Four disk speed uplink, early trading after the attack on a back adjustment-solid demand, but in the market to do more of their money, drop in a very small extent, on the attack again weipan, Shanghai stock market closing time high point 1183 points, up 18.5 point 173 billion turnover; closing 3128 point in Shenzhen, up 71.7 point 109 billion, a deal, the two cities are a growing trend of accelerated rise. Turnover of zoom, while the funds continue to flow into the market, but also, toss plate strengthen market, gain chips begin to loose, increased risk of market adjustments, after the city market is continuing on the attack, may occur more intensity retracements.
Calm in the face of the Fund to do more
Yesterday in the tray of the most obvious feature is the early manifestation of a fund to offset weak stocks began exerting force uplink, cimc, ZTE communications, such as blue chip stocks start shenchiwan stronger.
Thursday in an attempt to do more of the Fund, although on market development, is a contributing factor, at least for the Fund as the largest market in the main has been let go do more, but we cannot fund meltdown yesterday to stocks kept a sober, because next week long electric, Baosteel, nearer the fupan quanzhonggu, and the Fund on the two units are holding bin distributer.
Take the power, for example, e is stable growth fund in the second quarter holding power of the Yangtze River 2932 million shares, and in July 21 (Yangtze power equity registration) you hold 3219 million shares of the Fund during this time holdings of Yangtze power 287 million shares. Many fund managers also revealed that, in the Yangtze River express power and Baosteel will launch stock options, stock holdings of these already.
At the same time, these two stocks fupan performance, is to do smooth stock reform, or market can sign landmark banner stock reform, from top to bottom, StarCraft, and "successful" in strict order. Thus, nearly two-disc release done in Fund, does not exclude the fund capital to meet both strands of green land and building momentum.
We believe that the Fund's current stock of many have accumulated considerable profit up, it is estimated that there will be substantial jiancang cashed possible, so investors to more risk awareness. On one or more, the accumulated profits of a unit to resolutely temper, but to fund new zengcang and settled near a unit can be bold intervention and holder.
Line region has strong resistance
From the day K Hu line drawing, as do many Hu's kinetic energy is sufficient, and in particular second-line blue chips yesterday's launch, which means that funds also from the original to do more-see camp, therefore, A stock market on Thursday by forced air market is still expected to continue.
The next technical resistance level in the year 1239 points near the line this point coincides with the last April's rebound overlap with high point, so in this region, A stock market will face a strong resistance to even the most likely situation to an end.
This is because the vast majority of unit into stocks have a 30% increase, has basically reflects the expected stock reform;
On the other hand it is because the constraints of a stock market continued strong environmental factors and not too many improvements, including the macroeconomic situation, high oil prices on the listed company net profit growth impact pressure, etc.
Therefore, on the one hand, we see A stock market there is a further rise in the short term, but on the other hand, it should also be noted support market rising performance factors did not occur because the stock reform and fundamental changes, may become the market continued to force the empty quotes stumbling block.
Concerned about two potential hotspot
The present disc surface, the market has two potential hotspots of concern:
A Fund has just opened or prepare barn of value stocks, the former to Anhui Heli, chutian Expressway, three rings in a unit and so on; the latter represented the main Mogao co., northern wilderness is the agricultural industrialization tap enterprise, recently placed a large number of debt in the small of k-line combination gives them a strong upward momentum;
Second, the industry recovery unit especially thermal power industry unit, conforms to the Fund's value investment philosophy, but also conforms to the current short-term oversold on hot money unit of speculative idea low price, has the ability to further expand the space. Which has made the Shantou power, electricity, example neimenghua Huayin electric, power, Huadian energy units can also be concerned about.
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