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“本文试图从上市公司数量较多、占创业板指数权重较大的行业板块入手,细致分析细分行业板块预增、预减、预亏对创业板指数走势的影响,以及行业板块、个股潜在的投机机会和市场风险。”统计数据显示,截至2012年10月21日,三季报预增的创业板公司总计197家、占比55.97%,预减和预亏的创业板公司155家、占比44.03%,其中,预减公司145家、占比41.19%,预亏公司10家、占比2.84%。从数据我们可以看到,在欧债危机、国内经济增速下滑的背景下,近六成创业板公司2012年三季报实现了稳步增长或高增长,但也有四成多的创业板公司业绩预减,并且有多达10家创业板公司首次或持续出现亏损。毋庸置疑,素以高成长为“招牌菜”的创业板四成多企业业绩预减、10家公司预亏、部分公司只有微利几百万元,这预示着A股市场第四季度季报、年报行情不容盲目乐观。而在创业板指数从766.52点
“This article attempts to start from the number of listed companies, accounting for a larger GEM sector index start with a detailed analysis of the sub-sector pre-increase, pre-reduction, pre-losing GEM on the impact of the index, as well as the industry sector, stocks Potential speculative opportunities and market risk. ”Statistics show that as of October 21, 2012, three GEM pre-GEM companies totaling 197, accounting for 55.97%, pre-cut and pre-losing GEM companies 155 Accounting for 44.03% of the total, of which 145 were pre-reduction companies, accounting for 41.19% and 10 companies pre-losing, accounting for 2.84%. From the data we can see that in the context of the debt crisis in Europe, the decline in domestic economic growth, nearly 60% of GEM companies in 2012 third quarter to achieve steady growth or high growth, but there are more than 40% of GEM performance Minus, and there are as many as 10 GEM companies losing money for the first time or continuously. Undoubtedly, the high growth of the “signature dish” GEM 40% of the pre-cut corporate performance, pre-losing 10 companies, some companies only a few million profit margins, which indicates the A-share market in the fourth quarter Quarterly reports, annual reports can not be blind optimistic. In the gem index from 766.52 points