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申银万国:强势可续 分化加剧

打印本稿】 【进入论坛】 【推荐朋友】 【关闭窗口 2007年08月27日 14:31
    前市大盘一个特点,就是大盘股和小盘股的走势差异,指数上涨不少,但有六成的股票下跌,少数权重股走强拉升了指数。而权重股走强,是因为大量投资者蜂拥购买基金,基金因为规模的增加而被动持续建仓,因此在机构被动建仓,蓝筹股泡沫持续扩大的情况下,指数持续走高。目前,市场泡沫严重,但短线又很难消除散户购买基金的冲动,所以强势格局可续,个股分化严重。总体A股预期谨慎,半仓足够。(申银万国)
 
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来源:新浪
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