中信萬(wàn)通證券客戶咨詢服務(wù)中心編輯

1、.中信萬(wàn)通證券客戶咨詢效力中心 ：.；客服熱線：96577 地址：青島市東海西路28號(hào) 96577 每日視點(diǎn)2021.7.07星期二 HYPERLINK anbound anbound 中信萬(wàn)通證券客戶咨詢效力中心編輯 HYPERLINK anbound anbound財(cái)經(jīng)新聞創(chuàng)反彈新高 兩市成交額突破3000億元銀監(jiān)會(huì)：未來(lái)兩年新增10家銀行系金融租賃公司針對(duì)收緊信貸的議論溫總理表示政策要毫不動(dòng)搖人民幣從計(jì)價(jià)貨幣走向結(jié)算貨幣穩(wěn)定經(jīng)濟(jì)企穩(wěn)上升好情勢(shì) 中國(guó)資本市場(chǎng)自信心足 機(jī)構(gòu)涌入287只滯漲股票 藍(lán)籌股次第“龍?zhí)ь^ 陳德銘：中國(guó)是貿(mào)易維護(hù)主義最大受害者高層頻發(fā)信號(hào)：中國(guó)經(jīng)濟(jì)已贏“第一回合 中國(guó)

2、經(jīng)濟(jì)企穩(wěn)向好，部長(zhǎng)們紛紛表態(tài)中國(guó)經(jīng)濟(jì)率先復(fù)蘇幾成定局七大異常買賣行為將被重點(diǎn)監(jiān)管創(chuàng)建超主權(quán)國(guó)際貯藏貨幣非中國(guó)政府立場(chǎng)未來(lái)兩年新增10家銀行系金融租賃公司美國(guó)6月份ISM非制造業(yè)指數(shù)升至47.0：jsyg：jsygzxwt效力熱線：頻頻出手金地集團(tuán)北京又拿一塊地新湖中寶九龍山公布定向增發(fā)方案中興通訊首期鼓勵(lì)方案第一次解鎖家潤(rùn)多確定發(fā)行價(jià)19.58元華電國(guó)際7.6億元收買兩煤礦股權(quán)交大昂立前總裁案再開(kāi)庭身份成焦點(diǎn)濰柴動(dòng)力與福田汽車戰(zhàn)略協(xié)作晉級(jí)多種資源配置增添潞安集團(tuán)開(kāi)展后勁京山輕機(jī)并購(gòu)貸款首單打退堂鼓皖能電力擬受讓1億股華安證券中海油服簽約兩船建造合同晨鳴紙業(yè)簽署28.17億元設(shè)備采購(gòu)合同老殷解盤

3、周一大盤還是頑強(qiáng)上攻，目前的快速拉升已成定局，但是快速拉升后必需留意快速回調(diào)。歷史上每一次快速拉升或者快速下跌都會(huì)有回調(diào)或者是反彈。接下來(lái)怎樣操作？首先大家看一下DMI，這個(gè)目的的+DI曾經(jīng)到了50的地方，這樣的話調(diào)整隨時(shí)就會(huì)出現(xiàn)。歷史上+DI超越50的并不多，但是碰到50就跌的非常多，所以接下來(lái)再上漲就是要逐漸的減倉(cāng)。技術(shù)上90周線就在眼前，這個(gè)地方是一個(gè)比較重要的壓力，希望大家能遵守線下陽(yáng)線拋的規(guī)那么。機(jī)構(gòu)論市盤中特征：周一滬深股市繼續(xù)高開(kāi)高走，震蕩沖高，盤中板塊分化，鋼鐵、券商等權(quán)重股領(lǐng)漲，最終上證綜指收盤報(bào)3124.67點(diǎn)，上漲36.30點(diǎn)，漲幅1.18%，深成指收盤報(bào)12489.92

4、點(diǎn)，上漲231.13點(diǎn)，漲幅1.89%，兩市共成交3034億元，放大319億元，為年內(nèi)最大日成交量。個(gè)股中，鋼鐵股一枝獨(dú)秀，以平均漲幅7.15%遙遙領(lǐng)先，其次是家電、金融，分別上漲2.94%和1.86%，而房地產(chǎn)、農(nóng)業(yè)小幅調(diào)整，分別下跌0.75%和0.73%。最終，兩市共有馬鋼股份等21只個(gè)股漲停，北化股份1只跌停。個(gè)股漲跌比為1：1。后市研判：根據(jù)目前行情，大盤有階段性沖頂跡象，由于短線獲利盤宏大，投資者應(yīng)謹(jǐn)慎應(yīng)對(duì)，謹(jǐn)防樂(lè)極生悲，高位變盤。首先，從指數(shù)看，依然金玉其外，風(fēng)光無(wú)限。承接上周強(qiáng)勢(shì)，周一股指繼續(xù)震蕩沖高，突破3100點(diǎn)關(guān)口，成交量也一增再增，年內(nèi)初次突破3000億元。雖然管理層周末

5、核準(zhǔn)成渝高速主板發(fā)行，融資量較此前幾只中小盤股來(lái)的要大，但A股市場(chǎng)部位所動(dòng)，繼續(xù)沖高。從市場(chǎng)做多的動(dòng)力看，多頭心情的推進(jìn)是主要緣由。大盤如此強(qiáng)悍，過(guò)3000點(diǎn)不喘息，用宏觀經(jīng)濟(jì)向好，流動(dòng)性寬裕曾經(jīng)無(wú)法解釋如此之高的市場(chǎng)效率，而多頭心情在繼續(xù)上漲后的到不斷強(qiáng)化和累積，導(dǎo)致空頭也不敢大肆出聲，噤假設(shè)寒蟬，一邊倒的氣勢(shì)推進(jìn)行情加速上揚(yáng)。浮躁、盲目、缺乏自我判別痕跡明顯。其次，從個(gè)股時(shí)機(jī)看，并不盡如人意，周一兩地股指分別上漲36.30點(diǎn)和231.13點(diǎn)，漲幅均超越1%，但從盤中個(gè)股看，漲跌數(shù)幾乎相等，也就是說(shuō)，在這樣的放量強(qiáng)勢(shì)中，還有一半的個(gè)股沒(méi)有上漲，大量投資者賺了指數(shù)不賺錢，個(gè)股時(shí)機(jī)把握很難，可操

6、作性不強(qiáng)。第三，從形狀看，短線并無(wú)新的利好刺激，但股指出現(xiàn)加速上揚(yáng)，且成交創(chuàng)出年內(nèi)最高，有放量沖刺，天量天價(jià)的嫌疑。由于短線獲利盤宏大，一旦量能跟進(jìn)脫節(jié)，就很容易出現(xiàn)高位反轉(zhuǎn)，寬幅震蕩。這一點(diǎn)，投資者不能不察。操作戰(zhàn)略：堅(jiān)持逆向思想，謹(jǐn)慎張望。劇烈建議控制倉(cāng)位，控制風(fēng)險(xiǎn)，籌碼向權(quán)重股集中，一有風(fēng)吹草動(dòng)，及時(shí)應(yīng)變。申萬(wàn)研討所我們的觀念大市值金融、煤炭、有色和鋼鐵主導(dǎo)了當(dāng)前市場(chǎng)的行情，而前期不斷熾熱的新能源板塊已沉寂了一個(gè)多月的時(shí)間，部分新能源股經(jīng)過(guò)調(diào)整，股價(jià)已接近合理區(qū)域，我們建議投資者在警惕指數(shù)風(fēng)險(xiǎn)的同時(shí)，適當(dāng)?shù)膶㈥P(guān)注點(diǎn)重新拉回到新能源板塊上。最新買入評(píng)級(jí)股票資金凈流入排名股票代碼股票稱號(hào)凈流

7、入金額(億)占成交金額比例(%)1600837海通證券4.63147.802600050中國(guó)聯(lián)通3.492010.393600036招商銀行3.140912.404600808馬鋼股份2.524926.315600019寶鋼股份2.296213.256580024寶鋼CWB12.18256.807000825太鋼不銹1.770817.978608工商銀行1.74809.999600358國(guó)旅結(jié)合1.675663.5510000709唐鋼股份1.640313.1711601899紫金礦業(yè)1.51824.6812000878云南銅業(yè)1.39949.5413600010包鋼股份1.365717.99

8、14601003柳鋼股份1.360250.4915601958金鉬股份1.346116.5416000002萬(wàn) 科1.29933.3717600029南方航空1.076816.5418600096云天化1.064812.7219600569安陽(yáng)鋼鐵1.062627.6720000638萬(wàn)方地產(chǎn)1.061337.6621600881亞泰集團(tuán)1.058912.6022601600中國(guó)鋁業(yè)1.02156.4623600231凌鋼股份1.012333.1124000562宏源證券0.99749.4525600064南京高科0.948114.7026000157中聯(lián)重科0.931313.03276001

9、09國(guó)金證券0.93118.4928600379寶光股份0.923972.4029000629攀鋼鋼釩0.923027.5130600635群眾公用0.89587.75數(shù)據(jù)來(lái)源：和訊網(wǎng)資金凈流出排名股票代碼股票稱號(hào)凈流出金額(億)占成交金額比例(%)1600048保利地產(chǎn)1.44007.822601088中國(guó)神華1.42686.723600016民生銀行1.19806.494601939建立銀行1.16849.155000983西山煤電1.12638.136600739遼寧成大1.058212.567601601中國(guó)太保1.05408.448601318中國(guó)平安1.02554.97915000

10、7同慶B0.912941.1410600900長(zhǎng)江電力0.88564.7811601898中煤能源0.82344.7612000031中糧地產(chǎn)0.80029.6713600150中國(guó)船舶0.710211.7614600028中國(guó)石化0.66352.8915002155辰州礦業(yè)0.62029.6916600153建發(fā)股份0.610924.7417600641萬(wàn)業(yè)企業(yè)0.600511.6518600598北大荒0.59879.3219601919中國(guó)遠(yuǎn)洋0.56852.6320600736蘇州高新0.536617.8321600660福耀玻璃0.533520.8422600037歌華有線0.528

11、614.4723002237恒邦股份0.52579.2424600663陸家嘴0.506511.9025600256廣匯股份0.500225.3926600112長(zhǎng)征電氣0.493724.1227000683遠(yuǎn)興能源0.488921.8628000999三九醫(yī)藥0.486821.1529600550天威保變0.47805.3530002246北化股份0.469236.70數(shù)據(jù)來(lái)源：和訊網(wǎng)延續(xù)4天以上機(jī)構(gòu)增倉(cāng)個(gè)股股票代碼股票稱號(hào)延續(xù)增倉(cāng)天凈流入資金億元占流通市值比例%區(qū)間換手率%區(qū)間漲跌幅%區(qū)間日期600180*ST九發(fā)280.444.054.44271.0004.2007.06600428XD

12、中遠(yuǎn)航82.992.1122.721.0006.2407.06600748上實(shí)開(kāi)展82.271.2613.4133.0006.2407.06600840新湖創(chuàng)業(yè)80.982.0815.9829.0006.2507.06000728國(guó)元證券60.971.6220.7014.0006.2907.06000630銅陵有色64.163.6443.902.0006.2907.06000685中山公用61.443.5332.886.0006.2907.06900918耀皮股60.000.171.031.0006.2907.06600888新疆眾和51.252.5114.5913.0006.3007.066

13、00019寶鋼股份53.670.273.8212.0006.3007.06002166萊茵生物53.2628.54152.2320.0006.3007.06600326西藏天路53.047.4452.2415.0006.3007.06600212江泉實(shí)業(yè)51.756.7717.6125.0006.3007.06600030中信證券518.330.8814.6611.0006.3007.06600828成商集團(tuán)40.210.521.4510.0007.0107.06000828東莞控股40.260.667.056.0007.0107.06000858五 糧 液41.520.194.964.000

14、7.0107.06000594國(guó)恒鐵路40.973.5834.215.0007.0107.06601001大同煤業(yè)41.200.358.897.0007.0107.06600566洪城股份40.151.5516.0810.0007.0107.06600217ST秦嶺42.468.1319.1815.0007.0107.06600114東睦股份40.172.4723.251.0007.0107.06200017ST 中華B40.157.4517.3715.0007.0107.06200011*ST物業(yè)B40.051.456.099.0007.0107.06600395盤江股份42.943.481

15、6.7812.0007.0107.06600258首旅股份40.381.9817.675.0007.0107.06600966博匯紙業(yè)40.632.1418.182.0007.0107.06000070特發(fā)信息40.120.6712.883.0007.0107.06002043兔 寶 寶41.129.9339.99-4.0007.0107.06000783長(zhǎng)江證券42.741.5115.1616.0007.0107.06 HYPERLINK stockdata.stock.hexun/601866.shtml t _blank 601866 HYPERLINK stockdata.stock.

16、hexun/601866.shtml t _blank 中海集運(yùn)40.550.5215.802.0007.0107.06 HYPERLINK stockdata.stock.hexun/000543.shtml t _blank 000543 HYPERLINK stockdata.stock.hexun/000543.shtml t _blank 皖能電力40.741.0812.987.0007.0107.06 HYPERLINK stockdata.stock.hexun/600388.shtml t _blank 600388 HYPERLINK stockdata.stock.hexu

17、n/600388.shtml t _blank 龍凈環(huán)保40.591.5219.269.0007.0107.06 HYPERLINK stockdata.stock.hexun/600104.shtml t _blank 600104 HYPERLINK stockdata.stock.hexun/600104.shtml t _blank 上海汽車41.050.202.898.0007.0107.06 HYPERLINK stockdata.stock.hexun/000002.shtml t _blank 000002 HYPERLINK stockdata.stock.hexun/000

18、002.shtml t _blank 萬(wàn) 科48.200.607.909.0007.0107.06 HYPERLINK stockdata.stock.hexun/600223.shtml t _blank 600223 HYPERLINK stockdata.stock.hexun/600223.shtml t _blank ST萬(wàn)杰41.605.0614.328.0007.0107.06 HYPERLINK stockdata.stock.hexun/000570.shtml t _blank 000570 HYPERLINK stockdata.stock.hexun/000570.sh

19、tml t _blank 蘇常柴40.381.3323.284.0007.0107.06 HYPERLINK stockdata.stock.hexun/600817.shtml t _blank 600817 HYPERLINK stockdata.stock.hexun/600817.shtml t _blank *ST宏盛40.041.1013.033.0007.0107.06 HYPERLINK stockdata.stock.hexun/000551.shtml t _blank 000551 HYPERLINK stockdata.stock.hexun/000551.shtml

20、t _blank 創(chuàng)元科技40.111.0014.532.0007.0107.06 HYPERLINK stockdata.stock.hexun/600064.shtml t _blank 600064 HYPERLINK stockdata.stock.hexun/600064.shtml t _blank 南京高科42.362.8017.5719.0007.0107.06 HYPERLINK stockdata.stock.hexun/000528.shtml t _blank 000528 HYPERLINK stockdata.stock.hexun/000528.shtml t _

21、blank 柳 工40.940.838.935.0007.0107.06 HYPERLINK stockdata.stock.hexun/600308.shtml t _blank 600308 HYPERLINK stockdata.stock.hexun/600308.shtml t _blank 華泰股份40.982.3420.292.0007.0107.06 HYPERLINK stockdata.stock.hexun/000421.shtml t _blank 000421 HYPERLINK stockdata.stock.hexun/000421.shtml t _blank

22、南京中北40.120.799.384.0007.0107.06 HYPERLINK stockdata.stock.hexun/600.shtml t _blank 600 HYPERLINK stockdata.stock.hexun/600.shtml t _blank 中青旅40.491.2927.834.0007.0107.06 HYPERLINK stockdata.stock.hexun/200429.shtml t _blank 200429 HYPERLINK stockdata.stock.hexun/200429.shtml t _blank 粵高速40.030.192.7

23、93.0007.0107.06 HYPERLINK stockdata.stock.hexun/000932.shtml t _blank 000932 HYPERLINK stockdata.stock.hexun/000932.shtml t _blank 華菱鋼鐵41.311.336.7213.0007.0107.06 HYPERLINK stockdata.stock.hexun/000419.shtml t _blank 000419 HYPERLINK stockdata.stock.hexun/000419.shtml t _blank 通程控股40.261.0910.183.0

24、007.0107.06 HYPERLINK stockdata.stock.hexun/600152.shtml t _blank 600152 HYPERLINK stockdata.stock.hexun/600152.shtml t _blank 維科精華40.552.9532.4319.0007.0107.06 HYPERLINK stockdata.stock.hexun/600010.shtml t _blank 600010 HYPERLINK stockdata.stock.hexun/600010.shtml t _blank 包鋼股份42.141.8512.066.0007

25、.0107.06 HYPERLINK stockdata.stock.hexun/601988.shtml t _blank 601988 HYPERLINK stockdata.stock.hexun/601988.shtml t _blank 中國(guó)銀行42.780.030.461.0007.0107.06 HYPERLINK stockdata.stock.hexun/000898.shtml t _blank 000898 HYPERLINK stockdata.stock.hexun/000898.shtml t _blank 鞍鋼股份42.150.818.183.0007.0107.

26、06 HYPERLINK stockdata.stock.hexun/600026.shtml t _blank 600026 HYPERLINK stockdata.stock.hexun/600026.shtml t _blank 中海開(kāi)展41.300.445.636.0007.0107.06 HYPERLINK stockdata.stock.hexun/601166.shtml t _blank 601166 HYPERLINK stockdata.stock.hexun/601166.shtml t _blank 興業(yè)銀行43.490.222.120.0007.0107.06 HYP

27、ERLINK stockdata.stock.hexun/600162.shtml t _blank 600162 HYPERLINK stockdata.stock.hexun/600162.shtml t _blank 香江控股43.318.8265.089.0007.0107.06 HYPERLINK stockdata.stock.hexun/600031.shtml t _blank 600031 HYPERLINK stockdata.stock.hexun/600031.shtml t _blank 三一重工40.850.193.643.0007.0107.06 HYPERLIN

28、K stockdata.stock.hexun/000656.shtml t _blank 000656 HYPERLINK stockdata.stock.hexun/000656.shtml t _blank ST 東 源41.144.9915.7611.0007.0107.06 HYPERLINK stockdata.stock.hexun/600327.shtml t _blank 600327 HYPERLINK stockdata.stock.hexun/600327.shtml t _blank 大廈股份40.161.0318.052.0007.0107.06 HYPERLINK

29、 stockdata.stock.hexun/600035.shtml t _blank 600035 HYPERLINK stockdata.stock.hexun/600035.shtml t _blank 楚天高速40.240.9815.092.0007.0107.06 HYPERLINK stockdata.stock.hexun/600787.shtml t _blank 600787 HYPERLINK stockdata.stock.hexun/600787.shtml t _blank 中儲(chǔ)股份40.601.6227.4510.0007.0107.06數(shù)據(jù)來(lái)和訊網(wǎng)延續(xù)7天以上機(jī)

30、構(gòu)減倉(cāng)個(gè)股股票代碼股票稱號(hào)延續(xù)減倉(cāng)天凈流出資金億元占流通市值比例%區(qū)間換手率%區(qū)間漲跌幅%區(qū)間日期600130*ST波導(dǎo)151.083.3834.18-20.0006.1607.06002093國(guó)脈科技140.676.0638.83-1.0006.1607.06002035華帝股份130.383.7228.02-2.0006.1807.06600867通化東寶131.514.1931.31-4.0006.1807.06000045深紡織120.6111.1967.43-1.0006.1907.06200541粵照明100.210.632.93-4.0006.2307.06600樂(lè)凱膠片100.

31、523.7123.38-2.0006.2207.06002021永新股份90.291.7811.52-1.0006.2407.06002002*ST瓊花90.396.3027.49-3.0006.2407.06600770綜藝股份90.991.7213.722.0006.2407.06002143高金食品90.5813.3082.00-1.0006.2407.06000726魯 泰91.042.7324.590.0006.2407.06200418小天鵝80.070.803.44-3.0006.2507.06002072德棉股份80.569.5348.660.0006.2507.0600211

32、1威海廣泰80.141.9411.030.0006.2507.06002163中航三鑫80.606.1151.00-3.0006.2507.06000887中鼎股份80.564.7430.66-1.0006.2507.06002222福晶科技80.222.5618.950.0006.2507.06000530大冷股份80.664.9525.73-1.0006.2507.06600410華勝天成80.741.449.480.0006.2507.06600178東安動(dòng)力80.531.0811.011.0006.2507.06002088魯陽(yáng)股份80.574.6421.91-3.0006.2507.

33、06600511國(guó)藥股份81.503.1315.26-2.0006.2507.06002109興化股份70.763.9626.230.0006.2607.06600055萬(wàn)東醫(yī)療70.361.757.640.0006.2607.06600841上柴股份70.175.6038.13-1.0006.2607.06600560金自天正70.151.218.380.0006.2607.06600536中國(guó)軟件70.811.9115.410.0006.2607.06600532華陽(yáng)科技70.302.3923.72-1.0006.2607.06002238天威視訊70.432.9814.500.0006.

34、2607.06 HYPERLINK stockdata.stock.hexun/002058.shtml t _blank 002058 HYPERLINK stockdata.stock.hexun/002058.shtml t _blank 威 爾 泰70.246.0634.56-3.0006.2607.06 HYPERLINK stockdata.stock.hexun/000977.shtml t _blank 000977 HYPERLINK stockdata.stock.hexun/000977.shtml t _blank 浪潮信息70.241.2910.56-1.0006.2

35、607.06 HYPERLINK stockdata.stock.hexun/002081.shtml t _blank 002081 HYPERLINK stockdata.stock.hexun/002081.shtml t _blank 金 螳 螂70.221.9218.580.0006.2607.06 HYPERLINK stockdata.stock.hexun/002065.shtml t _blank 002065 HYPERLINK stockdata.stock.hexun/002065.shtml t _blank 東華軟件70.241.4410.71-2.0006.2607.06 HYPERLINK stockdata.stock.hexun/002021.shtml t _blank 002021 HYPERLINK stockdata.stock.hexun/002021.shtml t _blank 天奇股份70.473.2330.00-3.0006.26