中国平安令中国人民不平安
[font=SimSun]（星星生活特稿[/font]/[font=SimSun]作者金钴哥、尚真）中国上亿股民关注[/font][url=http://www.dwnews.com/gb/googleSearch.html?domains=dwnews.com%3Bchinesenewsnet.com&sitesearch=&sitesearch=dwnews.com&q=%E4%B8%AD%E5%9B%BD%E5%B9%B3%E5%AE%89&client=pub-5895419964522249&forid=1&ie=utf-8&oe=utf-8&cof=GALT%3A%23008000%3BGL%3A1%3BDIV%3A%23336699%3BVLC%3A663399%3BAH%3Acenter%3BBGC%3AFFFFFF%3BLBGC%3AFFFFFF%3BALC%3A0000FF%3BLC%3A0000FF%3BT%3A000000%3BGFNT%3A0000FF%3BGIMP%3A0000FF%3BLH%3A50%3BLW%3A185%3BL%3Ahttp%3A%2F%2Fwww.chinesemedianet.com%2Fimages%2Flogo.gif%3BS%3Ahttp%3A%2F%2Fwww.dwnews.com%3BFORID%3A11&sa.x=14&sa.y=14][color=blue][font=SimSun]中国平安[/font][/color][/url][font=SimSun]的再融资问题。自[/font]1[font=SimSun]月[/font]15[font=SimSun]日至今，中国受[/font]CPI[font=SimSun]再创新高、大小非解禁高潮，特别是平安、浦[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index1_big5.aspx?supbid=81252][color=blue][font=SimSun]发[/font][/color][/url][font=SimSun]大盘股再融资等消息的影响，沪指已从[/font]5500[font=SimSun]点，两次下探到近期的[/font]4100[font=SimSun]多点，本周四收于[/font]4361[font=SimSun]点。绝大多数[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index1_big5.aspx?supbid=81252][color=blue][font=SimSun]股票[/font][/color][/url][font=SimSun]的市值更是跌去三分之一，许多股民成为套牢一族。[/font][font=SimSun]有一点局部好消息是例外的：笔者近期一再推荐的农林渔牧、新能源等板块却获得平均近[/font]30%[font=SimSun]的涨幅，力荐过的个股丰乐种业（[/font]000713[font=SimSun]），不到[/font]3[font=SimSun]周已录得近[/font]100%[font=SimSun]的收益率。在此，要提醒注意获利了结，待调整充分后再作新的打算。此外，上周推荐的江苏阳光（[/font]600220[font=SimSun]）也较高处达到了[/font]30%[font=SimSun]的涨幅。而前两周推荐过的福建水泥（[/font]600802[font=SimSun]）近两日已有明显上攻势头，需密切关注。[/font][color=white]()[/color]
[url=http://www.dwnews.com/gb/googleSearch.html?domains=dwnews.com%3Bchinesenewsnet.com&sitesearch=&sitesearch=dwnews.com&q=%E4%B8%AD%E5%9B%BD%E5%B9%B3%E5%AE%89&client=pub-5895419964522249&forid=1&ie=utf-8&oe=utf-8&cof=GALT%3A%23008000%3BGL%3A1%3BDIV%3A%23336699%3BVLC%3A663399%3BAH%3Acenter%3BBGC%3AFFFFFF%3BLBGC%3AFFFFFF%3BALC%3A0000FF%3BLC%3A0000FF%3BT%3A000000%3BGFNT%3A0000FF%3BGIMP%3A0000FF%3BLH%3A50%3BLW%3A185%3BL%3Ahttp%3A%2F%2Fwww.chinesemedianet.com%2Fimages%2Flogo.gif%3BS%3Ahttp%3A%2F%2Fwww.dwnews.com%3BFORID%3A11&sa.x=14&sa.y=14][color=blue][font=SimSun]中国平安[/font][/color][/url][font=SimSun]再融资冲击社会和谐[/font]
[font=SimSun]近日，中国股民当中流行一句话，叫：平安不安，国忠不忠。后者是说谢国忠先生，笔者不作评论。而前者是批评万夫所指的[/font]“[url=http://www.dwnews.com/gb/googleSearch.html?domains=dwnews.com%3Bchinesenewsnet.com&sitesearch=&sitesearch=dwnews.com&q=%E4%B8%AD%E5%9B%BD%E5%B9%B3%E5%AE%89&client=pub-5895419964522249&forid=1&ie=utf-8&oe=utf-8&cof=GALT%3A%23008000%3BGL%3A1%3BDIV%3A%23336699%3BVLC%3A663399%3BAH%3Acenter%3BBGC%3AFFFFFF%3BLBGC%3AFFFFFF%3BALC%3A0000FF%3BLC%3A0000FF%3BT%3A000000%3BGFNT%3A0000FF%3BGIMP%3A0000FF%3BLH%3A50%3BLW%3A185%3BL%3Ahttp%3A%2F%2Fwww.chinesemedianet.com%2Fimages%2Flogo.gif%3BS%3Ahttp%3A%2F%2Fwww.dwnews.com%3BFORID%3A11&sa.x=14&sa.y=14][color=blue][font=SimSun]中国平安[/font][/color][/url]”[font=SimSun]保险公司，著名股评[/font][url=http://www.lowescreativeideas.com/chinese/][color=blue][font=SimSun]家[/font][/color][/url][font=SimSun]时寒冰直呼，以[/font][url=http://www.dwnews.com/gb/googleSearch.html?domains=dwnews.com%3Bchinesenewsnet.com&sitesearch=&sitesearch=dwnews.com&q=%E4%B8%AD%E5%9B%BD%E5%B9%B3%E5%AE%89&client=pub-5895419964522249&forid=1&ie=utf-8&oe=utf-8&cof=GALT%3A%23008000%3BGL%3A1%3BDIV%3A%23336699%3BVLC%3A663399%3BAH%3Acenter%3BBGC%3AFFFFFF%3BLBGC%3AFFFFFF%3BALC%3A0000FF%3BLC%3A0000FF%3BT%3A000000%3BGFNT%3A0000FF%3BGIMP%3A0000FF%3BLH%3A50%3BLW%3A185%3BL%3Ahttp%3A%2F%2Fwww.chinesemedianet.com%2Fimages%2Flogo.gif%3BS%3Ahttp%3A%2F%2Fwww.dwnews.com%3BFORID%3A11&sa.x=14&sa.y=14][color=blue][font=SimSun]中国平安[/font][/color][/url][font=SimSun]领羊的[/font]“[font=SimSun]再融资门[/font]”[font=SimSun]已经公然向民意和监管层进行极为严重的挑衅。[/font][color=white]()[/color]
3[font=SimSun]月[/font]5[font=SimSun]日，备受全体中国股民瞩目的[/font][url=http://www.dwnews.com/gb/googleSearch.html?domains=dwnews.com%3Bchinesenewsnet.com&sitesearch=&sitesearch=dwnews.com&q=%E4%B8%AD%E5%9B%BD%E5%B9%B3%E5%AE%89&client=pub-5895419964522249&forid=1&ie=utf-8&oe=utf-8&cof=GALT%3A%23008000%3BGL%3A1%3BDIV%3A%23336699%3BVLC%3A663399%3BAH%3Acenter%3BBGC%3AFFFFFF%3BLBGC%3AFFFFFF%3BALC%3A0000FF%3BLC%3A0000FF%3BT%3A000000%3BGFNT%3A0000FF%3BGIMP%3A0000FF%3BLH%3A50%3BLW%3A185%3BL%3Ahttp%3A%2F%2Fwww.chinesemedianet.com%2Fimages%2Flogo.gif%3BS%3Ahttp%3A%2F%2Fwww.dwnews.com%3BFORID%3A11&sa.x=14&sa.y=14][color=blue][font=SimSun]中国平安[/font][/color][/url][font=SimSun]是年第一次临时股东大会在深圳举行，其[/font]A[font=SimSun]股上市不到一年，即进行[/font]1200[font=SimSun]亿元的再融资方案却获得了通过。中国股民及相关学者专[/font][url=http://www.lowescreativeideas.com/chinese/][color=blue][font=SimSun]家[/font][/color][/url][font=SimSun]均指称，这完全是一种恶意的圈钱行为，其最大的、最终的受害者将是全体的散户投资者。时寒冰直问，[/font]“[font=SimSun]这不得不令我们拷问上市公司的社会责任问题[/font]”[font=SimSun]！[/font][color=white]([/color]
[url=http://www.dwnews.com/gb/googleSearch.html?domains=dwnews.com%3Bchinesenewsnet.com&sitesearch=&sitesearch=dwnews.com&q=%E4%B8%AD%E5%9B%BD%E5%B9%B3%E5%AE%89&client=pub-5895419964522249&forid=1&ie=utf-8&oe=utf-8&cof=GALT%3A%23008000%3BGL%3A1%3BDIV%3A%23336699%3BVLC%3A663399%3BAH%3Acenter%3BBGC%3AFFFFFF%3BLBGC%3AFFFFFF%3BALC%3A0000FF%3BLC%3A0000FF%3BT%3A000000%3BGFNT%3A0000FF%3BGIMP%3A0000FF%3BLH%3A50%3BLW%3A185%3BL%3Ahttp%3A%2F%2Fwww.chinesemedianet.com%2Fimages%2Flogo.gif%3BS%3Ahttp%3A%2F%2Fwww.dwnews.com%3BFORID%3A11&sa.x=14&sa.y=14][color=blue][font=SimSun]中国平安[/font][/color][/url][font=SimSun]的董事长马明哲竟然还说，他们毋需为中国[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index_gb.aspx?supbid=80786][color=blue][font=SimSun]股市[/font][/color][/url][font=SimSun]的暴跌负责，并称平安并没有引[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index1_big5.aspx?supbid=81252][color=blue][font=SimSun]发[/font][/color][/url][font=SimSun]大盘涨跌的那个能力。笔者认为，马明哲确实完全漠视了市场的脆弱，漠视了民意的反对声浪，漠视了监管层的暗示，也漠视了温[/font][url=http://www.lowescreativeideas.com/chinese/][color=blue][font=SimSun]家[/font][/color][/url][font=SimSun]宝前一天还表示过[/font]“[font=SimSun]将促进[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index_gb.aspx?supbid=80786][color=blue][font=SimSun]股市[/font][/color][/url][font=SimSun]稳步健康[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index1_big5.aspx?supbid=81252][color=blue][font=SimSun]发[/font][/color][/url][font=SimSun]展[/font]”[font=SimSun]的决心。[/font][color=white]([/color]
[font=SimSun]众所周知，仅美国次贷风波，甚至仅其金融股领头的表现就足以将美国经济和[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index_gb.aspx?supbid=80786][color=blue][font=SimSun]股市[/font][/color][/url][font=SimSun]引陷衰退和熊市。而仅[/font]3[font=SimSun]月[/font]4[font=SimSun]日，有关深[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index1_big5.aspx?supbid=81252][color=blue][font=SimSun]发[/font][/color][/url][font=SimSun]展再融资的一则谣言，就像瘟疫一样感染市场，令双市一改元气初始恢复而转为暴跌。所以，笔者说，如今的现时，[/font][url=http://www.dwnews.com/gb/googleSearch.html?domains=dwnews.com%3Bchinesenewsnet.com&sitesearch=&sitesearch=dwnews.com&q=%E4%B8%AD%E5%9B%BD%E5%B9%B3%E5%AE%89&client=pub-5895419964522249&forid=1&ie=utf-8&oe=utf-8&cof=GALT%3A%23008000%3BGL%3A1%3BDIV%3A%23336699%3BVLC%3A663399%3BAH%3Acenter%3BBGC%3AFFFFFF%3BLBGC%3AFFFFFF%3BALC%3A0000FF%3BLC%3A0000FF%3BT%3A000000%3BGFNT%3A0000FF%3BGIMP%3A0000FF%3BLH%3A50%3BLW%3A185%3BL%3Ahttp%3A%2F%2Fwww.chinesemedianet.com%2Fimages%2Flogo.gif%3BS%3Ahttp%3A%2F%2Fwww.dwnews.com%3BFORID%3A11&sa.x=14&sa.y=14][color=blue][font=SimSun]中国平安[/font][/color][/url][font=SimSun]不仅影响了整个国[/font][url=http://www.lowescreativeideas.com/chinese/][color=blue][font=SimSun]家[/font][/color][/url][font=SimSun]的[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index_gb.aspx?supbid=80786][color=blue][font=SimSun]股市[/font][/color][/url][font=SimSun]，而且，马明哲的一言一行也已经令到全体中国股民心惊肉跳。[/font]
[font=SimSun]尤其具有讽刺意味的是，表决再融资方案之前，两会多位代表委员还多有指谪，就连[/font][url=http://www.dwnews.com/gb/googleSearch.html?domains=dwnews.com%3Bchinesenewsnet.com&sitesearch=&sitesearch=dwnews.com&q=%E4%B8%AD%E5%9B%BD%E5%B9%B3%E5%AE%89&client=pub-5895419964522249&forid=1&ie=utf-8&oe=utf-8&cof=GALT%3A%23008000%3BGL%3A1%3BDIV%3A%23336699%3BVLC%3A663399%3BAH%3Acenter%3BBGC%3AFFFFFF%3BLBGC%3AFFFFFF%3BALC%3A0000FF%3BLC%3A0000FF%3BT%3A000000%3BGFNT%3A0000FF%3BGIMP%3A0000FF%3BLH%3A50%3BLW%3A185%3BL%3Ahttp%3A%2F%2Fwww.chinesemedianet.com%2Fimages%2Flogo.gif%3BS%3Ahttp%3A%2F%2Fwww.dwnews.com%3BFORID%3A11&sa.x=14&sa.y=14][color=blue][font=SimSun]中国平安[/font][/color][/url][font=SimSun]的创建者之一、政协委员、招商局集团董事长秦晓也表示，[/font][url=http://www.dwnews.com/gb/googleSearch.html?domains=dwnews.com%3Bchinesenewsnet.com&sitesearch=&sitesearch=dwnews.com&q=%E4%B8%AD%E5%9B%BD%E5%B9%B3%E5%AE%89&client=pub-5895419964522249&forid=1&ie=utf-8&oe=utf-8&cof=GALT%3A%23008000%3BGL%3A1%3BDIV%3A%23336699%3BVLC%3A663399%3BAH%3Acenter%3BBGC%3AFFFFFF%3BLBGC%3AFFFFFF%3BALC%3A0000FF%3BLC%3A0000FF%3BT%3A000000%3BGFNT%3A0000FF%3BGIMP%3A0000FF%3BLH%3A50%3BLW%3A185%3BL%3Ahttp%3A%2F%2Fwww.chinesemedianet.com%2Fimages%2Flogo.gif%3BS%3Ahttp%3A%2F%2Fwww.dwnews.com%3BFORID%3A11&sa.x=14&sa.y=14][color=blue][font=SimSun]中国平安[/font][/color][/url][font=SimSun]巨量再融资应列出明确的投资项目计划。有关项目，马明哲却任凭外界及媒体传言[/font][url=http://www.dwnews.com/gb/googleSearch.html?domains=dwnews.com%3Bchinesenewsnet.com&sitesearch=&sitesearch=dwnews.com&q=%E4%B8%AD%E5%9B%BD%E5%B9%B3%E5%AE%89&client=pub-5895419964522249&forid=1&ie=utf-8&oe=utf-8&cof=GALT%3A%23008000%3BGL%3A1%3BDIV%3A%23336699%3BVLC%3A663399%3BAH%3Acenter%3BBGC%3AFFFFFF%3BLBGC%3AFFFFFF%3BALC%3A0000FF%3BLC%3A0000FF%3BT%3A000000%3BGFNT%3A0000FF%3BGIMP%3A0000FF%3BLH%3A50%3BLW%3A185%3BL%3Ahttp%3A%2F%2Fwww.chinesemedianet.com%2Fimages%2Flogo.gif%3BS%3Ahttp%3A%2F%2Fwww.dwnews.com%3BFORID%3A11&sa.x=14&sa.y=14][color=blue][font=SimSun]中国平安[/font][/color][/url][font=SimSun]再融资是为了收购英国的一大隐患资产。如若，则是拿股民的血汗钱去豪赌。[/font]
[font=SimSun]所以，许多股民提出来应彻查平安、浦[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index1_big5.aspx?supbid=81252][color=blue][font=SimSun]发[/font][/color][/url][font=SimSun]再融资的内幕，还有媒体公开刊载《再融资背后藏着多少猫腻》的分析文章。也有人指出监管层的[/font]“[font=SimSun]预沟通[/font]”[font=SimSun]机制完全失灵。[/font][color=white]([/color]
[font=SimSun]事实上，[/font][url=http://www.dwnews.com/gb/googleSearch.html?domains=dwnews.com%3Bchinesenewsnet.com&sitesearch=&sitesearch=dwnews.com&q=%E4%B8%AD%E5%9B%BD%E5%B9%B3%E5%AE%89&client=pub-5895419964522249&forid=1&ie=utf-8&oe=utf-8&cof=GALT%3A%23008000%3BGL%3A1%3BDIV%3A%23336699%3BVLC%3A663399%3BAH%3Acenter%3BBGC%3AFFFFFF%3BLBGC%3AFFFFFF%3BALC%3A0000FF%3BLC%3A0000FF%3BT%3A000000%3BGFNT%3A0000FF%3BGIMP%3A0000FF%3BLH%3A50%3BLW%3A185%3BL%3Ahttp%3A%2F%2Fwww.chinesemedianet.com%2Fimages%2Flogo.gif%3BS%3Ahttp%3A%2F%2Fwww.dwnews.com%3BFORID%3A11&sa.x=14&sa.y=14][color=blue][font=SimSun]中国平安[/font][/color][/url][font=SimSun]问题如果处理不当，则极易引[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index1_big5.aspx?supbid=81252][color=blue][font=SimSun]发[/font][/color][/url][font=SimSun]一哄而起的滥[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index1_big5.aspx?supbid=81252][color=blue][font=SimSun]发[/font][/color][/url][font=SimSun]行为，这无异于竭泽而渔，它将会迅速摧毁中国[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index_gb.aspx?supbid=80786][color=blue][font=SimSun]股市[/font][/color][/url][font=SimSun]，消灭绝大多数民散户的血汗财富。[/font]
[font=SimSun]罗杰斯警告：做好准备吧！什么都会涨价！[/font]
[font=SimSun]在如此险恶的情形下，要在[/font]A[font=SimSun]股、[/font]H[url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index_gb.aspx?supbid=80786][color=blue][font=SimSun]股市[/font][/color][/url][font=SimSun]场找点钱真的是不容易。非大智大勇所不能。究竟此时不是彼时啊。而近日，世界投资大师罗杰斯也警告说，全球的通胀形势会将更趋严重。他表示，大[/font][url=http://www.lowescreativeideas.com/chinese/][color=blue][font=SimSun]家[/font][/color][/url][font=SimSun]得做好准备啊，什么都会涨价。[/font]
1999[font=SimSun]年，罗杰斯精确地预见了商品大牛市的到来。今天，他再次评论当前的油价，他表示，油价[/font]“[font=SimSun]还可能涨得很高[/font]”[font=SimSun]。除非禽流感真的席卷德国，油价才会跌到每桶[/font]50[font=SimSun]美元。可是，如果中东打仗，油价会涨到每桶[/font]200[font=SimSun]美元。而商品则会因为远远供应不足，令其价格涨得很高，添油加醋的是美元贬值，其对商品价格的上升有很大助力。[/font]
[font=SimSun]不过，罗杰斯却透露他一直在不断买进中国的[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index1_big5.aspx?supbid=81252][color=blue][font=SimSun]股票[/font][/color][/url][font=SimSun]。主要包括水处理股、[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index1_big5.aspx?supbid=81252][color=blue][font=SimSun]发[/font][/color][/url][font=SimSun]电股和旅游股。他说他还打算在中国买进更多的[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index1_big5.aspx?supbid=81252][color=blue][font=SimSun]股票[/font][/color][/url][font=SimSun]。同时，罗杰斯还在买进人民币、瑞士法郎和日元。罗杰斯现已迁到新加坡定居。他曾经说，搬居亚洲的一个重要原因就是为了自己[/font]4[font=SimSun]岁的女儿，能让她有一个学习中文的语言环境。[/font]
[font=SimSun]笔者在此重点推荐要关注的是，贵绳股份（[/font]600992[font=SimSun]），及上两周提及的福建水泥（[/font]600802[font=SimSun]）。另外，二线农业股仍将会有表现机会，如四川美丰（[/font]000731[font=SimSun]）、新希望（[/font]000876[font=SimSun]）。[/font]
[font=SimSun]（简介：两位作者均系投资业界人士，其中金钴哥从事操盘和代理理财长达[/font]16[font=SimSun]年之久，擅长在各种波段中捕捉机会，并[/font][url=https://chinese.scottrade.com/chinesescottradenet/landingpage/index1_big5.aspx?supbid=81252][color=blue][font=SimSun]发[/font][/color][/url][font=SimSun]现超级明星股。仅在近一两年的中国牛市中，其操作的个股回报有的高达[/font]12[font=SimSun]倍之巨。任何疑问和交流：[/font][email=08guge@gmail.com]08guge@gmail.com[/email][font=SimSun]）星星生活编后注：作者观点，仅供读者与网友参考，并不代表本报意见，更不作为买卖建议。据此入市，风险自担。）[/font]
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