Category: Money tips Release Date: 2006-10-12
Source: Xu Bin Guotai Junan
Tuesday the market continues upward trend Su Liang, selling pressure forces appeared to be quite limited, after the morning test a low index of all the way to do a little easy to push up until the case of suppression of 60-day moving average has dropped slightly, closing up 33 points, still. Volume remains low for and welcoming Jiaoqian Ri significantly larger, indicating a slight recovery popularity.
Optimism from the Fund
Increase was primarily driven by the fund contrarian Masukura news, 20 the fund company's 96 funds released two quarterly, according to wind and days relative to consultants statistics show that the end of the second quarter, the direction of active equity investment in the Fund's average stock position 80.2%, a slight increase in position. This shows that the proportion of the fund's holdings are on the rise over the first quarter, the Fund's holdings as the market moves can be understood as the main force of the fund companies optimistic and this has no doubt the market will lay a certain amount of popularity. In addition, the continued appreciation of the yuan and the surrounding markets, continued strength has also brought support to the market, the recent appreciation of the yuan to accelerate the trend appeared, while the secondary market, real estate, finance, aviation and other beneficiaries of the yuan revaluation plate has shown a significant The strong, hot plates to stimulate the emergence of a certain extent, the market sentiment recovery. Overall, the current market conditions are gradually warmer.
The author believes that the short-term to decide the direction of broad market will continue to be the publication of CPI data, so investors still need to focus on CPI data on the impact on the market, the market generally felt that CPI data will be more than 4%, assuming that CPI data less than 4%, then the Instead, the market will form a positive effect, if more than market expectations of growth, then the stock will continue to be adjusted not be ruled out. Overall, the short term, broader market has been powered up attacks, the key need to focus on the impact of CPI on the latter part of the market.
Concerned about the Awkwardness of Fund
Fund's performance to the market as an assurance to eat. But the idea of long-term operation of the fund mainly short-term and can not guarantee that the broad market higher. Pure technical analysis of stock at this stage is still subject to the 60-day moving average, and the continued shrinkage of the volume also shows a lack of willingness of investors to approach, therefore, before the data is not clear, I believe that investors still need to take a cautious strategy, the main to pay attention to a breakthrough in tape can effectively suppress the 60-day moving average. Operation, the appropriate bargain-hunting investors concerned about the fine performance of varieties, a number of high-quality large cap blue chip varieties can be used as the layout of the center line. On the other hand, as reported to the Fund announced a number of sought after by institutional funds of stocks and plate should also be focused on investors. According to statistics, machinery and equipment manufacturing industry to replace the financial sector instruments to replace the Bank Insurance Fund as the first Shigekura varieties, can be expected that the latter part of machinery industry, there will be opportunities for continued performance. In addition, some industry boom of the plate can also be a higher degree of focus, such as the financial and real estate stocks in the future, there will still be opportunities for better performance. Key species: CITIC Securities (600030) is a well-deserved leading enterprise in the securities industry to complete distribution of industry after the company's long-term growth prospects remain favorable. With the sustained and rapid development of China's securities market, China's securities industry also has entered a period of rapid growth, while the industry development trend of the strong Hengqiang makes industry-leading companies that have greater potential for development. CITIC has established a leading position will be full with the company's capital, network, business and human factors such as competition, further consolidation and enhancement of widening. In addition, the company's various business lines of the fabric point of gradual start, including the replenishment of CITIC Hong Kong, China futures acquisitions, China's acquisition of fund shares, as well as industrial investment, the index of service companies such as investment, innovation and business to seize the first machine. The company's future depends on the capital market to develop more sustained bull market, so investors in the operation of the unit should give the necessary attention to the macroeconomic
