文丨财联社

benzhouyilai，shichangzhuyaozhishujixudiaozheng，jiezhijinri（8yue25ri）shoupan，shangzhengzhishuzhouneileijixiadiejin2.2%，ciwai，beizheng50、kechuang50jixiaopanguzhishuyebiaoxianbujia，qizhishudiefujunzai3%yishang。buguo，suiranshichangzhengtichixujiangwen，danzhouneirengyoubushaogegu“nishituwei”，bingyubenzhouchuangnianneixingao。

zhu：shichangzhuyaozhishubenzhouzhangdiefu（jiezhi8yue25ri）

近百股刷年内新高，小盘创业板股较多

congshujushangkan，bujisuanzhouneishangshidexingu，leijigongyou101zhigegubenzhouludejinnianyilaidezuigaojia，qiebenzhouwu（8yue25ri）chuangnianneixingaogushuliang（39zhi）jiaoqiansitianmingxianpianduo。fenxingye（shenwanyiji）tongji，zheixiexingaoguzhongsuoshuyuhuanbao、jisuanjiliangdabankuaidegegujuduo，qifenbiezhanbijin28.7%、9.9%。ciwai，jichuhuagong、jixieshebei、jianzhuzhuangshi、qiche、qinggongzhizao、chuanmei、nonglinmuyubankuaineixingaogushuliangyejiaoduo。

zhu：benzhouchuangnianneixingaodegeguxingyefenbu（jiezhi8yue25rishoupan）

yigegushuxingjiaodutongji，zhei101guzhengtiyixiaopangujuduo，qipingjunzongshizhijin81yiyuan，zongshizhizhongweishujin42yiyuan，qizhong，fuyaoboli、shouchuangzhengquan、yingjiagongjiu、renminwangweiweisichao300yiyuanyishangdegegu。ciwai，ruoyizhengquanbankuailaikan，chuangyebanzhongnianneixingaoguzuiduo，zhengtizhanbijinsicheng，hushizhubanjishenshizhubangudezhanbiyejunzailiangchengyishang，erkechuangban、beijiaosuobankuaizhongxingaogushuliangmingxianpianshao。

zhu：benzhouchuangnianneixingaodegeguzhengquanbankuaifenbu（jiezhi8yue25rishoupan）

jutigegulaikan，zheixiegeguzhong，jinqichenggeguzhouneizhangfurengshouyuhongpan，29guzhouzhangfuzhangchao15%。qizhong，shipojiance、zhongdianhuanbao、chuangshikeji、lingdianyoushufenbieludejin62.4%、56.7%、44.5%、40.8%dezhouneizhangfu，dahugufen、guolianshuichan、zhuochuangzixun、jiarongjishu、zhengheshengtai、xinjuwangluo、sanweitiandi7gudezhouzhangfuyezai30%yishang。zhengtilaikan，benzhouchuangnianneixingaoqiezhouzhangfujuqiandegeguzhong，huanbao、nongye、jisuanjirengshiqizhuyaosuoshubankuai。

zhu：benzhouchuangnianneixingaoqiezhouzhangfujuqiandegegu（jiezhi8yue25rishoupan）

市场博弈持续加剧，关注这些突围方向

jinqi，zhishuxingqingdiediebuxiu，shichanggeleiredianyechengxiankuaisulundongdetaishi，youqishiduozhiquanzhonglongtoudeshanbeng，gengshiyinfaduogexingyedechengya。congshujushangkan，yichao500yiyuandegegulaitongji，benzhouyizhizhouwu，leijigongyou10yuzhixingyelongtoudiefujiaoda，youqiyijinliangrigengweijuduo。diefujuqiandegeguzhong，zhongguojiaojian、zhongguotiejian、zhongguozhongtie、yangguangdianyuan、huataizhengquanweiqianyidabaima，ciwai，gongyefuliangengshi4qianyijiquanzhonggu。

zhu：benzhoushanbengdequanzhonglongtougu（jiezhi8yue25rishoupan）

huachuangzhengquanjinriyanbaozhichu，jin20nianaguzengliangshijinzhan1/3，cunliangboyicaishichangtai，xiguan19-21nianzengliangshiyusaidaobaotuanhou，23nianshixujiuweijiandefeixiongcunliangshi，boyimingxian。nianchuzhijingongmuqizhongkaochayibuda，qian1/4hehou1/4shouyilvjincha10%，fenchajizhaidebanjili，renrendouyouqingbeimeng，sijiduchoumaboyijianggengjiajilie。duiyukeguanzhufangxiangshang：

1）congchoumaboyijiaoduguanzhuquanshang。jinniangongmuqian1/4hehou1/4shouyilvjincha10%，qizhongkaochayibuda，cunliangshichangxiachoumaboyizhihuigengjilie，wangrenshaodedifangqu。dajinrong（quanshang、baoxian、yinxing）junchulishichicangdiwei（yinxing5%fenwei、feiyin7%fenwei），quanshangjubeihuangjinsaidiandezhengcetiaojian。

2）conganquanbianjijiaoduguanzhushunzhouqi。shunzhouqi（tonglvgangtiejiancai、gongchengjixiefangfuluntai）zaicilunhuidiaozhongrengyouxiangduishouyi。zhouqiziyuanpin（youse、gangtie、jiancai、huagong）jubeizugougaodeanquanbianji：sandimingxian——dikucundiguzhidichicang；yijizugougaodepeilv。