Category: Money tips Release Date: 2007-06-14
There are indications that the bull market of traditional thinking, the value of evaluation standards are being challenged, on behalf of a new bull market of the new thinking is emerging, which indicates that a new bull market is ready for enactment.
Defense has been neglected species worth pondering
Recalling in this market, especially the most recent operation of the market situation, we find that in the past was once brilliant and very sought after by the market generally has been defensive and cold varieties, such as iron and steel, electric power, ports, etc., its trend significantly weaker than that tape, and some appear repeatedly bottom.
Variety is not only the overall weak defense, but also led in the past to play some of the leading varieties of performance is very disappointing. Baosteel steel plate in the G-repeated shocks over 4 yuan, the port plate in the CIMC, G Yantian Port is also the bottom of the shock, the power plate in the G-chief power is constantly reaching the lowest level since this Quote, the trend significantly underperform.
The performance of these species account for the past trying to dump performance, price-earnings ratio of listed companies judge the investment value of thinking challenged, but also reflects the value of criterion is to diversify, this is a new bull market produced the inevitable condition for the development of future market direction, both for indexes run pattern, or adjust the strategy to investors, will have a profound impact.
Characteristics of the new thinking to build a new bull market
Species subjected to cold in the defensive, while the emergence of new investment ideas Queba transported hot to do in full swing, particularly in the pursuit of future expectations, revaluation, asset appreciation, the regional economic and other investment philosophy clearly sought after by the market.
The pilot reform Quotes arising due to stock, instead of full shares reach new heights. In particular, the institutional funds as the market share of the opportunity to understand the continuous deepening of reform, stock market reform has become the largest plate wealth effect. G Xiamen Tungsten resume trading at a record one-day G shares rose 43% of the highest on record, after Friday's G Lu resumption of gold hit a one-day rise again, 53% of the records.
Driven by asset appreciation, revaluation and other factors stimulus revaluation of the increasingly popular, and thus lead to the relevant sections of sustained, turns up, the most obvious is the real estate section, business section, the leading varieties, such as G Wanke, G Merchants, large business shares, commodities, etc. The strong performance of the city, not only for the market to establish a strong wealth effect, but also greatly stimulated the enthusiasm for investing in the market for Quotes to develop in depth played a key role.
The Quote of the biggest bright spot is that the pursuit of another future expectations, triggered by a lot of money to the pursuit of future growth is expected to well-plate, the most obvious is that prices continue to rise, future profit is expected to a good non-ferrous metal plate.
Repeated themes of regional blocks active. By the national policy orientation and the "Eleventh Five-Year Plan" impact, the second Quotes in a regional economy as the dominant themes have emerged repeatedly active plate. The most obvious is the Tianjin Sea stocks rose a row once.
The new feature shows that in the process created a new bull market, the investment philosophy is necessarily diverse, any kind of ideas can not always be dominant. At the same time, it also shows that preferences will be reflected in a variety of investment, has its own criteria for judging the result has been the coexistence of multiple hot spots, so as to lay the foundation for the emergence of new bull market.
Grasp the trend can become a big winner
Through the above analysis we found that with new ideas and a new bull market based are actively brewing, or that the new bull market now be seen. As a general investors in order to grasp the opportunity, you must promptly adjust their thinking and strategy.
On the future operation of the market structure, the future features of the new bull market is very likely the largest index of absolute gains may be small, but the stocks rise is quite startling, market opportunities, more reflected in the individual stocks, the stronger will be its greatest feature Hengqiang . This requires us to change the traditional bull mentality, change the index to determine the CBBC Change way of thinking.
On the asset allocation strategy, the concept can not be blindly emphasized that an investment is necessary to grasp the value of criteria for judging the trend of diversification, funds were allocated to different plate and varieties. Meanwhile, a new hot spot for the market, the new themes should have the courage to participate. Only in this way to get maximum benefit.
