{"data":{"title":"6月24日基金操作，杀鸡取卵","abstract":"6月24日，两市股指高开后震荡走高，创业板指大涨近2%，权重搭台，题材唱戏；截至午盘，沪指涨0.44%，深证成指涨0.92%，创业板指涨1.80%。北向资金流入近42亿。","cover":"https://p3.toutiaoimg.com/origin/tos-cn-i-qvj2lq49k0/03e7f9f43844409f8450b26f1b3ad205","articleType":"article","itemId":"7112665605056348672","groupId":"7112665605056348672","groupSource":2,"isOriginal":true,"banComment":false,"publishTime":"2022-06-24 13:10","source":"养基怡情","tag":"news_finance","mediaSite":null,"pathname":"/article/7112665605056348672/","loginUserInfo":null,"favorite":false,"relation":{"isFollowing":false,"isFollowed":false},"likeData":{"userLikeStatus":0,"count":17},"isSelf":false,"content":"

6月24日，两市股指高开后震荡走高，创业板指大涨近2%，权重搭台，题材唱戏；截至午盘，沪指涨0.44%，深证成指涨0.92%，创业板指涨1.80%。北向资金流入近42亿。

板块上，HJT电池、风电、光伏、军工、CXO、有机硅、家电等板块大涨；保险、教育、银行等板块跌幅居前，压制大盘。两市逾2700只个股上涨，赚钱效应明显。

不要相信大V的券商、银行等金融权重，今年的行情还在高景气赛道，至少在国内公募机构内部已达成共识，以光伏、新能源、军工和半导体为首的高景气赛道才是国内最只有成长性的科技公司，CXO虽然滞涨，但也不会缺席。

军工：军工板块横盘的时候，果断建仓，连续两日大肉到手。对于后面的行情，依然看多做多。上一波抄底军工最先达到目标收益率，也最先止盈，这一次我又回来了。

医疗：医疗板块的滞涨只是暂时的，目前也只有这个板块和军工还在泥潭里，光伏和新能源今年的跌幅已归零，这就是成长板块的魅力。昨天继续加仓中欧医疗创新股票，今天是不是回本有望？

港基和中概互联：继续持有，基本保持不动，涨跌随意。这个位置，看多做多。仓位已满，等待起飞。

目前是满仓状态，今天会减小部分仓位，杀鸡吃肉，把仓位不多也达到盈利目标的，且后续不怎么看好的小辣鸡止盈，手中留有部分现金。

还有人追涨吗？如果3000点以下你不敢重仓，现在最好也要管住手。不要期待券商和银行等金融权重的补涨机会，大盘已站稳3300，他们的作用接下来就是砸盘。

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