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昨天盘面,美国股市三大指数小幅收跌,盘面上,大型科技股多数收跌,昨天国内市场也是继续调整,在顺丰这样的大白马调整的影响下,大型的机构对于核心资产的仓位调整和转换态度还是很坚决,想万华化学这样业绩亮眼的票也是遭遇暴搓,但是我们还是那个观点,这一次的跌幅不会再像上一次那样,这一次更多的调整就是想要更低的廉价筹码,就像之前美股和港股的阿里巴巴一样,在前期大家都涨的还不错的时候,阿里在没有什么利空消息的情况下持续调整,当真正在周末出现重大利空过后则是开启的上行之路大涨超过9%,昨天虽然外围市场出现了调整,但其实我们的市场已经先于外围市场调整,昨天北向资金也是在开始逆势建仓,所以对于后市其实我们还是持比较乐观的态度,对于恒指今天操作观点就是找机会做多,市场如果低开等待市场平稳做多,市场如果平开,关注一下抱团票,没有特别大的影响也可找机会直接做多

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