[kev lag luam tsom xam]
Nyob rau hauv cov nqe lus ntawm cov xov xwm, qhov poob ntawm lub periphery muaj ib tug tej yam tsis zoo cuam tshuam rau ib tug shares, yog li ntawd lub lag luam qhib qis raws li teem tseg thiab consolidated tsis muaj zog;
Nyob rau hauv cov nqe lus ntawm trading ntim, peb txuas ntxiv tuav lub teeb theem ua ntej lub koob tsheej, thiab kev txaus siab ntawm peev trading tsis muaj zog. Peb tab tom yuav nkag rau lub Xya Hli. Peb hais ob peb yam tsim nyog mloog:
1. Lub lim tiam no, 15 cov khoom tshiab tau sau npe, suav nrog 4 qhov sib koom tshiab ntawm pawg thawj coj saib kev tshawb fawb thiab kev tsim kho tshiab, 1 pawg thawj coj loj, 3 lub pov haum thiab 7 tau xaiv cov tshiab tshiab ntawm pawg thawj coj tshiab thib peb;
Pawg tshiab thib peb yog hu ua "100% yeej", thiab yuav tsum muaj nyiaj tos. Tsis tas li ntawd, tsis tas yuav faib cov nqi lag luam rau lub rooj tsav xwm thib peb tshiab, tab sis cov nyiaj tso npe yuav tsum tau them tag nrho thaum nws tshiab, thiab lub sijhawm khov yog 2 hnub;
Xav txog qhov pib ntawm 1 lab, cov nyiaj tshiab yuav tsum yog cov nyiaj loj. Nyob rau hauv lub sij hawm luv luv, nws yuav muaj me ntsis los ntshav cuam tshuam rau lub peev A-share;
2. Thaum Lub Xya Hli, 16.659 billion txwv kev sib koom tau raug tshem tawm los ntawm kev ncig, nrog rau tag nrho cov kev lag luam kev lag luam tus nqi ntawm 478.752 billion yuan, ntawm 40% yog pawg thawj coj saib kev tshawb fawb thiab kev tsim kho tshiab;
Los ntawm kev lag luam, kev lag luam nrog tus nqi lag luam loj tshaj plaws ntawm kev tshem tawm qhov txiav npluav yog tshuaj, ncav cuag 91.2 billion. Qhov ntsuas ntawm kev tshem tawm qhov txwv lub sijhawm no yog qhov thib ob siab tshaj plaws hauv lub xyoo. Yog tias qhov kev txwv raug tshem tawm, yeej yuav muaj nyiaj los muag. Ua tib zoo saib qee cov khoom lag luam;
3. Lub Xya Hli yog lub sijhawm nthuav tawm ntau heev ntawm tsab ntawv ceeb toom ib ntus. Ua ntej Lub Xya Hli 15, tag nrho cov ntawv tshaj tawm ib ntus kev kwv yees ntawm lub pov haum yuav tsum tau tshaj tawm;
Nyob rau hauv luv luv, Baotuan ntau yam tseem muaj qhov zoo. Tom qab tag nrho, lawv yog cov kev xaiv ntawm feem ntau cov nyiaj, thiab qhov tshwm sim ntawm kev nce qib ntawm xob quaj yog me me;
Raws li cov xwm txheej saum toj no, muaj chaw rau kev hloov pauv hauv kev lag luam, thiab daim ntawv tshaj tawm ib nrab xyoo tseem yuav raug tso tawm. Kev saib xyuas yuav tsum tau them rau ib tus neeg cov khoom lag luam nrog kev nce loj hauv theem pib thiab tsawg dua qhov kev xav tau ib nrab xyoo kev tshaj tawm;
Strategically, kev ua lag luam muaj kev ntxhov siab heev. Tsis yog ob sab ntev lossis luv luv tau ua rau kev sib tham. Tsuav lawv tsis koom nrog hauv pawg tswj hwm qib siab relay thiab cov khoom lag luam nrog kev nce siab tsis ntev los no, lawv tuaj yeem zam kev pheej hmoo rau qhov loj tshaj plaws. Ua ntej qhov tshwm sim ntawm txoj kab tseem ceeb ntawm kev ua lag luam, lub sijhawm luv luv tau hloov pauv hauv cov ntsiab lus. Nrog rau kev nthuav tawm txuas ntxiv ntawm kev kwv yees ntawm Tuam Tshoj Txhua Hnub Tshaj Tawm, cov pab pawg ntawm cov kab kev ua haujlwm tseem tuaj yeem xaiv los koom, thiab txoj haujlwm tau tswj hwm txog li 30%.
[kub sectors thiab stocks]
1. Nyiaj txiag loj
Thaum sawv ntxov, cov txhab nyiaj hauv txhab nyiaj tau qhib siab ncaj qha los ntawm cov xov xwm ntawm daim ntawv tso cai brokerage. Hmoov tsis zoo, lawv tau ua cov kauj ruam loj heev thiab tsis txhawb nqa lawv lub peev xwm. Ces lawv pib tsoo, uas kuj cuam tshuam cov tuam txhab brokerage ntawm txoj kev;
Ntawm tag nrho, cov xov xwm no yuav tsum tau icing ntawm lub ncuav mog qab zib rau cov tsev txhab nyiaj. Tom qab tag nrho, cov tsev txhab nyiaj kuj muaj ntau yam khoom siv nyiaj txiag;
Tsis tas li ntawd, qhov cuam tshuam ntawm cov xov xwm no rau cov tuam txhab kev nyab xeeb loj yog qhov txwv tsis pub, uas yog qhov phem dua rau cov tuam txhab lag luam me me. Txawm li cas los xij, yog tias cov txhab nyiaj hauv tuam txhab tuaj yeem hloov kho thiab cov tuam txhab kev nyab xeeb me tuaj yeem tau txais cov ntawv tso cai nyob rau theem tom ntej, nws yuav zoo heev rau cov tuam txhab kev nyab xeeb;
Niaj hnub no, muaj ntau lub cib fim kom pom kev ruaj ntseg tsoo. Tam sim no, lub Shanghai Performance index ntsib nyob ze ntawm 3000 point mark, thiab muaj ib qho kev seev cev zaum kawg hauv cov nyiaj txiag loj ua ntej qhov Performance index nce mus txog saum;
Yog li ntawd, cov tuam txhab kev nyab xeeb tuaj yeem xav txog lub sijhawm ntawm kev tsim cov haujlwm hauv nruab nrab;
Societe Generale Securities, nyob rau hauv cov ntsiab lus ntawm kev poob qis ntawm cov tuam txhab kev nyab xeeb niaj hnub no, cov khoom lag luam no tau nce. Cov hlau lead Tuam Tshoj tau ploj mus thiab sab laug nws cov xim tiag tiag. Kub tsuas tuaj yeem pom tom qab nthwv dej ntxuav xuab zeb. Ua ntej saib;
Everbright Securities, Tuam Tshoj tus thawj coj kev lag luam nyiaj txiag pab pawg nrog kev sib tw muaj zog, tau kho tom qab lub rooj tsav xwm thib peb. Raws li cov lus hais mus, "Lub sijhawm ntev npaum li cas yog kab rov tav thiab qhov ntsug siab npaum li cas", Kuv xav tias lub sijhawm ntawm cov khoom lag luam no tseem tsis tau dhau;
2. Tshuaj
Kev txhawb nqa los ntawm kev rov qab los ntawm cov kab mob peripheral, nws tau dhau los ua lub phaj muaj zog tshaj plaws hauv ob lub nroog;
Niaj hnub no, ob lub tuam txhab ua lub raj mis kho mob, Zhengchuan Co., Ltd. thiab Shandong Pharmaceutical iav, yog kev lag luam txwv. Puas yog nws nthuav heev?
Lub hype logic yog yooj yim heev. Cov tshuaj tiv thaiv tej zaum yuav tsis tseeb, tab sis lub raj mis yuav tsum muaj tseeb. Lub raj mis txhaj tshuaj nce ntau npaum li cas? Cia peb saib seb muaj pes tsawg tus neeg nyob hauv lub ntiaj teb!
Lub raj mis me me tau coj tag nrho Suav iav kev lag luam. Lub raj mis tshuaj tiv thaiv no yog ua los ntawm nruab nrab borosilicate. Tam sim no, Kaisheng thev naus laus zis tuaj yeem ua rau nruab nrab borosilicate iav hauv kev sib koom. Ua tib zoo saib xyuas nws;
Thaum tav su, Zhende kho mob trading, Wantai biology kuj cuam tshuam rau kev txwv kev lag luam. Cov qauv luv luv yog qhov zoo. Koj tuaj yeem pom;
Ua tib zoo mloog rau lub suab zoo thiab kev sib hloov ntawm lub phaj. Feem ntau cov khoom lag luam feem ntau yog kev taw qhia. Nws cia siab tias cov phaj kws tshuaj yuav tswj hwm pawg qauv ua ntej tshaj tawm ntawm Tuam Tshoj Txhua Hnub;
3. Kev siv tshuab loj
Nws tseem yog lub hauv paus ua haujlwm ntawm cov qauv tsim. Ntawm cov xov xwm, cov txiaj ntsig ntawm photovoltaic bidding project hauv 2020 raug tso tawm, thiab tag nrho cov nplai loj dua li qhov xav tau, ua rau muaj zog ntawm photovoltaic sector;
Qhov no kuj yog lub phaj nrog kev lag luam zoo nkauj niaj hnub no. Cov chips hauv kev lag luam thaum ntxov tuaj yeem sib piv nrog nws, tab sis thaum kawg, cov chips tau nce thiab poob;
Qhov laj thawj tseem ceeb yog tias kev lag luam peev yog txwv, thiab rub ib lub phaj yuav thim tawm ntawm lwm daim phiaj. Yog li ntawd, peb tsis raug pom zoo kom caum raws li tag nrho;
Nyob rau hauv lub sij hawm luv luv, tseem muaj lub cib fim rau panels thiab semiconductors mus txuas ntxiv mus saib;
Piv txwv li, Longji shares, hnub qub semi director, thiab lwm yam;
Thaum kawg, nyob rau hauv cov nqe lus ntawm kev ua si, Caesar kab lis kev cai, ib tug nrov ntau yam, kho nyob rau hauv thaum ntxov trading, qhia qhov tsis muaj zog ntawm lub phaj hnub no;
Nyob rau hauv lub sij hawm luv luv, muaj ib tug loj-scale sib txawv hnub no, uas yuav tsum tau kho nrog ceev faj nyob rau hauv lub sij hawm luv luv. Tos rau qhov rov qab ntawm cov nyiaj tom qab tso tseg qhov poob, thiab tom qab ntawd xav txog lub sijhawm.
Post lub sij hawm: Jan-18-2022 
