RSS订阅 加入收藏  设为首页
js666888.com金沙
当前位置:首页 > js666888.com金沙

js666888.com金沙:Institutional discussion on the market: A share boarding effect re-emerged Short-term differentiation or intensification

时间:2018/3/29 19:41:49  作者:  来源:  浏览:0  评论:0
内容摘要:Guangzhou Bandung:A share boarding effect reappears, and the GEM welcomes a callback \n? The recent turmoil in the external market has also ...

Guangzhou Bandung: A share boarding effect reappears, and the GEM welcomes a callback

\n?

The recent turmoil in the external market has also kept A shares from trading. Following yesterday’s consumption of Baima’s collective slump, the A-shares’ major indices maintained their mixed volatility in early trading on Thursday. The broader market ended at 3100 points and stopped falling and turned red to cross stars. At the same time, started business. refers to the action of the stage. Then does the switch between the Shanghai and Shenzhen markets mean that the market has been successful?

\n?

Unless we look back, in fact, almost no one can accurately predict whether the bottom was built at that moment, but the current market further downside is limited, gradually approaching the bottom of the range is an indisputable fact, and we observed before the holiday period 3062 Since the bottom, the relatively low position of the market has been continuously rising. This is obviously a positive signal. Therefore, investors should not continue to look too bearish at the index to prevent them from falling into the trap of short bears.

\n?

Of course, this does not mean that the Shanghai Stock Exchange 50 will immediately usher in a trend reversal. The blue chip stock rebound can only be seen as a short-term oversold, and a larger level of repair prices may have to wait until the arrival of MSCI in June. The historical trend tells us that once the trend is formed, it will not be easily changed. With the rapid withdrawal of large funds from blue-chips, the institutions that took together the blue-chip stocks quickly collapsed and shifted their positions to overweight growth stocks. Therefore, for a long time, the small and medium-sized companies will continue to grow. It will become the main battlefield of the competition.

\n?

On the side of the disk, the collective bombing of new shares late yesterday severely dampened the morale of the hot money. The effect of the subject stocks has fallen sharply. The recent hot topics such as medicine, chips, and new times all usher in a certain callback, such as Sailong Pharmaceutical, 9 Code pharmaceutical and other high share significant profit-taking; Instead, brokerage, real estate, steel and other heavyweights oversold bounce, as Xining Special steel once the impact of trading, Shanxi Securities heavy volume pulled up sharply, Shahe shares , South property have daily limit. In addition, the concept of intelligent manufacturing morning there was a marked transaction of concern, such as Shenyang Machine Tool , Pennefather Technology , Saiteng shares and other stocks daily limit.

\n?

In general, the early A-share boarding effect reappeared, and the rebound of blue-chip stocks also allowed the GEM to usher in a correction. However, as mentioned above, the sustainability of the blue chip stocks' oversold rebound is currently doubtful. Therefore, investors who plan to buy bottoms or cover blue-chip stocks should pay attention to grasping the rhythm and not excessively fighting. At the same time, if we firmly believe that the center of gravity of the 2018 market has been tilted toward the small and medium-sized growth stocks as the regulatory trend shifts, then the adjustment of the FBMACE can be seen as another opportunity to get on the low side. Our proposal is still to step back and step in. And further avoid chasing and chasing higher operations.

\n?

Lianxun Securities: Short-term differentiation or exacerbation

\n?

Daily Market Status:

\n?

The China Securities Exchange Index fell to close at 4,911.42 points, or 1.26%, with a turnover of 499.576 billion yuan, a decrease of approximately 405.11 yuan from the previous trading day.

\n?

Market research and judgment:

\n?

On Wednesday, affected by the overnight US stock market slump, Asia-Pacific stocks fell across the board, A shares also failed to remain alone, stock index shocks fell 1.4%, the ChiNext fell 0.52%, the Shanghai 50 closed down nearly 2%. Shenwan industry fell across the board, consumption of white horse stocks and insurance heavyweight heavyweights slump is the main force leading to weaker stock index, Maotai in the performance announcement after the release of low-lying heavy losses, resulting in the entire consumption of white horse stocks Set weight loss, fortunately, small and medium-sized companies still have local money-making effects, Hainan tourism, genetic testing, Internet of things, sewage treatment and other subject stocks are active.

\n?

On March 28, the central parity of the renminbi against the US dollar rose 31 basis points to 6.2785, rising for three consecutive days, and hitting a new high since the exchange reform on August 11, 2015. The recent rise in the exchange rate of the RMB coincides with the sensitive time when the trade dispute between China and the United States escalates. Whether China-US trade issues will be resolved through the exchange rate approach has become one of the focuses of discussion. However, the Securities Times has been arguing that market behaviors are pushing the renminbi exchange rate rather than the trade war. The prewarning of the trade war between Japan and the United States shows that adjusting trade surplus with exchange rate fluctuations is undoubtedly undesirable. The “Plaza Agreement” is undoubtedly the Japanese asset bubble. One of the causes of formation. In recent days, the RMB exchange rate has risen above key thresholds. The reasons can be as follows: First, crude oil futures that were prepared for many years on the 26th of this month are listed on the Shanghai International Energy Trading Center. “Renminbi pricing” is the highlight of China’s crude oil futures. One of them is that the process of internationalization of the renminbi has accelerated again, and it has also caused an eventful stimulus to the movement of the renminbi exchange rate. Second, since the Fed’s rate hike failed to revitalize the US dollar, the US dollar index fell by 0.79% on that day, adding to the risk of overheating the “trade war”. The short dollar sentiment was further fermented and the renminbi was once again stronger.

\n? Jufeng Fan Gu : The market is still difficult to change the differentiation

Thursday morning, the two cities opened slightly higher after the differentiation, the stock index back to step 3100 support rebounded, the GEM is subject to pressure from the 1850 point and fall. On the stock market, brokers, insurance, machinery, civil aviation, real estate , steel, coal, etc. were among the top gainers; gold stocks were among the top losers. Industrial stocks, artificial intelligence, Internet of things, smart machines, and domestically produced software are among the top gainers in the concept sector.

\n?

intelligent machines sector rose: Pennefather Technology, Huazhong CNC , Shenyang Machine Tool, according to Micon limit, SGSB , Saimo electrical , Qinchuan Machine , Huanghe Whirlwind , Eston , Wing Chong smart , Canny elevator , Boshi shares and so led. The Internet of Things sector rose sharply: Skyworth figures , Sendai shares and other daily limit. On the news, Alibaba will fully enter the Internet of Things and connect 10 billion devices within five years.

\n?

When the stock index fell below 3100, financial stocks helped protect the market, followed by strong rebounds in steel, coal, real estate and other strong stocks, driving the Shanghai Composite Index to stop falling. Brokerage stocks pulled straight: Shanxi Securities rose, Guosheng Holding , Dongxing Securities , State Securities , Huaxin Securities, First Capital and other led; insurance stocks: NCI up 2 %; steel stocks: Xining Special steel intraday trading, Fangda Special steel , Bayi Iron \u0026 steel , TISCO and other led; real estate stocks: Shahe shares, Southern property limit, CAC Group China Enterprise , Wing real estate , deep property A and other outstanding performance.

\n?

Jufeng Fan Gu believes that last week's market was hit hard by negative influences such as the Fed’s rate hike and trade war. This week, the FBMACE continued to increase in volume, fully regain lost ground, consensus has been reached in the future, and it is reasonable to see a correction after consecutive increases. The heavyweights continued to adjust and the SSE 50 Index backed the support of the year line. US stocks fell on Wednesday, but by the State Department introduced a tax reduction policy, A shares followed the high open, followed by a quick correction, Shanghai pointed to 3100 points for support; followed by brokers, insurance, steel, coal, real estate and other heavyweights led the stock index rise, continuous callback white horse The stock has oversold and rebounded; the GEM index has encountered resistance and the market is still unable to change its differentiation. Operationally, investors may dip into the bottom of the background of state-owned assets and the high-growth stocks on the GEM.

military thematic funds

the phone can buy a fund account, click here to download immediately 7_89456_275 _65473_9
Fund Code fund referred recent month earnings fee operating
001838 UBS SDIC national security 1.50 mixed 10.59% 0.15% % Purchase Opening Account Purchase
002251 China Military Security 9.82% 1.50 % 0.15% buy Chinese businessmen to open an account to purchase
000800 future theme mixed 8.28% 1.50 % 0.15% purchase account purchase
002983 long letter to quantify the defense industry mix 7.82% 1.50% 0.15% Buy Account Opening Purchase

medicine thematic funds

the phone can buy a fund account, click here to download immediately 7_89456_317_654 73_9 Bank of pharmaceutical innovation stock
Fund Code fund referred near March earnings fee operating the JP Morgan Healthcare stock on
001766 11.33% 1.50 % 0.15% Buy Account Opening Purchase
00407514.39% 1.50% 0.15% purchase account purchase
000831 ICBC healthcare 9.47% 1.50 % 0.15% purchase account purchase
003095 Central Europe Healthcare mixed A9.13% 1.50% 0.15% Buy an account to purchase 7_89456_360_6 5473_9

financial and real estate theme funds

the phone can buy a fund account, click here to download immediately 7_8 When 9456_445_65473_9 purchase account purchase
Fund Code fund referred the past year operating income fee
167301 Founder Fubon Insurance Index classification 24.44 theme% 0.80% 0.08% Buy Account Opening Purchase
0002517_894 56_402_65473_9 ICBC financial and real estate mix 15.80% 1.50 % 0.15% purchase account to buy SSE 180 Financial, Cathay Pacific 13.65 join the
020021% 1.20 % 0.12% purchase account purchase
161211 SDIC CSI 300 financial and real estate Join 13.07%1.20% 0.12%
160517 Bo Securities Bank Index classification 13.55% 1.00 % 0.10% purchase account purchase
Source: Oriental Fortune Choice data , Galaxy Securities, as of the date: 2018-03-28 \u0026 nbsp; Risk Warning: \n?

This report was published by the Oriental Wealth Securities Institute based on publicly available data from the market. For reference purposes only, the Oriental Fortune Securities Research Institute cannot guarantee the authenticity, accuracy, and completeness of the data. The contents of the report do not represent the views of the Fund of Heaven, and do not constitute investment advice. Investors should therefore operate at their own risk. Market risk, the investment need to be cautious.

\n?

Shanghai Oriental Wealth Securities Research Institute Co., Ltd.


相关评论

本类更新

本类推荐

本类排行

本站所有站内信息仅供娱乐参考,不作任何商业用途,不以营利为目的,专注分享快乐,欢迎收藏本站!
所有信息均来自:百度一下 (新澳门金沙网上娱乐)
京ICP备1356812936号