张道达投资手记(20100128):老法师看盘 等待利空释放(1月28日)

Posted on Jan 28, 2010 under 投资手记 |

张道达投资手记(20100128):老法师看盘 等待利空释放(1月28日)

27日,3000点大关就像纸老虎,被空头一捅即破。反弹在盘中昙花一现后,尾盘就被如潮的抛压给重重打了下来。沪指在事隔半年后,重新回到“2”时代。

  看到大盘病来如山倒般的走势,我不禁想到去年8月的暴跌来,当时股指也从“3”时代被空头带回到“2”时代。彼时,大盘从3478点空降至2639点,空降839点,跌幅达24%,而导致大盘连续暴跌的原因可归结为三点:一是连续上涨后,市场有技术调整要求;二是银行信贷紧缩预期以及对地产的微调;三是大盘股如中国建筑,中国中冶以及再融资等的加速推进。

  如今的大盘面临的环境和当时不能说没有相似之处。首先大盘是在屡攻3300点未果后选择向下;其次新股发行高价跑步发行;再次信贷快速、迅猛紧缩,地产业遭遇深度调控。此外,还外加一个“外星人”——股指期货、融资融券的搅局,须知股指期货、融资融券的即将到来将改变市场原有的盈利模式,凭资金就可以任意拉抬股价的时代面临考验,其是一个价值的探测仪,将让市场自动找到自身的价值,而以如今的大盘走势来看,市场显然还在往“山下”探索“我是谁,来自哪儿,将向何处去的”的答案吧!

  而在这个过程中,不仅是利空释放的过程,比如预期中的加息靴子落地等,也是价值回归的过程。只有风险释放后,才有助于大盘见底。我认为,市场的底部也是市场和政策共振后才会探明,这样的信号似乎目前都还没有发出,而直接的表现,势必要大盘出现一根放量大阳线或许才是底部探明的信号吧。

  在市场风险没有释放完毕之前,需要做的就是等待和观望,等市场趋势走好后,再从容进场也不迟。昨日,不少在3000点附近抄底的投资者,估计还没有来得及兴奋就又挨了一刀。兵法有云,“战不过攻守”。在不利的环境下,宜取守势,坚壁清野,对应到股市上就宜轻仓、减少操作。

  百万资金操作:无操作计划。

  股票池操作:无操作计划。

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