Although the year of the first trading day of the Shanghai and Shenzhen stock markets were "green" door, compared with the market in the surrounding market rose by catalyzing, Shanghai and Shenzhen stock market finally revealed the snow melting first ray of sunshine.
Yesterday on the connection back to 4500 point mark, sink 4552.32 points, up 61.59 points, or 1.37%; deep Shanghai means sink 16704.94 points, up 202.49 points, or 1.23%. Although Quanzhonggu still weak performance, but the two municipal units are active. Analysts noted that the band will be the main action policy in the near future.
Climate of strong market watch
It was the year of the "http://first trading day was ' open green ' makes me worried, but the size of non-reduction is our heart with a big rock!" and many retail investors, shareholders, Mr. Wang that size of non-lifting of the ban is the month of February, the biggest factor in the stock market, and determine the market index of blue-chip ' post-holiday still lacklustre, which also make investors away. Yesterday in the stock market turnover 584.3 billion, deep, turnover of 274.7 billion yuan, two further decline in turnover, market-and-see climate strong.
However, in contrast to investors care yesterday, two municipal units are rendered puzhang. According to relevant data and statistics, and Shenzhen City yesterday without a company into a share, a decrease of less than 100, and most of the decrease in 1% or less, which exceeds 5% of the stock has more than 90, daily limit up to 16 units. Plate performance, with post-disaster reconstruction of power equipment, steel, pharmaceutical and other plates still market hotspots. Paper printing, instrument and electronics instruments, machinery, automobile, new energy plate is also at the forefront of the rose. Or smaller is the non-ferrous metals, real estate, wine-food plate.
One of the industry, "said yesterday a stock market rebound mainly by the surrounding market driven, but blue-chip weakening also makes stock index and not very good ground attack. "Yesterday's Asian market in the United States stock market rose overnight, rendered at different levels to rise. The Hong Kong stock market yesterday morning plate a reverse after two days of decline, all the way to rise, the afternoon in the Chinese Unit, on Hong Kong stock market further, eventually sink 24021.68 Chong, rose 3.68%; Japan's Nikkei index yesterday's closing prices rose 4.3%; Korea composite stock price index rose 4.02 yesterday close to 1697.45 point, 26 November 2007, the largest increase since the single; KLSE indices yesterday early trading up 2.8% reported 3031.09 points.
Central Bank of the huge bills affecting smaller
Yesterday's announcement that the Central Bank will issue 3 period instruments, for a total of $ 1950, this is dated 9 March 2007, the highest single day since circulation figures. In the year of the first "green" door, the Central Bank issuing the huge bills that many investors cannot help but be links between the two.
According to the announcement, this third phase of the instrument, namely, the Central Bank of 16 a maturity period of one year, the maximum size of 750 million; the 17th stage of the Central Bank with a maturity of three years, for the fixed rate interest-bearing bonds, annual coupon, the highest circulation of 900 million; the Central Bank of 18 stages with a maturity of 3 months (91 days), the highest circulation of 300 billion yuan. According to statistics, this week a total of 34 billion commercial and repurchase expire, according to industry projections, this week if not more, the Central Bank will adopt open market net return funds 2960 billion.
To this end, qilu securities analysts believe that commercial release as a normal open market operations, the aim is to maintain a base currency stable growth and money market rates basically stable, but there is no denying its influence on the market. However, guotai Junan analyst Zhai Peng you told reporters, taking into account the needs of Central Bank bills due to hedge is very good, this influence on the market would not be very large.
Societe Generale securities analysts pointed out that this week's open market funds expire only 340 billion, the Bank main return spring forward market funds, so as to avoid excessive market funds, 1 month open market NET invested capital 5830 billion. In addition, because of the Spring Festival holiday, 2/5 Central paused the issuance. Therefore, multiple perspective, the Central Bank issuing the huge bills on the stock capital of limited impact.
2 month stock or will rebound
Although comeback yesterday market, but the decision of the general trend toward quanzhonggu but still showing weakness. "Adjustment will continue" is still a lot of agencies, the main tone chorus. However, guotai Junan analyst Zhai Pam believes that February may adjust in the stock market usher a wave rebound, investors do not have to be on the current stock market too discouraged.
First, from the current market units, most of the stock market has experienced "peace talks", the overall situation rendering the oversold condition. "Survive" is a term sometimes also appeared in the stock market is oversold rally is also a past stock market often occur; second, through the "Storm" of the United States over the stock market will be gradually stabilised. Subject to United States Government signed 1680 billion stimulus package and other good news affected United States domestic investor sentiment has to be optimistic, United States stock market has been on Wednesday 3 October high debt, this direct stimulation of the Asian and European stock markets to clear up. Believe in surrounding stock market rise, A stock market is just around the corner out of the mire; third, Zhai Peng noted that market basis lies in the performance of listed companies and market funds face on these two points are not compromised, said the market bear too early. "Now largely lies in investor confidence has been restored, but bullish fundamentals still exists. ”
In addition, Zhai Peng also pointed out that investors should believe along with macroeconomic policy gradually became clear that the stock market gloom will gradually dissipated. While a securities investment managers also recommends investors, "control positions to reduce risk, adapt to band operation, this may be the entire February shareholders operation's main strategy. ”
No comments:
Post a Comment