【看图识股】选股三板斧(上)——手把手教你选对风口

如何能够驾驭龙头,把握住行情上涨带来的盈利机会,成为大家共同关注的话题。

我们打算用三节的时间,系统性地讲讲选股方法,帮助识别风口、发现龙头。

【看图识股】选股三板斧(上)——手把手教你选对风口_插图

一、为什么要学习选股三板斧?

我们知道,股价是个多维分析的结果,一看基本面,二看择时

我们经常说触发股价大涨的前提,必须是股票要好,即要符合市场风口、符合龙头股股性,且要尽可能的接近主力成本价去买。这三件事,就是决定一支个股是否具备性价比的核心;

简单总结一下:

① 风口如何体现?大风起兮云飞扬,时势造英雄,风口是龙头股的灵魂
② 股性如何体现?性格决定成败,三岁看小七岁看老,能够率先涨停、率先突破关键压力,是龙头股的性格;
③ 主力如何体现?主力你看不到,但量价上可以直观反映,放量大涨体现大资金的动作,大资金是龙头股的驱动力量。

【看图识股】选股三板斧(上)——手把手教你选对风口_插图1

二、如何判断风口

接下来我们进入本节课程重点:第一板斧——如何判断风口?

索罗斯说,主流认知先于市场行为。认知是通过对消息面进行反应,简单归纳起来就是三个字:新、大、近。

【看图识股】选股三板斧(上)——手把手教你选对风口_插图2

 

 

1、“新”指的是题材要新

比如新政策、新市场、新技术等。比如说近期的市场热点大数据方向,就是来自于政策面的持续引导。重要会议前后,高层出台“数据二十条”意见,勾勒出数据要素产业的宏伟蓝图,后经消息面反复预热,走出了安妮股份、英飞拓之类的超级牛股;
再比如去年年底疫情炒作下的医药概念,疫情放开后,最核心的流感类、感冒发烧类药物需求猛增,产品供不应求,新市场成就了以岭药业、新华制药在内的一系列牛股。

【看图识股】选股三板斧(上)——手把手教你选对风口_插图3

 

2、“大”指的是影响大

比如同样是政策,中央的政策影响力,必然高于地方的影响力;同样是财报,年报的炒作一定高于半年报的炒作。总之,影响越大,风口的价值越大,个股被追随的机会就越高。
比如近年来,政策维度较高方向,无一不成为市场的主热方向,2015年的“一带一路”,2016年的“供给侧改革”、2017年的“雄安新区”、2019年的新能源革命、2020年的东数西算,今年的信创、数字经济,无一例外,都成为市场的主流机会。
他们的共同特点,是政策的级别高、影响力深远,对风口的影响非同一般!

【看图识股】选股三板斧(上)——手把手教你选对风口_插图4

 

3、“近”指的是消息出来的时间近

最好是刚刚出来,这样预期差最大。比如疫情放开初期,医药、消费复苏大热,但近期过了感染高峰后,这些个股加速回落,如果还在追高买入的话,被套是大概率的。因此一定选择接近消息去买,才有意义。
当然,一个板块的活跃,并不仅仅只凭一个消息的炒作,一个大的主线往往凭借梯队鱼贯而行。
比如数字经济板块中,包含数据要素、数据交易所、元宇宙、网络游戏、数字货币、WEB3等方向,当板块大潮来临的时候,每天都有新的支点消息,激发新的市场活力,而我们通过临近消息的捕捉,更能聚焦到当下最具性价比的个股,从而完成高低切换和持仓优化。

【看图识股】选股三板斧(上)——手把手教你选对风口_插图5

 

三、总结

1、风口的逻辑点,在于“新”、“大”、“近”
2、风口选对,不意味着一定会大涨,风口只是个股上涨的一大因素,识别风口后,还要对龙头和买点,进行再度优化
3、近并非指一条消息,主线形成后,任何支点的消息,都要第一时间关注,这样才能做到紧随风口;
4、风口有一定的周期性,风口减弱后,投资机会会大大降低。

 

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