如何看待白马股的持续新高

最[zui]近[jin]一[yi]段[duan]时[shi]间[jian]以[yi]来[lai]，A股[gu]市[shi]场[chang]总[zong]体[ti]平[ping]静[jing]，但[dan]以[yi]消[xiao]费[fei]、医[yi]药[yao]和[he]部[bu]分[fen]核[he]心[xin]科[ke]技[ji]行[xing]业[ye]为[wei]代[dai]表[biao]的[de]龙[long]头[tou]个[ge]股[gu]在[zai]过[guo]去[qu]两[liang]年[nian]来[lai]持[chi]续[xu]新[xin]高[gao]后[hou]近[jin]期[qi]更[geng]是[shi]有[you]加[jia]速[su]向[xiang]上[shang]的[de]趋[qu]势[shi]，不[bu]少[shao]白[bai]马[ma]股[gu]6月[yue]份[fen]以[yi]来[lai]均[jun]出[chu]现[xian]了[liao]30%以[yi]上[shang]的[de]涨[zhang]幅[fu]。今[jin]天[tian]作[zuo]为[wei]半[ban]年[nian]的[de]最[zui]后[hou]一[yi]天[tian]，盘[pan]后[hou]我[wo]还[huai]特[te]意[yi]统[tong]计[ji]了[liao]一[yi]下[xia]，在[zai]我[wo]的[de]精[jing]选[xuan]30个[ge]人[ren]白[bai]马[ma]股[gu]池[chi]中[zhong]，除[chu]了[liao]康[kang]龙[long]化[hua]成[cheng]和[he]良[liang]品[pin]铺[pu]子[zi]等[deng]几[ji]只[zhi]去[qu]年[nian]和[he]今[jin]年[nian]上[shang]市[shi]的[de]个[ge]股[gu]之[zhi]外[wai]，其[qi]他[ta]个[ge]股[gu]90%的[de]均[jun]持[chi]续[xu]新[xin]高[gao]，最[zui]近[jin]两[liang]年[nian]来[lai]平[ping]均[jun]涨[zhang]幅[fu]超[chao]过[guo]200%多[duo]，少[shao]数[shu]几[ji]个[ge]股[gu]2年[nian]涨[zhang]幅[fu]达[da]到[dao]了[liao]5倍[bei]以[yi]上[shang]，且[qie]均[jun]在[zai]近[jin]期[qi]出[chu]现[xian]了[liao]加[jia]速[su]上[shang]涨[zhang]的[de]趋[qu]势[shi]。接[jie]下[xia]来[lai]为[wei]大[da]家[jia]介[jie]绍[shao]"[贵[gui]海[hai]国[guo]际[ji]]浅[qian]析[xi]如[ru]何[he]看[kan]待[dai]白[bai]马[ma]股[gu]的[de]持[chi]续[xu]新[xin]高[gao]"不[bu]掌[zhang]握[wo]的[de]来[lai]认[ren]识[shi]一[yi]下[xia]吧[ba]
如[ru]何[he]看[kan]待[dai]白[bai]马[ma]股[gu]的[de]持[chi]续[xu]新[xin]高[gao]

不[bu]少[shao]朋[peng]友[you]也[ye]都[du]在[zai]问[wen]我[wo]，这[zhe]么[me]疯[feng]狂[kuang]的[de]上[shang]涨[zhang]到[dao]底[di]是[shi]怎[zen]么[me]呢[ne]这[zhe]些[xie]白[bai]马[ma]股[gu]该[gai]卖[mai]了[liao]吗[ma]？我[wo]们[men]到[dao]底[di]该[gai]如[ru]何[he]看[kan]待[dai]白[bai]马[ma]股[gu]的[de]持[chi]续[xu]新[xin]高[gao]。其[qi]实[shi]细[xi]心[xin]的[de]朋[peng]友[you]可[ke]以[yi]去[qu]回[hui]看[kan]本[ben]博[bo]之[zhi]前[qian]的[de]博[bo]客[ke]，在[zai]多[duo]年[nian]前[qian]也[ye]多[duo]次[ci]出[chu]现[xian]了[liao]这[zhe]种[zhong]情[qing]况[kuang]，且[qie]大[da]家[jia]问[wen]的[de]问[wen]题[ti]也[ye]都[du]一[yi]样[yang]，而[er]答[da]案[an]其[qi]实[shi]也[ye]更[geng]是[shi]差[cha]不[bu]多[duo]。

首[shou]先[xian]，我[wo]们[men]得[de]客[ke]观[guan]看[kan]待[dai]这[zhe]些[xie]成[cheng]长[chang]性[xing]白[b贵海国际ai]马[ma]股[gu]的[de]上[shang]涨[zhang]，应[ying]该[gai]说[shuo]，现[xian]阶[jie]段[duan]这[zhe]类[lei]成[cheng]长[chang]性[xing]价[jia]值[zhi]股[gu]的[de]大[da]幅[fu]上[shang]涨[zhang]，是[shi]典[dian]型[xing]的[de]戴[dai]维[wei]斯[si]双[shuang]击[ji]，极[ji]有[you]业[ye]绩[ji]的[de]成[cheng]长[chang]带[dai]来[lai]的[de]安[an]全[quan]边[bian]际[ji]的[de]提[ti]升[sheng]，也[ye]有[you]当[dang]前[qian]市[shi]场[chang]风[feng]格[ge]下[xia]这[zhe]类[lei]股[gu]正[zheng]在[zai]风[feng]口[kou]下[xia]而[er]带[dai]来[lai]的[de]估[gu]值[zhi]的[de]提[ti]升[sheng]。以[yi]本[ben]博[bo]5月[yue]14日[ri]博[bo]客[ke]《新[xin]背[bei]景[jing]下[xia]医[yi]药[yao]板[ban]块[kuai]的[de]选[xuan]股[gu]逻[luo]辑[ji]》里[li]描[miao]述[shu]的[de]那[na]四[si]类[lei]医[yi]药[yao]股[gu]为[wei]例[li]，我[wo]们[men]排[pai]除[chu]受[shou]益[yi]于[yu]新[xin]冠[guan]Y情[qing]的[de]少[shao]数[shu]题[ti]材[cai]性[xing]医[yi]药[yao]股[gu]，四[si]类[lei]医[yi]药[yao]股[gu]近[jin]两[liang]年[nian]均[jun]出[chu]现[xian]了[liao]业[ye]绩[ji]的[de]稳[wen]定[ding]性[xing]成[cheng]长[chang]，今[jin]年[nian]二[er]季[ji]度[du]以[yi]来[lai]，少[shao]数[shu]个[ge]股[gu]更[geng]是[shi]基[ji]本[ben]面[mian]加[jia]速[su]向[xiang]好[hao]，在[zai]这[zhe]样[yang]的[de]基[ji]本[ben]面[mian]背[bei]景[jing]下[xia]，加[jia]上[shang]当[dang]前[qian]的[de]风[feng]口[kou]所[suo]在[zai]，这[zhe]些[xie]股[gu]似[si]乎[hu]不[bu]大[da]幅[fu]上[shang]涨[zhang]都[du]难[nan]了[liao]。因[yin]此[ci]，我[wo]们[men]应[ying]该[gai]淡[dan]定[ding]看[kan]待[dai]当[dang]前[qian]白[bai]马[ma]股[gu]的[de]持[chi]续[xu]新[xin]高[gao]。

那[na]么[me]面[mian]对[dui]业[ye]绩[ji]和[he]估[gu]值[zhi]双[shuang]重[zhong]提[ti]升[sheng]带[dai]来[lai]的[de]股[gu]票[piao]大[da]涨[zhang]，我[wo]们[men]该[gai]如[ru]何[he]操[cao]作[zuo]呢[ne]？该[gai]卖[mai]出[chu]吗[ma]？答[da]案[an]显[xian]然[ran]不[bu]是[shi]这[zhe]么[me]简[jian]单[dan]。笔[bi]者[zhe]先[xian]举[ju]一[yi]例[li]，曾[zeng]记[ji]得[de]2013年[nian]的[de]恒[heng]瑞[rui]医[yi]药[yao]，同[tong]样[yang]优[you]秀[xiu]的[de]基[ji]本[ben]面[mian]，市[shi]场[chang]却[que]只[zhi]给[gei]他[ta]20多[duo]倍[bei]的[de]PE，那[na]个[ge]时[shi]候[hou]恒[heng]瑞[rui]的[de]股[gu]东[dong]都[du]是[shi]觉[jue]得[de]不[bu]公[gong]平[ping]，为[wei]什[shi]么[me]垃[la]圾[ji]股[gu]估[gu]值[zhi]高[gao]高[gao]在[zai]上[shang]而[er]自[zi]己[ji]的[de]优[you]质[zhi]股[gu]估[gu]值[zhi]这[zhe]么[me]低[di]。幸[xing]好[hao]市[shi]场[chang]不[bu]会[hui]一[yi]直[zhi]亏[kui]待[dai]成[cheng]长[chang]性[xing]价[jia]值[zhi]投[tou]资[zi]者[zhe]，当[dang]股[gu]灾[zai]过[guo]去[qu]，恒[heng]瑞[rui]在[zai]2016年[nian]最[zui]先[xian]刷[shua]新[xin]历[li]史[shi]新[xin]高[gao]之[zhi]时[shi]，我[wo]们[men]知[zhi]道[dao]了[liao]2015年[nian]泡[pao]沫[mo]时[shi]是[shi]谁[shui]在[zai]裸[luo]泳[yong]。后[hou]来[lai]，当[dang]恒[heng]瑞[rui]的[de]估[gu]值[zhi]提[ti]升[sheng]到[dao]40-50倍[bei]时[shi]，很[hen]多[duo]人[ren]开[kai]始[shi]不[bu]适[shi]应[ying]了[liao]，纷[fen]纷[fen]卖[mai]出[chu]，结[jie]果[guo]呢[ne]，近[jin]两[liang]年[nian]恒[heng]瑞[rui]的[de]估[gu]值[zhi]提[ti]升[sheng]到[dao]了[liao]70-80倍[bei]，而[er]最[zui]近[jin]三[san]年[nian]恒[heng]瑞[rui]的[de]业[ye]绩[ji]又[you]翻[fan]了[liao]一[yi]倍[bei]，所[suo]以[yi]当[dang]时[shi]卖[mai]出[chu]恒[heng]瑞[rui]的[de]轻[qing]松[song]踏[ta]空[kong]了[liao]2倍[bei]的[de]上[shang]涨[zhang]。从[cong]这[zhe]个[ge]例[li]子[zi]中[zhong]我[wo]们[men]起[qi]码[ma]可[ke]以[yi]得[de]到[dao]两[liang]点[dian]启[qi]示[shi]，市[shi]盈[ying]率[lv]在[zai]不[bu]同[tong]风[feng]格[ge]下[xia]的[de]市[shi]场[chang]显[xian]然[ran]会[hui]不[bu]同[tong]，在[zai]最[zui]近[jin]几[ji]年[nian]市[shi]场[chang]越[yue]来[lai]越[yue]崇[chong]尚[shang]优[you]质[zhi]股[gu]投[tou]资[zi]的[de]时[shi]候[hou]，终[zhong]于[yu]轮[lun]到[dao]了[liao]成[cheng]长[chang]性[xing]白[bai]马[ma]股[gu]的[de]估[gu]值[zhi]溢[yi]价[jia]时[shi]代[dai]了[liao]。而[er]即[ji]使[shi]没[mei]有[you]这[zhe]个[ge]溢[yi]价[jia]，如[ru]果[guo]公[gong]司[si]的[de]业[ye]绩[ji]仍[reng]然[ran]处[chu]于[yu]中[zhong]高[gao]速[su]成[cheng]长[chang]阶[jie]段[duan]，那[na]你[ni]卖[mai]出[chu]优[you]质[zhi]股[gu]去[qu]折[zhe]腾[teng]平[ping]庸[yong]股[gu]甚[shen]至[zhi]垃[la]圾[ji]股[gu]，你[ni]必[bi]然[ran]继[ji]续[xu]跑[pao]输[shu]这[zhe]些[xie]白[bai]马[ma]。

所[suo]以[yi]，笔[bi]者[zhe]在[zai]当[dang]前[qian]阶[jie]段[duan]的[de]建[jian]议[yi]仍[reng]然[ran]是[shi]以[yi]继[ji]续[xu]持[chi]有[you]成[cheng]长[chang]性[xing]优[you]质[zhi]为[wei]主[zhu]，对[dui]极[ji]个[ge]别[bie]确[que]实[shi]高[gao]估[gu]太[tai]多[duo]的[de]个[ge]股[gu]，如[ru]果[guo]其[qi]成[cheng]长[chang]性[xing]又[you]跟[gen]不[贵海国际bu]上[shang]，确[que]实[shi]可[ke]以[yi]考[kao]虑[lv]换[huan]股[gu]。而[er]对[dui]于[yu]大[da]多[duo]数[shu]白[bai]马[ma]股[gu]来[lai]说[shuo]，现[xian]在[zai]处[chu]于[yu]泡[pao]沫[mo]化[hua]的[de]初[chu]级[ji]阶[jie]段[duan]了[liao]，过[guo]去[qu]我[wo]们[men]曾贵海国际[zeng]羡[xian]慕[mu]垃[la]圾[ji]股[gu]、题[ti]材[cai]股[gu]和[he]小[xiao]盘[pan]股[gu]的[de]泡[pao]沫[mo]化[hua]，那[na]么[me]今[jin]天[tian]轮[lun]到[dao]我[wo]们[men]的[de]股[gu]开[kai]始[shi]吹[chui]泡[pao]泡[pao]之[zhi]时[shi]，至[zhi]少[shao]在[zai]初[chu]期[qi]，我[wo]们[men]应[ying]该[gai]选[xuan]择[ze]与[yu]泡[pao]沫[mo]共[gong]舞[wu]吧[ba]，千[qian]万[wan]不[bu]宜[yi]过[guo]早[zao]退[tui]出[chu]。至[zhi]于[yu]未[wei]来[lai]如[ru]果[guo]出[chu]现[xian]了[liao]太[tai]大[da]的[de]泡[pao]沫[mo]，那[na]才[cai]是[shi]我[wo]们[men]潇[xiao]洒[sa]的[de]带[dai]着[zhou]超[chao]额[e]利[li]润[run]从[cong]容[rong]退[tui]出[chu]之[zhi]时[shi]。

阅[yue]读[du]博[bo]主[zhu]更[geng]多[duo]精[jing]彩[cai]文[wen]章[zhang]请[qing]点[dian]击[ji]：秋[qiu]实[shi]的[de]天[tian]空[kong]

我觉得这时大伙儿了解"[贵海国际]浅析如何看待白马股的持续新高"了吧？已经在上文为大家进行了详细的讲解，不懂的朋友千万要来看看上文哦

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