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    August 03

    寂寞投资20070803

    沪市在经过前日洗盘之后,依托昨日走强的地产、金融等板块,今日继续加速上涨,全天共上涨153.04点,涨幅达到惊人的3.47%,最后收盘于4560.77点,收盘前创出新高4562点。
    早盘大盘跳空高开,小幅度回调以后,黄白两线走出背离,说明大盘权重股在机构等大型资金的涌入下,脱离个股而去。受此影响,市场出现个股普遍调整,权重蓝筹发力上攻的形势。笔者猜测,在此点位,资金大量流入蓝筹股,原因有二:其一,大盘要走出惊人的逼空行情,蓝筹不发力是不可能的,也只有蓝筹发力,才能启动更加疯狂的行情;其二,股指期货的推出可能临近,资金开始收集筹码,作为操纵大盘的资本。基于这种推测,笔者认为,此刻介入期货类股票,正当其时,这些股票,可能要经过一个类似四月券商股的疯狂行情。今天中大的涨停,可以认为是发出的一个信号。
    下午在大盘持续发力的情况下,个股有所好转,金融类、地产类尤为突出,消费类、机械类随之走强,个股开始出现普涨态势,最后帮助大盘拉出一个气势惊人的中阳线,全天沪市成交1758.92E,为近期天量。根据股市基本理论,天量不是顶,后市仍有继续上攻的空间。
    个股方面,笔者仍然维持前几天的推荐。
    消费类板块,物价上涨没有放缓趋势,消费类的行情值得关注,伊利、茅台今日表现不错,期待后市继续发挥。
    券商板块,雅戈尔继续萎靡,在其参股券商——中信证券如此漂亮的上涨中不为所动,实在令人对庄家意图产生怀疑,强烈推荐,已经持有的同志们继续持股待涨。
    期货板块,中大仍然是当之无愧的龙头,其余期货概念的股票:美尔雅、新黄浦、高新发展、厦门国贸、天利高新。
    今日操作:无
    今日收益:ST啤酒花   涨5.01%

    前两天实在是没有心思写,下周开始上班了,有空就写,操作估计会很少了,持有啤酒花到股改吧。

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