关注高业绩和高送配的股票(2010.1-10)

小李飞刀1

<p class="MsoNormal" align="center" style="text-align:center;margin:0cm 0cm 0pt"><span lang="EN-US" style="font-size:10pt"><p><font face="Times New Roman">&nbsp;</font></p></span></p><p class="MsoNormal" style="margin:0cm 0cm 0pt"><span lang="EN-US" style="font-size:10pt"><span style="mso-spacerun:yes"><font face="Times New Roman">&nbsp;&nbsp; </font></span></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">预期今年的贷款总量在</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">7.5</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">万亿元，比去年有所收缩，加上大小非流通</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">5.8</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">万亿，银行融资</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">4</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">千亿，新股和债券融资约</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">2.8</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">万亿，所以今年的压力可想而知。国务院批准融资融券和股指期货，表明资金的不足，所以让投资者融资开户的一半资金，同时防范风险，可以融券和卖指数做空。所以现在有观点认为会先跌到</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">2800</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">点以下，如香港的曹仁超和国内的徐辉等。</span><span lang="EN-US" style="font-size:10pt"><p></p></span></p><p class="MsoNormal" style="margin:0cm 0cm 0pt"><span lang="EN-US" style="font-size:10pt"><span style="mso-spacerun:yes"><font face="Times New Roman">&nbsp;&nbsp; </font></span></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">我们不去管它，关键是企业的业绩要好，预期券商今年的业绩增长在</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">50%-80%</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">，如中信</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">600030</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">每股收益可达到</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">1.32</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">元，现在就仍然偏低。高业绩的股票如新和成</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">002001</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">，（每股约</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">3</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">元）茅台（约</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">5</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">元），洋河大曲</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">002304</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">（约</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">2.8</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">元）等，均超过每股收益</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">2</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">元。</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">1-2</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">元的有信力泰</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">002294</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">（约</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">2</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">元），中利科技</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">002309</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">（约</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">1.3</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">元），光迅科技</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">002281</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">（约</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">1</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">元）等，他们均可能</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">10</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">股送</span><span lang="EN-US" style="font-size:10pt"><font face="Times New Roman">10</font></span><span style="font-family:宋体;font-size:10pt;mso-ascii-font-family:'times new roman';mso-hansi-font-family:'times new roman'">股，值得关注。</span><span lang="EN-US" style="font-size:10pt"><p></p></span></p>

连之友之

有道理，啥时候高送配都会立于不败之地！