【ACY证券】科技巨头纷纷跌下神坛，塞翁失马焉知非福
<p class="MsoNormal" style="line-height:normal"><span style="font-family: "Microsoft YaHei", sans-serif; font-size: large;">最近美国与澳洲的科技股正在经历最黑暗的时期。在周三美国发布利率决议之后，投资者原以为股市最大的风险落地，却没想到全球股市转头便遭到抛售。纳斯达克指数再度冲高回落，美国道琼斯指数同样表现不佳，其中以芯片、电动车与科技龙头的股价回撤最为严重。</span><b style="font-family: "Microsoft YaHei", sans-serif; font-size: large;">目前科技板块正处在高位大幅震荡的行情当中，技术面呈现“非盘既跌”的局面。</b></p><p class="MsoNormal" style="line-height:normal"><b style="font-family: "Microsoft YaHei", sans-serif; font-size: large;"></b></p><p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">科技板块的颓势可能还会延续一段时间，原因主要有两方面。<b>首先是市场中的“热钱”正在回流。</b>自疫情开始，引起科技股大涨的主要原因便在于货币流动性泛滥，导致全球股市中资本净流入不断创历史新高。目前多国央行已经开始回收流动性，可预见未来股市中的“热钱”将逐步减少。此外，<b>由于近年来跨国科技企业飞速扩张，为了保证创新环境与消费者利益，全球都在提高对科技巨头的监管力度。</b>正如昨日，美国方面对近两年爆火的先买后付</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">BNPL</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">行业下手，意在控制其潜在的金融系统性风险。在这样的大环境中，不管是美国还是澳洲的科技股，股价都可能遭受重创。<b>所谓塞翁失马焉知非福。对于长线投资者来说，这波股价的大幅回调并非坏事。</b>不过考虑到明年的股市估值将回归理性，可能并非所有科技股都会触底反弹，因此把握科技潮流方向非常重要。</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></span></p><p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei""></span></span></p>
<p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">说到科技股必然会提及暴涨</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">20</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">倍的特斯拉，虽然</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">ACY</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">证券从</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">10</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">月中旬开始，便不断警告其股价有短线暴跌的风险。但从长线的角度来看，特斯拉仍然是电动车行业的领军企业，无论是技术实力还是品牌形象，均远超其他竞争者（包括传统车厂的转型）。因此<b>本轮的大幅回调将短线炒作的多头挤出市场，反而将留给长线投资者布局的机会。</b></span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></span></p><p><br><br>data/attachment/portal/202112/17/133200berb71icz0qbiqcz.jpg<br></p>
<p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="EN-AU" style="mso-no-proof:yes">
</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei""></span></span></p>
<p class="MsoNormal" align="center" style="text-align:center;line-height:normal"><span style="font-size:16.5px;"><i><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">Tesla</span></i><i><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">日线图</span></i><i><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei""></span></i></span></p>
<p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">从特斯拉日线图来看，在股价跌破</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">1000</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">大关口，双顶头部形态成立，反转空头动力加强，令特斯拉股价连续下滑。短线空头局势保持完整，</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">1000</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">位置的逢高做空是短线策略的关键。<b>现价下方的关键支撑在</b></span><b><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">800</span></b><b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">整数位关口，该位置是长线趋势、</span></b><b><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">100</span></b><b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">日均线及前高供给区的共同结构，将提供较强的支撑力量。</span></b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">因此长线布局可以在该位置逢低建仓。不过由于空头力量较大，消息面仍有后续利空的可能，投资者可以考虑分批入场，再下方的支撑可以看</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">600</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">附近的位置。</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei""></span></span></p>
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"Microsoft YaHei";color:black;mso-color-alt:windowtext">今日关注数据</span></b><b><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
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