#玩客 2022-08-15 18:46
https://www.taoguba.com.cn/Article/4195978/1《明天差不多该芯片科技股回流了》
2022-08-15 下午更新： 今天的反弹修复，全部修复在了反包股上，连板反而是继续弱势的，但反包股里，没什么太大亮点，最奇葩的是日出东方，这股逻辑本来是非常好的，欧洲能源价格暴涨，热泵能源需求暴涨，它销售占比也非常可观，可惜上周四想参与时顶了一字，第二天跌停闷杀，今天大幅低开砸跌停，然后又来个地天板尾盘反包，带动板块修复，这种走势的票，完全没法玩。 另一个反包的文一科技，今天反包并不强，没先手...
BY 淘股吧
Among the actives, Ascendas REIT sank 0.64 percent, while CapitaLand Integrated Commercial Trust plummeted 1.42 percent, City Developments plunged 1.12 percent, Dairy Farm International tumbled 0.86 percent, DBS Group skidded 0.68 percent, Genting Singapore retreated 0.67 percent, Hongkong Land climbed 1.30 percent, Mapletree Commercial Trust lost 0.47 percent, Mapletree Logistics Trust tanked 0.95 percent, Oversea-Chinese Banking Corporation dropped 0.61 percent, SATS rose 0.24 percent, SembCorp Industries shed 0.54 percent, Singapore Airlines surrendered 0.79 percent, Singapore Exchange slid 0.30 percent, Singapore Press Holdings declined 1.03 percent, Singapore Technologies Engineering dipped 0.26 percent, SingTel advanced 0.81 percent, United Overseas Bank fell 0.39 percent, Wilmar International eased 0.24 percent, Yangzijiang Shipbuilding jumped 1.42 percent and Keppel Corp, Thai Beverage, CapitaLand and Comfort DelGro were unchanged.
That growth environment will include rising inflation and interest rates. Those upward shifts naturally accompany healthy growth periods as the demand for resources, products and services rise. Importantly, the Federal Reserve has laid out the rationale for not interfering with that natural growth transition.It's not exactly a fad, but there is a widespread willingness to pay up for a growth story. Classic fundamental analysis takes a back seat. Even negative earnings are ignored. In fact, positive earnings seem to be a limiting measure, producing the question, "Is that all you've got?" The preference is a vision of untold riches when the exciting story plays out as expected.
淘股吧 from nl