【ACY证券】特斯拉与游戏驿站双双拆股,或将成为散户最后的倔强?
<p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">上周五,美国发布了非农就业数据,报得新增</span></b><b><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">43</span></b><b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">万。虽然略低于预期,但还是表现的相对良好。</span></b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">数据发布后的两小时内,美元上扬黄金大跌,国债收益率快速拉升,体现了市场对未来经济的看好。然而股市的表现却是差强人意,美国三大股指不涨反跌,连带欧洲指数震荡下滑。这样的行情是否预示着欧美股市已经接近短期高点,即将开始大举回落?</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></span></p><p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></span></p>
<p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">ACY</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">证券之前提到,目前主导市场的是散户的狂热,主力机构动作不断,想借助这波散户情绪快速拉高热门股价。<b>以散户最喜欢的两只股票特斯拉和游戏驿站为例,这两家公司便相继发布了拆股声明,而拆股正是企业吸引散户投资的常用手段。</b></span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></span></p><p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""><b></b></span></span></p>
<p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">所谓拆股,就是将股东手中的一股拆成数股,在持股价值不变的情况下,降低每份股票的价格。企业一般通过拆股的手段将股价控制在“最佳价格区间”,以最大程度吸引小资金散户买入。特斯拉曾在</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">2020</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">年</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">8</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">月中旬宣布了拆股的消息,拆股前股价快速飙升,累计涨幅高达</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">80%</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">。然而到月底正式拆股后,股价却在一周内重挫</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">30%</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">。虽然无法从统计学的角度说明拆股一定是为了“割韭菜”,但<b>在目前的加息环境下,热门股的拆股很可能不是散户投资的机会,反而是机构出货的陷阱。</b></span></span></p><p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""><b></b></span></span></p><p class="MsoNormal" style="line-height:normal"><span lang="ZH-CN" style="font-size: large; text-align: center; font-family: "Microsoft YaHei", sans-serif;">无独有偶,创新型基金</span><span lang="EN-AU" style="font-size: large; text-align: center; font-family: "Microsoft YaHei", sans-serif;">ARK</span><span lang="ZH-CN" style="font-size: large; text-align: center; font-family: "Microsoft YaHei", sans-serif;">的创始人“木头姐”最近也在推特上频繁发文,直言美联储在收益率曲线倒挂的条件下大幅加息就是在玩火。<b>这种急迫的态度反而说明了高估值股价正面临沉重的加息压力。</b>将美联储当成博弈对手,木头姐的投资策略无疑不能用“理性”来评估。目前市场中做空该基金价格已经超过基金本身,因此看空</span><span lang="EN-AU" style="font-size: large; text-align: center; font-family: "Microsoft YaHei", sans-serif;">ARK</span><span lang="ZH-CN" style="font-size: large; text-align: center; font-family: "Microsoft YaHei", sans-serif;">指数同样是关键的趋势行情。</span></p><p style="text-align: center;"><br><br>data/attachment/portal/202204/05/094100zjnj21l6lg3b7niv.jpg<br><i style="font-size: large;"><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">ARKK</span></i><i style="font-size: large;"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">日线图</span></i></p>
<p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">从</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">ARK</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">日线图来看,指数自去年</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">2</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">月份起便呈现下跌趋势,</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">11</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">月份伴随科技股颓势开始了单边下滑。即便</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">3</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">月中旬有反弹迹象,但不管是力度还是趋势都相对薄弱。现价正处在跌平跌中继区域,同时</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">70</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">水平位置还受到前高点阻力。指标方面,</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">OBV</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">能量潮指标小幅反弹,但仍保持下降趋势。<b>整体来看,中短线交易策略采用逢高做空为主。现价上方的关键阻力在</b></span><b><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">70-75</span></b><b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">区间,在上方则要看</span></b><b><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">78.5</span></b><b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">的前高点位置。</span></b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">下方短线支撑则要看</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">51.5-55</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">的前低点需求区域。</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei""></span></span></p>
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color:black;mso-color-alt:windowtext;mso-ansi-language:EN-US">ACY<span lang="ZH-CN">证券对文中内容的准确性和完整性,不做任何声明或保证;由第三方的建议,预测或其他信息导致了投资损失,</span>ACY<span lang="ZH-CN">证券不承担任何责任。本文内容不构成任何投资建议,与个人投资目标,财务状况或需求无关。如有任何疑问,请您咨询独立专业的财务或税务的意见。</span>ACY
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