5.4一周复盘

上周市场情绪爆棚，出现达300只的涨停板，是近几个月来的最多数量，市场做多力量空前加强。就目前大盘运行的态势，若放到以往，明天我是谨慎的，大盘连续突破五日十日线，资金随时会调头反杀一波。

但是明早加息落地，叠加zm放松对网络大平台的监管预期，指数可能起码一小段时间都要站稳3000点，我对指数的判断向来谨慎，供大家参考。也就是说动不动杀跌停的恐慌时期算是过了。

明天看好的方向有：

①互联网概念，<a href="https://xueqiu.com/S/SZ002400?from=status_stock_match&xueqiu_status_id=219033956&xueqiu_status_from_source=htl&xueqiu_status_source=statusdetail&xueqiu_private_from_source=0105">省广集团</a>，<a href="https://xueqiu.com/S/SZ000665?from=status_stock_match&xueqiu_status_id=219033956&xueqiu_status_from_source=htl&xueqiu_status_source=statusdetail&xueqiu_private_from_source=0105">湖北广电</a>等，五月份初步最看好的方向，美中不足的是技术上没有形成多头，筹码还要整固，但都不是问题。

②疫情和房地产，放到一起是因为有机会风险也不小，资金有一定疲态了，代表股票有<a href="https://xueqiu.com/S/SZ002761?from=status_stock_match&xueqiu_status_id=219033956&xueqiu_status_from_source=htl&xueqiu_status_source=statusdetail&xueqiu_private_from_source=0105">浙江建投</a>，<a href="https://xueqiu.com/S/SZ000722?from=status_stock_match&xueqiu_status_id=219033956&xueqiu_status_from_source=htl&xueqiu_status_source=statusdetail&xueqiu_private_from_source=0105">湖南发展</a>，<a href="https://xueqiu.com/S/SZ002693?from=status_stock_match&xueqiu_status_id=219033956&xueqiu_status_from_source=htl&xueqiu_status_source=statusdetail&xueqiu_private_from_source=0105">双成药业</a>，<a href="https://xueqiu.com/S/SZ000756?from=status_stock_match&xueqiu_status_id=219033956&xueqiu_status_from_source=htl&xueqiu_status_source=statusdetail&xueqiu_private_from_source=0105">新华制药</a>，九安医药，<a href="https://xueqiu.com/S/SZ000736?from=status_stock_match&xueqiu_status_id=219033956&xueqiu_status_from_source=htl&xueqiu_status_source=statusdetail&xueqiu_private_from_source=0105">中交地产</a>，<a href="https://xueqiu.com/S/SH600062?from=status_stock_match&xueqiu_status_id=219033956&xueqiu_status_from_source=htl&xueqiu_status_source=statusdetail&xueqiu_private_from_source=0105">华润双鹤</a>等等。

③<a href="https://xueqiu.com/S/SH000997?from=status_stock_match&xueqiu_status_id=219033956&xueqiu_status_from_source=htl&xueqiu_status_source=statusdetail&xueqiu_private_from_source=0105">大消费</a>，代表股票有徐家汇 ，<a href="https://xueqiu.com/S/SZ002251?from=status_stock_match&xueqiu_status_id=219033956&xueqiu_status_from_source=htl&xueqiu_status_source=statusdetail&xueqiu_private_from_source=0105">步步高</a>，<a href="https://xueqiu.com/S/SH600381?from=status_stock_match&xueqiu_status_id=219033956&xueqiu_status_from_source=htl&xueqiu_status_source=statusdetail&xueqiu_private_from_source=0105">青海春天</a>，<a href="https://xueqiu.com/S/SH600199?from=status_stock_match&xueqiu_status_id=219033956&xueqiu_status_from_source=htl&xueqiu_status_source=statusdetail&xueqiu_private_from_source=0105">金种子酒</a>等等。

五月份，算不算否极泰来的一个月，我是这样认为的！