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Data:2009-12-12 2:34
Source: times new advisory
Today, the broad market trend is still in this column as expected, we recently stressed repeatedly that as long as the news of the weekend did not put the bad than market expectations, against the big top boxes will start their assault. We see news of today's stocks in the context of introduction of the two bad, in one fell swoop up wearing a tank top 4200 points, the anti-pressure, volume has exploded to more than 230 billion, against the big challenges of the new high momentum starting to show.
PBC decided that from July 21, 2007 yuan from financial institutions to raise benchmark deposit and lending rates. The State Council decided to August 15, 2007 onwards, savings deposit interest income personal income tax rate from the current 20% reduction to 5%; the news entirely within market expectations, apparently be interpreted as advantage of this opportunity, this makes the tape go with high open-high situation.
After the tape stops top boxes, investors are most concerned about things than the broad market can record high this column that this possibility can not be ruled out, but it is also conditional. Firstly I should say it is now 4300 points and May 30 when the 4300-point is very different, although the point position is the same, but the price structure has changed a lot, a lot of stocks are still at a very low position, stock price is more than 3000-point level. In other words, finance, real estate heavyweight represented by many of them have hit a new high, and led the index higher, while the majority of individual stocks do not keep up with market's gains. Therefore, we believe that the market experienced a slump after two waves of the 4300 points, the pressure, before the 4300 crash than 530 points, the pressure is much smaller, coupled with market expectations have been introduced in the bad, the message of become more established, which is tape to a new high in the short term fundamentals.
But also we have to remind investors that is, we should not be too optimistic about the broader market and effective high is conditional, this condition is the management's attitude. We should understand that, now 4300 points, although the pressure has been considerably reduced, but the points are still top of the market worried about the policy, if the policy side, as the previous two, as 1-4300 bad points, and release the broader market while it is very effective break difficult. From the management's attitude toward analysis, mainly because I think the market there is a bubble-shaped structure has undergone two rounds of fall, structural risk quickly released, but I do not know whether there is change in the attitude of the management, which is a larger market outlook uncertain, and therefore , the recent focus on the message side still worth.
The tendency in this column after the first breakthrough in shock, as the market anticipated the bad news has been out to do, the market also appeared benign proliferation of hotspots, so they do there will be a multi-energy release process, after all, a record high close at hand, and the parties will not miss the main this rare opportunity, but a breakthrough will depend on the effectiveness of management's attitude. After the break, due to the role of psychological pressure on the broader market may be under pressure from profit-drive a shock, which requires us to pay attention in the operation of the rhythm.
Hot as the market began to spread operation suggest that you avoid the better offer is low, choose to be victimizes of, or the potential of small unit to operate. Today, the steel plate in the low to start, while the financial and real estate mostly in finishing a strong market conditions, giving us a good reminder. However, we believe that benefit from the appreciation of the renminbi is still the Quotes section of the main line, in fact, the steel plates to benefit from yuan appreciation is equally, regardless of changes in operational tempo, directions and still can not give up.
Focus on:
Xi'an diet (000,721): the bottom of the repeated recommendations, the Unit belongs to the typical growth stock, but also has a high margin of safety, commercial real estate revaluation as high as 7.4 yuan, with the current stock price is almost the same, apparently severe market victimizes the species. Technological point of view, the Unit through a standard five-wave adjustment, in terms of time and space are very full afternoon to face a strong rebound in demand, now to build a small double bottom patterns, stroke volume, breaking today, a breakthrough neckline bit, declared counter-Quotes officially launched, the current rise is very limited space for the future valuations are very large and therefore recommends that investors can continue to actively intervene to hold the center line.