观望情绪,主力观望情绪浓厚 游资突击抄底次新

作者: 发布时间:2017-12-09 17:18:18  来源: [手机访问]
导读: 本周三大指数依然保持着震荡格局,周初下挫后又逐渐企稳,周五更是全面反弹,出现久违的普涨行情。沪指周五上涨0.55%,收报3289.99点,再次准备挑战3300点,而深

本周三大指数依然保持着震荡格局,周初下挫后又逐渐企稳,周五更是全面反弹,出现久违的普涨行情。沪指周五上涨0.55%,收报3289.99点,再次准备挑战3300点,而深成指表现更强,大涨1.24%,创业板也收涨0.85%,两市成交量也略有提高。在下行之后再震荡的行情之下,主力资金显得十分谨慎,观望情绪十分浓厚。本周主力的做多热情显然冷却不少,热点也比较涣散,近期一直颇为活跃的多家一线游资也纷纷偃旗息鼓,进入了休息状态,交易明显冷清不少。

一、游资突击抄底次新

表一、本周主力净买入最大十股

主力观望情绪浓厚 游资突击抄底次新

数据来源:越声理财E投资金融量化终端;统计区间:2017年12月04日至12月08日

从监测到的数据上看,本周异动股数为128只,主力资金本周买入金额为87.10亿元,卖出金额为88.71亿元,合计卖出净额为1.62亿元。与上周相比,虽然异动股数相差无几,但主力资金的买卖规模均减少接近一半,总体操作方向略微转空,显然,在这样下行之后再震荡的行情之下,主力资金显得十分谨慎,观望情绪十分浓厚。

从表一主力买入净额前十的个股来看,本周主力的做多热情显然冷却不少,热点也比较涣散,5G、芯片等热门科技题材在调整过后也曾强势反弹,新零售概念和次新股则在周五集体爆发。具体来看,只有海虹控股、长缆科技、香飘飘和中新赛克四只个股的主力买入净额超过亿元。

复牌股海虹控股本周除了周三小幅上涨之外,其余4天均涨停,十分强势,其背后则是游资与机构的集体狂欢与博弈,根据龙虎榜数据,算上机构席位,本周海虹控股共涉及33个席位。其中,中信证券北京金融大街营业部最为大胆,在周四高位买入1.15亿元,周内累计共净买入逾9200万元。其他的营业部则显得谨慎多了,只有中投证券南京太平南路营业部和银泰证券成都顺城大街营业部两家营业部的净买入额超过3000万元。

长缆科技、香飘飘和中新赛克三只个股均为次新股,其龙虎榜数据的共同特点均是出现大量的游资席位博弈,且交易量均不大,营业部突击意味较浓。具体来看,长缆科技方面,净买入额超过3000万元的只有银河证券杭州庆春路营业部、宏信证券丹东锦山大街营业部和申万宏源西部证券福州杨桥东路营业部;香飘飘方面,净买入额超过2000万元的只有银河证券杭州天城东路营业部和兴业证券陕西分公司;中新赛克方面,净买入额超过3000万元的只有新时代证券北京马家堡西路营业部。

二、5G龙头遭出货

表二、本周主力净卖出最大十股

主力观望情绪浓厚 游资突击抄底次新

数据来源:越声理财E投资金融量化终端;统计区间:2017年12月04日至12月08日

从表二主力卖出净额前十的个股来看,本周主力的出货力度比上周稍弱,只有中通国脉、鲁西化工、浪莎股份和恒逸石化4只个股的主力净卖出额超过亿元。

中通国脉作为5G概念的龙头股之一,因巨量首发限售股于周一解禁,导致股价连续两天跌停,周三才略微企稳,然后股价随之反弹,周五大涨逾6%。周三该股登上龙虎榜,从盘后数据来看,东北证券晋江长兴路营业部于周三股价反弹时出货2.7亿元,东北证券另一家营业部长春西安大路营业部也出货超4200万元,此外,中信建投安吉天荒坪路营业部和中信证券厦门莲岳路营业部也分别出货4400万元和4300万元。

浪莎股份本周连续5天下跌,其中周二到周四三天都跌停,主力出逃十分凶猛。据悉,浪莎股份自2007年借壳长江控股后从未有过分红行为,加上长江控股此前8年间也是“一毛不拔”,该股未分红时间长达19年。12月1日,证监会新闻发言人高莉强调,证监会将加大对上市公司推出“高送转”方案的问询力度,强化与二级市场交易核查的监管联动,加强对“高送转”上市公司的现场检查,尤其对其中长期没有现金分红的“铁公鸡”严格监管,发现违法违规行为的,一律依法严肃处理。在政策对“铁公鸡”监管趋严的背景下,投资者对公司上市多年来不分红“用脚投票”。在此利空之下,该股的股价可谓倾泻而下。从盘后数据来看,天风证券深圳平安金融中心营业部出货最多,超过6000万元;机构席位出货3300万元,此外,安信证券上海陆家嘴东路营业部、东北证券南宁双拥路营业部和中信证券北京京城大厦营业部三家营业部的出货金额也均超过3000万元。

三、活跃游资偃旗息鼓

表三、本周买入净额前十营业部

主力观望情绪浓厚 游资突击抄底次新

数据来源:越声理财E投资金融量化终端;统计区间:2017年12月04日至12月08日

从表三的数据可以看出,游资的活跃度大为降低,仅有国泰君安成都北一环路营业部、国泰君安成都北一环路营业部和中投证券南京太平南路营业部三家营业部的主力买入净额超过亿元,比起上周的19家营业部是远远不如了。而近期一直颇为活跃的多家一线游资也纷纷偃旗息鼓,进入了休息状态,反倒是久不见面的国泰君安成都北一环路营业部和华泰证券深圳益田路荣超商务中心营业部两家著名游资特立独行,出手吸筹。

具体来看,国泰君安成都北一环路营业部是本周唯一一家买入净额超过2亿元的营业部,该营业部本周一口气共净买入了12只个股,其主要看好的个股是兴森科技、振华科技、吉大通信和纵横通信。显然,这家活跃游资十分青睐芯片和5G两个科技题材。

华泰证券深圳益田路荣超商务中心营业部本周十分活跃,共介入了15只个股的交易,其中9只为净买入,其主要看好的个股是江南嘉捷、中新赛克和中通国脉。该营业部依然是一贯风格,虽然一只个股投入的资金量不大,但是风格大胆,喜欢博弈江南嘉捷、次新等风险较大的个股。

四、机构出逃力量减小

表四、本周卖出净额前十营业部

主力观望情绪浓厚 游资突击抄底次新

数据来源:越声理财E投资金融量化终端;统计区间:2017年12月04日至12月08日

从表四的数据来看,本周游资的抛售力度有所减小,仅有东北证券晋江长兴路营业部、华泰证券广州天河东路营业部和民族证券乐山小十字营业部三家营业部的主力卖出净额超过亿元。其中,卖出净额高达2.7亿元的营业部就是周三趁机甩卖中通国脉的东北证券晋江长兴路。

华泰证券广州天河东路营业部的主要操作则是在周二抛售江南嘉捷9874.2万元,周四抛售沪天化1550.61元;民族证券乐山小十字营业部则是净卖出鲁西化工1.19亿元。

一如既往地,本周机构资金依然是呈现净流出的态势,不过由于买卖规模的缩小,流出资金的规模也相应有所缩小。根据监测数据,本周机构投资者的买入金额仅为6.97亿元,而卖出金额达11.02亿元,合计机构资金净流出额超过4亿元。从个股来看,机构的主要抛售个股是移为通信、鲁西化工、吉林化纤和迪森股份,其净卖出额均超过5000万元。

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}, shareInfo: { shareUrl: 'https://m.toutiao.com/group/6497442898701713933/', abstract: '本周三大指数依然保持着震荡格局,周初下挫后又逐渐企稳,周五更是全面反弹,出现久违的普涨行情。沪指周五上涨0.55%,收报3289.99点,再次准备挑战3300点,而深成指表现更强,大涨1.24%,创业板也收涨0.85%,两市成交量也略有提高。
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