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Red49
2022-09-06
k
@A带头大哥:放量上漲 還有幾點隱憂
Red49
2022-08-14
k
@Capital_Insights:Bridgewater Q2 Holdings: Bought Amazon, increased Google, Meta……
Red49
2022-07-26
k
@中指研究院:成都金地悅瀾道:五心服務,全方位營造美好生活
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還有幾點隱憂","htmlText":"今天大盤在晚間消息面偏向利好的刺激下,兩市大盤高開高走,上午大盤最高上攻到3238點附近,隨後因爲大盤面臨30日線下行的壓力出現回落,下午大盤稍作盤整以後,尾盤繼續上行,最終以大漲43個點報收,盤面上,兩市個股普漲,TOPCon電池、維生素、磷概念、固草甘膦、態電池、化肥、HLT電池、鈉電池等板塊漲幅靠前;雲遊戲、智慧政務、遠程辦公、數字貨幣、國資雲、雞肉、國產軟件等板塊跌幅靠前,兩市近70只個股漲停,沒有個股跌停,這是近期走勢最好的現象。創業板因爲寧德時代大跌引發以微漲報收,走勢弱於主板。 昨天下午收盤以後,我們發佈文章《明天大盤還有上漲的基因》分析大盤還有向上上攻3220點附近。但因爲昨天收盤以後,央行公佈降低外匯準備金的利好消息,今天大盤向上多反彈一段也是非常正常的,其走勢基本符合我們的分析。因爲降低外匯準備金,主要目的是防止人民幣過分貶值,也就是要讓人民幣升值,人民幣升值利好的當然就是相關的房地產、航空、有色等板塊,其實還利好造紙板塊,但今天造紙板塊走勢不強,市場還是缺乏一些反應。 今天漲幅靠前的板塊依然是圍繞歐洲能源問題展開,昨天主要上漲的是舊能源的煤炭、石油和天然氣等板塊,今天就切換到了相關的新能源,金晶科技、愛旭股份、鈞達股份等近20只光伏概念股走強,光伏本身有一定的利好和炒作邏輯,但因爲歐洲天然氣緊張,今天開始炒作化工、玻璃等板塊都有點過度炒作的嫌疑了!有研究指出,天然氣短缺將對化工產品生產造成雙重打擊,一爲生產過程將缺乏足夠的能源,二爲產品的製造將缺乏關鍵原料。所以,今天化工板塊漲幅靠前,紅寶麗、紅牆股份、渤海化學、瀘天化、四川美豐、廣濟藥業、兄弟科技等十餘股漲停。這些板塊的上漲從另外一個方面說明市場不缺資金,缺乏的還是炒作的題材,只要有炒作的機會,大家都會追漲。 技術上,今天大盤出現放量上漲,但大家要注意幾個現象:一是大盤上","listText":"今天大盤在晚間消息面偏向利好的刺激下,兩市大盤高開高走,上午大盤最高上攻到3238點附近,隨後因爲大盤面臨30日線下行的壓力出現回落,下午大盤稍作盤整以後,尾盤繼續上行,最終以大漲43個點報收,盤面上,兩市個股普漲,TOPCon電池、維生素、磷概念、固草甘膦、態電池、化肥、HLT電池、鈉電池等板塊漲幅靠前;雲遊戲、智慧政務、遠程辦公、數字貨幣、國資雲、雞肉、國產軟件等板塊跌幅靠前,兩市近70只個股漲停,沒有個股跌停,這是近期走勢最好的現象。創業板因爲寧德時代大跌引發以微漲報收,走勢弱於主板。 昨天下午收盤以後,我們發佈文章《明天大盤還有上漲的基因》分析大盤還有向上上攻3220點附近。但因爲昨天收盤以後,央行公佈降低外匯準備金的利好消息,今天大盤向上多反彈一段也是非常正常的,其走勢基本符合我們的分析。因爲降低外匯準備金,主要目的是防止人民幣過分貶值,也就是要讓人民幣升值,人民幣升值利好的當然就是相關的房地產、航空、有色等板塊,其實還利好造紙板塊,但今天造紙板塊走勢不強,市場還是缺乏一些反應。 今天漲幅靠前的板塊依然是圍繞歐洲能源問題展開,昨天主要上漲的是舊能源的煤炭、石油和天然氣等板塊,今天就切換到了相關的新能源,金晶科技、愛旭股份、鈞達股份等近20只光伏概念股走強,光伏本身有一定的利好和炒作邏輯,但因爲歐洲天然氣緊張,今天開始炒作化工、玻璃等板塊都有點過度炒作的嫌疑了!有研究指出,天然氣短缺將對化工產品生產造成雙重打擊,一爲生產過程將缺乏足夠的能源,二爲產品的製造將缺乏關鍵原料。所以,今天化工板塊漲幅靠前,紅寶麗、紅牆股份、渤海化學、瀘天化、四川美豐、廣濟藥業、兄弟科技等十餘股漲停。這些板塊的上漲從另外一個方面說明市場不缺資金,缺乏的還是炒作的題材,只要有炒作的機會,大家都會追漲。 技術上,今天大盤出現放量上漲,但大家要注意幾個現象:一是大盤上","text":"今天大盤在晚間消息面偏向利好的刺激下,兩市大盤高開高走,上午大盤最高上攻到3238點附近,隨後因爲大盤面臨30日線下行的壓力出現回落,下午大盤稍作盤整以後,尾盤繼續上行,最終以大漲43個點報收,盤面上,兩市個股普漲,TOPCon電池、維生素、磷概念、固草甘膦、態電池、化肥、HLT電池、鈉電池等板塊漲幅靠前;雲遊戲、智慧政務、遠程辦公、數字貨幣、國資雲、雞肉、國產軟件等板塊跌幅靠前,兩市近70只個股漲停,沒有個股跌停,這是近期走勢最好的現象。創業板因爲寧德時代大跌引發以微漲報收,走勢弱於主板。 昨天下午收盤以後,我們發佈文章《明天大盤還有上漲的基因》分析大盤還有向上上攻3220點附近。但因爲昨天收盤以後,央行公佈降低外匯準備金的利好消息,今天大盤向上多反彈一段也是非常正常的,其走勢基本符合我們的分析。因爲降低外匯準備金,主要目的是防止人民幣過分貶值,也就是要讓人民幣升值,人民幣升值利好的當然就是相關的房地產、航空、有色等板塊,其實還利好造紙板塊,但今天造紙板塊走勢不強,市場還是缺乏一些反應。 今天漲幅靠前的板塊依然是圍繞歐洲能源問題展開,昨天主要上漲的是舊能源的煤炭、石油和天然氣等板塊,今天就切換到了相關的新能源,金晶科技、愛旭股份、鈞達股份等近20只光伏概念股走強,光伏本身有一定的利好和炒作邏輯,但因爲歐洲天然氣緊張,今天開始炒作化工、玻璃等板塊都有點過度炒作的嫌疑了!有研究指出,天然氣短缺將對化工產品生產造成雙重打擊,一爲生產過程將缺乏足夠的能源,二爲產品的製造將缺乏關鍵原料。所以,今天化工板塊漲幅靠前,紅寶麗、紅牆股份、渤海化學、瀘天化、四川美豐、廣濟藥業、兄弟科技等十餘股漲停。這些板塊的上漲從另外一個方面說明市場不缺資金,缺乏的還是炒作的題材,只要有炒作的機會,大家都會追漲。 技術上,今天大盤出現放量上漲,但大家要注意幾個現象:一是大盤上","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/669232514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999338756,"gmtCreate":1660461331578,"gmtModify":1676533475742,"author":{"id":"4110203833565772","authorId":"4110203833565772","name":"Red49","avatar":"https://community-static.tradeup.com/news/4610f8a459d45d321fdc632b0a0bc723","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110203833565772","authorIdStr":"4110203833565772"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999338756","repostId":"9990378424","repostType":1,"repost":{"id":9990378424,"gmtCreate":1660299337827,"gmtModify":1676533446796,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667668165440","authorIdStr":"3527667668165440"},"themes":[],"title":"Bridgewater Q2 Holdings: Bought Amazon, increased Google, Meta……","htmlText":"#Bridgewater, the world's largest hedge fund announced its Q2 position information after stock market closed on Thursday, August 11.Currently Bridgewater's largest holding is <a target=\"_blank\" href=\"https://laohu8.com/S/PG\">$Procter & Gamble(PG)$</a> , which holds 4.1% of Bridgewater's disclosed assets, valued at $970.2 million. It was followed by<a target=\"_blank\" href=\"https://laohu8.com/S/JNJ\">$Johnson & Johnson(JNJ)$</a> at $769.1 million; at $751 million; SPDR S&P 500 ETF Trust at $695.4 million; and The Coca-Cola Company at $680.7 million.The report submitted by Bridgewater shows that in the second quarter:Bridgewater Fund opened long positions in 116 stocks including <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>, ","listText":"#Bridgewater, the world's largest hedge fund announced its Q2 position information after stock market closed on Thursday, August 11.Currently Bridgewater's largest holding is <a target=\"_blank\" href=\"https://laohu8.com/S/PG\">$Procter & Gamble(PG)$</a> , which holds 4.1% of Bridgewater's disclosed assets, valued at $970.2 million. It was followed by<a target=\"_blank\" href=\"https://laohu8.com/S/JNJ\">$Johnson & Johnson(JNJ)$</a> at $769.1 million; at $751 million; SPDR S&P 500 ETF Trust at $695.4 million; and The Coca-Cola Company at $680.7 million.The report submitted by Bridgewater shows that in the second quarter:Bridgewater Fund opened long positions in 116 stocks including <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>, ","text":"#Bridgewater, the world's largest hedge fund announced its Q2 position information after stock market closed on Thursday, August 11.Currently Bridgewater's largest holding is $Procter & Gamble(PG)$ , which holds 4.1% of Bridgewater's disclosed assets, valued at $970.2 million. It was followed by$Johnson & Johnson(JNJ)$ at $769.1 million; at $751 million; SPDR S&P 500 ETF Trust at $695.4 million; and The Coca-Cola Company at $680.7 million.The report submitted by Bridgewater shows that in the second quarter:Bridgewater Fund opened long positions in 116 stocks including $Amazon.com(AMZN)$,","images":[{"img":"https://community-static.tradeup.com/news/39f315ab81dc014edba6802257551c70","width":"596","height":"673"},{"img":"https://community-static.tradeup.com/news/d26a0e046ddc6366e850e18528e7ff2b","width":"1024","height":"406"},{"img":"https://community-static.tradeup.com/news/32ca1d91f879b85c18216146ba351ab4","width":"1134","height":"424"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990378424","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909896385,"gmtCreate":1658844280747,"gmtModify":1676536215994,"author":{"id":"4110203833565772","authorId":"4110203833565772","name":"Red49","avatar":"https://community-static.tradeup.com/news/4610f8a459d45d321fdc632b0a0bc723","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110203833565772","authorIdStr":"4110203833565772"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909896385","repostId":"682360132","repostType":1,"repost":{"id":682360132,"gmtCreate":1658703600000,"gmtModify":1676533377896,"author":{"id":"3585174875227135","authorId":"3585174875227135","name":"中指研究院","avatar":"https://static.tigerbbs.com/c37ce6cc70c6f31a0f7f7db20a7cccdb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585174875227135","authorIdStr":"3585174875227135"},"themes":[],"title":"成都金地悅瀾道:五心服務,全方位營造美好生活","htmlText":"2022年7月7日,由北京中指信息技術研究院主辦,中國房地產指數系統、中國物業服務指數系統承辦的“中房指數2022房地產市場趨勢報告會”在北京隆重召開。大會總結了2022房地產上半年市場變化及預判,發佈城市物業服務標杆項目等指數研究最新成果,探索場景化數據應用,解讀數字視角下的投融資策略,展望行業智能化、生態化發展藍圖。金地物業旗下金地悅瀾道憑藉良好的服務水平,獲得“2022成都市物業服務標杆項目”及“2022五星級物業服務項目”殊榮。金地悅瀾道是金地集團30週年首駐蓉城,率旗下名仕系首發力作。名仕系作爲金地九大產品系之一,金地名仕系列以人爲本,創塑新古典主義風潮。懷揣對生活的敬畏和熱愛,秉承美好品質生活的初心,用心築造的城南獨一無二的湖居純住宅。金地智慧服務川渝區域公司秉承“精品服務、真情關愛”的服務理念,採用金地物業“智想薈”服務體系,圍繞社區時間、空間、年齡三個維度,締造專屬金地·悅瀾道“五心”服務星級禮遇,提供尊崇、信賴的居住生活體驗,滿足名仕家庭需求。嚴格踐行“用心做事,誠信爲人,果敢進取,永懷夢想”的核心價值觀,注重服務,規範管理,爲全體業主提供安心、舒心、放心、開心、貼心的五心物業服務體系,提供尊崇、信賴的居住生活體驗。【安心】通過人防+技防相結合的方式,提供周界及出入口管控、安全巡邏、安全監控、緊急事件處理四重保障,通過24小時全封閉式管理,每天12次巡查, 每天3次紅外、監控、電梯對講、消防等設備設施的檢測,每天2次裝修現場管理及1次空置房巡查,每季度進行突發事件演練,門崗、車崗業戶熟知率達98%以上,用盡職的守護,換業主踏實的幸福。【舒心】每日管家責任制日巡查,每週一次的保潔、綠化單位現場聯合巡查,每月一次專項月度溝通會,強化外包單位監管,並通過機械化的作業,數字化的考覈,提升現場作業效率及服務品質,通過社區不同場景與時間的分區制定標準化作業流程,“零干","listText":"2022年7月7日,由北京中指信息技術研究院主辦,中國房地產指數系統、中國物業服務指數系統承辦的“中房指數2022房地產市場趨勢報告會”在北京隆重召開。大會總結了2022房地產上半年市場變化及預判,發佈城市物業服務標杆項目等指數研究最新成果,探索場景化數據應用,解讀數字視角下的投融資策略,展望行業智能化、生態化發展藍圖。金地物業旗下金地悅瀾道憑藉良好的服務水平,獲得“2022成都市物業服務標杆項目”及“2022五星級物業服務項目”殊榮。金地悅瀾道是金地集團30週年首駐蓉城,率旗下名仕系首發力作。名仕系作爲金地九大產品系之一,金地名仕系列以人爲本,創塑新古典主義風潮。懷揣對生活的敬畏和熱愛,秉承美好品質生活的初心,用心築造的城南獨一無二的湖居純住宅。金地智慧服務川渝區域公司秉承“精品服務、真情關愛”的服務理念,採用金地物業“智想薈”服務體系,圍繞社區時間、空間、年齡三個維度,締造專屬金地·悅瀾道“五心”服務星級禮遇,提供尊崇、信賴的居住生活體驗,滿足名仕家庭需求。嚴格踐行“用心做事,誠信爲人,果敢進取,永懷夢想”的核心價值觀,注重服務,規範管理,爲全體業主提供安心、舒心、放心、開心、貼心的五心物業服務體系,提供尊崇、信賴的居住生活體驗。【安心】通過人防+技防相結合的方式,提供周界及出入口管控、安全巡邏、安全監控、緊急事件處理四重保障,通過24小時全封閉式管理,每天12次巡查, 每天3次紅外、監控、電梯對講、消防等設備設施的檢測,每天2次裝修現場管理及1次空置房巡查,每季度進行突發事件演練,門崗、車崗業戶熟知率達98%以上,用盡職的守護,換業主踏實的幸福。【舒心】每日管家責任制日巡查,每週一次的保潔、綠化單位現場聯合巡查,每月一次專項月度溝通會,強化外包單位監管,並通過機械化的作業,數字化的考覈,提升現場作業效率及服務品質,通過社區不同場景與時間的分區制定標準化作業流程,“零干","text":"2022年7月7日,由北京中指信息技術研究院主辦,中國房地產指數系統、中國物業服務指數系統承辦的“中房指數2022房地產市場趨勢報告會”在北京隆重召開。大會總結了2022房地產上半年市場變化及預判,發佈城市物業服務標杆項目等指數研究最新成果,探索場景化數據應用,解讀數字視角下的投融資策略,展望行業智能化、生態化發展藍圖。金地物業旗下金地悅瀾道憑藉良好的服務水平,獲得“2022成都市物業服務標杆項目”及“2022五星級物業服務項目”殊榮。金地悅瀾道是金地集團30週年首駐蓉城,率旗下名仕系首發力作。名仕系作爲金地九大產品系之一,金地名仕系列以人爲本,創塑新古典主義風潮。懷揣對生活的敬畏和熱愛,秉承美好品質生活的初心,用心築造的城南獨一無二的湖居純住宅。金地智慧服務川渝區域公司秉承“精品服務、真情關愛”的服務理念,採用金地物業“智想薈”服務體系,圍繞社區時間、空間、年齡三個維度,締造專屬金地·悅瀾道“五心”服務星級禮遇,提供尊崇、信賴的居住生活體驗,滿足名仕家庭需求。嚴格踐行“用心做事,誠信爲人,果敢進取,永懷夢想”的核心價值觀,注重服務,規範管理,爲全體業主提供安心、舒心、放心、開心、貼心的五心物業服務體系,提供尊崇、信賴的居住生活體驗。【安心】通過人防+技防相結合的方式,提供周界及出入口管控、安全巡邏、安全監控、緊急事件處理四重保障,通過24小時全封閉式管理,每天12次巡查, 每天3次紅外、監控、電梯對講、消防等設備設施的檢測,每天2次裝修現場管理及1次空置房巡查,每季度進行突發事件演練,門崗、車崗業戶熟知率達98%以上,用盡職的守護,換業主踏實的幸福。【舒心】每日管家責任制日巡查,每週一次的保潔、綠化單位現場聯合巡查,每月一次專項月度溝通會,強化外包單位監管,並通過機械化的作業,數字化的考覈,提升現場作業效率及服務品質,通過社區不同場景與時間的分區制定標準化作業流程,“零干","images":[{"img":"https://static.tigerbbs.com/b7606709f5b44176816c02519e9c4736","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/163dbe408bec4a639f68df93d8e94548","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/c2bbb2c392a34cd7baa229031bee315e","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/682360132","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9931660424,"gmtCreate":1662449487668,"gmtModify":1676537062690,"author":{"id":"4110203833565772","authorId":"4110203833565772","name":"Red49","avatar":"https://community-static.tradeup.com/news/4610f8a459d45d321fdc632b0a0bc723","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110203833565772","authorIdStr":"4110203833565772"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931660424","repostId":"669232514","repostType":1,"repost":{"id":669232514,"gmtCreate":1662448074342,"gmtModify":1676537062474,"author":{"id":"3576692614479799","authorId":"3576692614479799","name":"A带头大哥","avatar":"https://static.tigerbbs.com/19f77befb256943d809f9e97641363d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576692614479799","authorIdStr":"3576692614479799"},"themes":[],"title":"放量上漲 還有幾點隱憂","htmlText":"今天大盤在晚間消息面偏向利好的刺激下,兩市大盤高開高走,上午大盤最高上攻到3238點附近,隨後因爲大盤面臨30日線下行的壓力出現回落,下午大盤稍作盤整以後,尾盤繼續上行,最終以大漲43個點報收,盤面上,兩市個股普漲,TOPCon電池、維生素、磷概念、固草甘膦、態電池、化肥、HLT電池、鈉電池等板塊漲幅靠前;雲遊戲、智慧政務、遠程辦公、數字貨幣、國資雲、雞肉、國產軟件等板塊跌幅靠前,兩市近70只個股漲停,沒有個股跌停,這是近期走勢最好的現象。創業板因爲寧德時代大跌引發以微漲報收,走勢弱於主板。 昨天下午收盤以後,我們發佈文章《明天大盤還有上漲的基因》分析大盤還有向上上攻3220點附近。但因爲昨天收盤以後,央行公佈降低外匯準備金的利好消息,今天大盤向上多反彈一段也是非常正常的,其走勢基本符合我們的分析。因爲降低外匯準備金,主要目的是防止人民幣過分貶值,也就是要讓人民幣升值,人民幣升值利好的當然就是相關的房地產、航空、有色等板塊,其實還利好造紙板塊,但今天造紙板塊走勢不強,市場還是缺乏一些反應。 今天漲幅靠前的板塊依然是圍繞歐洲能源問題展開,昨天主要上漲的是舊能源的煤炭、石油和天然氣等板塊,今天就切換到了相關的新能源,金晶科技、愛旭股份、鈞達股份等近20只光伏概念股走強,光伏本身有一定的利好和炒作邏輯,但因爲歐洲天然氣緊張,今天開始炒作化工、玻璃等板塊都有點過度炒作的嫌疑了!有研究指出,天然氣短缺將對化工產品生產造成雙重打擊,一爲生產過程將缺乏足夠的能源,二爲產品的製造將缺乏關鍵原料。所以,今天化工板塊漲幅靠前,紅寶麗、紅牆股份、渤海化學、瀘天化、四川美豐、廣濟藥業、兄弟科技等十餘股漲停。這些板塊的上漲從另外一個方面說明市場不缺資金,缺乏的還是炒作的題材,只要有炒作的機會,大家都會追漲。 技術上,今天大盤出現放量上漲,但大家要注意幾個現象:一是大盤上","listText":"今天大盤在晚間消息面偏向利好的刺激下,兩市大盤高開高走,上午大盤最高上攻到3238點附近,隨後因爲大盤面臨30日線下行的壓力出現回落,下午大盤稍作盤整以後,尾盤繼續上行,最終以大漲43個點報收,盤面上,兩市個股普漲,TOPCon電池、維生素、磷概念、固草甘膦、態電池、化肥、HLT電池、鈉電池等板塊漲幅靠前;雲遊戲、智慧政務、遠程辦公、數字貨幣、國資雲、雞肉、國產軟件等板塊跌幅靠前,兩市近70只個股漲停,沒有個股跌停,這是近期走勢最好的現象。創業板因爲寧德時代大跌引發以微漲報收,走勢弱於主板。 昨天下午收盤以後,我們發佈文章《明天大盤還有上漲的基因》分析大盤還有向上上攻3220點附近。但因爲昨天收盤以後,央行公佈降低外匯準備金的利好消息,今天大盤向上多反彈一段也是非常正常的,其走勢基本符合我們的分析。因爲降低外匯準備金,主要目的是防止人民幣過分貶值,也就是要讓人民幣升值,人民幣升值利好的當然就是相關的房地產、航空、有色等板塊,其實還利好造紙板塊,但今天造紙板塊走勢不強,市場還是缺乏一些反應。 今天漲幅靠前的板塊依然是圍繞歐洲能源問題展開,昨天主要上漲的是舊能源的煤炭、石油和天然氣等板塊,今天就切換到了相關的新能源,金晶科技、愛旭股份、鈞達股份等近20只光伏概念股走強,光伏本身有一定的利好和炒作邏輯,但因爲歐洲天然氣緊張,今天開始炒作化工、玻璃等板塊都有點過度炒作的嫌疑了!有研究指出,天然氣短缺將對化工產品生產造成雙重打擊,一爲生產過程將缺乏足夠的能源,二爲產品的製造將缺乏關鍵原料。所以,今天化工板塊漲幅靠前,紅寶麗、紅牆股份、渤海化學、瀘天化、四川美豐、廣濟藥業、兄弟科技等十餘股漲停。這些板塊的上漲從另外一個方面說明市場不缺資金,缺乏的還是炒作的題材,只要有炒作的機會,大家都會追漲。 技術上,今天大盤出現放量上漲,但大家要注意幾個現象:一是大盤上","text":"今天大盤在晚間消息面偏向利好的刺激下,兩市大盤高開高走,上午大盤最高上攻到3238點附近,隨後因爲大盤面臨30日線下行的壓力出現回落,下午大盤稍作盤整以後,尾盤繼續上行,最終以大漲43個點報收,盤面上,兩市個股普漲,TOPCon電池、維生素、磷概念、固草甘膦、態電池、化肥、HLT電池、鈉電池等板塊漲幅靠前;雲遊戲、智慧政務、遠程辦公、數字貨幣、國資雲、雞肉、國產軟件等板塊跌幅靠前,兩市近70只個股漲停,沒有個股跌停,這是近期走勢最好的現象。創業板因爲寧德時代大跌引發以微漲報收,走勢弱於主板。 昨天下午收盤以後,我們發佈文章《明天大盤還有上漲的基因》分析大盤還有向上上攻3220點附近。但因爲昨天收盤以後,央行公佈降低外匯準備金的利好消息,今天大盤向上多反彈一段也是非常正常的,其走勢基本符合我們的分析。因爲降低外匯準備金,主要目的是防止人民幣過分貶值,也就是要讓人民幣升值,人民幣升值利好的當然就是相關的房地產、航空、有色等板塊,其實還利好造紙板塊,但今天造紙板塊走勢不強,市場還是缺乏一些反應。 今天漲幅靠前的板塊依然是圍繞歐洲能源問題展開,昨天主要上漲的是舊能源的煤炭、石油和天然氣等板塊,今天就切換到了相關的新能源,金晶科技、愛旭股份、鈞達股份等近20只光伏概念股走強,光伏本身有一定的利好和炒作邏輯,但因爲歐洲天然氣緊張,今天開始炒作化工、玻璃等板塊都有點過度炒作的嫌疑了!有研究指出,天然氣短缺將對化工產品生產造成雙重打擊,一爲生產過程將缺乏足夠的能源,二爲產品的製造將缺乏關鍵原料。所以,今天化工板塊漲幅靠前,紅寶麗、紅牆股份、渤海化學、瀘天化、四川美豐、廣濟藥業、兄弟科技等十餘股漲停。這些板塊的上漲從另外一個方面說明市場不缺資金,缺乏的還是炒作的題材,只要有炒作的機會,大家都會追漲。 技術上,今天大盤出現放量上漲,但大家要注意幾個現象:一是大盤上","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/669232514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999338756,"gmtCreate":1660461331578,"gmtModify":1676533475742,"author":{"id":"4110203833565772","authorId":"4110203833565772","name":"Red49","avatar":"https://community-static.tradeup.com/news/4610f8a459d45d321fdc632b0a0bc723","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110203833565772","authorIdStr":"4110203833565772"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999338756","repostId":"9990378424","repostType":1,"repost":{"id":9990378424,"gmtCreate":1660299337827,"gmtModify":1676533446796,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667668165440","authorIdStr":"3527667668165440"},"themes":[],"title":"Bridgewater Q2 Holdings: Bought Amazon, increased Google, Meta……","htmlText":"#Bridgewater, the world's largest hedge fund announced its Q2 position information after stock market closed on Thursday, August 11.Currently Bridgewater's largest holding is <a target=\"_blank\" href=\"https://laohu8.com/S/PG\">$Procter & Gamble(PG)$</a> , which holds 4.1% of Bridgewater's disclosed assets, valued at $970.2 million. It was followed by<a target=\"_blank\" href=\"https://laohu8.com/S/JNJ\">$Johnson & Johnson(JNJ)$</a> at $769.1 million; at $751 million; SPDR S&P 500 ETF Trust at $695.4 million; and The Coca-Cola Company at $680.7 million.The report submitted by Bridgewater shows that in the second quarter:Bridgewater Fund opened long positions in 116 stocks including <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>, ","listText":"#Bridgewater, the world's largest hedge fund announced its Q2 position information after stock market closed on Thursday, August 11.Currently Bridgewater's largest holding is <a target=\"_blank\" href=\"https://laohu8.com/S/PG\">$Procter & Gamble(PG)$</a> , which holds 4.1% of Bridgewater's disclosed assets, valued at $970.2 million. It was followed by<a target=\"_blank\" href=\"https://laohu8.com/S/JNJ\">$Johnson & Johnson(JNJ)$</a> at $769.1 million; at $751 million; SPDR S&P 500 ETF Trust at $695.4 million; and The Coca-Cola Company at $680.7 million.The report submitted by Bridgewater shows that in the second quarter:Bridgewater Fund opened long positions in 116 stocks including <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>, ","text":"#Bridgewater, the world's largest hedge fund announced its Q2 position information after stock market closed on Thursday, August 11.Currently Bridgewater's largest holding is $Procter & Gamble(PG)$ , which holds 4.1% of Bridgewater's disclosed assets, valued at $970.2 million. It was followed by$Johnson & Johnson(JNJ)$ at $769.1 million; at $751 million; SPDR S&P 500 ETF Trust at $695.4 million; and The Coca-Cola Company at $680.7 million.The report submitted by Bridgewater shows that in the second quarter:Bridgewater Fund opened long positions in 116 stocks including $Amazon.com(AMZN)$,","images":[{"img":"https://community-static.tradeup.com/news/39f315ab81dc014edba6802257551c70","width":"596","height":"673"},{"img":"https://community-static.tradeup.com/news/d26a0e046ddc6366e850e18528e7ff2b","width":"1024","height":"406"},{"img":"https://community-static.tradeup.com/news/32ca1d91f879b85c18216146ba351ab4","width":"1134","height":"424"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990378424","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909896385,"gmtCreate":1658844280747,"gmtModify":1676536215994,"author":{"id":"4110203833565772","authorId":"4110203833565772","name":"Red49","avatar":"https://community-static.tradeup.com/news/4610f8a459d45d321fdc632b0a0bc723","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110203833565772","authorIdStr":"4110203833565772"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909896385","repostId":"682360132","repostType":1,"repost":{"id":682360132,"gmtCreate":1658703600000,"gmtModify":1676533377896,"author":{"id":"3585174875227135","authorId":"3585174875227135","name":"中指研究院","avatar":"https://static.tigerbbs.com/c37ce6cc70c6f31a0f7f7db20a7cccdb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585174875227135","authorIdStr":"3585174875227135"},"themes":[],"title":"成都金地悅瀾道:五心服務,全方位營造美好生活","htmlText":"2022年7月7日,由北京中指信息技術研究院主辦,中國房地產指數系統、中國物業服務指數系統承辦的“中房指數2022房地產市場趨勢報告會”在北京隆重召開。大會總結了2022房地產上半年市場變化及預判,發佈城市物業服務標杆項目等指數研究最新成果,探索場景化數據應用,解讀數字視角下的投融資策略,展望行業智能化、生態化發展藍圖。金地物業旗下金地悅瀾道憑藉良好的服務水平,獲得“2022成都市物業服務標杆項目”及“2022五星級物業服務項目”殊榮。金地悅瀾道是金地集團30週年首駐蓉城,率旗下名仕系首發力作。名仕系作爲金地九大產品系之一,金地名仕系列以人爲本,創塑新古典主義風潮。懷揣對生活的敬畏和熱愛,秉承美好品質生活的初心,用心築造的城南獨一無二的湖居純住宅。金地智慧服務川渝區域公司秉承“精品服務、真情關愛”的服務理念,採用金地物業“智想薈”服務體系,圍繞社區時間、空間、年齡三個維度,締造專屬金地·悅瀾道“五心”服務星級禮遇,提供尊崇、信賴的居住生活體驗,滿足名仕家庭需求。嚴格踐行“用心做事,誠信爲人,果敢進取,永懷夢想”的核心價值觀,注重服務,規範管理,爲全體業主提供安心、舒心、放心、開心、貼心的五心物業服務體系,提供尊崇、信賴的居住生活體驗。【安心】通過人防+技防相結合的方式,提供周界及出入口管控、安全巡邏、安全監控、緊急事件處理四重保障,通過24小時全封閉式管理,每天12次巡查, 每天3次紅外、監控、電梯對講、消防等設備設施的檢測,每天2次裝修現場管理及1次空置房巡查,每季度進行突發事件演練,門崗、車崗業戶熟知率達98%以上,用盡職的守護,換業主踏實的幸福。【舒心】每日管家責任制日巡查,每週一次的保潔、綠化單位現場聯合巡查,每月一次專項月度溝通會,強化外包單位監管,並通過機械化的作業,數字化的考覈,提升現場作業效率及服務品質,通過社區不同場景與時間的分區制定標準化作業流程,“零干","listText":"2022年7月7日,由北京中指信息技術研究院主辦,中國房地產指數系統、中國物業服務指數系統承辦的“中房指數2022房地產市場趨勢報告會”在北京隆重召開。大會總結了2022房地產上半年市場變化及預判,發佈城市物業服務標杆項目等指數研究最新成果,探索場景化數據應用,解讀數字視角下的投融資策略,展望行業智能化、生態化發展藍圖。金地物業旗下金地悅瀾道憑藉良好的服務水平,獲得“2022成都市物業服務標杆項目”及“2022五星級物業服務項目”殊榮。金地悅瀾道是金地集團30週年首駐蓉城,率旗下名仕系首發力作。名仕系作爲金地九大產品系之一,金地名仕系列以人爲本,創塑新古典主義風潮。懷揣對生活的敬畏和熱愛,秉承美好品質生活的初心,用心築造的城南獨一無二的湖居純住宅。金地智慧服務川渝區域公司秉承“精品服務、真情關愛”的服務理念,採用金地物業“智想薈”服務體系,圍繞社區時間、空間、年齡三個維度,締造專屬金地·悅瀾道“五心”服務星級禮遇,提供尊崇、信賴的居住生活體驗,滿足名仕家庭需求。嚴格踐行“用心做事,誠信爲人,果敢進取,永懷夢想”的核心價值觀,注重服務,規範管理,爲全體業主提供安心、舒心、放心、開心、貼心的五心物業服務體系,提供尊崇、信賴的居住生活體驗。【安心】通過人防+技防相結合的方式,提供周界及出入口管控、安全巡邏、安全監控、緊急事件處理四重保障,通過24小時全封閉式管理,每天12次巡查, 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