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第106章 转战英科医疗(1 / 2)

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古浩东开始深入研究疫情类概念股,他知道这类股票往往与疫情防控、医疗健康、远程办公、在线教育等相关。他梳理了一份可能受益于疫情的公司名单,然后逐一进行分析。

他首先关注的是医疗设备公司,这些公司在疫情期间需求大增,尤其是生产呼吸机、口罩、消毒液等防疫物资的企业。古浩东仔细研究了这些公司的财务报表、生产能力、市场占有率以及研发能力,希望找到一家基本面强劲且具有成长潜力的公司。

接着,他转向远程办公和在线教育领域。疫情期间,许多企业和学校转向线上操作,这对相关技术和服务提供商来说是一个巨大的商机。古浩东分析了几家提供云服务、视频会议系统和在线教育平台的公司,看它们是否能够持续受益于这一趋势。

在经过几天的深入研究后,古浩东将目光锁定在了一家名为“英科医疗”的医疗器械科技股份有限公司。

这家公司不仅生产口罩、隔离服和消毒方面的产品,还在生产电极片、其它医疗器械等,市场对其前景普遍看好。

此外,公司的财务状况稳健,现金流充足,管理层也表现出了较强的危机应对能力。

从英科医疗的K线图来看,走势良好,进三退一的上升趋势,古浩东决定分阶段建仓“英科医疗”。

他先以11.1元的价格买入了10万股,以测试市场的水温。在股价经历了一段时间的稳步上升后,他逐渐加大了持仓量,最后总共买入了80万股英科医疗,平均持仓价格13元。

“咚、咚咚……”坐在电脑前面的古浩东,被一阵敲门声打断了思绪。“请进。”

王芳挂着笑脸推门而入:“东哥,旅游部有一些员工问什么时候可以上班?这景区也没开始营业,该怎么答复他们啊?”

古浩东抬头看了王芳一眼,微笑着回应:“疫情形势已经有所好转,但还是要谨慎行事。你告诉他们,景区暂不营业,回来后都得去水厂上班,等景区开放后在陆续返回原岗位。”

王芳点了点头,记下了古浩东的话,然后又问:“那我们是不是也要开始准备复工后的防疫工作了?比如采购一些口罩和消毒液之类的。”

“对,这个想法很好。”古浩东赞同地说,“正好我投资了英科医疗,就订一些他们生产的防疫物资质吧,看看质量怎么样?你先做个预算,然后和我汇报一下。”

王芳应了一声,转身准备离开。古浩东又叫住了她:“你让人力资源部门也做好员工的健康检查和防疫培训工作,确保复工后的安全,凡是返工人员先到水厂李经理那里报道,等景区开放有游客时,再回来你这里报道。”

“好的,东哥,我会转达的。”王芳笑着回应道。

“对了王芳,你的圣邦股份卖了吗?”

“卖了,前两天我看见它的技术指标MACD红柱缩短,KDJ高位钝化,J值严重超买,就以82元全部清仓了。”

古浩东听了王芳的回答,微微点头,表示赞许:“你做得不错,懂得在合适的时机及时止盈,这是投资中很重要的一课。市场总是变化莫测,能够做到这一点,说明你已经有了一定的投资敏锐性。”

王芳脸上露出了自豪的笑容:“谢谢东哥的指导,我还要向你学习的地方很多呢。你对市场的洞察力总是让我受益匪浅。”

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