Toggle navigation
IT人
IT人
結構性行情突出；此外，資金觀望情緒較重，
sjw1933
發表於
2022-01-27
春節期間“持股”還是“持幣”？2008年金融危機後，過去十幾年的歷史資料顯示，A股春節前後的走勢反轉概率較高。 一旦春節前大跌的話，往往2月到4月才是真正春季行情的全面開啟。2019年、2016年、2015年、2012年、2011年、2010年的春節前後都有類似情況，春季行情漲勢都持續到4月清明節之後，甚至在2016年和2019年，是新一輪持續兩年結構性牛市的開啟。 對部分資深投資者來說，印象最深的春節前大跌，其實並非當前的2022年，而是2016年開始的“熔斷”行情，2016年和2022年春節前後的類似之處在於：2015年12月美聯儲啟動了首次加息，而2022年美聯儲不斷釋放收緊貨幣的訊號，市場預期年內加息幅度較大，這引發全球市場調整。 信達證券表示，性反彈將會出現在春節後，2月年報和一季報業績集中兌現還未來臨，對半導體、新能源等賽道2022年業績的擔心會暫時告一段落。同時，春節後到3月是歷年居民資金活躍確定性最高的時間。 三大指數集體低開，隨後持續震盪走低，創業板指，深成指均跌超1%，滬指跟隨下行。板塊方面，新冠檢測、新冠特效藥板塊現跌停潮 。總體而言，個股呈普跌態勢，兩市超3300股飄綠，賺錢效應較弱 為何指數遲遲未有良好的表現呢？首先，去年四季度以來，美聯儲加息和縮表提速的預期還是令市場承壓的，海外市場整體下行對市場拖累。尤其是成長股，實際上整體表現不佳；另一方面，市場風格在持續轉化，尤其是高估值向低估值轉向不斷，結構性行情突出；此外，資金觀望情緒較重，在春節前夕流動性緊張也是規律，而一季度專項債提前開始發行的情形下，市場流動性還面臨一定程度的緊張局面。 不過，這種局面已經在改變的過程中。畢竟，經濟階段回升下，企業盈利提升有預期。而流動性寬鬆預期增強下，市場的流動性將逐步釋放，給市場帶來提振。春季行情整體向好的邏輯沒有發生改變。 http://www.th38.cn/i3757762.html http://www.th38.cn/i3757763.html http://www.th38.cn/i3757764.html http://www.th38.cn/i3757765.html http://www.th38.cn/i3757766.html http://www.th38.cn/i3757767.html http://www.th38.cn/i3757768.html http://www.th38.cn/i3757769.html http://www.th38.cn/i3757770.html http://www.th38.cn/i3757771.html http://www.th38.cn/i3757772.html http://www.th38.cn/i3757773.html http://www.th38.cn/i3757774.html http://www.th38.cn/i3757775.html http://www.th38.cn/i3757776.html http://www.th38.cn/i3757777.html http://www.th38.cn/i3757778.html http://www.th38.cn/i3757779.html http://www.th38.cn/i3757780.html http://www.th38.cn/i3757781.html http://www.th38.cn/i3757782.html http://www.th38.cn/i3757783.html http://www.th38.cn/i3757784.html http://www.th38.cn/i3757785.html http://www.th38.cn/i3757786.html http://www.th38.cn/i3757787.html http://www.th38.cn/i3757788.html http://www.th38.cn/i3757789.html http://www.th38.cn/i3757790.html http://www.th38.cn/i3757791.html http://www.th38.cn/i3757792.html http://www.th38.cn/i3757793.html http://www.th38.cn/i3757794.html http://www.th38.cn/i3757795.html http://www.th38.cn/i3757796.html http://www.th38.cn/i3757797.html http://www.th38.cn/i3757798.html http://www.th38.cn/i3757799.html http://www.th38.cn/i3757800.html http://www.th38.cn/i3757801.html http://www.th38.cn/i3757802.html http://www.th38.cn/i3757803.html http://www.th38.cn/i3757804.html http://www.th38.cn/i3757805.html http://www.th38.cn/i3757806.html http://www.th38.cn/i3757807.html http://www.th38.cn/i3757808.html http://www.th38.cn/i3757809.html http://www.th38.cn/i3757810.html http://www.th38.cn/i3757811.html http://www.th38.cn/i3757812.html http://www.th38.cn/i3757813.html http://www.th38.cn/i3757814.html http://www.th38.cn/i3757815.html http://www.th38.cn/i3757816.html http://www.th38.cn/i3757817.html http://www.th38.cn/i3757818.html http://www.th38.cn/i3757819.html http://www.th38.cn/i3757820.html http://www.th38.cn/i3757821.html http://www.th38.cn/i3757822.html http://www.th38.cn/i3757823.html http://www.th38.cn/i3757824.html http://www.th38.cn/i3757825.html http://www.th38.cn/i3757826.html http://www.th38.cn/i3757827.html http://www.th38.cn/i3757828.html http://www.th38.cn/i3757829.html http://www.th38.cn/i3757830.html http://www.th38.cn/i3757831.html http://www.th38.cn/i3757832.html http://www.th38.cn/i3757833.html http://www.th38.cn/i3757834.html http://www.th38.cn/i3757835.html http://www.th38.cn/i3757836.html http://www.th38.cn/i3757837.html http://www.th38.cn/i3757838.html http://www.th38.cn/i3757839.html http://www.th38.cn/i3757840.html http://www.th38.cn/i3757841.html http://www.th38.cn/i3757842.html http://www.th38.cn/i3757843.html http://www.th38.cn/i3757844.html http://www.th38.cn/i3757845.html http://www.th38.cn/i3757846.html http://www.th38.cn/i3757847.html http://www.th38.cn/i3757848.html http://www.th38.cn/i3757849.html http://www.th38.cn/i3757850.html http://www.th38.cn/i3757851.html http://www.th38.cn/i3757852.html http://www.th38.cn/i3757853.html http://www.th38.cn/i3757854.html http://www.th38.cn/i3757855.html http://www.th38.cn/i3757856.html http://www.th38.cn/i3757857.html http://www.th38.cn/i3757858.html http://www.th38.cn/i3757859.html http://www.th38.cn/i3757860.html http://www.th38.cn/i3757861.html http://www.th38.cn/i3757862.html http://www.th38.cn/i3757863.html http://www.th38.cn/i3757864.html http://www.th38.cn/i3757865.html http://www.th38.cn/i3757866.html http://www.th38.cn/i3757867.html http://www.th38.cn/i3757868.html http://www.th38.cn/i3757869.html http://www.th38.cn/i3757870.html http://www.th38.cn/i3757871.html http://www.th38.cn/i3757872.html http://www.th38.cn/i3757873.html https://ds.163.com/article/61f2b5b21c09770001826888/ https://ds.163.com/article/61f2b5a4c470740001063215/ https://ds.163.com/article/61f2b5980b836000011c9ccc/ https://ds.163.com/article/61f2b58db4e5c00001316c59/ https://ds.163.com/article/61f2b5821c09770001826835/ https://ds.163.com/article/61f2b576b4e5c00001316c35/ https://ds.163.com/article/61f2b56cd70a9b0001da17cf/ https://ds.163.com/article/61f2b56285eece0001adad4b/ https://ds.163.com/article/61f2b5560b836000011c9c59/ https://ds.163.com/article/61f2b54985eece0001adad26/ https://ds.163.com/article/61f2b71d880c710001cd3033/ https://ds.163.com/article/61f2b652d70a9b0001da193f/ https://ds.163.com/article/61f2b64a880c710001cd2eb9/ https://ds.163.com/article/61f2b63fd70a9b0001da1922/ https://ds.163.com/article/61f2b634d3fdd000012af7d8/ https://ds.163.com/article/61f2b62a272379000196e20b/ https://ds.163.com/article/61f2b61db3801c0001ace6cd/ https://ds.163.com/article/61f2b613c4707400010632df/ https://ds.163.com/article/61f2b608b4e5c00001316d21/ https://ds.163.com/article/61f2b5fecb2dc4000184abb1/ https://ds.163.com/article/61f2b7f9272379000196e555/ https://ds.163.com/article/61f2b7f0cd732300015c2565/ https://ds.163.com/article/61f2b7c6cb2dc4000184af18/ https://ds.163.com/article/61f2b7bdc5e201000198450b/ https://ds.163.com/article/61f2b7b0880c710001cd311b/ https://ds.163.com/article/61f2b7a43967730001360b1e/ https://ds.163.com/article/61f2b752c4707400010634ab/ https://ds.163.com/article/61f2b747880c710001cd3062/ https://ds.163.com/article/61f2b73dc5e2010001984418/ https://ds.163.com/article/61f2b71d880c710001cd3033/ https://ds.163.com/article/61f2b9afb3801c0001aced79/ https://ds.163.com/article/61f2b9a53967730001360eda/ https://ds.163.com/article/61f2b87a272379000196e64f/ https://ds.163.com/article/61f2b870a1ca540001f27323/ https://ds.163.com/article/61f2b8673967730001360c73/ https://ds.163.com/article/61f2b85fd3fdd000012afbc9/ https://ds.163.com/article/61f2b856cb2dc4000184b00e/ https://ds.163.com/article/61f2b84cb4e5c00001317174/ https://ds.163.com/article/61f2b83fb4e5c0000131715c/ https://ds.163.com/article/61f2b8321c09770001826cb8/ https://ds.163.com/article/61f2bb451c09770001827298/ https://ds.163.com/article/61f2bb38cb2dc4000184b5bc/ https://ds.163.com/article/61f2bb2cd3fdd000012b0147/ https://ds.163.com/article/61f2bb1f85eece0001adb84c/ https://ds.163.com/article/61f2bb090b836000011ca63f/ https://ds.163.com/article/61f2bafa85eece0001adb804/ https://ds.163.com/article/61f2baa31c09770001827144/ https://ds.163.com/article/61f2ba95b4e5c000013175e8/ https://ds.163.com/article/61f2ba88d3fdd000012b0024/ https://ds.163.com/article/61f2ba783967730001361055/ https://ds.163.com/article/61f2bd1e1c09770001827607/ https://ds.163.com/article/61f2bd0fb3801c0001acf3f5/ https://ds.163.com/article/61f2bd08d3fdd000012b04aa/ https://ds.163.com/article/61f2bcfd1c097700018275cd/ https://ds.163.com/article/61f2bcf0c470740001063f01/ https://ds.163.com/article/61f2bce6a1ca540001f27b7e/ https://ds.163.com/article/61f2bc9f0b836000011ca916/ https://ds.163.com/article/61f2bc93880c710001cd3a63/ https://ds.163.com/article/61f2bc8a0b836000011ca8f6/ https://ds.163.com/article/61f2bc81880c710001cd3a45/ https://ds.163.com/article/61f2bddb272379000196f066/ https://ds.163.com/article/61f2bdcfa1ca540001f27d1b/ https://ds.163.com/article/61f2bdc3880c710001cd3d02/ https://ds.163.com/article/61f2bdb9c470740001064098/ https://ds.163.com/article/61f2bdacb3801c0001acf521/ https://ds.163.com/article/61f2bda3cd732300015c2fe7/ https://ds.163.com/article/61f2bd9ab4e5c00001317b7f/ https://ds.163.com/article/61f2bd918d5cee0001c6bd24/ https://ds.163.com/article/61f2bd86a1ca540001f27c93/ https://ds.163.com/article/61f2bd7cb4e5c00001317b32/ https://ds.163.com/feed/61f2b5b21c09770001826888/ https://ds.163.com/feed/61f2b5a4c470740001063215/ https://ds.163.com/feed/61f2b5980b836000011c9ccc/ https://ds.163.com/feed/61f2b58db4e5c00001316c59/ https://ds.163.com/feed/61f2b5821c09770001826835/ https://ds.163.com/feed/61f2b576b4e5c00001316c35/ https://ds.163.com/feed/61f2b56cd70a9b0001da17cf/ https://ds.163.com/feed/61f2b56285eece0001adad4b/ https://ds.163.com/feed/61f2b5560b836000011c9c59/ https://ds.163.com/feed/61f2b54985eece0001adad26/ https://ds.163.com/feed/61f2b71d880c710001cd3033/ https://ds.163.com/feed/61f2b652d70a9b0001da193f/ https://ds.163.com/feed/61f2b64a880c710001cd2eb9/ https://ds.163.com/feed/61f2b63fd70a9b0001da1922/ https://ds.163.com/feed/61f2b634d3fdd000012af7d8/ https://ds.163.com/feed/61f2b62a272379000196e20b/ https://ds.163.com/feed/61f2b61db3801c0001ace6cd/ https://ds.163.com/feed/61f2b613c4707400010632df/ https://ds.163.com/feed/61f2b608b4e5c00001316d21/ https://ds.163.com/feed/61f2b5fecb2dc4000184abb1/ https://ds.163.com/feed/61f2b7f9272379000196e555/ https://ds.163.com/feed/61f2b7f0cd732300015c2565/ https://ds.163.com/feed/61f2b7c6cb2dc4000184af18/ https://ds.163.com/feed/61f2b7bdc5e201000198450b/ https://ds.163.com/feed/61f2b7b0880c710001cd311b/ https://ds.163.com/feed/61f2b7a43967730001360b1e/ https://ds.163.com/feed/61f2b752c4707400010634ab/ https://ds.163.com/feed/61f2b747880c710001cd3062/ https://ds.163.com/feed/61f2b73dc5e2010001984418/ https://ds.163.com/feed/61f2b71d880c710001cd3033/ https://ds.163.com/feed/61f2b9afb3801c0001aced79/ https://ds.163.com/feed/61f2b9a53967730001360eda/ https://ds.163.com/feed/61f2b87a272379000196e64f/ https://ds.163.com/feed/61f2b870a1ca540001f27323/ https://ds.163.com/feed/61f2b8673967730001360c73/ https://ds.163.com/feed/61f2b85fd3fdd000012afbc9/ https://ds.163.com/feed/61f2b856cb2dc4000184b00e/ https://ds.163.com/feed/61f2b84cb4e5c00001317174/ https://ds.163.com/feed/61f2b83fb4e5c0000131715c/ https://ds.163.com/feed/61f2b8321c09770001826cb8/ https://ds.163.com/feed/61f2bb451c09770001827298/ https://ds.163.com/feed/61f2bb38cb2dc4000184b5bc/ https://ds.163.com/feed/61f2bb2cd3fdd000012b0147/ https://ds.163.com/feed/61f2bb1f85eece0001adb84c/ https://ds.163.com/feed/61f2bb090b836000011ca63f/ https://ds.163.com/feed/61f2bafa85eece0001adb804/ https://ds.163.com/feed/61f2baa31c09770001827144/ https://ds.163.com/feed/61f2ba95b4e5c000013175e8/ https://ds.163.com/feed/61f2ba88d3fdd000012b0024/ https://ds.163.com/feed/61f2ba783967730001361055/ https://ds.163.com/feed/61f2bd1e1c09770001827607/ https://ds.163.com/feed/61f2bd0fb3801c0001acf3f5/ https://ds.163.com/feed/61f2bd08d3fdd000012b04aa/ https://ds.163.com/feed/61f2bcfd1c097700018275cd/ https://ds.163.com/feed/61f2bcf0c470740001063f01/ https://ds.163.com/feed/61f2bce6a1ca540001f27b7e/ https://ds.163.com/feed/61f2bc9f0b836000011ca916/ https://ds.163.com/feed/61f2bc93880c710001cd3a63/ https://ds.163.com/feed/61f2bc8a0b836000011ca8f6/ https://ds.163.com/feed/61f2bc81880c710001cd3a45/ https://ds.163.com/feed/61f2bddb272379000196f066/ https://ds.163.com/feed/61f2bdcfa1ca540001f27d1b/ https://ds.163.com/feed/61f2bdc3880c710001cd3d02/ https://ds.163.com/feed/61f2bdb9c470740001064098/ https://ds.163.com/feed/61f2bdacb3801c0001acf521/ https://ds.163.com/feed/61f2bda3cd732300015c2fe7/ https://ds.163.com/feed/61f2bd9ab4e5c00001317b7f/ https://ds.163.com/feed/61f2bd918d5cee0001c6bd24/ https://ds.163.com/feed/61f2bd86a1ca540001f27c93/ https://ds.163.com/feed/61f2bd7cb4e5c00001317b32/
來自 “ ITPUB部落格 ” ，連結：http://blog.itpub.net/23825935/viewspace-2854345/，如需轉載，請註明出處，否則將追究法律責任。
相關文章
LaTex用法筆記（一）——LaTex原始檔的基本結構
2022-01-22
PostgreSQL 資料庫學習 - 1.資料庫體系結構之儲存結構
2022-01-21
資料庫
PostgreSQL
深度解析：ECM是非結構化資料最成熟的管理體系
2022-01-24
結構化文字處理利器 unified 生態介紹
2022-01-25
關於結構體中指標的一些探討
2022-01-25
【資料結構】K-D Tree
2022-01-26
資料結構
信達證券首席策略分析師樊繼拓表示春季行情有明顯上漲之後
2022-01-27
春節前後的A股反轉概率極高然後在六月開始佈局三季度行情
2022-01-27
最新文章
JavaScript深拷貝的幾種方法
一鍵解決Win10 LTSC 2021官方映象存在的問題
關於Spring中的useSuffixPatternMatch
從零開始編寫指令碼引擎
手把手轉行｜怎麼學？培訓班如何選？
6┃音視訊直播系統之 WebRTC 核心驅動SDP規範協商
ElasticSearch7.3學習(二十五)----Doc value、query phase、fetch phase解析
[保姆級教程] 如何在 Linux Kernel (V5.17.7) 中新增一個系統呼叫（System call）
基礎路徑規劃演算法(Dijikstra、A*、D*)總結
OAuth2密碼模式已死，最先進的Spring Cloud認證授權方案在這裡
C++物件導向-類和物件那些你不知道的細節原理
HDFS High Availability（HA）高可用配置