英方软件——互联网金融+数据安全+次新，三合一补涨
admin2023-01-19 12:00:09144
第一点，数据复制领军企业，关乎数据安全方向
近端科创次新都在趋势新高百利天恒6日翻倍——2连20CM的佰维存储——下一阶段必然是临停新股
创板，细数最近走出来的新股，大多都是科创为主，比如百利天恒、佰维存储、清越科技、萤石网络、山外山等。","range":{"gcpBegin":0,"len":0}},"builtinStyleName":""},{"operationType":"ModifyRunProp","param":{"range":{"gcpBegin":0,"len":62},"property":{"color":{"val":"000000"},"sz":{"val":240},"author":"p.144115239319521010"},"mode":1},"propertyType":"RunProperty","builtinStyleName":""},{"operationType":"InsertText","param":{"text":"\r","range":{"gcpBegin":62,"len":0}},"builtinStyleName":""},{"operationType":"ModifyRunProp","param":{"range":{"gcpBegin":62,"len":1},"property":{"author":"p.144115239319521010","isPlaceholder":true},"mode":1},"propertyType":"RunProperty","builtinStyleName":""},{"operationType":"ModifyParagraphProp","param":{"range":{"gcpBegin":62,"len":1},"property":{"ind":{"left":120,"right":120},"jc":{"val":"STJcWml_left"},"numPr":{}},"mode":1},"propertyType":"ParagraphProperty","builtinStyleName":""},{"operationType":"InsertText","param":{"text":"\r","range":{"gcpBegin":63,"len":0}},"builtinStyleName":""},{"operationType":"ModifyRunProp","param":{"range":{"gcpBegin":63,"len":1},"property":{"author":"p.144115239319521010","isPlaceholder":true},"mode":1},"propertyType":"RunProperty","builtinStyleName":""},{"operationType":"ModifyParagraphProp","param":{"range":{"gcpBegin":63,"len":1},"property":{"ind":{"left":120,"right":120},"jc":{"val":"STJcWml_left"},"numPr":{}},"mode":1},"propertyType":"ParagraphProperty","builtinStyleName":""},{"operationType":"InsertText","param":{"text":" 主要还是由于近期的上市的创板没有富有想象力的炒作标的，不管是爆点还是流通盘都不尽人意。富乐德和百利天恒的强烈对比就可见一斑。","range":{"gcpBegin":64,"len":0}},"builtinStyleName":""},{"operationType":"ModifyRunProp","param":{"range":{"gcpBegin":64,"len":64},"property":{"color":{"val":"000000"},"sz":{"val":240},"author":"p.144115239319521010"},"mode":1},"propertyType":"RunProperty","builtinStyleName":""},{"operationType":"InsertText","param":{"text":"\r","range":{"gcpBegin":128,"len":0}},"builtinStyleName":""},{"operationType":"ModifyRunProp","param":{"range":{"gcpBegin":128,"len":1},"property":{"author":"p.144115239319521010","isPlaceholder":true},"mode":1},"propertyType":"RunProperty","builtinStyleName":""},{"operationType":"ModifyParagraphProp","param":{"range":{"gcpBegin":128,"len":1},"property":{"ind":{"left":120,"right":120},"jc":{"val":"STJcWml_left"},"numPr":{}},"mode":1},"propertyType":"ParagraphProperty","builtinStyleName":""},{"operationType":"InsertText","param":{"text":"\r","range":{"gcpBegin":129,"len":0}},"builtinStyleName":""},{"operationType":"ModifyRunProp","param":{"range":{"gcpBegin":129,"len":1},"property":{"author":"p.144115239319521010","isPlaceholder":true},"mode":1},"propertyType":"RunProperty","builtinStyleName":""},{"operationType":"ModifyParagraphProp","param":{"range":{"gcpBegin":129,"len":1},"property":{"ind":{"left":120,"right":120},"jc":{"val":"STJcWml_left"},"numPr":{}},"mode":1},"propertyType":"ParagraphProperty","builtinStyleName":""},{"operationType":"InsertText","param":{"text":"先讲下次新大致炒作的时间点和大致原因","range":{"gcpBegin":130,"len":0}},"builtinStyleName":""},{"operationType":"ModifyRunProp","param":{"range":{"gcpBegin":130,"len":18},"property":{"color":{"val":"000000"},"sz":{"val":240},"author":"p.144115239319521010"},"mode":1},"propertyType":"RunProperty","builtinStyleName":""},{"operationType":"InsertText","param":{"text":"\r","range":{"gcpBegin":148,"len":0}},"builtinStyleName":""},{"operationType":"ModifyRunProp","param":{"range":{"gcpBegin":148,"len":1},"property":{"author":"p.144115239319521010","isPlaceholder":true},"mode":1},"propertyType":"RunProperty","builtinStyleName":""},{"operationType":"ModifyParagraphProp","param":{"range":{"gcpBegin":148,"len":1},"property":{"ind":{"left":120,"right":120},"jc":{"val":"STJcWml_left"},"numPr":{}},"mode":1},"propertyType":"ParagraphProperty","builtinStyleName":""}],"subStory":[],"srcGlobalPadId":"300000000$CjPqPVkGCovC","copyStart":2151}" data-version="3.0.0" data-hash="b89b5e539533c226adacb49b5d54be4a" style="color: rgb(0, 0, 0); font-size: medium;">近期的炒作来讲，科创板>创板，细数最近走出来的新股，大多都是科创为主，比如百利天恒、佰维存储、清越科技、萤石网络、山外山等。
主要还是由于近期的上市的创板没有富有想象力的炒作标的，不管是爆点还是流通盘都不尽人意。富乐德和百利天恒的强烈对比就可见一斑。
先讲下次新大致炒作的时间点和大致原因
第一波大概率是在1-2月的业绩披露期，届时会有很多资金怕业绩雷，加上市场临近过年开始缩量，所以资金会逐渐关注到新股方向以作为避险，尤其是1月底的强制披露和2月底的正式年报，因为1月底的创板非强制披露，主要的雷集中在主板，而2月底创板开始逐渐披露会产生雷。所以1月底和2月底，临近月底和年关是相对较常见的炒作期间。