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今日市场好得不像话，几个重要指数差点就弄个红三兵出来了，可惜最后多头有点肾虚，收市前90分钟开始发软，令指数冲高回落，阳转阴。不过这个阴并不是真阴，收盘价还是在昨日收盘价之上的。
仔细想了想，近期BAT几大互联网企业似乎都各有所得，有了重新活跃的迹象了。
首先是马云，好像好久没听到他说话了，只是不断地在离开公众视野，但是近期却非常高调地发表了不少言论，不但跑到以色列去演讲，还声称在经济困难的时候，更要出力，让天下没有难做的生意。然后，大侠金庸去世，也写了一篇文章悼念。这下，在11月美国对中国多种产品提高关税的情况下，淘宝与阿里巴巴在光棍节又可以大干一场了。
然后，百度的自动驾驶汽车搭上了沃尔沃，还搭上了共和国的长子一汽老大哥，要在红旗车上续写辉煌。一汽可是有着1万亿元授信额度的大家伙，这可真是掉到钱袋子里了，啥创新也不用愁钱的事了。
还有京东的刘强东，涉嫌强奸一事，被最近的大事都淹没了，没人提了。然后终于拿到银保监会的批复，有了一直渴望的保险牌照，成为京东安联的第二大股东了。
当然，还有腾讯。前几天还在为游戏的审批号拿不下来，申请游戏要进行公安实名验证跌得快腰斩了，但是，今天人民日报居然发文说：因为害怕沉迷网游而盲目排斥网络的做法是要不得的。结果，跌了好几个月的腾讯今日跳空高开，股价重新站上270元。最低可是去到了251.4元啊。
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互联网大佬们有肉吃，小弟兄们肯定就能有汤喝。今日A股涨得最好的当属大互联网概念了。
看下面这张表：涨幅超过1%的板块里，不是智能、就是云计算、就是大数据，要不就是网络、在线、虚拟这些名词。可见不光是我们面上所看到的消息，而是实实在在有资金在往这些板块里冲了。
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而场内基金方面，虽然还是有成交量太小的老毛病，但是可以看出，还是有投资者为了省却挑选个股的麻烦，直接取了相关的行业基金了事。
从上面这个涨幅榜上可以看出，今天主要的热门就是三块，一个是大互联网概念，一个是券商板块，还有一个是医药。
从现在的情况来看，上证指数在2500点一线似有站稳之像，这样在政策利好的呵护之下，此处是有较大概率反弹一波的，最好是能够回补上方的缺口，仓位较重的投资者可以在回补缺口之际逢高减仓，等待市场再次回调时抄底。
本周初让持有券商分级基金的人赶快拆分，不知道有没有人听进去，今日券商B涨停了，可惜后面没封住，如果有分拆好的，可以留着A，卖出部分B，A通常在下跌时会涨，上涨时会跌，所以可以留着A防止下跌，而B的弹性较大，可以逢高卖出，大跌吃回来，做些波段，弥补损失。
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BAT has its place, the spring of the Internet is coming first?
Today's market is too good, a few important indexes almost got a red three soldiers out, but unfortunately the last long bit of a kidney deficiency, 90 minutes before the market began to soften, so that the index fell back, Yang turned negative. However, this yin is not true yin, and the closing price is above the closing price yesterday.
After thinking about it, the recent big BAT Internet companies seem to have their own income, and there are signs of reactivation.
First of all, Ma Yun, it seems that he hasn’t heard him talk for a long time, but he is constantly leaving the public eye, but recently he has made a lot of remarks in a very high-profile manner. He not only went to Israel to give a speech, but also claimed that in times of economic difficulties, it’s even more important. Make a contribution, let the world have no difficult business. Then, the hero Jin Yong died and wrote an article to mourn. This time, in November, when the United States raised tariffs on various products in China, Taobao and Alibaba could do a big job on Singles Day.
Then, Baidu's self-driving car caught up with Volvo, and also took the eldest son of the Republic's eldest son, FAW, to continue to write brilliantly on the red flag car. FAW, but the big guy with a credit line of 1 trillion yuan, this really fell into the money bag, and innovation does not need to save money.
Also, Liu Qiangdong of Jingdong, suspected of rape, was overwhelmed by recent major events, and no one mentioned it. Then I finally got the approval of the Banking Insurance Regulatory Commission. With the insurance license I have been eager for, I became the second largest shareholder of Jingdong Allianz.
Of course, there is Tencent. A few days ago, I couldn't get the approval number of the game. The application for the game had to go through the real-name verification of the public security. But today, the People's Daily actually issued a message saying that it is unreasonable to blindly exclude the network because of fear of indulging in online games. As a result, Tencent, which has fallen for several months, jumped higher today and the stock price regained 270 yuan. The minimum is 251.4 yuan.
The Internet guys have meat to eat, and the younger brothers will definitely have soup. Today's A-shares are the best in the big Internet concept.
Look at the following table: In the sector where the increase is more than 1%, it is not smart, cloud computing, big data, or network, online, virtual. It can be seen that not only the news we saw on the surface, but the fact that there are funds in these sectors.
(Source: Straight Flush, the same below)
In terms of on-market funds, although there are still old problems with too small volume, it can be seen that there are still investors who have taken the relevant industry funds in order to save the trouble of selecting individual stocks.
As can be seen from the above list, the main hotspots today are three, one is the big Internet concept, one is the brokerage sector, and one is medicine.
Judging from the current situation, the Shanghai Composite Index seems to have a stable image at 2,500 points. Under the favorable policies, there is a big probability of rebounding here. It is better to be able to cover the gap. Investors with heavier positions can lighten up their positions when they fill the gap, and wait for the market to pick up again.
At the beginning of this week, the person holding the brokerage rating fund was quickly split. I don’t know if anyone listened to it. Today, brokerage B has a daily limit, but unfortunately it has not been sealed. If there is a split, you can keep A and sell the part. B, A usually rises when falling, and falls when it rises, so you can keep A to prevent falling, while B has greater flexibility, you can sell on rallies, fall back and eat, and do some bands to make up for losses.
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