多维度布局奥运概念股
历史虽然经常重演，却不可能永远重复，随着近几年国家对体育产业的大力扶持，今年的奥运炒作热点或者会有所变化。那么奥运题材股有哪些？ 有机构认为，与奥运相关的板块或受到资金短线追捧，可关注体育、文化传媒、旅游、票务等行业，乃至啤酒、部分涉足休闲体育服装鞋类的个股。此外，体育产业链涵盖范围较广，包括赛事运营、场馆运营、体育媒体、体育营销、体育经纪、体育培训、体育用品和体育彩票等。 太平洋(0.00,0.000,0.00%)证券分析师王雨表示，下半年体育板块运行强弱将由其业绩兑现速度的预期决定，即体育产业链的下游企业获得超额收益的概率更大。从2016年下半年投资逻辑看，王雨认为市场热点有可能遵循以下两条线索——业绩白马以及股价反转。其看好体育信息化消费、科技智能在体育用品行业的推广普及以及政策性利好的体育互联网彩票销售。 根据中信建投对A股市场上体育产业相关标的梳理：综合型体育公司有中体产业(0.00,0.000,0.00%)、莱茵体育(0.00,0.000,0.00%)、当代明诚(0.00,0.000,0.00%)；运动、健康、旅游类有探路者(0.00,0.000,0.00%)；体育媒体、体育经纪、赛事运营类有贵人鸟(0.00,0.000,0.00%)、暴风集团(0.00,0.000,0.00%)；场馆建设类有奥拓电子(0.00,0.000,0.00%)；赛事服务类有雷曼股份(0.00,0.000,0.00%)、真视通(0.00,0.000,0.00%)；冰雪、格斗类有国旅联合(0.00,0.000,0.00%)；冰雪、足球类有华录百纳(0.00,0.000,0.00%)；冰球类有奥瑞金(0.00,0.000,0.00%)；体育教育类有省广股份(0.00,0.000,0.00%)；运动健康类有信隆实业(0.00,0.000,0.00%)、姚记扑克(0.00,0.000,0.00%)、金达威(0.00,0.000,0.00%)；格斗、体育旅游类有太湖股份；冰雪类有长白山(0.00,0.000,0.00%)；体育娱乐、运动健康类有际华集团(0.00,0.000,0.00%)；正在布局的有杭州解百(0.00,0.000,0.00%)、双象股份(0.00,0.000,0.00%)和西部资源(0.00,0.000,0.00%)。 |
