昨日盘面可以说精彩纷呈。水泥基建经历了前日高潮后,今天迎来调整,同力水泥跌停,天山股份、青松建化、宁夏建材等全线暴跌,应验了物极必反的道家哲学!不过没关系,大基建行情未完,事实上,昨天异军突起的小金属,正是基建板块的延伸!小金属近期纷纷涨价,钴价本月更是大涨25%,华友钴业三天两板,股价创出历史新高。格林美、盛屯矿业、洛阳钼业、翔鹭钨业等今天也纷纷涨停,成为新的风口,我们预测小金属板块还有上涨空间。可重点关注兼具国改+The Belt and Road Initiative+军工的金属题材。
而部分医药股午后突然直线拉涨停(葵花药业、亿帆医药、人福医药、益佰制药等),有些超出预期,马后炮寻找催化剂是2017板医保目录今天发布,增加了一些“救命药”的供应,将改变万亿行业格局,但具体受益股,需要熟悉医药行业的专业解读,板块效应持续性有待观察!Liu Minyan(authority:VL5523)Guide you to choose good stocks and pay attention to buying points. Purchase stocks that meet technical indicators and have higher returns than risks;Sell stocks that offer substantial short-term profits and are more risky than profitable.