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早间论市（沪强深弱；上海石化）

2014-02-28 08:18:51| 分类：默认分类 | 标签： |举报 |字号大中小订阅

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上交所表示要做大做强做活蓝筹股市场言犹在耳，中石化马上率领沪市积极响应，沪强深弱，其实这也映射了市场的状况：沪市特别是蓝筹跌过头了，深市特别是创业板涨得过火了。油改股方面，笔者先后点评和介绍过上海石化、龙宇燃油、茂华实华，继续保持关注。
个股参考：上海石化（600688）中石化旗下重要石化龙头企业，油品升级和油改受益者，关注区间3.4－3.75元。

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