Institutions on the track August stock market speculation

Proceedings, institutions: http://generally believe that August market on macroeconomic regulation is expected to be curtailed, market policies face relatively calm, over-the-counter funds into the pace of the city will maintain a faster tempo, listed company growing faster than expected, a series of air pressure in the month of July has been partially digested, the bull market in base remains solid.

Bull market expected to essentially the same

Shanghai Securities Kwok yin-ling in the report that in August, investment and policy game become critical, policy of hysteresis effect makes investment impulse will remain strong. In the short term, policy influence are still at the stage of quantitative change, change the desired qualitative changes inflection point has not yet appeared. While protected from inflation risk stock market obviously is the ideal place to avoid the risk, therefore A-share market has significant investment attractiveness.

The overall market will remain, shocks up the Yangtze Securities Institute's view basic similar, investor confidence is restored, but also the need to worry, August Capital surface not optimistic, the size of non-lifting of the ban small climax coming and red chips regression and other factors make market faces numerous short-term impact of negative factors. However, Changjiang securities observed besides Fund institutional positions are lighter, based on this, the market is very difficult to a significant adjustment.

Changjiang securities most worried about the problem is that from a global perspective, external shocks is strengthening, the brunt of the yen, Yen Taoxi trading interest rate increasingly likely, that the market is expected to Japan will recycle more liquidity, producing a large number of Yen trades, which may lead to global capital market huge fluctuations in the short term, these fluctuations may also be peripheral conduction to the domestic market.

Oriental Institute also firmly believes that support securities stocks of dynamic Foundation also, but the rest are fine.

Fluctuation risks will increase

Agencies report basic consistently see more August market, the difference between merely to varying degrees. Due to the high level of valuation, wide shocks and structural differentiation is August market running two features.

Shen Wei Road branch analyst gives more specific market run interval, he estimated that Shanghai will shock resistance, Ah-4800, support in 4200 points-4000 points, fluctuation range in 4200 points-4800, multi-party first 4490 point near the trouble, but will ultimately be initiative, the August month k-line will have longer following hatching, because July left 4062 point-4091-point jump vacancies estuary may be closed.