":"恒生指数ETF","02833":"恒指ETF","09939":"开拓药业-B","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171242956","content_text":"6月24日讯,港股三大指数高开,恒指涨0.17%报28865点,国指涨0.14%报10688点,恒生科技指数涨0.32%报8045点。盘面上,光伏股强势,福莱特玻璃高开5%,信义玻璃、信义光能等均上涨;教育、医药板块涨幅居前,新东方涨超5%,特斯拉概念股、啤酒股、物管股、汽车股普遍上扬,中国外运、海丰国际等皆高开;大型科技股普涨,阿里巴巴涨超1%,百度、美团、腾讯小幅上涨;体育用品股涨跌不一,安踏低开逾1%,昨日曾创历史新高;航空股、濠赌股走低明显。\n丘钛科技涨近3%,分拆昆山丘钛微电子向深交所创业板提交上市申请。","news_type":1},"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194585404,"gmtCreate":1621386979608,"gmtModify":1704356765374,"author":{"id":"3583575014073252","authorId":"3583575014073252","name":"恩嗯","avatar":"https://static.tigerbbs.com/a6e63e165d75d83d76b2bddad2635952","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"66666","listText":"66666","text":"66666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194585404","repostId":"1101398960","repostType":4,"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192905670,"gmtCreate":1621134464990,"gmtModify":1704353196901,"author":{"id":"3583575014073252","authorId":"3583575014073252","name":"恩嗯","avatar":"https://static.tigerbbs.com/a6e63e165d75d83d76b2bddad2635952","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666666","listText":"666666","text":"666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192905670","repostId":"1144988792","repostType":4,"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":194585404,"gmtCreate":1621386979608,"gmtModify":1704356765374,"author":{"id":"3583575014073252","authorId":"3583575014073252","name":"恩嗯","avatar":"https://static.tigerbbs.com/a6e63e165d75d83d76b2bddad2635952","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"66666","listText":"66666","text":"66666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194585404","repostId":"1101398960","repostType":4,"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158025678,"gmtCreate":1625115129294,"gmtModify":1703736469341,"author":{"id":"3583575014073252","authorId":"3583575014073252","name":"恩嗯","avatar":"https://static.tigerbbs.com/a6e63e165d75d83d76b2bddad2635952","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"8888","listText":"8888","text":"8888","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158025678","repostId":"1144302321","repostType":4,"repost":{"id":"1144302321","pubTimestamp":1625109902,"share":"https://www.laohu8.com/m/news/1144302321?lang=&edition=full","pubTime":"2021-07-01 11:25","market":"sh","language":"zh","title":"券商7月金股出炉!哪些个股收获点名最多?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144302321","media":"第一财经","summary":"机构指出,7月指数将持续震荡,随着中报行情展开,业绩为王,高景气成长是最小阻力方向,主题机会关注旺季线索。\n\n6月A股市场呈现窄幅震荡走势,科技股热点贯穿全月,7月如何寻找机会?截至6月30日,有14","content":"<div>\n<p>机构指出,7月指数将持续震荡,随着中报行情展开,业绩为王,高景气成长是最小阻力方向,主题机会关注旺季线索。\n\n6月A股市场呈现窄幅震荡走势,科技股热点贯穿全月,7月如何寻找机会?截至6月30日,有14家券商公布了7月月度投资组合,涉及非银、电气、轻工、机械、化工、家电等多个领域。\n\n哪些个股收获点名最多?\n据不完全统计,在各家券商的“金股”名单中,获机构推荐次数最多的依旧是“券商茅”东方财富,共...</p>\n\n<a href=\"https://www.yicai.com/news/101097403.html\">Web Link</a>\n\n</div>\n","source":"dyvj","collect":0,"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>券商7月金股出炉!哪些个股收获点名最多?</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券商7月金股出炉!哪些个股收获点名最多?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 11:25 北京时间 <a href=https://www.yicai.com/news/101097403.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>机构指出,7月指数将持续震荡,随着中报行情展开,业绩为王,高景气成长是最小阻力方向,主题机会关注旺季线索。\n\n6月A股市场呈现窄幅震荡走势,科技股热点贯穿全月,7月如何寻找机会?截至6月30日,有14家券商公布了7月月度投资组合,涉及非银、电气、轻工、机械、化工、家电等多个领域。\n\n哪些个股收获点名最多?\n据不完全统计,在各家券商的“金股”名单中,获机构推荐次数最多的依旧是“券商茅”东方财富,共...</p>\n\n<a href=\"https://www.yicai.com/news/101097403.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://www.yicai.com/news/101097403.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144302321","content_text":"机构指出,7月指数将持续震荡,随着中报行情展开,业绩为王,高景气成长是最小阻力方向,主题机会关注旺季线索。\n\n6月A股市场呈现窄幅震荡走势,科技股热点贯穿全月,7月如何寻找机会?截至6月30日,有14家券商公布了7月月度投资组合,涉及非银、电气、轻工、机械、化工、家电等多个领域。\n\n哪些个股收获点名最多?\n据不完全统计,在各家券商的“金股”名单中,获机构推荐次数最多的依旧是“券商茅”东方财富,共获得5家券商的推荐,该股6月月内累计涨3.11%,最新收盘价为32.79元。\n此外,药明康德获得国泰君安、兴业证券、浙商证券3家券商的推荐。该股6月内涨幅明显,达12.62%,最新收盘价为156.59元。\n从涨跌幅来看,获两家及以上券商推荐的个股中,港股爱帝宫涨幅最大,该股6月内大涨65.75%,最新收盘价为1.21港元;跌幅最大的是泸州老窖,6月内跌超14%,报235.94元。\n\n后市怎么走?\n展望后市,券商普遍表示,7月股市将持续震荡,而中报行情将成为市场亮点。\n华金证券指出,7月份扰动增加,震荡恐将加剧,但在海内外流动性预期暂时好转背景下,结构性行情有望延续。\n浙商证券也指出,7月指数将持续震荡,随着中报行情展开,业绩为王,高景气成长是最小阻力方向,主题机会关注旺季线索。\n银河证券认为,7月是中报及中报预告披露期,业绩高增长主导结构性机会。经济金融环境暂维持相对利好权益资产,但是A股市场已反弹至高位,增量资金进场缓慢,后续需谨慎追涨,适当降低预期。\n西南证券也认为,经过前期的快速上涨,同时随着中报陆陆续续公布,中报行情有望迎来业绩兑现期,需要适当转向防御,以巩固前期的上涨成果。\n哪些行业最受青睐?\n配置方向上,券商依旧看好顺周期板块未来行情,计算机、医药、新能源等成长板块也受到券商关注,此外,关注中报业绩高增长主线。\n开源证券研报指出,周期股的重定价时刻正在来临,当投资者认识到供给约束的持续性与通胀并非短期,那么在业绩持续验证下,周期股的长期盈利能力将在全市场内显得极具性价比。同时,环境的变化也正在扭转高杠杆经营公司长期的不利地位。开始重新把前期回调较多,受到市场约束较多的成长型周期股纳入到推荐中。\n兴业证券研报称,成长仍是主旋律但是要立足性价比,中报行情可布局绩优股。成长板块围绕4条主线,找长期性价比合适的机会:\n\n 1、AIoT(计算机、通信、电子);\n\n\n 2、医药(医疗器械、医疗服务);\n\n\n 3、新能源链条(新能源材料、锂电设备、汽车、智能驾驶);\n\n\n 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