Tape review:
first trading day of the New Year, Shanghai and Shenzhen broader market appeared a good start and continue to extend the amount of pre-holiday prices go up the situation. Technically, the Shanghai index is basically confirmed the support of half the line, began attacking the 30 MA 30-day moving average on the medium-term trends play a key role, therefore, important things to watch for the first week of New Year's 30 day moving average of the competition, a firm that the average impact on the medium-term trend can not be overlooked, there will be shocks that appear in this column, the market ultimately confirm the trend of the formation of a breakthrough 2900 points.
New Year on year performance of the first trading day the market is of great significance, the basic optimistic in April this column before the stock market performance, which is New Year's Quotes of the first battle, this battle of the valuation is the core of repair, catalyst annual report to the Annual Report on the operation of the main clues, and this is the most viable multi-starting point.
today's financial, real estate, nonferrous metals, resources, and blue-chip sector on the broader market has played a catalytic role We have said that blue-chip segment of the market's decisive, so, investors may be spread, as the Shanghai and Shenzhen 300 blue-chip stocks as the representative of the whole plate was really very cheap, their role is to direct market, in particular, appreciation of the renminbi, Inflation is often played the role of the valuation increase.
operational thinking:
market in the first trading day of 2011 was , after the New Year ushered in the red disk. From a technical point of view, today's Shanghai and Shenzhen stock turnover of more satisfactory, fly in the ointment is that the market has formed a upward gap, the Shanghai index against the formation of lines upward gap, short-term the possibility of completely covering the market.
Throughout this rally, we believe that one needs a technical rebound, on the other hand is frequently the external market hit a new high international commodity prices continue to set records, overlap between the two lead resources, products and investment products across the board strength. But the broader market, backed by real estate stocks do not have continuity, we have repeatedly analyzed the high-growth period is over the property, the policy to suppress a long-term and normality. So we think that only the current real estate stocks valuation of repair and technical rebound is not the mainstay of the market.
established in 2011 the central bank's monetary policy to control price-based master tone, that will later tightening continues. liquidity tightening the production costs of industrial enterprises have a greater impact, with 10 years in December, for example, in December purchasing managers index (PMI) fell by 1.3 percentage points, 5 个月来首次 to fall, look for its reason, we believe that tightening of credit has an indelible effect. from the capital market law perspective, liquidity tightening will deter big money to do more courage. Therefore, we continue to believe that the market trend before the National Day repeat unlikely.
short squeeze can not be out of the biting index market, market structure can not be discounted, however, before the holiday in the New Year's Day 11 years we have stressed should pay attention to inflation and appreciation of the renminbi during the first half the two main lines. Inflation is the most beneficial natural colored two coal class-based, the source of resource materials in addition to a weaker dollar increases, the non-ferrous and coal production has declined the international market factors, although not improper combination of the two resource items determined to go the main upward move, but take the wave of rising structural opportunities can still be established. The RMB appreciation, we are still the main emphasis on airlines, China Southern Airlines as the biggest benefit of our emphasis has been about 10% after the increase, and I believe that with the continuous record high of RMB, the three major aviation stock there will be performance.
1 4 Performance List!! Next to those is the High-buy ; <002,098 shares of SBS>> more than 5% is expected to move up, proceed to the next who is a layout???? the specific details of individual stocks can add Tencent: 1352993682 exchange request.
(more funds to flow into stocks basis for reference only do not do, do not blindly chasing the high bid, or win loss peril, I QQ, 1352993682 invites all of stock)
888 investment banking to join the club in 2010 named the most popular financial blog January 4, 2011: tape perfect ending, still waiting for the coming year
No comments:
Post a Comment