韭研

5.15

{"data":{"article_id": "","user_id": "","source_id": "","title":"5.15","subtitle": "","image": "","cover":"https:\u002F\u002Fjiucaigongshe.oss-cn-beijing.aliyuncs.com\u002Fmerchant\u002F174724101899778805a221a988e79ef3f42d7c5bfd418.png","content":"\u003Csection\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-weight: bold;\"\u003E盘面:\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E昨天市场大分歧,今早分歧延续是正常走势。成飞集成\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E板上放量,天箭开0轴,利君大高开。反包方向中超开水下,华纺开深水。化工方向开的相对不错,20cm和30cm的弹性高位票开的都挺稳。整体没有极端负反馈,但也没什么强度,符合预期。剩下就是开盘选方向:开盘后成飞集成板上加单和利君快速秒板,\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E中航成飞\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E稳住没有出现负反馈,华纺也快速修复。这样盘面就没有退潮的信号出现,无非是回不回流,回流哪里的问题。但指数竞价及开盘阶段缩量的很离谱,顺指数方向回流受阻,上午资金集中攻击的防守端的化工抱团。到下午指数回流,\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E沪深300\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E集中拉升时,题材方向才开始回落。此时,化工方向的\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cspan class=\"\"\u003E中毅达\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E和红墙炸板,也体现了明显的跷跷板效应。指数过3400后又是一波兑现的抛压,题材又跟随回落分歧,化工抱团方向也开始修复。到尾盘资金开始布局题材方向明日的修复。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cfont size=\"3\" data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E指数上海深圳背离,上海有银行护盘,深圳比较真实。大盘上午都缩量到1w亿了,大的主线趋势主升行情基本没戏了,这也是科技里面早盘算力动了一下就没了的主要原因\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E无论是早上都走势,还是下午的冲高回落都是比较迷的操作,全市场都在猜因为点啥,盘后辟谣了基金集中调仓的说法。但在早上大幅缩量后,下午一个爆拉,下午量能回归,最终收盘是个平量,起码还是个好信号。说明现在市场不是没有人玩,是大家都不知道该玩点什么。技术上看,指数还是在双顶的位置,向上动能还在。关键点还是量能,温和的放量有利于指数稳扎稳打的攻关,一旦缩量就有掉头向下的风险。目前看,神秘资金的态度上应该是倾向于前者。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Cp\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cp style=\"padding:0;margin:0\"\u003E\u003Cimg style=\"max-width:100%\" src=\"https:\u002F\u002Fjiucaigongshe.oss-cn-beijing.aliyuncs.com\u002Fmerchant\u002F174724101899778805a221a988e79ef3f42d7c5bfd418.png?x-oss-process=image\u002Fauto-orient,1\u002Fwatermark,type_ZmFuZ3poZW5naGVpdGk,size_17,text_6Z-t56CU5YWs56S-77yaQOWwj-W_g-WPsOmYtkF4em1lcnJy,color_FFFFFF,shadow_50,t_100,g_se,x_16,y_16\"\u003E\u003C\u002Fp\u003E \u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Csection style=\"text-align: left;\" nodeleaf=\"\"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cspan textstyle=\"\" style=\"font-weight: bold;\"\u003E板块:\u003C\u002Fspan\u003E     \u003C\u002Fspan\u003E\u003Cb data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em; font-weight: normal;\"\u003E上午最强是\u003C\u002Fspan\u003E\u003C\u002Fb\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E军工\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E、化工、港口航运,下午是纺织、物流、金融,\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E中毅达\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E是全市场的龙,属于单骑带兵,扛着市场前进\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cspan leaf=\"\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cspan leaf=\"\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-weight: bold;\"\u003E梳理:    \u003C\u002Fspan\u003E仅代表个人观点,不构成任何建议\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cfont size=\"3\" data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cspan textstyle=\"\" style=\"font-weight: bold;\"\u003E中毅达,\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E市场最近都是情绪延续分歧,下限跌停 看不到,\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E上限高度和涨停数量 也看不到,\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E今天唯一超预期的就是中毅达,他怒发冲冠\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E未来是用抱团打开空间,还是又被上面监管玩死,明天见分晓。板块上,市场绝对核心中毅达所在的化工板块连续强势,起始于3月份的\u003Cspan class=\"\"\u003E双季戊四醇\u003C\u002Fspan\u003E涨价,而中毅达也顺理成章成为穿越者;除了红宝丽也有点涨价逻辑,后边很多化工票其实都是在吃中毅达的高度和情绪,所以说涨价锚定中毅达就行了,市场震荡走强,抱团强化,但也算不上一致,不断分歧走强的直到真正有低位大板块来冲击导致结束,都可能。\u003C\u002Fspan\u003E\u003Cfont size=\"3\" data-pm-slice=\"0 0 \"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\" data-pm-slice=\"1 1 ["para",{"tagName":"section","attributes":{},"namespaceURI":"http:\u002F\u002Fwww.w3.org\u002F1999\u002Fxhtml"},"node",{"tagName":"font","attributes":{"size":"3","data-pm-slice":"0 0 "},"namespaceURI":"http:\u002F\u002Fwww.w3.org\u002F1999\u002Fxhtml"},"node",{"tagName":"span","attributes":{"style":null,"data-pm-slice":"0 0 "},"namespaceURI":"http:\u002F\u002Fwww.w3.org\u002F1999\u002Fxhtml"}]}}

资讯解析

行业:
化工、军工、纺织、物流、金融
标的:
中毅达 成飞集成 红墙股份
标签:
化工 军工 中毅达 成飞集成 沪深300 化工板块 军工板块 纺织板块 物流板块 金融板块 涨价概念 抱团概念 跷跷板效应 红墙
摘要:
市场在5月15日出现分歧延续,化工板块表现强势,中毅达成为市场核心。指数在下午出现冲高回落,整体量能平量,显示市场存在不确定性。军工、化工、港口航运上午表现较强,下午纺织、物流、金融板块有所表现。
多方:
市场仍有向上动能,中毅达作为核心股带动化工板块走强,指数在双顶位置仍有突破可能。
空方:
市场量能不足,指数冲高回落显示上攻乏力,板块轮动快速,显示资金对后市方向不明确。