在多重利好消息刺激下，周一沪深股市连续第6天高歌猛进，次新股群体更是刷出了20个月zui大涨幅纪录。截至终盘，上证指数收报3329.57点，上涨40.55点，涨幅1.23%；深证成指收报10895.56点，大涨232.77点，涨幅2.18%；中小板综大涨2.32%；创业板综暴涨3.12%创7个月单日zui大涨幅。两市成交金额合计4672.12亿元，比上周五暴增40%。

市场人士认为，沪指短期放量滞涨，剧烈洗盘随时来临；但个股机会明显增多，投资者可关注一季报预增股。

盘面表现

仅111只股票下跌

统计数据显示两市只有111只股票下跌，涨停的非ST股增加到68只，更有242股涨幅超5%，跌停和跌幅超5%的个股合计才10只。盘面看，两市没有一个板块收跌，其中具有高送转潜力的次新股群体平均涨幅高达4.46%，创2016年6月15日以来的单日zui大涨幅。新兴产业大放异彩，芯片、半导体板块暴涨5.66%、5.15%，智能穿戴、5G、量子通信、计算机等10个板块涨幅大于4%。周期性蓝筹早盘15分钟领涨，但收盘时基本上排名靠后，银行、地产、钢铁、白酒板块跑输大盘。

原因分析

三大利好刺激股市

短短十几个交易日，股市从恐慌性抛盘演变为大规模抢盘潮，是什么原因令股指持续逼空？中信证券(600030)总部*分析师钱向劲指出：“首先，注册制授权延期和IPO被否决3年后才能重组上市，令市场对IPO堰塞湖的担忧大大缓解，也增强了投资者对壳类中小题材股的信心。其次，近期外围市场持续造好，周边股市变暖为A股营造了良好的氛围。zui后，人民币短暂调整后重拾升势，在岸人民币兑美元突破6.31关口，日内涨近300点；离岸人民币兑美元稍早已突破6.31关口，日内涨200点；26日人民币对美元汇率中间价报6.3378，较前一交易日上涨104个基点。诸多利好汇聚，使得前期危机四伏的股市迅速转危为安并朝着持续逼空的方向运行。”

后市预测

看好新经济题材股

不到7个交易日，沪指累计涨幅高达8.92%，创两年来zui快涨幅纪录。那么，这波还能延续多久？新经济题材股能否成为春季的主力？

银河证券南坪营业部总唐贺文表示：“技术上我们看到，创业板综合指数以高开高走放量上涨的方式，直接突破了2016年11月与2017年3月两个高点的压力线，意味着上升空间被打开了。政策面上，无论是股市政策还是经济政策，目前都在朝着有利于中小创新经济股的方向发展。所以，投资者要注意转变空头思维，关注文化传媒、*制造、装备等具有技术优势的。”

南京证券较场口营业部高级投顾姜文礴认为：“周一股市放量普涨，但普涨背后的分化是很明显的。对上证指数而言，量能大幅放大而涨幅远不及上周四，说明短期多空分歧较为严重，先行指标上证50收出阴十字星，理论上两天内将有剧烈变盘，警惕月底大跌。但对中小创特别是次新股而言，或许才刚刚启动，尤其是深次新股指数出现了‘岛型反转’的苗头，关注这一缺口短期内会不会被回补。整体来讲，目前市场不存在系统性风险，结构性机会将明显增加。如果沪指出现大跌，会进一步强化题材股主导春季行情。投资者对此要有充分的认识。”

In multiple positive news, Monday Shanghai and Shenzhen stock market for sixth consecutive days of new shares is group stride forward singing militant songs, brush out 20 months the largest increase on record. At the end, the Shanghai index closed at 3329.57 points, up 40.55 points, or 1.23%; the Shenzhen Component Index closed at 10895.56 points, up 232.77 points, or 2.18%; small and medium-sized board fully rose 2.32%; gem comprehensive soared 3.12% hit 7 month the largest one-day rise. The total value of the two cities was 467 billion 212 million yuan, a 40% increase over the last Friday.

Market participants believe that the short-term stock index volume stagflation, sharp whipsaw at any time; but the stock opportunities increased significantly, investors can focus on a quarterly advance by stocks.

Disk performance

Only 111 stocks fell

Statistics show that two cities only 111 stocks fell, non ST stocks daily limit increased to 68, more than 242 stocks rose over 5%, limit down stocks fell over 5% and the total was only 10. The disk, the two cities have a sector fell, which has a high potential to turn the population average time shares rose as high as 4.46%, the biggest one-day gain since June 15, 2016. Emerging industries have been brilliant, chips, semiconductor plates have risen 5.66%, 5.15%, inligent wear, 5G, quantum communications, computer and other 10 plates have risen more than 4%. Cyclical blue chip early market 15 minutes to lead the rise, but close to the end of the close, banks, real estate, steel, liquor plates run the market.

Cause analysis

Three great benefits to stimulate the stock market

Just ten trading days, the stock market panic selling from the evolution of large-scale plate grab tide, what is the reason that the stock continued to Bikong? Qian Xiangjin, chief analyst at CITIC Securities (600030), pointed out: "first, registration system authorization postponed and IPO was rejected for 3 years before it could be reorganized, so that the market eased IPO fears greatly, and also increased investor confidence in small and medium-sized shell stocks. Secondly, the recent peripheral market continued to build, the surrounding stock market warming to create a good atmosphere for A shares. Finally, after a brief adjustment of RMB rally, onshore Renminbi dollar exceeded 6.31 mark, rose nearly 300 points; offshore renminbi dollar slightly has already exceeded 6.31 mark, rose 200 points; the middle of 26, the RMB exchange rate against the dollar price of 6.3378, compared with the previous trading day up 104 basis points. A lot of good convergence, making the pre operation of stock market quickly turned the corner and threatened by growing crises facing the constant Bikong direction."

Future market forecast

Bullish on new economic themes

In less than 7 trading days, the index has risen by up to 8.92%, the fastest rise in two years. So, how long can the wave last? Can the new economic theme be the absolute main force in spring?

Said the Milky Way Nanping securities business department general manager Tang Hewen: "we see, the gem index opened higher volume rose to the way, directly through the pressure line in November 2016 and March 2017 two highs, the mean increase in space has been opened. On the policy side, both the stock market policy and the economic policy are currently facing the direction of the small and medium innovation economic stocks. Therefore, the investors should pay attention to changing the empty mind and pay attention to the leading enterprises with technical advantages such as cultural media, advanced manufacturing, high end equipment and so on.

Nanjing jiaochangkou securities business department senior investment adviser Jiang Wenbo said: "the stock market volume rose Monday, but behind the broad differentiation is obvious. The Shanghai Composite Index, and significantly enlarge the volume or far less than on Thursday, short-term differences straddle more serious, leading indicators of Shanghai 50 to close out the Yin Doji, theoretically within two days will be intense and variable, alert to the end of the month fell curse. But for small and medium sized businesses, especially for new sub shares, it may have just started. Especially the deep new IPO index has a "island reversal" trend. It will concern whether the gap will be compensated in the short term. As a whole, there is no systemic risk in the market at present, and structural opportunities will increase significantly. If the Shanghai index falls sharply, it will further strengthen the theme of the stock dominated spring market. Investors have to be fully aware of this. "

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