券商两融业务松绑

作者: -

市场分析


消息方面央行表示保持流动性合理充裕,适时适度实施逆周期调节,整体来看央妈在本周上月经济数据出炉后会有新反应;其它方面沪深交易所发布修订后的《融资融券交易实施细则》,也就是券商两融业务已经松绑,第一沪深两市的两融标的从950只股票增至1600只,具体来看中小创股票占比增加;第二取消了最低维持担保比例不得低于130%的统一限制,说白了让券商自主做风险的管理;这消息无疑利好券商,鼓励加杠杆;但需要知道实际心理意义上更大,因最近融资余额总体是在下降,下跌的时候是不太会有人愿意融资,会亏的更多,但以后市场开涨的时候会助涨。市场方面从最新基金数据看,大型机构继续增持科技,后期如果是调整后机会还在这里,另外继鸿蒙操作系统和荣耀智慧屏后,华为又发布了一项基于虚实融合的全新“数字现实”黑科技“cyberverse”,该平台通过空间计算链接用户、空间与数据,将给用户带来全新的交互模式与颠覆性视觉体验。

On the news side, the central bank said that it should keep liquidity reasonable and abundant and implement counter-cyclical adjustment in a timely and appropriate manner. On the whole, after the release of economic data last month, the central mother will have a new reaction; on the other hand, the Shanghai and Shenzhen Stock Exchange issued the revised "Detailed Rules for the Implementation of Margin and Margin Trading", that is, the securities business has been loosened, the first Shanghai. Shenzhen and Shenzhen Stock Exchanges have increased their share of SMEs from 950 to 1600. Secondly, the unified restriction that the minimum maintenance guarantee ratio should not be less than 130% has been abolished, which makes it clear that securities firms should manage risks independently. This news undoubtedly benefits securities firms and encourages leveraging; but we need to know the actual psychological meaning. Larger, because the overall financing balance has been declining recently, when it falls, few people will be willing to raise funds and will lose more, but the market will rise in the future. From the latest fund data, large institutions continue to increase their technology holdings, and if the opportunities are adjusted later, they will still be here. In addition, following the Hongmeng operating system and the Glory Wisdom Screen, Huawei has released a new "cyberverse" black technology based on the integration of virtual reality, which is linked through spatial computing. Users, space and data will bring users a new interactive mode and disruptive visual experience.



大盘预测

空间预测

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上周五在利好的刺激下上证指数高开,随后一路下行,最终收出实体为30.84个点的中阴线,报收于2774.75元,跌0.71%。周五早盘提示当日冲高后向下转折注意高抛,可回避大跌的风险。股指短期反弹的第一目标位R1:2790.09点,盘中再次跌回R1之下本次回落后,若股指在前一低点2733.92点之上,出现止跌上涨为短线底部结构。板块方面,PCB概念板块股大涨,维生素、软件、黄金板块盘中异动拉升,但不是市场主流热点。通信设备、猪肉、军工等板块跌幅居前。沪股通净流入1.31亿,深股通净流入15.75亿。

On Friday, the Shanghai Stock Exchange Index opened high under the good stimulation, then went down all the way. Finally, it closed at 2774.75 yuan, down 0.71%. Fridays early morning suggests that the day after the high turn downward to pay attention to the high sell, can avoid the risk of a big fall. The stock index's first target of short-term rebound was R1:2790.09, and it fell below R1 again in midday trading. This time, if the stock index falls above the previous low of 2733.92, it will stop falling and rise to a short-term bottom structure. On the plate side, PCB concept plate stocks rose sharply, vitamins, software, gold plate plate in the abnormal pull up, but not the mainstream hot spot of the market. Communications equipment, pork, military and other sectors led the decline. The net inflows of Shanghai Stock Exchange and Shenzhen Stock Exchange are 131 million and 1.575 billion respectively.

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创业板指大幅高开,随后一路下行,最终收出反包大阴线,报收于1507.71点,跌1%。股指短期反弹的第二目标位R2:1535.04点,上周五提示重视R2之上的高抛机会,盘中刚好到达R2之上回落,短线投资者等待本次调整后的低吸机会。

GEM opened sharply, then went down all the way, and eventually closed at 1507.71 points, down 1%. The second target of the stock index's short-term rebound is R2:1535.04. Last Friday, it indicated that we should attach importance to the high-selling opportunities above R2. It just fell above R2. Short-term investors are waiting for the low-attraction opportunities after this adjustment.


时间预测


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根据操盘周期表,上证指数5分钟K线图上,今日容易出现拐点的时间为10:30、11:30、13:55附近。

According to the trading cycle table, on the 5-minute K-line chart of the Shanghai Stock Exchange Index, the time when inflection points are prone to occur today is around 10:30, 11:30 and 13:55.

热点板块

消息方面两融放开政策利好券商,这个阶段是下降趋势博弈以华泰和中信这种大券商为主,市场方面华为的相关消息刺激科技股。

In terms of news, the policy of liberalizing the two brokers is favorable. In this stage, the downward trend game is dominated by large brokers such as Huatai and CITIC. In terms of market, Huawei's related news stimulates technology stocks.



风险提示

     市场有风险,投资需谨慎。在任何情况下,本文所载信息或所表述的意见并不构成对任何人的投资建议,对任何因直接或间接使用本文刊载的信息和内容或者据此进行投资所造成的一切后果或损失,我们不承担任何法律责任。








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