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各位好
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今天市场在周边市场大幅暴跌的情况底下
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A股能够呈现出极强的韧性
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隔夜的美股三大指数齐刷刷的大幅下行
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超过1.5%
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纳指超过1.7%的跌幅
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今天的恒生指数还是强的
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仅仅跌了0.2%
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在11.02分
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恒科是跌万分之四
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日本韩国都是跌超1.2%
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韩国跌超过百一.4
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A股呢竟然还是11.03分
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还是涨了万分之一
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难能可贵了
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其中啊我看好的银行怒涨0.44%
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红利怒涨0.46%
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央企还怒涨0.5%
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3311家
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比2036家涨停50家
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油价继续的狂飙
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IC1部游101
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在这样的一个背景底下呢
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全球股市股债双杀
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A股呈现出中流砥柱
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呈现出非常强劲的非常顽强的走势
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非常特立独行的韧性
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那么以往呢啊全球股市下行
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A股跌的更多啊
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甚至很多人崇拜的或者是吐槽的A股不涨
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美股涨完全逆转了
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美股出现了三大指数齐刷刷的
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纳指呢是跌4%了
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道指呢是跌2.88%
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今年以来标普跌2.53%
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但上证呢是涨4%
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这个情况完全逆转了
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我觉得越是在外围市场出现风险的时候
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A股的韧性越是难能可贵
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而美股呢1月28号开始以来见顶的
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这样的一个迹象是越来越明显
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而日韩股
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印度股票啊见顶的概率呢概率是越来越大
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抱歉啊
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最近任务比较多
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声音都沙了
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A股呢因为我们是有平准基金的
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我们现在讲的风险啊
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都是在外围市场啊
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但A股呢也有一些高估的
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可能也要小心一些
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可能会相对比较好一些
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像某证五零跌了这么多
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他有58倍的
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像科创五零跌了这么多
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还有163倍
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微盘股还有负的83倍
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中证2000跌了这么多
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还有168倍呢
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所以我们对一些其中有些高估的板块和指数
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里面的一些股票呢
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我觉得他还是有可能会从一个供不应求的状态
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还是会转向供求平衡的
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甚至供应还是非常充裕的
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那我们在这个过分高估的情况底下呢
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在外围市场不确定的情况底下呢
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我们更多的从进攻啊变成一个防御啊
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可能更加理想一些
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再见