2月12日，和讯投顾朱一鸣称，指数已收盘，两市成交量不到2万亿，与昨日相比大幅缩量，且昨日诸多判断在今日盘面得到印证。 盘面上，双创指数及科技股继续下跌，高股息板块则轮流表现，资源类、能源类、港口、煤炭、船舶、农业等均有不同程度上涨。按指数涨跌幅看，上证指数上涨，但双创指数跌幅约1%，昨日传媒类股票今日或大跌低开，或直接跌停。 由此印证了节前科技股难有大机会的判断。若谈节前机会，应聚焦权重高股息板块，如船舶、煤炭、有色、贵金属、港口航运及农业等。原因在于，今日是节前倒数第三个交易日，仅剩两个交易日行情便结束，最后两天散户交易活跃度会进一步下降，且持股过节者大概率不会选择煤炭等品种，目前多数人仍关注科技股，即便近期科技股大跌，部分人意识到问题，但大多数人仍聚焦于此。这意味着“涨指数跌个股”的态势可能维持到节前最后一天，甚至节后一段时间。 这种“涨指数跌个股”的行情自1月中旬开始，已持续近一个月。若投资者不及时调整策略，关注高股息方向，节前乃至节后都可能面临较大压力。朱一鸣认为，年前高股息板块或有一波不错的红包行情，年后也可能存在机会，建议投资者务必重视。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.