重磅利好来临,这一行业将大爆发?百亿私募看好,高瓴资本悄然杀入?

  果然,虽然昨天尾盘跳水,但今天的盘面还是比较平稳的。

  昨天,牛眼君提到,目前沪指的资金线上方有一条横向的压力线比较关键,就像象棋中的楚河汉界,今天再研究了一下,对应沪指点位估计在3450点左右,如果后市有效突破这个点位,就要考虑主升浪是否来了。

  焦点热话:

  这一行业迎大利好,高瓴资本重仓杀入?

  今天的钢铁股开始启动了,记得在2009年那波行情之中,很多股民看不上的钢铁股也是表现了的,目前大部分的钢铁股也处在历史低位。目前这个板块也是冷落已久,也许只有阶段性的机会,要说长牛可能也不太现实。

保险行业将大爆发?百亿私募看好 高瓴资本悄然杀入?

  炒股就不应去凑热闹,要去人少的地方,或能找到便宜货,并且还有一定安全边际。追那些高位股,短线回调20%~30%很正常,但是要赚回来却是不容易的事。

  今天的光伏板块蛮闹热的,多只股涨停,原因是,国家能源局新能源司副司长任育之10日在中国光伏行业协会主办的“2020中国光伏行业年度大会”上表示,目前国家发展改革委和能源局正在测算“十四五”“十五五”时期光伏发电的目标。从目前的发展情况看,“十四五”的光伏发电需求将远高于“十三五”。

  另外一个消息是,通威股份60亿元定增宣告落地。参与通威股份此次定增的投资者阵容堪称豪华,高瓴资本、睿远基金分别认购了5亿元和2亿元。

  光伏板块是一个老热点,多只股票涨幅非常可观,如隆基股份阳光电源、通威股份等。

  牛眼君是从2018年底开始关注光伏板块的,当时就有知名投资大佬看好这个板块。今年龙头公司扩大产能,往后几年如何消化这些产能?如果补贴取消的话,将如何影响这个行业,也是需要考虑的一个方面。随着基数的增加,未来的增速是否会放缓,估值是否会下降?

  今天,牛眼君发现,有知名私募看好保险股的投资机会,少数派投资创始人周良认为,目前保险业的龙头股市场给的估值也不太高,但保险股不仅仅是价值股,也是成长股,因为中国的保险渗透率目前还比较低,保险行业还是成长性行业,每年保费收入都是在增加的,兼具价值和成长属性。所以保险龙头股的收益风险比是不错的。

  牛眼君梳理资料发现,高瓴资本买入了中国太保。8月6日,中国太保在互动平台上表示,根据公司章程规定,“本公司董事会、董事会提名薪酬委员会、单独或合计持有公司百分之三以上股份的股东可以提名董事候选人。”高瓴资本集团是公司股东,此次董事会在严格遵循公司治理流程基础之上,提名梁红女士担任公司董事。

保险行业将大爆发?百亿私募看好 高瓴资本悄然杀入?

  此后,中国太保集团副总裁、董事会秘书马欣披露,高瓴资本是公司股东,并派出梁红担任股东董事,但目前,高瓴资本持股情况未达到披露要求,所以暂无其他信息可供披露。同时需要说明,根据公司的章程,除了单独或合计持有公司百分之三以上股份的股东可提名董事之外,公司的董事会或者董事会提名薪酬委员会均可以提名董事的候选人。

  昨天,据央视新闻,国务院常务会议指出,提升保险资金长期投资能力,防止保险资金运用投机化,加强风险防控。对保险资金投资权益类资产设置差异化监管比例,最高可至公司总资产的45%。

  高瓴资本的投资能力是不用质疑的,牛眼君现在都还在后悔一只票,那就是宁德时代,2018年半年报显示,高瓴资本管理有限公司-HCM中国基金就位居十大流通股东之中。后来这个票从60多元涨至目前的260多元。

  但是,也要提醒一点的是,对于超级机构的票,也不要盲目的崇拜,如高瓴介入的凯利泰近几个月跌幅也较大。具体个股还得具体分析。

  游资情报:

  “方新侠”巨资砸盘两只龙头,“章盟主”、“赵老哥”不惧跌停做T

  今日大盘如期反弹,但反弹力度不及预期,光伏、种业、钢铁领涨,汽车、乳业、黄金等领跌。略感意外的是创业板指反弹幅度最大,这显示了创业板类个股的弹性有所恢复。从今日龙虎榜的动向来看,顶级游资积极参与封板,这带活了目前市场的低迷情绪,“章盟主”、“赵老哥”、“方新侠”等顶级游资都参与其中。其中“章盟主”、“赵老哥”做T多只个股。

  “章盟主”、“赵老哥”不惧跌停做T

  天齐锂业

  方新侠:卖出3.36亿:

  方新侠:买入5636万:

  章盟主:买入7303万;

  章盟主:卖出4968万;

  国盛金控

  方新侠:卖出6961万;

  赵老哥:卖出2147万;

  赵老哥:买入1810万;

  日前天齐锂业全资子公司TLEA拟以增资扩股的方式引入战略投资者澳大利亚上市公司IGO,由IGO的全资子公司IGO Lithium Holdings Pty Ltd以现金方式出资14亿美元认缴TLEA新增注册资本3.04亿美元,增资完成后天齐锂业持有TLEA51%的权益,仍然拥有格林布什锂辉石矿的间接控股权。虽然债务问题得到了缓解,但是市场投资者又陷入了另外一个担忧,那就是公司目前该如何扭亏,如若不能成功扭亏,公司将被ST。

  今日公司股价跌停,从龙虎榜来看,“章盟主”今日做T,买入7303万的同时还卖出4968万。而“方新侠”今日砸出了3.36亿的同时还买入了5636万。

  另外今日“方新侠”砸盘国盛金控,“方新侠”所在席位卖出6961万,而买入席位中,“赵老哥”买入1810万的同时还卖出2147万。

  三大顶级游资封板次新化工股

  新股专家:买入1451万;

  章盟主:买入1116万;

  章盟主:卖出2547万;

  炒股养家:买入1109万;

  新材料领域热点频出,不少优秀企业受到了资本市场的关注,贴合新材料赛道的强势发展势头,联泓新科近年来通过不断提升运营能力,实现了快速成长。而作为才上市三天的次新股,公司显然受到了市场顶级游资的追捧,12月9日,公司股价涨停,“章盟主”所在的席位买入3433.87万,同时该席位还卖出2614.18万,从“章盟主”的动向来看,看来是要做大趋势,目前通过做T降低成本。而今日该股继续涨停,其中“新股专家”买入1451万,“炒股养家”买入1109万,而“章盟主”继续做T,今日买入1116万的同时还卖出2547万。

保险行业将大爆发?百亿私募看好 高瓴资本悄然杀入?

  每日经济新闻

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