#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
However, analysts are positive on the stock now. “We have seen a huge downside movement in the stock due to the central electricity regulatory commission’s (CERC) order that seems to be negative from 2014-15 onwards but we cannot take a linear negative view on the stock and further downside movement on the stock is unlikely. Currently stock is underpriced. Investors can bet on it for a longer horizon," said Vivek Gupta, director research at CapitalVia Global Research.
A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.
淘股吧 from br