Monday, December 20, 2010
Offensive war two started in March A bull stock shock upstream.
<P> Article REVIEW: A shares, or will enter into the spring will start a trend or two spring offensive is expected to be the key to the recent market volatility increased variable tone that dominated the uplink A tug of war continued to share a high degree of systemic rebound few opportunities are limited < ./ P> <P> last week, the weekly and monthly line in February were nearly closed in the "Star Cross" shape, volume synchronous contraction, the market was a lack of confidence, while the future may lead to the two other hot markets .factor could not bear to give up, which at the micro level, the market into a very complicated situation. .To be clear, the subprime crisis complicated and confusing, the inflation situation is not optimistic, macro-control efforts is difficult to relax, March is the peak size of the non-lifting of the ban, so prices can not be too optimistic, but the beginning may be relatively relaxed. .Therefore, the operational strategy firm to take short-term, or are still focused on the layout of the year </ P> <P> A shares or will enter into the spring the trend </ P> <P> A-share market does not significantly enlarge the recent volume, .show running approach is not played outside the capital, but the frequency of warm air blowing policy side, the market remains the focus of the shock move shrinkage trends. .With the "two sessions" held in harmony increasingly strong stock market expectations, the view that the recent A-share market, or will enter into the trend in the spring. .</ P> <P> information or to reshape a positive and optimistic expectations </ P> <P> It http:// hearing, it is undeniable that the adjustment of pre A-share market share market A major bull market is expected to slightly .there is a change, first, because in the sub-prime U.S. stocks hit by the shock wave, caused by continuous adjustment of the trend of mainstream funds to poor U.S. economic recession is expected. .U.S. recession to some extent makes including funds, insurance funds, including funds to worry about the mainstream of economic growth in China, naturally, is worried about the growth performance of listed companies. .This makes the operation of these mainstream funding has been the urge to lighten up. .Second, because the pressure of refinancing followed. .First, the huge refinancing Ping, and then re-Shanghai Pudong Development Bank is financing, refinancing makes such a huge separate ways off funds to the funds once it has been a qualitative change in face psychological stress. .At the same time, the market value of insurance funds to replace the cost method, the proportion of funds into the market also makes the discussion of the financial industry intensified the surface is also worried about the psychological well-off again. .In effect, the broader market sell-off appeared to increase, additional funds are reluctant to approach the characteristics easily. .</ P> <P> However, the trend last week, look for relatively positive and optimistic message began to spread throughout the market, especially the growth of institutional investors on the development of speech, but also for the industry to see the future funding .surface supply relatively loose information because this information shows that A-share market future sources of funding institutions will be further expanded, such as the introduction of pension funds. .Another example of existing institutions to expand the total size of funds, including QFII scale, the scale of the expansion of open-end funds is the existence of such a relatively optimistic expectations, the stock open-end funds, after all, the issue has been the trend of speed, and so on is expected to re- .plastic bull market expectations on the financial side. .If we take into account the positive development of our domestic demand data and other information on the driver of the growth performance of listed companies and other factors, the relative optimism in the face of funds under the premise of sustainable growth performance of listed companies are also optimistic expectations or will be re-established, thus .driving the market rebound expected. .</ P> <P> will usher in the shock or the market turning point </ P> <P>, of course, it is worth noting that, even though the A-share market is facing a lot of positive information, but also faced a series of short-term .stress factors, mainly in two points, one Wall Street and other surrounding markets continue to adjust the movement of the weekend, U.S. stocks plunged 315.79 points the Dow Jones index, which means that the U.S. subprime mortgage shock wave has not fully subsided. .The trend since 2008 shows that U.S. stocks cold, A shares will be movement of inertia appears sneezing. .Therefore, the A-share market earlier this week or implies certain adjustment pressures. .</ P> <P> Second, the many positive messages mentioned earlier although the bull market is expected to help rebuild, but the bull market is expected to reshape the process actually takes the process from quantitative change to qualitative change. .On the current disk, the market is still in the process of quantitative change, qualitative change in the inflection point from some distance. .The quantitative process, do not rule out the chill of early spring or late spring trend. .Especially the emergence of the market beyond the affordability of unexpected short-term information and other factors. .The decline in U.S. stocks on the trend of the weekend is the case, so the trend of the broader market early this week, do indeed have a certain test. .</ P> <P> but the surface warming trend, after all, the policy has been formed, and even view that "the policy aspect of the inflection point has been determined," the conclusion, then, the turning point of market trends will eventually also formed. .Moreover, taking into account during the two sessions, the harmony of people thought up the expected stock market factors, the recent A-share market or the market will usher in the shock inflection point, and even does not rule out earlier this week, the Shanghai Composite Index opened lower after the stabilization and has .the possibility of the bounce. .</ P> <P> follow the theme of a strong investment in mining shares </ P> <P> Because of this, in practice, some accumulation of short-term opportunities, which will bring two major themes of investment or investment opportunity, one high .Han Quangu investment opportunities, especially those relative to determine the future growth performance of the varieties, such as Lu Yang shares Goldwind, GD and so on. .</ P> <P> second investment is in line with current market appetite for the subject of investment, such as venture capital under the theme of the GEM stocks, South-day information, power co-shares, the public utility's future stock price is relatively optimistic. .Another example is product prices investment opportunities under the theme, Tin shares, Chengdefantai, the Sea Sheng, Ningbo and other marine species it is. .(Bohai Investment) </ P> <P>.
Labels:
[:]
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment