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IvySim
2022-12-06
$微软(MSFT)$
IvySim
2022-12-05
$老虎证券(TIGR)$
IvySim
2022-12-03
$阿里巴巴(BABA)$
IvySim
2022-11-29
$阿里巴巴(BABA)$
IvySim
2022-11-28
$阿里巴巴(BABA)$
IvySim
2022-11-26
$微软(MSFT)$
IvySim
2022-11-21
$微软(MSFT)$
IvySim
2022-11-19
$老虎证券(TIGR)$
IvySim
2022-11-17
$老虎证券(TIGR)$
IvySim
2022-11-15
$老虎证券(TIGR)$
IvySim
2022-11-12
$阿里巴巴(BABA)$
IvySim
2022-11-11
$老虎证券(TIGR)$
IvySim
2022-11-10
$老虎证券(TIGR)$
IvySim
2022-11-07
$阿里巴巴(BABA)$
IvySim
2022-11-06
$阿里巴巴(BABA)$
IvySim
2021-07-05
Cute
京东换logo，网友评论笑吐了！
IvySim
2021-06-23
how
科技股全面暴涨，怎么才能吃肉？（附名单）
IvySim
2021-06-22
Yes
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IvySim
2021-06-18
Up up
IvySim
2021-06-18
$AMD(AMD)$
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22:30","market":"us","language":"zh","title":"京东换logo，网友评论笑吐了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1109084099","media":"SocialMarketing","summary":"这么多年了，京东狗Joy终于换拍照姿势了。","content":"<p>前有淘宝换logo，花了300w，改了个寂寞；后有小米换logo，花了200w磨平了棱角，没多大区别。</p>\n<p>终于的终于，有品牌不跟我们玩“logo找不同”游戏了！</p>\n<p>相信下载京东app的小伙伴应该都发现了，最近京东的logo肉眼可见地换了！（没发现的，看下图）</p>\n<p><img src=\"https://static.tigerbbs.com/e722f3683c15c0ab327afead1db5fe67\" tg-width=\"550\" tg-height=\"262\" referrerpolicy=\"no-referrer\"></p>\n<p>说实话，看到新logo时，我第一反应是：这么多年了，京东狗Joy终于换拍照姿势了，从阿姨旅游全身照变成了网红自拍照，孩子真的成长了。</p>\n<p>而且相比之前的小狗形象，新的Joy眼睛变大了，五官四肢更立体，甚至都学会用两只脚走路了。</p>\n<p><img src=\"https://static.tigerbbs.com/5b2d0f1d1d95d1bfe0ceb0e8144fcb23\" tg-width=\"550\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p>\n<p>对于这种从距离，到姿势，再到Joy形象变3D立体的焕新，网友有太多话说了。</p>\n<p><b>它...好像胖了...</b></p>\n<p>仔细看去，Joy的腿是变粗了，脸好像也是变大了...</p>\n<p><img src=\"https://static.tigerbbs.com/de0f58f13c22d37f489666d8bb6f48bf\" tg-width=\"550\" tg-height=\"593\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/bc2025c0687d102818349a89d1b36fa6\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/850cf85b39133ddfa6a175a8bac301fe\" tg-width=\"550\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p>\n<p><b>论拍照角度，对人胖瘦的影响力</b></p>\n<p><img src=\"https://static.tigerbbs.com/7f18466765145abe0f06f438469318c9\" tg-width=\"550\" tg-height=\"426\" referrerpolicy=\"no-referrer\"></p>\n<p>拍照角度真的重要吗？好像是很重要！</p>\n<p><img src=\"https://static.tigerbbs.com/eca91c1ebc1031ce78fd708114f1f19c\" tg-width=\"550\" tg-height=\"215\" referrerpolicy=\"no-referrer\">越来越胖</p>\n<p><b>小狗的快乐是不上班给的吗？</b></p>\n<p><img src=\"https://static.tigerbbs.com/35806aba591b9b02a8c6ae2727a90ebd\" tg-width=\"550\" tg-height=\"303\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/22bd5c54f8e649e74259d874885f7487\" tg-width=\"550\" tg-height=\"127\" referrerpolicy=\"no-referrer\"></p>\n<p>小狗狗唯一的烦恼可能是自己太可爱了，怎么办？</p>\n<p><img src=\"https://static.tigerbbs.com/2164e3f5f872d1c10d4d982a4b46aa09\" tg-width=\"550\" tg-height=\"133\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/abdc9239ef3f278f0d31532540372755\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p>\n<p><b>小狗的笑容背后藏着什么？</b></p>\n<p><img src=\"https://static.tigerbbs.com/3f6c4ef1cff2a2a0f136754aa748fcae\" tg-width=\"550\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>\n<p><b>止不住对logo的</b><b>联想</b></p>\n<p>看到下面这张图的时候，我笑疯了。</p>\n<p><img src=\"https://static.tigerbbs.com/d694d5ab8338eff06a7445ec7a29b2e0\" tg-width=\"550\" tg-height=\"84\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d0c8df835e9a4b60499dcb37836d571d\" tg-width=\"550\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>\n<p><b>走...走狗？</b></p>\n<p><img src=\"https://static.tigerbbs.com/e9ede7058eed3513d7bb1b3653cf4c44\" tg-width=\"550\" tg-height=\"614\" referrerpolicy=\"no-referrer\"></p>\n<p><b>京东肚子里的十级蛔虫</b></p>\n<p><img src=\"https://static.tigerbbs.com/3f92dca9cea1305ae24b337cd349089e\" tg-width=\"550\" tg-height=\"250\" referrerpolicy=\"no-referrer\"></p>\n<p>京东这次换logo，看了网上不少的评论，总体来说是成功的，绝大多数网友都表示好感度倍增。少部分网友则表示相比之前的，新版本更加普通，不如之前的好看。</p>\n<p><img src=\"https://static.tigerbbs.com/0d89d86b03ad8c2b04ccecb2f5e398e6\" tg-width=\"550\" tg-height=\"232\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/882f571ee1cf05c8f6966f38d587c89a\" tg-width=\"550\" tg-height=\"250\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/af7006c21a700410bfc3e244f2f34168\" tg-width=\"550\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>\n<p>咱们去看19年，天猫品牌logo的变化，可以发现，相比其他品牌logo从拟物到扁平，从具象到抽象。</p>\n<p>天猫和京东的logo似乎是从拟物到扁平，再从扁平变得立体化，越来越“壮实”了。</p>\n<p><img src=\"https://static.tigerbbs.com/8dd8839617ea5b1e65b468bb8abe8172\" tg-width=\"550\" tg-height=\"246\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/beb8be16a90664588594349ad8c03f3e\" tg-width=\"440\" tg-height=\"291\" referrerpolicy=\"no-referrer\"></p>\n<p>天猫在换了新logo后，还和韩国IP“Sticky Monster Lab”联合推出活动，顺势推出新的公仔。</p>\n<p><img src=\"https://static.tigerbbs.com/eb0514c837aba184c8e81314d6fd70e1\" tg-width=\"440\" tg-height=\"242\" referrerpolicy=\"no-referrer\"></p>\n<p>这种“壮实化”的处理，其实是让品牌逐渐在大众印象中变成具有人格的立体形象，不仅个性丰富，还变得鲜活可爱了起来。</p>\n<p>LOGO绝不只是一个标志，它更是一个品牌的形象载体和品牌文化的象征。这几年，我们可以发现，科技化、网络化的大公司，都开始喜欢可爱接地气的形象，因为这样的形象能大大减弱公司与大众的距离感。</p>","source":"lsy1625495473763","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>京东换logo，网友评论笑吐了！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东换logo，网友评论笑吐了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 22:30 北京时间 <a href=https://mp.weixin.qq.com/s/wibGXovIzYN3IpYY6k-ExA><strong>SocialMarketing</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>前有淘宝换logo，花了300w，改了个寂寞；后有小米换logo，花了200w磨平了棱角，没多大区别。\n终于的终于，有品牌不跟我们玩“logo找不同”游戏了！\n相信下载京东app的小伙伴应该都发现了，最近京东的logo肉眼可见地换了！（没发现的，看下图）\n\n说实话，看到新logo时，我第一反应是：这么多年了，京东狗Joy终于换拍照姿势了，从阿姨旅游全身照变成了网红自拍照，孩子真的成长了。\n而且相比...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wibGXovIzYN3IpYY6k-ExA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0e97b0457383e0a08a59b14a4a776d3c","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"https://mp.weixin.qq.com/s/wibGXovIzYN3IpYY6k-ExA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109084099","content_text":"前有淘宝换logo，花了300w，改了个寂寞；后有小米换logo，花了200w磨平了棱角，没多大区别。\n终于的终于，有品牌不跟我们玩“logo找不同”游戏了！\n相信下载京东app的小伙伴应该都发现了，最近京东的logo肉眼可见地换了！（没发现的，看下图）\n\n说实话，看到新logo时，我第一反应是：这么多年了，京东狗Joy终于换拍照姿势了，从阿姨旅游全身照变成了网红自拍照，孩子真的成长了。\n而且相比之前的小狗形象，新的Joy眼睛变大了，五官四肢更立体，甚至都学会用两只脚走路了。\n\n对于这种从距离，到姿势，再到Joy形象变3D立体的焕新，网友有太多话说了。\n它...好像胖了...\n仔细看去，Joy的腿是变粗了，脸好像也是变大了...\n\n论拍照角度，对人胖瘦的影响力\n\n拍照角度真的重要吗？好像是很重要！\n越来越胖\n小狗的快乐是不上班给的吗？\n\n小狗狗唯一的烦恼可能是自己太可爱了，怎么办？\n\n小狗的笑容背后藏着什么？\n\n止不住对logo的联想\n看到下面这张图的时候，我笑疯了。\n\n走...走狗？\n\n京东肚子里的十级蛔虫\n\n京东这次换logo，看了网上不少的评论，总体来说是成功的，绝大多数网友都表示好感度倍增。少部分网友则表示相比之前的，新版本更加普通，不如之前的好看。\n\n咱们去看19年，天猫品牌logo的变化，可以发现，相比其他品牌logo从拟物到扁平，从具象到抽象。\n天猫和京东的logo似乎是从拟物到扁平，再从扁平变得立体化，越来越“壮实”了。\n\n天猫在换了新logo后，还和韩国IP“Sticky Monster Lab”联合推出活动，顺势推出新的公仔。\n\n这种“壮实化”的处理，其实是让品牌逐渐在大众印象中变成具有人格的立体形象，不仅个性丰富，还变得鲜活可爱了起来。\nLOGO绝不只是一个标志，它更是一个品牌的形象载体和品牌文化的象征。这几年，我们可以发现，科技化、网络化的大公司，都开始喜欢可爱接地气的形象，因为这样的形象能大大减弱公司与大众的距离感。","news_type":1,"symbols_score_info":{"09618":0.9,"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121006293,"gmtCreate":1624442303812,"gmtModify":1703836803227,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579811671570199","idStr":"3579811671570199"},"themes":[],"htmlText":"how","listText":"how","text":"how","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121006293","repostId":"1174176610","repostType":4,"repost":{"id":"1174176610","kind":"news","pubTimestamp":1624440360,"share":"https://ttm.financial/m/news/1174176610?lang=&edition=fundamental","pubTime":"2021-06-23 17:26","market":"sh","language":"zh","title":"科技股全面暴涨，怎么才能吃肉？（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=1174176610","media":"原来是凌乐","summary":"今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆","content":"<p>今天，科技股全面爆发，国家大基金持股、<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆发期的感觉。</p>\n<p><img src=\"https://static.tigerbbs.com/c48372db3af32bd32a7e37cb0caa8687\" tg-width=\"1080\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p>\n<p>果然，还是我熟悉的A股，一顿上涨猛如虎，回头一看，大盘涨了0.25。现在股市的分化非常明显，<a href=\"https://laohu8.com/S/601318\">中国平安</a>、万科、美的这些大盘蓝筹股天天创新低，半导体、新能源汽车和科技股却连续上涨，而且都是暴涨，20cm的涨停也是不在少数，更离谱的东鹏特饮、<a href=\"https://laohu8.com/S/600905\">三峡能源</a>更是连续封板，当真是选好了吃肉，选差了挨打，还好，我最近的持仓都是市场热门概念，没有挨打。</p>\n<p>在今天科技股暴涨之后，科技股牛市的呼声再起，大家最大的疑问就是科技股牛市真的来了吗？哪些才是真正的科技股？我们又该如何选股？</p>\n<p>本文，我们就来聊聊当下最火的科技股概念。</p>\n<p><b>01、什么是科技股？</b></p>\n<p>一说到科技股，大家就以为是在说半导体和芯片，其实科技股是一个大类，既包含5G、云服务这类软件和信息类机构，又包含计算机、<a href=\"https://laohu8.com/S/300024\">机器人</a>这类硬件公司，甚至还包含一些互联网公司，简单来说，就是产品和服务具有高技术含量的企业。</p>\n<p>但是在股市，不同时期都有代表性的科技股，回顾A股历史，一共有五轮科技股浪潮，第一轮炒作的是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产业链、第二轮是移动互联网，第三轮是互联网+，第四轮是半导体，第五轮是5G产业链，所以科技股没有确定的概念，只有最适合当下的概念。</p>\n<p><img src=\"https://static.tigerbbs.com/844a194beb5158eb671014bdce539dce\" tg-width=\"636\" tg-height=\"259\" referrerpolicy=\"no-referrer\"></p>\n<p>那当前最火热的科技股概念是什么？</p>\n<p>咱们直接看涨幅榜就知道了，查询最近20日概念板块涨幅榜，涨幅最大的就是鸿蒙、半导体、光刻胶和集成电路，很明显，鸿蒙和半导体就是当下最火热的科技股概念。</p>\n<p><img src=\"https://static.tigerbbs.com/653708915aae9f02c4426c3fba99f4ee\" tg-width=\"1080\" tg-height=\"1711\" referrerpolicy=\"no-referrer\"></p>\n<p>但是光看近20日的涨幅榜还不够，如果当真是科技股的牛市，周期就要看得更远，于是我统计了一下从2020年初到现在的板块涨幅榜，你会发现涨幅最大的板块基本全都是科技股，服务机器人、<a href=\"https://laohu8.com/S/000591\">太阳能</a>、电池、化学材料这些板块，都是当前市场炒作最热门的科技股概念，而汽车整车和半导体，无疑是炒作的龙头。</p>\n<p><img src=\"https://static.tigerbbs.com/3052b7a73b6410f53234cfa7d83231b8\" tg-width=\"760\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p>\n<p>这里不得不说一下新能源汽车板块，这个板块理论上也应当划分到科技股的范畴之中，而不是传统工业，因为新能源汽车产业链中的自动驾驶、电池、驾驶辅助系统等都属于科技股，而新能源汽车也属于新物种，从市场估值来看，新能源汽车好多个股市盈率超过百倍，明显就是科技股的估值。</p>\n<p>所以，这一轮科技股行情，<b>就是在半导体和新能源汽车的带动之下，偶尔炒作服务机器人、电池、新材料和航天装备这些板块</b>，它们才是当前的科技股。</p>\n<p><b>02、为什么炒作科技股？</b></p>\n<p>我认为，科技股的炒作逻辑有三个</p>\n<p><b>一：产业政策倾斜</b></p>\n<p>从2019年开始，政策就给科技股一路开绿灯，先是专门建立了科创板，方便8类科技企业直接融资，不用排队；再是放宽创业板融资门槛，给那些不是纯粹科技股的企业进一步融资的机会</p>\n<p>公开数据显示，中国2018年在科技方面的研发投入金额约2万亿，每年都以两位数增长，<b>中国正处于科技兴国的快车道</b>。</p>\n<p><b>二：市场资金涌入</b></p>\n<p>我A股的真主力其实只有两个，基金和外资。</p>\n<p>近期双创50ETF上市，普通投资者借道基金入场科创板的渠道就更多了，没有散户的科创板是没有灵魂的，散户过多的创业板是混乱的，有了双创50基金，散户也能跟随吃肉又不至于扰乱市场，完美。</p>\n<p>而且我统计了一下，最近一年新发基金的审核明显偏向于科技类基金，官方在有意引导资金的流向，限制资金流向传统行业，大家都知道，基金就代表了购买力，发行得越多，那个主题必将持续走高。</p>\n<p>而且近期北向资金加仓科技股的趋势也非常明显，尽管持股总量还比较少，但外资确实在加仓科技类股票。</p>\n<p>在散户、基金和外资的三重驱动下，近期科创50指数连续大涨，涨幅远高于主板。</p>\n<p><b>三：行业利润的崛起</b></p>\n<p>下图我统计了一下科技股板块2021年Q1净利润环比增幅，要知道，大多数企业都是有经营周期的，因为过年假期因素，一般Q1都是销量淡季，全行业平均净利润增幅为-12%，但是这些科技股净利润都是翻倍式的增长，增幅非常恐怖。</p>\n<p><img src=\"https://static.tigerbbs.com/738a2b90c4d119b0c33fd1c9a3535380\" tg-width=\"487\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p>\n<p>在这种业绩增幅之下，只要能保证业绩持续增长，再高的估值也会被迅速消化。所以，在政策倾斜、国产替代和行业崛起的三大风口之下，科技股俨然已是拉不回头的牛，市场仍有较大投资空间。</p>\n<p><b>03、如何筛选科技股？</b></p>\n<p>在科技股连续大涨之后，如果接盘了没有基本面支撑的个股，很容易踩雷，所以我们在选股方面得相当谨慎。</p>\n<p>上一篇文章我在讲成长股的时候，总觉得有某个地方缺失了，后来一想才知道，其实我真正看好的是科技类成长股，并不是周期类成长股，两者有本质的区别。</p>\n<p>科技类成长股是在技术升级的基础上，产生新的市场需求，或者以前是国外进口的科技产品现在转为国内自产，业绩就能持续增长；</p>\n<p>而周期类成长股可能是因为去年疫情导致需求下降，今年经济回复，导致短期业绩暴增，造成业绩增长的错觉，其实持续性并不强，很容易产生价值投资陷阱，例如当下的<a href=\"https://laohu8.com/S/02318\">中国平安</a>、万科、美的等企业，利润和营收都在增长，就是股价跌跌不休，存在明显的价值投资陷阱。</p>\n<p>所以，我们本次选股，就是在上一篇成长股的基础上，筛选出以上几个板块的个股，此时建议各位回顾一下上文《账户重回新高，下半年重点关注这些股！》，最后我给出了一个70支个股的名单，此时我们就在这70支个股中筛选出当前的热门科技股。</p>\n<p>我筛选之后，发现只有5、6支可选，范围有些小了，就不放在文章中了，各位如果想参考一下的话，在对话框回复“<b>科技成长股</b>”五个字，就有我选出来的名单了。</p>\n<p>我看了一下我筛选出来的个股，前期涨幅都还挺大的，使用的数据都是2021年Q1的数据，要是那个时候就采用这种选股法多好，颇有直拍大腿错过了的感觉。</p>\n<p>股市行情越是火热，大家越要擦亮眼睛，据我观察，短期涨幅最大的个股大概率不是基本面最好的，相反，基本面越差可能涨幅越大，但这绝不是我们去选垃圾股的理由，长期来看，只有那些业绩持续向好，利润增速不断提高的企业，才能不断突破前高，即使短线被套，回血的速度也会很快。</p>\n<p>不要今天因为看到科技股吃肉，就盲目追高，还是重视一下基本面。</p>","source":"lsy1570673087328","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>科技股全面暴涨，怎么才能吃肉？（附名单）</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n科技股全面暴涨，怎么才能吃肉？（附名单）\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 17:26 北京时间 <a href=https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ><strong>原来是凌乐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆发期的感觉。\n\n果然，还是我熟悉的A股，一顿上涨猛如虎，回头一看，大盘涨了0.25。现在股市的分化非常明显，中国平安、万科、美的这些大盘蓝筹股天天创新低，半导体、新能源汽车和科技股却连续上涨，而且都是...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174176610","content_text":"今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆发期的感觉。\n\n果然，还是我熟悉的A股，一顿上涨猛如虎，回头一看，大盘涨了0.25。现在股市的分化非常明显，中国平安、万科、美的这些大盘蓝筹股天天创新低，半导体、新能源汽车和科技股却连续上涨，而且都是暴涨，20cm的涨停也是不在少数，更离谱的东鹏特饮、三峡能源更是连续封板，当真是选好了吃肉，选差了挨打，还好，我最近的持仓都是市场热门概念，没有挨打。\n在今天科技股暴涨之后，科技股牛市的呼声再起，大家最大的疑问就是科技股牛市真的来了吗？哪些才是真正的科技股？我们又该如何选股？\n本文，我们就来聊聊当下最火的科技股概念。\n01、什么是科技股？\n一说到科技股，大家就以为是在说半导体和芯片，其实科技股是一个大类，既包含5G、云服务这类软件和信息类机构，又包含计算机、机器人这类硬件公司，甚至还包含一些互联网公司，简单来说，就是产品和服务具有高技术含量的企业。\n但是在股市，不同时期都有代表性的科技股，回顾A股历史，一共有五轮科技股浪潮，第一轮炒作的是苹果产业链、第二轮是移动互联网，第三轮是互联网+，第四轮是半导体，第五轮是5G产业链，所以科技股没有确定的概念，只有最适合当下的概念。\n\n那当前最火热的科技股概念是什么？\n咱们直接看涨幅榜就知道了，查询最近20日概念板块涨幅榜，涨幅最大的就是鸿蒙、半导体、光刻胶和集成电路，很明显，鸿蒙和半导体就是当下最火热的科技股概念。\n\n但是光看近20日的涨幅榜还不够，如果当真是科技股的牛市，周期就要看得更远，于是我统计了一下从2020年初到现在的板块涨幅榜，你会发现涨幅最大的板块基本全都是科技股，服务机器人、太阳能、电池、化学材料这些板块，都是当前市场炒作最热门的科技股概念，而汽车整车和半导体，无疑是炒作的龙头。\n\n这里不得不说一下新能源汽车板块，这个板块理论上也应当划分到科技股的范畴之中，而不是传统工业，因为新能源汽车产业链中的自动驾驶、电池、驾驶辅助系统等都属于科技股，而新能源汽车也属于新物种，从市场估值来看，新能源汽车好多个股市盈率超过百倍，明显就是科技股的估值。\n所以，这一轮科技股行情，就是在半导体和新能源汽车的带动之下，偶尔炒作服务机器人、电池、新材料和航天装备这些板块，它们才是当前的科技股。\n02、为什么炒作科技股？\n我认为，科技股的炒作逻辑有三个\n一：产业政策倾斜\n从2019年开始，政策就给科技股一路开绿灯，先是专门建立了科创板，方便8类科技企业直接融资，不用排队；再是放宽创业板融资门槛，给那些不是纯粹科技股的企业进一步融资的机会\n公开数据显示，中国2018年在科技方面的研发投入金额约2万亿，每年都以两位数增长，中国正处于科技兴国的快车道。\n二：市场资金涌入\n我A股的真主力其实只有两个，基金和外资。\n近期双创50ETF上市，普通投资者借道基金入场科创板的渠道就更多了，没有散户的科创板是没有灵魂的，散户过多的创业板是混乱的，有了双创50基金，散户也能跟随吃肉又不至于扰乱市场，完美。\n而且我统计了一下，最近一年新发基金的审核明显偏向于科技类基金，官方在有意引导资金的流向，限制资金流向传统行业，大家都知道，基金就代表了购买力，发行得越多，那个主题必将持续走高。\n而且近期北向资金加仓科技股的趋势也非常明显，尽管持股总量还比较少，但外资确实在加仓科技类股票。\n在散户、基金和外资的三重驱动下，近期科创50指数连续大涨，涨幅远高于主板。\n三：行业利润的崛起\n下图我统计了一下科技股板块2021年Q1净利润环比增幅，要知道，大多数企业都是有经营周期的，因为过年假期因素，一般Q1都是销量淡季，全行业平均净利润增幅为-12%，但是这些科技股净利润都是翻倍式的增长，增幅非常恐怖。\n\n在这种业绩增幅之下，只要能保证业绩持续增长，再高的估值也会被迅速消化。所以，在政策倾斜、国产替代和行业崛起的三大风口之下，科技股俨然已是拉不回头的牛，市场仍有较大投资空间。\n03、如何筛选科技股？\n在科技股连续大涨之后，如果接盘了没有基本面支撑的个股，很容易踩雷，所以我们在选股方面得相当谨慎。\n上一篇文章我在讲成长股的时候，总觉得有某个地方缺失了，后来一想才知道，其实我真正看好的是科技类成长股，并不是周期类成长股，两者有本质的区别。\n科技类成长股是在技术升级的基础上，产生新的市场需求，或者以前是国外进口的科技产品现在转为国内自产，业绩就能持续增长；\n而周期类成长股可能是因为去年疫情导致需求下降，今年经济回复，导致短期业绩暴增，造成业绩增长的错觉，其实持续性并不强，很容易产生价值投资陷阱，例如当下的中国平安、万科、美的等企业，利润和营收都在增长，就是股价跌跌不休，存在明显的价值投资陷阱。\n所以，我们本次选股，就是在上一篇成长股的基础上，筛选出以上几个板块的个股，此时建议各位回顾一下上文《账户重回新高，下半年重点关注这些股！》，最后我给出了一个70支个股的名单，此时我们就在这70支个股中筛选出当前的热门科技股。\n我筛选之后，发现只有5、6支可选，范围有些小了，就不放在文章中了，各位如果想参考一下的话，在对话框回复“科技成长股”五个字，就有我选出来的名单了。\n我看了一下我筛选出来的个股，前期涨幅都还挺大的，使用的数据都是2021年Q1的数据，要是那个时候就采用这种选股法多好，颇有直拍大腿错过了的感觉。\n股市行情越是火热，大家越要擦亮眼睛，据我观察，短期涨幅最大的个股大概率不是基本面最好的，相反，基本面越差可能涨幅越大，但这绝不是我们去选垃圾股的理由，长期来看，只有那些业绩持续向好，利润增速不断提高的企业，才能不断突破前高，即使短线被套，回血的速度也会很快。\n不要今天因为看到科技股吃肉，就盲目追高，还是重视一下基本面。","news_type":1,"symbols_score_info":{"03086":0.9,"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":1527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129107665,"gmtCreate":1624363188457,"gmtModify":1703834401369,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579811671570199","idStr":"3579811671570199"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129107665","repostId":"1161025826","repostType":4,"isVote":1,"tweetType":1,"viewCount":1194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162091654,"gmtCreate":1624026952878,"gmtModify":1703827034120,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579811671570199","idStr":"3579811671570199"},"themes":[],"htmlText":"Up 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17:26","market":"sh","language":"zh","title":"科技股全面暴涨，怎么才能吃肉？（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=1174176610","media":"原来是凌乐","summary":"今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆","content":"<p>今天，科技股全面爆发，国家大基金持股、<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆发期的感觉。</p>\n<p><img src=\"https://static.tigerbbs.com/c48372db3af32bd32a7e37cb0caa8687\" tg-width=\"1080\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p>\n<p>果然，还是我熟悉的A股，一顿上涨猛如虎，回头一看，大盘涨了0.25。现在股市的分化非常明显，<a href=\"https://laohu8.com/S/601318\">中国平安</a>、万科、美的这些大盘蓝筹股天天创新低，半导体、新能源汽车和科技股却连续上涨，而且都是暴涨，20cm的涨停也是不在少数，更离谱的东鹏特饮、<a href=\"https://laohu8.com/S/600905\">三峡能源</a>更是连续封板，当真是选好了吃肉，选差了挨打，还好，我最近的持仓都是市场热门概念，没有挨打。</p>\n<p>在今天科技股暴涨之后，科技股牛市的呼声再起，大家最大的疑问就是科技股牛市真的来了吗？哪些才是真正的科技股？我们又该如何选股？</p>\n<p>本文，我们就来聊聊当下最火的科技股概念。</p>\n<p><b>01、什么是科技股？</b></p>\n<p>一说到科技股，大家就以为是在说半导体和芯片，其实科技股是一个大类，既包含5G、云服务这类软件和信息类机构，又包含计算机、<a href=\"https://laohu8.com/S/300024\">机器人</a>这类硬件公司，甚至还包含一些互联网公司，简单来说，就是产品和服务具有高技术含量的企业。</p>\n<p>但是在股市，不同时期都有代表性的科技股，回顾A股历史，一共有五轮科技股浪潮，第一轮炒作的是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产业链、第二轮是移动互联网，第三轮是互联网+，第四轮是半导体，第五轮是5G产业链，所以科技股没有确定的概念，只有最适合当下的概念。</p>\n<p><img src=\"https://static.tigerbbs.com/844a194beb5158eb671014bdce539dce\" tg-width=\"636\" tg-height=\"259\" referrerpolicy=\"no-referrer\"></p>\n<p>那当前最火热的科技股概念是什么？</p>\n<p>咱们直接看涨幅榜就知道了，查询最近20日概念板块涨幅榜，涨幅最大的就是鸿蒙、半导体、光刻胶和集成电路，很明显，鸿蒙和半导体就是当下最火热的科技股概念。</p>\n<p><img src=\"https://static.tigerbbs.com/653708915aae9f02c4426c3fba99f4ee\" tg-width=\"1080\" tg-height=\"1711\" referrerpolicy=\"no-referrer\"></p>\n<p>但是光看近20日的涨幅榜还不够，如果当真是科技股的牛市，周期就要看得更远，于是我统计了一下从2020年初到现在的板块涨幅榜，你会发现涨幅最大的板块基本全都是科技股，服务机器人、<a href=\"https://laohu8.com/S/000591\">太阳能</a>、电池、化学材料这些板块，都是当前市场炒作最热门的科技股概念，而汽车整车和半导体，无疑是炒作的龙头。</p>\n<p><img src=\"https://static.tigerbbs.com/3052b7a73b6410f53234cfa7d83231b8\" tg-width=\"760\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p>\n<p>这里不得不说一下新能源汽车板块，这个板块理论上也应当划分到科技股的范畴之中，而不是传统工业，因为新能源汽车产业链中的自动驾驶、电池、驾驶辅助系统等都属于科技股，而新能源汽车也属于新物种，从市场估值来看，新能源汽车好多个股市盈率超过百倍，明显就是科技股的估值。</p>\n<p>所以，这一轮科技股行情，<b>就是在半导体和新能源汽车的带动之下，偶尔炒作服务机器人、电池、新材料和航天装备这些板块</b>，它们才是当前的科技股。</p>\n<p><b>02、为什么炒作科技股？</b></p>\n<p>我认为，科技股的炒作逻辑有三个</p>\n<p><b>一：产业政策倾斜</b></p>\n<p>从2019年开始，政策就给科技股一路开绿灯，先是专门建立了科创板，方便8类科技企业直接融资，不用排队；再是放宽创业板融资门槛，给那些不是纯粹科技股的企业进一步融资的机会</p>\n<p>公开数据显示，中国2018年在科技方面的研发投入金额约2万亿，每年都以两位数增长，<b>中国正处于科技兴国的快车道</b>。</p>\n<p><b>二：市场资金涌入</b></p>\n<p>我A股的真主力其实只有两个，基金和外资。</p>\n<p>近期双创50ETF上市，普通投资者借道基金入场科创板的渠道就更多了，没有散户的科创板是没有灵魂的，散户过多的创业板是混乱的，有了双创50基金，散户也能跟随吃肉又不至于扰乱市场，完美。</p>\n<p>而且我统计了一下，最近一年新发基金的审核明显偏向于科技类基金，官方在有意引导资金的流向，限制资金流向传统行业，大家都知道，基金就代表了购买力，发行得越多，那个主题必将持续走高。</p>\n<p>而且近期北向资金加仓科技股的趋势也非常明显，尽管持股总量还比较少，但外资确实在加仓科技类股票。</p>\n<p>在散户、基金和外资的三重驱动下，近期科创50指数连续大涨，涨幅远高于主板。</p>\n<p><b>三：行业利润的崛起</b></p>\n<p>下图我统计了一下科技股板块2021年Q1净利润环比增幅，要知道，大多数企业都是有经营周期的，因为过年假期因素，一般Q1都是销量淡季，全行业平均净利润增幅为-12%，但是这些科技股净利润都是翻倍式的增长，增幅非常恐怖。</p>\n<p><img src=\"https://static.tigerbbs.com/738a2b90c4d119b0c33fd1c9a3535380\" tg-width=\"487\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p>\n<p>在这种业绩增幅之下，只要能保证业绩持续增长，再高的估值也会被迅速消化。所以，在政策倾斜、国产替代和行业崛起的三大风口之下，科技股俨然已是拉不回头的牛，市场仍有较大投资空间。</p>\n<p><b>03、如何筛选科技股？</b></p>\n<p>在科技股连续大涨之后，如果接盘了没有基本面支撑的个股，很容易踩雷，所以我们在选股方面得相当谨慎。</p>\n<p>上一篇文章我在讲成长股的时候，总觉得有某个地方缺失了，后来一想才知道，其实我真正看好的是科技类成长股，并不是周期类成长股，两者有本质的区别。</p>\n<p>科技类成长股是在技术升级的基础上，产生新的市场需求，或者以前是国外进口的科技产品现在转为国内自产，业绩就能持续增长；</p>\n<p>而周期类成长股可能是因为去年疫情导致需求下降，今年经济回复，导致短期业绩暴增，造成业绩增长的错觉，其实持续性并不强，很容易产生价值投资陷阱，例如当下的<a href=\"https://laohu8.com/S/02318\">中国平安</a>、万科、美的等企业，利润和营收都在增长，就是股价跌跌不休，存在明显的价值投资陷阱。</p>\n<p>所以，我们本次选股，就是在上一篇成长股的基础上，筛选出以上几个板块的个股，此时建议各位回顾一下上文《账户重回新高，下半年重点关注这些股！》，最后我给出了一个70支个股的名单，此时我们就在这70支个股中筛选出当前的热门科技股。</p>\n<p>我筛选之后，发现只有5、6支可选，范围有些小了，就不放在文章中了，各位如果想参考一下的话，在对话框回复“<b>科技成长股</b>”五个字，就有我选出来的名单了。</p>\n<p>我看了一下我筛选出来的个股，前期涨幅都还挺大的，使用的数据都是2021年Q1的数据，要是那个时候就采用这种选股法多好，颇有直拍大腿错过了的感觉。</p>\n<p>股市行情越是火热，大家越要擦亮眼睛，据我观察，短期涨幅最大的个股大概率不是基本面最好的，相反，基本面越差可能涨幅越大，但这绝不是我们去选垃圾股的理由，长期来看，只有那些业绩持续向好，利润增速不断提高的企业，才能不断突破前高，即使短线被套，回血的速度也会很快。</p>\n<p>不要今天因为看到科技股吃肉，就盲目追高，还是重视一下基本面。</p>","source":"lsy1570673087328","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>科技股全面暴涨，怎么才能吃肉？（附名单）</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n科技股全面暴涨，怎么才能吃肉？（附名单）\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 17:26 北京时间 <a href=https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ><strong>原来是凌乐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆发期的感觉。\n\n果然，还是我熟悉的A股，一顿上涨猛如虎，回头一看，大盘涨了0.25。现在股市的分化非常明显，中国平安、万科、美的这些大盘蓝筹股天天创新低，半导体、新能源汽车和科技股却连续上涨，而且都是...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174176610","content_text":"今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆发期的感觉。\n\n果然，还是我熟悉的A股，一顿上涨猛如虎，回头一看，大盘涨了0.25。现在股市的分化非常明显，中国平安、万科、美的这些大盘蓝筹股天天创新低，半导体、新能源汽车和科技股却连续上涨，而且都是暴涨，20cm的涨停也是不在少数，更离谱的东鹏特饮、三峡能源更是连续封板，当真是选好了吃肉，选差了挨打，还好，我最近的持仓都是市场热门概念，没有挨打。\n在今天科技股暴涨之后，科技股牛市的呼声再起，大家最大的疑问就是科技股牛市真的来了吗？哪些才是真正的科技股？我们又该如何选股？\n本文，我们就来聊聊当下最火的科技股概念。\n01、什么是科技股？\n一说到科技股，大家就以为是在说半导体和芯片，其实科技股是一个大类，既包含5G、云服务这类软件和信息类机构，又包含计算机、机器人这类硬件公司，甚至还包含一些互联网公司，简单来说，就是产品和服务具有高技术含量的企业。\n但是在股市，不同时期都有代表性的科技股，回顾A股历史，一共有五轮科技股浪潮，第一轮炒作的是苹果产业链、第二轮是移动互联网，第三轮是互联网+，第四轮是半导体，第五轮是5G产业链，所以科技股没有确定的概念，只有最适合当下的概念。\n\n那当前最火热的科技股概念是什么？\n咱们直接看涨幅榜就知道了，查询最近20日概念板块涨幅榜，涨幅最大的就是鸿蒙、半导体、光刻胶和集成电路，很明显，鸿蒙和半导体就是当下最火热的科技股概念。\n\n但是光看近20日的涨幅榜还不够，如果当真是科技股的牛市，周期就要看得更远，于是我统计了一下从2020年初到现在的板块涨幅榜，你会发现涨幅最大的板块基本全都是科技股，服务机器人、太阳能、电池、化学材料这些板块，都是当前市场炒作最热门的科技股概念，而汽车整车和半导体，无疑是炒作的龙头。\n\n这里不得不说一下新能源汽车板块，这个板块理论上也应当划分到科技股的范畴之中，而不是传统工业，因为新能源汽车产业链中的自动驾驶、电池、驾驶辅助系统等都属于科技股，而新能源汽车也属于新物种，从市场估值来看，新能源汽车好多个股市盈率超过百倍，明显就是科技股的估值。\n所以，这一轮科技股行情，就是在半导体和新能源汽车的带动之下，偶尔炒作服务机器人、电池、新材料和航天装备这些板块，它们才是当前的科技股。\n02、为什么炒作科技股？\n我认为，科技股的炒作逻辑有三个\n一：产业政策倾斜\n从2019年开始，政策就给科技股一路开绿灯，先是专门建立了科创板，方便8类科技企业直接融资，不用排队；再是放宽创业板融资门槛，给那些不是纯粹科技股的企业进一步融资的机会\n公开数据显示，中国2018年在科技方面的研发投入金额约2万亿，每年都以两位数增长，中国正处于科技兴国的快车道。\n二：市场资金涌入\n我A股的真主力其实只有两个，基金和外资。\n近期双创50ETF上市，普通投资者借道基金入场科创板的渠道就更多了，没有散户的科创板是没有灵魂的，散户过多的创业板是混乱的，有了双创50基金，散户也能跟随吃肉又不至于扰乱市场，完美。\n而且我统计了一下，最近一年新发基金的审核明显偏向于科技类基金，官方在有意引导资金的流向，限制资金流向传统行业，大家都知道，基金就代表了购买力，发行得越多，那个主题必将持续走高。\n而且近期北向资金加仓科技股的趋势也非常明显，尽管持股总量还比较少，但外资确实在加仓科技类股票。\n在散户、基金和外资的三重驱动下，近期科创50指数连续大涨，涨幅远高于主板。\n三：行业利润的崛起\n下图我统计了一下科技股板块2021年Q1净利润环比增幅，要知道，大多数企业都是有经营周期的，因为过年假期因素，一般Q1都是销量淡季，全行业平均净利润增幅为-12%，但是这些科技股净利润都是翻倍式的增长，增幅非常恐怖。\n\n在这种业绩增幅之下，只要能保证业绩持续增长，再高的估值也会被迅速消化。所以，在政策倾斜、国产替代和行业崛起的三大风口之下，科技股俨然已是拉不回头的牛，市场仍有较大投资空间。\n03、如何筛选科技股？\n在科技股连续大涨之后，如果接盘了没有基本面支撑的个股，很容易踩雷，所以我们在选股方面得相当谨慎。\n上一篇文章我在讲成长股的时候，总觉得有某个地方缺失了，后来一想才知道，其实我真正看好的是科技类成长股，并不是周期类成长股，两者有本质的区别。\n科技类成长股是在技术升级的基础上，产生新的市场需求，或者以前是国外进口的科技产品现在转为国内自产，业绩就能持续增长；\n而周期类成长股可能是因为去年疫情导致需求下降，今年经济回复，导致短期业绩暴增，造成业绩增长的错觉，其实持续性并不强，很容易产生价值投资陷阱，例如当下的中国平安、万科、美的等企业，利润和营收都在增长，就是股价跌跌不休，存在明显的价值投资陷阱。\n所以，我们本次选股，就是在上一篇成长股的基础上，筛选出以上几个板块的个股，此时建议各位回顾一下上文《账户重回新高，下半年重点关注这些股！》，最后我给出了一个70支个股的名单，此时我们就在这70支个股中筛选出当前的热门科技股。\n我筛选之后，发现只有5、6支可选，范围有些小了，就不放在文章中了，各位如果想参考一下的话，在对话框回复“科技成长股”五个字，就有我选出来的名单了。\n我看了一下我筛选出来的个股，前期涨幅都还挺大的，使用的数据都是2021年Q1的数据，要是那个时候就采用这种选股法多好，颇有直拍大腿错过了的感觉。\n股市行情越是火热，大家越要擦亮眼睛，据我观察，短期涨幅最大的个股大概率不是基本面最好的，相反，基本面越差可能涨幅越大，但这绝不是我们去选垃圾股的理由，长期来看，只有那些业绩持续向好，利润增速不断提高的企业，才能不断突破前高，即使短线被套，回血的速度也会很快。\n不要今天因为看到科技股吃肉，就盲目追高，还是重视一下基本面。","news_type":1,"symbols_score_info":{"03086":0.9,"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":1527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129107665,"gmtCreate":1624363188457,"gmtModify":1703834401369,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579811671570199","idStr":"3579811671570199"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129107665","repostId":"1161025826","repostType":4,"isVote":1,"tweetType":1,"viewCount":1194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
