: Any, last week A http://stock market wide shocks, Thursday at breakdown with CBBC Inflexion signal of half a year, the market situation seems to be more severe. But Friday a-k-line, there are high peaks, especially in the consumer market launch quietly also let optimist plate eyes bright, seems to be a brand new new lingzhang plate traction market is pregnant-l. So, that is the case?
Red Monday to period
For market participants, last week A-share market's wide shocks cause actually know very well, because the regulation policy of successive introduction implies tight monetary policy is implemented, this will undoubtedly inhibits multiple funds on bank shares, real estate shares subject to tight monetary policy has a direct impact on the sector of the stock of background, making floating discs seized from such plates and escape, the road has contributed to such a unit of stock prices plunge down.
However, funds and no wait, but actively attack, partly because the funds are seeking, they will take advantage of the many important events in the market and the completion strategy of the transfer. With a wave of regulatory policy tight like a wave, the funds will also be promptly adjusted investment orientation, select those subject to regulation and policy impact of attack, such as the commercial chain, wine-food, etc.
On the other hand it is because consumer sector also faces a certain rise expected themes. Such as wine-food plate of liquor companies, will significantly benefit from the advertising tax deduction provisions of new tax law, thereby greatly enhancing wine food company's profitability, promoting such a unit price valuation Center of gravity moves quickly. Therefore, moutai and wuliangye, gold seed wine, such as stocks become laobaigan weekend lingzhang breed.
This shows that the current A-share market rise of consumer segments, both consumption plate itself internal factors of stimulation and mainstream funds strategic shift interests. Analysts believe that mainstream financial meltdown on consumption plate is an accurate transfer of investment strategy, to be the direction of over-the-counter funds, thereby promoting a further large spare bomb l market. Furthermore, experienced investors found that in every market share purchase process, tend to have a wave intensity strong elastic l market, China Petroleum, iron and other varieties in China are so. Industry insiders say this is the stock funds in forced empty purchase funds as a way of forcing the purchase money received after thawing of high, so this round of funding on tests and patterns conducive to play up the continuity of the market.
In other words, A stock market on Friday wouldn¡¯t Yang K line indeed has a rebound in the market, and cannot simply be attributed to fell half a line going back to normal. Its time to look to rebound this week three online purchase funds thaw, rebound space can look to advance high-5170 point near. So it seems that this week a market trend of A unit may still be some relatively optimistic, does not exclude the possibility of a red Monday.
Two great pressure to be ignored
However, it is undeniable that the market's two great pressure and cannot be ignored, a hot spot in the market remains difficult to sustain in the long term market. Although real estate shares, banking unit in the near future, subject to regulation and policy implications and back to the soft, but because such a unit has been the main current bullish clues, such a unit is not "the mountain", the market is difficult to present the real intermediate market. Because of tight monetary policies exist, will affect multiple funds on their profitability expected, so in the short term, such a unit does not have a large market, the market is difficult to market to rebound by the short-and intermediate-level-rise market transformation. More importantly, moutai and wuliangye, the valuation of the plate itself is also heavier pressure, nor have force larger callback, imagination is relatively common, therefore, this round-up the market and do not overly optimistic.
The second is the surrounding markets have not been stabilised, illustrates the global capital market has yet to emerge from the United States subordinated bonds. One last Friday Hong Kong stocks of the Hang Seng Index dropped by 181 points, China enterprises index dropped by 375 points. From historical experience, a stock market's strong need external market trends relative optimism, otherwise the market rebound in the market will be more twists and turns. The author believes this round-up quotes may die, it is recommended that investors in operation appropriate caution, to remain in the open positions below 50%, and the variety can be key to select the amount of amplification, including small and medium-sized plate market value variety. In addition, the business unit in the second and third line varieties also tracks, Nanjing China Commerce, Commerce City, and other units.
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