wen｜gongsiyanjiushijijinzu xuemei

zheijitian，shouzhongyangjuedingmingniandalitizhenxiaofeidezhengceyingxiang，agudaxiaofeigainianguchengweishichangzhuliuredian，shangyebaihuo、shipinyinliao、xiaofeidianzidengchuantongxiaofeisaidao，youpilianggeguzhangting。yiwangbushouzijindaijiandefangdichankaifabankuai，zaigaocengwendingloushigushidejidiaoxia，geguyehuoyueqilai。

zheixiebankuaizhangfukaoqiandegupiao，yiwangshuyujijinzhongcangdedaxiaofeisaidao，danyanxiazhangfubangqianliedegupiao，quebushijijinzhongcanggu，tamendegujiabijiaodi，liutongshizhixia，zhuyaoyikaoyouzilashenggujia。huanjuhuashuo，yanxiadaxiaofeigainianhuobao，gongmujijinzhongcangdexiaofeiguque“yuleng”。

近两月A股冰火两重天，中证2000与上证50涨幅相差38%

zicong10yue8rijinghushendapanzhishugaokaidizouhou，9.24kaishideagujingpenxingqinggaoyiduanluo，bankuaizoushichengxianchumingxiandejiegouxingtezheng，zhongxiaopangutebieshiweipanguyangmeituqi，panziyueda，biaoxianyuecha。zheiyushangbanniandehongliguxingqing，qingjingqiaqiaxiangfan。

zheiyidian，cong12yue11riagushichangfenleizhishubiaoxianjikejianyiban。

choiceshujuxianshi，10yue8ri——12yue11riqijian，weipanguzhishushangzhang31.12%，zhongzheng2000zhishushangzhang35.16%，zhongzheng1000zhishushangzhang12.94%，zhongzheng500zhishushangzhang5.29%，hushen300zhishuxiadie0.72%，zhongzheng100zhishuxiadie2.84%，shangzheng50zhishuxiadie2.86%。

zaiciqijian，zhangfuzuidadezhongzheng2000yuzhangfuzuichadeshangzheng50zhishuzhijian，zhangfuxiangcha38%。

shishishang，yiboxiaoniuxingqingdedapanzhangfuyejiuzai40%zuoyou。yinci，liangleizhishuzhangfuzheiyangdadechaju，jichiguzhedailaideganshou，wanquanshibinghuoliangzhongtian。

zhideshuomingdeshi：shangzheng50zhishudechengfengu，jihuwuyibushijijinzhongcanggu；erweipangu、zhongzheng2000zhishudechengfengu，zejibenbuzaigongmujijinzhongcanggufanwei。

消费热门股多是低价小市值个股，近1月最大涨幅200%

12yue11rishoupanhou，gongsiyanjiushitedixuanquleshangyebaihuo、shipinyinliao、fangdichankaifa、xiaofeidianzizhei4gebankuaizhongzhangtingbangdandeqian5minggegu，jinxingduibifenxi。

shujuxianshi，zheixiezhangtingdegeguzhong，gujiagaoyu10yuandejin5zhi，zhanbi25%；liutongshizhi100yiyuanyishangdegegujin4zhi，zhanbi20%。yejiushishuo，zhei20zhishangbanggegu，zongtichengxianchugudijia，liutongshizhixiaodetedian。

zheizhengshiyouzichaozuobiaodedegongtongtezheng。

yuzhongzheng2000jinlianggeyuezhangfu35.16%xiangbi，daxiaofeibankuaidezheixieremenguzhangfugengda，jin1yuezhangfuchaoguo30%dejiuyou5zhi。qizhong，zhangfuzuidadejiushiyimingshipin（605179.sh），jiezhi12yue11rishoupan，jin2yuezhangfugaoda200.66%。

zhidezhuyideshi，zheizhigegu9.24xingqingqiangujiadiyu9yuan。cong11yue26riqi，qigujialianla12gezhangting，cong10yuanfujinyikouqizhangdao30yuanyishang，zongshizhiyecong40yiyuanmengzhangdao120yiyishang。youcikejian，yunzuoyimingshipindezijin，chaozuoshoufashifenxionghan。

jugongsiyanjiushiguancha，zheiyeshijinqiremengudegongtongtezheng，buzhangtingzeyi，yidanzhangtingjiubuzhiyige，yizhouzhangfuzai30%zuoyou。

涨幅榜个股交易鲜见机构，12家公司三季报前十股东无基金

panhoufabudelonghubangshujuxianshi，jiezhi12yue11ri，jin1geyueyimingshipindemaifang，yiziranrenweizhu，zhanbigaoda92.55%；jigouzhanbijin7.45%。yejiushishuo，zheizhijinqiremengudeshangzhang，yujigouguanxibuda，gengmeiyoujijinshenmeshi。

gongsiyanjiushichayuejinniancaibao，jieguofaxian，zheixiexiaofeiremengubuzhishipanzhongjiaoyixianjianjigou，qianshigudongmingdanzhongjigouyebuduo，jijingengxishao。shujuxianshi，jiezhi9yue30ri，shangshu20zhizhangtingguzhong，buzhiyijiadeqian10gudongzhongyagenjiumeiyoujijin。

jutieryan，zhei20jiaremengusanjibaoqianshigudongzhong，meiyoujijindeshangshigongsi12jia，zhanbi60%。qizhong，you5jiazi2022niandiyilaigudongqianshizhongjiumeiyoujijin，zhanbi25%。zaishangchangbaihuo、shipinyinliao、fangdichankaifa、xiaofeidianzizhei4gexifenbankuaizhong，doucunzaizheleisiqingkuang。

sanjibaoxianshi，zaizheixieremenguqianshigudonglishaoliangchuxiandejijinyounanfangjijin、huaxiajijin、jiashijijin、jinshunanyuandeng。qizhong，nanfangjijinchuxian4ci，shixianshenzheixieremenguqianshigudongzuiduodejijingongsi。yucitongshi，damo、ubs、bakelaizibendengwaizijigouquebushixianshen，xianziyezai3jiduxinjinjijiagongsi。

大资金分道扬镳，游资基本不碰基金重仓股

duiyujijinhenshaochuxianzaimuqianremengugudongdexianxiang，yeneirenshifenxi，bushijijinmeiyouzaizheixiebankuailijiancang，ershizheixieremengujihudoubushijijinzhongcanggu。zhongsuozhouzhi，jijinchicangzuheyixiangyihushenliangshihexinyouzhiguweizhu。

shangshurenshitanyan，qianjinian，bushaojijinjinglizhongcangsaidaogushentaohou，zhudongtouzinenglizaoshouzhiyi。jinliangnian，tamengengjiapianxiangbeidongxingzhishutouzi，zheiyeshihushen300、zhongzhenga500etfhuobaodeyuanyin。buguo，zheiyangyilai，shibichuxianhushenhexinyouzhiguzhongjijinyunji，dazijinchicangleitongdexianxiang。

tarenwei，“chufeichuxian9.24neiyangqizhanggongdiedejingpenxingqing，zaimuqianshikuangxia，shichangzuihuoyuedeyouzilabudongyebuganpengzheileidashizhigupiao，zhihuiquchaozuoneixieyejiyibandexiaopangu。zheiyeshishangzheng50、hushen300yuweipangu、zhongzheng2000zhangfuchajuladadezhongyaoyuanyin。”

yishipinyinliaoliutongshizhiqianwugeguweili，jiezhi12yue12ri，liutongshizhizuidadehaitianweiyezhangfu4.69%，shizhipaimingdierdeyiligufenzhangfujin2.09%。tongqi，shipinyinliaobankuaizhangfugaoda19.6%。youcikejian，jijinzhongcangguyuyouzichaozuodegegu，zhendeshiyibianshibingshan，yibianshihuoyan。

duiyuzheizhongjinhuliangjifenhuadexingqingzoushi，yijiajijingongsiyanjiuzongjiantanyan：“gongmuchicangbiaodewangwanggenjujibenmianheguzhixingshi，ruguogongmufaxianzijichicangdegupiao，turanmomingqimiaodifengkuangshangzhang，diyifanyingjiushimai，erqieshiyuezhangyuemai，suoyi，youzichaozuoxingqingxuandingdegupiao，tongchangbuhuixuanzejibenmiankaopudegongsi，yinweicileigongsizaidaduoshuqingkuangxiadouyougongmujijinchanpinzhongcang”。

liangzhedetouziluojiwanquanbutong，zheiyeshiyouzibupengjijinzhongcanggudejibenyuanyin。